Job Description:

You will help address large DB plan sponsor Actuarial and Enterprise and DCNQ needs with our comprehensive solutions. Our strategies include industry leading DB Actuarial, coordinated Investment and supporting Administration Services including DB and DCNQ. The leader will collaborate across organizations to optimize our effort. Large Actuarial relationships represent an attractive long-term growth opportunity for Fidelity.  Further, sustaining and continuing to promote Fidelity’s position as the market leader in the DCNQ space is of paramount importance and you will need to apply your sales skills to this domain as well.

The Team

The sales leader will work with Fidelity Workplace Consulting, Relationship Management, existing DC client and non-client DB plan sponsors, Sales and Consultant Relations to grow the business. Fidelity’s combination of services represents an outstanding value proposition to plan sponsors in a multifaceted DB and DCNQ markets.

The Expertise You Have

Bachelor’s degree15+ 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 solutionsSales discipline and strong pipeline management skillsExpertise 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 approachWorking with leadership to drive a multi-year strategy and effort

The Skills You BringSenior 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

The Value You DeliverCollaborating 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 ActuariesMaintaining 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.

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. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

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.