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About the Role

Drive growth of Fidelity's 401(k) recordkeeping and workplace solutions business throughout New York State (excluding New York City and Long Island). Build and leverage a network of financial advisors and third party administrators (TPAs) to identify opportunities and connect clients with Fidelity's retirement plan solutions. Serve as a strategic resource on retirement plan solutions, providing a consultative sales experience to improve client outcomes and expand Fidelity's market presence.

Responsibilities

Drive new business growth by building and leveraging a network of financial advisors and third party administrators (TPAs).
Identify opportunities and connect clients with Fidelity's retirement plan solutions.
Provide a consultative sales experience for advisors, TPAs, and small business owners.
Grow Fidelity's presence within territories by developing advisor and TPA relationships.
Generate new business opportunities.
Partner with an aligned Retirement Director to deliver retirement and workplace solutions.

Requirements

Proven track record in consultative sales, financial services, or benefit-related industries.
Experience selling through intermediaries such as financial advisors, TPAs, and consultants.
Demonstrated success uncovering client needs and delivering tailored retirement and financial wellness solutions.
Proven ability to build and execute territory business plans, including market segmentation, pipeline development, and coverage strategy.
Experience developing referral networks and driving business growth through financial advisors and other key influencers.
Strong relationship-building skills with the ability to earn trust and influence decision-makers.
Ability to thrive in a fast-paced, collaborative, results-oriented environment.
Knowledge of 401(k) recordkeeping, administration, investments, and employee benefits.
FINRA Series 7 and 63 licenses, or the ability to obtain them upon hire.
Fidelity will not provide immigration sponsorship for this position.

Skills

Consultative sales
Financial services
Benefit-related industries
Selling through intermediaries
Uncovering client needs
Delivering tailored retirement and financial wellness solutions
Building and executing territory business plans
Market segmentation
Pipeline development
Coverage strategy
Developing referral networks
Driving business growth
Relationship-building
Earning trust
Influencing decision-makers
Thriving in a fast-paced, collaborative, results-oriented environment
Knowledge of 401(k) recordkeeping, administration, investments, and employee benefits

Location

New York State (excluding New York City and Long Island)

Work Type

Onsite

Experience Level

Vice President

Salary/Compensations

$65,000 - $75,000 per year

Benefits

Comprehensive health care coverage
Emotional well-being support
Market-leading retirement
Generous paid time off
Parental leave
Charitable giving employee match program
Educational assistance including student loan repayment
Tuition reimbursement
Learning resources to develop your career

About the Company

Fidelity Workplace Investing Sales is a high-performing, collaborative sales organization focused on helping employers and their employees achieve better retirement outcomes.
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles.
Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.