Job Description:
Role
Love to spend time crafting deeper positive relationships? Influence outcomes that matter? The Workplace Giving Sales Account Executive is passionate about collaborating with Relationship Managers, Advisors and Employers to engage their employees to find tailored Workplace Giving platforms that support their comprehensive wellness and retirement needs!
In this role, you are the primary point of engagement for Employers and Advisors in a market or geographical territory. You will partner with your aligned Managing Directors to provide thought leadership and build product awareness on our multi layered Workplace Giving solutions and other supporting tools.
The Expertise and Skills You Have
- Shown and established experience and success in consulting, sales and idea adoption or the financial service and/or charitable giving industries
- Prior non-sales experience in institutional Sales markets is helpful (operations, product, relationship management, consulting, enablement, program management)
- We require a Series 7 & 63 and will allow study time to obtain within 2 months of hire
- Excellent product adoption skills through rapport building, active listening, qualification questioning, objection balancing, strong presentation delivery, strategic prospecting and territory management
- A passion for problem-solving and complex planning while having mental agility to evolve recommendations to clients as the circumstances and product design may shift around it
- Knowledge of the Financial Services, Employee Benefits, Charitable Giving or Human Resources Industry with shown territory, project and time management skills to achieve goals
- Knowledge of institutional Relationship Management, institutional product (DC / multi), opportunity sales strategy development with client facing teams, multi-channel presenting (phone, Zoom and in person as needed).
- You thrive in customer focused, team and goal-oriented environment with a dedication to constant process and self-improvement
- Enabling employer product adoption via phone and virtual meetings with partners and plan sponsor decision makers to develop long-term significant business relationships
- Leading by example and demonstrating organized, thoughtful preparation and critical follow up skills
- Collaborate with internal partners to build and execute a coordinated territory-level business plan to develop and be responsible for a pipeline of business
- Effectively use marketing materials and business insights from the marketplace to improve product positioning and drive demand generation.
The Team
Fidelity Workplace Investing Emerging Products Sales is a multi-product and multi-channel collaborative environment that focuses on bring new solutions to Workplace Benefits through Managing Directors, Advisors and Plan Sponsors. You will have responsibility for developing a strategy with your partners for each of your opportunities and market segments. Your work plays a vital role in growing profitable, referenceable and long-term relationships.
Certifications:
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 fidelitycareers.com.
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 accommodations@fmr.com.
