VP, Advisor Consultant jobs in United States
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Fidelity Bank · 1 month ago

VP, Advisor Consultant

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level
money$65K/yr - $75K/yr

Fidelity Bank is a leading financial services company that seeks a VP, Advisor Consultant to enhance their presence in the Advisor retirement plan marketplace. The role focuses on building relationships with Advisors, supporting business development efforts, and collaborating with sales teams to promote Fidelity’s retirement solutions.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

Responsibilities

Develop an Advisor network focused on growing and better servicing clients with Fidelity
Create Advisor centric sales strategies with selling teams
Engage Advisors in business planning and drive new business through regional sales events, marketing efforts, and advisor interactions
Support selling teams to deliver best in class sales meetings with Advisors
Work with Advisor firms to train, engage, and employ standard methodologies to work with Fidelity’s recordkeeping system
Advocate on behalf of the Advisor externally and internally to support market share growth and retention efforts
Be a liaison between Advisors and Fidelity to find right services, resources, and support for Advisor partners
Contribute to product development and process improvement efforts
Other duties as assigned

Qualification

Business development experienceRetirement benefits knowledgeSeries 7 licenseSeries 63 licenseRelationship managementAgilityCuriosity about businessCommunication skillsCreative problem solvingFlexibility

Required

Experience in a business development or sales role
Understanding of Advisor value proposition and experience
Track record of running successful initiatives and projects
Passion for relationship building and partnering
Curious mind-set combined with a dynamic and flexible operating style
Project organization, management, and deployment
Series 7 & 63 licenses need to be acquired upon accepting the role
Previous experience and knowledge of the retirement benefits landscape are must-haves
Excellent listening & communication / story-telling skills that develop trust with Advisors, clients, and business partners
External communication and relationship management experience that positions you to be an ambassador for Fidelity's Advisor-friendly solutions
Creative problem solving with an ability to combine analytical and critical thinking
Agility and flexibility – the ability to reconcile conflicting demands and pivot as needed to seize opportunities
Curiosity about people, business, economics, and our product solutions

Benefits

Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Company

Fidelity Bank

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Fidelity Bank is a commercial bank providing services financial sercvices.
dateFounded in 1974
location
Atlanta, Georgia, USA
people-size1001-5000 employees
web-link
http://www.LionBank.com

Funding

Current Stage
Late Stage
Total Funding
unknown
2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase