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Fidelity Investments · 1 day ago

VP, Defined Benefit & NQDC Account Executive- Sales

Mountain Home, TX

Full-time

Hybrid

Director/Executive

$125K/yr - $150K/yr

15+ years exp

Fidelity Investments is a leading financial services company seeking a VP, Defined Benefit & NQDC Account Executive in Sales. The role involves addressing large DB plan sponsor needs and collaborating across organizations to optimize business efforts, while sustaining Fidelity’s market leadership in the DCNQ space.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

Responsibilities

Collaborating with Consultants, Actuaries, Relationship Managers, and other Sales Account Executives to identify viable prospects and build new opportunities

Engaging sponsors directly (including activity-based prospecting of external prospects) and close deals

Working with Actuarial leads and assigned actuaries to identify and target opportunities

Mentoring and developing new business development capabilities, process and organization among Actuaries

Maintaining detailed understanding of the technical aspects of Defined Benefit Actuarial and positions Fidelity’s product in an effective manner

Working with external DB Consultants (including Actuarial SMEs) to promote Fidelity’s capabilities

Delivering presentations and materials describing product features, concepts and process in a language that is significant to the client audience

Efficiently documents activity and ensures clean and accurate data is collected in CRM to successfully lead sales process

Qualification

Institutional salesRelationship ManagementDBDCNQ knowledgeSales disciplinePipeline managementProcess designCRM proficiencyConsultative salesMentoring skillsPresentation skillsCreative thinking

Required

Bachelor's degree

15+ years WI Sales experience across multiple products, including direct sales through sophisticated deals to large organizations

Relationship Management and Sales experience (ideally, both as an individual contributor and leader) with an ability to navigate a matrixed organization, influence business leaders / partners and product development, bringing forward tailored solutions

Sales discipline and strong pipeline management skills

Expertise mentoring senior and developmental talent to address business development efforts

A consultative and strategic sales mindset and a willingness to collaborate across Fidelity Workplace Consulting to leverage strategic approaches with your sales approach

Working with leadership to drive a multi-year strategy and effort

Senior institutional sales professional with outstanding prospecting, presentation and closing skills

Experience working on sophisticated sales opportunities

Crafting and implement processes to ensure accurate CRM data, activity-based coverage

Prospecting systems for yourself and others and senior relationships selling strategies

Leading cross-functional and organizational sales efforts

Thinking creatively and innovatively about sponsor needs, product / service development, coordinated marketing efforts and effective sales positioning / presentations

Ability to understand DB and DCNQ products/ technical specifics, including Actuarial, related Investment (LDI, other) and supporting Administrative services

Participating as part of multi-product combination sales efforts (DB Actuarial, DB / DC Administration)

Others respond successful to your influence, mentorship and process design / execution

Prospecting and selling skills, instilling confidence and capability in associates without extensive sales strengths or experience

Sales discipline and pipeline management skills

Collaborating with Consultants, Actuaries, Relationship Managers, and other Sales Account Executives to identify viable prospects and build new opportunities

Engaging sponsors directly (including activity-based prospecting of external prospects) and close deals

Working with Actuarial leads and assigned actuaries to identify and target opportunities

Mentoring and developing new business development capabilities, process and organization among Actuaries

Maintaining detailed understanding of the technical aspects of Defined Benefit Actuarial and positions Fidelity's product in an effective manner

Working with external DB Consultants (including Actuarial SMEs) to promote Fidelity's capabilities

Delivering presentations and materials describing product features, concepts and process in a language that is significant to the client audience

Efficiently documents activity and ensures clean and accurate data is collected in CRM to successfully lead sales process

Series 07 - FINRA

Series 63 - FINRA