VP, Regional Account Executive- 401K Sales

Fidelity Investments is a leading financial services company, and they are seeking a Vice President, Regional Account Executive focused on 401(k) sales. This role is responsible for driving new business growth and providing consultative sales experiences to financial advisors and clients, aiming to enhance retirement outcomes.

Responsibilities:

• 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
• Provide a consultative sales experience for advisors, TPAs, and small business owners that helps improve client outcomes and expand Fidelity's presence in the market

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