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Fidelity Bank · 4 days ago

Vice President, Account Executive- 401K/Retirement Sales

NC Work From Home

Full-time

Hybrid

Senior Level, Lead/Staff

10+ years exp

Fidelity Bank is a leading financial institution, and they are seeking a Vice President, Account Executive in the 401K/Retirement Sales domain. The role focuses on driving new business growth in the Corporate Defined Contribution space through strategic sales leadership and relationship management with advisors and consultants.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

Responsibilities

Drive new business growth in the Mid and Large Market Corporate Defined Contribution space

Develop deep advisor and consultant relationships

Lead complex pursuits and deliver tailored retirement plan solutions

Guide pursuit teams and orchestrate internal partners

Position Fidelity’s capabilities to win new plans, assets, and multi-product relationships

Conduct rigorous territory coverage and pipeline activity

Strengthen advisor and consultant relationships that influence both new business and retention

Ensure successful onboarding and adherence to risk, compliance, pricing, and FINRA requirements

Qualification

Institutional sales experienceDefined contribution expertiseNASD Series 7NASD Series 63Relationship sellingCritical listening skillsRFP process masterySalesforce.com forecastingCommunication skillsNegotiation capabilities