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Regional Sales Consultant- 401K Inside Sales

Company: Fidelity Investments
Location: The Colony
Posted on: March 19, 2020

Job Description:

Job Description: Workplace Investing Sales is looking for a top notch internal sales associate. In this role you will be responsible for developing B2B leads for prospective new 401k clients. Working independently and responsible for developing, targeting and building a business plan for a specific territory. The Expertise We?re Looking For Bachelor's Degree. Progress towards MBA or CFA a plus. 2-5 years of financial services experience preferred. FINRA Series 7 or 6 & 63 required (or attained within 60 days). The Purpose of Your Role As an entry level institutional sales position, you will be primarily responsible for prospecting and pursuing leads of prospective new 401(k) clients in a direct channel. You will work in a team-based atmosphere, responsible for developing and maintaining strong relationships with the Vice Presidents and Account Executives in your assigned territory. The Skills You Bring You bring a strong knowledge of the Financial Services Industry. You have demonstrated Territory, Project and Time Management skills. You have demonstrated Sales, Presentation and Negotiation skills. You bring excellent written and verbal communication skills. You have the ability to work independently in a fast paced Sales environment. The Value You Deliver Developing prospects from proactive phone calls and marketing efforts. Uncovering new opportunities to present the Fidelity Direct 401(k) product. Creating and maintain relationships with Vice Presidents and Account Executives in Territory. Cultivating and strengthen business relationships with consultants and centers of influence (COI) in Territory. Delivering and apply consistent sales process to effectively develop territory. Increasing the number of corporate retirement plans sold in an assigned territory. Possessing the desire to move into a commissioned base, Account Executive role within the institutional sales area. How Your Work Impacts the Organization You will be responsible for developing relationships with 401(k) prospects, leading them into our complex sales process, acting as the initial contact, and subsequently being involved in multiple contacts through phone calls, and other marketing efforts, up to the point at which the prospect is willing to move forward.? Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com Fidelity Investments is an equal opportunity employer. Certifications: Category: Sales We welcome those with experience in jobs such as Outside Sales Representative, Business Development Representative, and Sales Manager and others in the Sales to apply.

Keywords: Fidelity Investments, The Colony , Regional Sales Consultant- 401K Inside Sales, Other , The Colony, Texas

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