VP, Retirement Director-401K Sales- MINNESOTA TERRITORY

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Job description

Job Description:

The Vice President, Retirement Director will be responsible for meeting/exceeding sales goals, developing new and maintaining existing client relationships with Investment Professionals and ERISA Consultants in a defined territory.

CANDIDATE MUST BE LOCATED IN MINNESOTA

The Expertise You Have

• 8+ years of relevant sales experience, preferably within the Retirement market and working with Investment Professionals/Employers.

• Series 7 and 63 licenses required.

The Purpose of Our Role

Fidelity s Retirement Director (field-based retirement plan specialist), will need to work collaboratively with an internal partner to develop, target and build a business plan for a specific territory. Prospective clients are developed through multiple strategies including internal distribution partners and through investment professionals at financial institutions nationwide, including wirehouses, regional and independent broker/dealers, banks, trust companies and insurance companies, registered investment advisors and consultants.

The Skills We Bring

• The position may require overnight travel.

• Strongly prefer field sales and territory management experience.

• We will bring expertise and in-depth knowledge of Fidelity and our comprehensive benefit offering.

• You have excellent time management and interpersonal skills.

• Excellent stand-up presentation, communication and listening skills.

The Value We Deliver

• Consistent travel throughout territory to generate new sales and proposal activity.

• Increase number of Investment Professionals doing business with Fidelity Investments.

• Maintain and document sales activity to ensure production levels.

• Maintain and improve existing relationships through increased interaction, introduction of sales ideas and marketing support.

• Sponsor and participate in client seminars and events to increase an Investment Professional's business.

• Work with internal partners to provide clients with outstanding service, marketing support, and issue resolution.

• Offer Investment Professionals our retirement plan expertise to help build their business through prospecting and lead generation ideas, industry trends, and insightful competitive data.

How Our Work Impacts the Organization

We are responsible for improving client relationships by assessing their business needs and offering creative solutions through Fidelity s 401(k) solutions, education and services.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined.

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 all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at .

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to .

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