Job Description:
The Regional Account Executive (RAE) is passionate about collaborating with advisors, third party administrators and working with business owners to help their employees tackle and solve all their financial wellness and retirement needs!
As a RAE, you are the primary point of engagement for advisors, third party administrators and small business decision makers in the North Orange County & Las Vegas territory. You will partner your aligned Retirement Director to provide valuable thought leadership, build brand awareness, and improve client dedication with Financial Advisors by utilizing a consultative sales process. As a sales leader, you will influence success via warm leads, carefully identify customer needs, and cultivate relationships, while guiding retirement benefits strategies with a defined set of tools and solutions. All the while, Fidelity will provide the invaluable ongoing training that keeps our groups at the forefront of the industry and opens pathways to further career development.
ASSOCIATE MAY WORK REMOTE IF LOCATED IN CA OR NV. TX LOCATION WOULD BE HYBRID IN WESTLAKE, TX.
The Team
Fidelity Workplace Investing Sales is a collaborative, competitive, and fast paced environment. The RAE is an important part of our selling team and responsible for selling Fidelity’s 401k Recordkeeping Platform and Multi-Product Solutions through financial advisors, third party administrators and directly with plan sponsors. You will have responsibility for developing, targeting and executing a business plan for a specific territory. Your work plays a vital role in growing profitable long-term relationships.
The Expertise You Have
- Established experience and success in consulting, sales or the financial service industry
- We require a Series 7 & 63 and will allow study time to obtain within 2 months of hire
The Skills You Bring
- You have excellent sales skills: rapport building, active listening, qualification questioning, objection stabilizing, strong presentation delivery, strategic prospecting, and territory management
- A real passion for problem-solving and complex planning while having mental agility to evolve recommendations to clients as the circumstances may shift around it
- Knowledge of the Financial Services, Employee Benefits, or Human Resources Industry with shown territory, project and time management skills to achieve goals
- You thrive in fast paced and team-oriented environment with a dedication to constant self-improvement
The Value You Deliver
- Executing a sales process via phone and virtual meetings with intermediaries and plan sponsor decision makers to develop long-term business relationships
- Providing subject matter expertise on a broad range of retirement benefits, integrated administration and investment options
- Leading by example and demonstrating organized preparation and effective follow up skills
- Collaborate with internal partners to build and execute a coordinated territory-level business plan to develop and manage a pipeline of business
- Implement segmentation and client coverage model to cultivate and strengthen relationships with Retirement Leaders within assigned territory
- Utilize communication and presentation skills to deliver Fidelity’s marketing campaigns and business building insights to the marketplace to improve brand awareness and drive demand generation
The base salary range for this position is $55,000 - $75,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Certifications:Series 07 - FINRA, Series 63 - FINRA
Category:Sales
Top Skills
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
