Vice President/Wholesaler Vice President/Wholesaler …

Fidelity Brokerage Services
in San Francisco, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Fidelity Brokerage Services
in San Francisco, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Vice President/Wholesaler
VP 401(k) Wholesaler

Workplace Investing Sales is looking for a top notch 401KWholesaler. In this role you will be responsible for developing B2B leads forprospective new 401k clients. Working independently and responsible fordeveloping, targeting and building a business plan for a specific territory,you will partner with associates in the Personal Investing (PI) in uncoveringopportunities for 401k sales as well as PI opportunities from existing WIclients.

The Expertise Were Looking For

  • Bachelor's degree required.
  • 5+ years of relevant experience, preferably within the Retirement market and working with Advisors/Investment Professionals.
  • Series 7 and 63 licenses required.

The Purpose of Your Role

  • Fidelitys 401K Wholesaler, will need to work collaboratively with Personal Investing branch network and be responsible for developing, targeting and building a business plan for a specific territory.
  • Prospects are developed through multiple strategies including internal distribution partners and through investment professionals in the branches. The position will be based in San Francisco, Portland or Seattle.

The Skills You Bring

The Value You Deliver

  • Responsible for sourcing prospects through a unique and sophisticated process using several mediums including conducting seminars, video conferencing, conference calls and face to face appointments when needed.
  • Creating and maintaining relationships with Fidelity's Personal Investing distribution channels (branch and phone) to increase awareness of WI products and services.
  • Partnering directly with branch and phone associates to uncover opportunities for 401k sales and transition those opportunities to the appropriate WI Account Executive
  • Partnering with other members of the Workplace Investing Sales team, Legal, Operations associates and many other Fidelity companies to service the client base.

How Your Work Impacts the Organization

Working closelywith Relationship Management to provide Personal Investing exposure to targetedWorkplace Investing clients in branch territory

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Company Overview

AtFidelity, we are focused on making our financial expertise broadly accessibleand effective in helping people live the lives they want. We are a privatelyheld company that places a high degree of value in creating and nurturing awork environment that attracts the best talent and reflects our commitment toour associates. For information about working at Fidelity, visit FidelityCareers.com

FidelityInvestments is an equal opportunity employer.



Primary Location: US-Massachusetts
Work Locations:
Job: Sales %26 Relationship Management
Organization: FMR LLC.
Job Level: Executive
Schedule: Full-time
Job Type: Standard
Travel: No
  • Your ability to demonstrate effective sales performance and a professional/consultative approach to prospects.
  • Your excellent time management, organizational skills, and the ability to work independently with little supervision.
  • You are highly motivated.
  • You have at least three years of business-to-business sales experience.
  • You bring strong interpersonal, influencing and negotiating skills.
  • You possess understanding of the complex sale and longer institutional cycle.
  • You have a solid understanding of investments and the defined contribution market.
  • You have excellent presentation and or training skills.
  • You bring previous prospecting skills.
  • Requires extensive travel (75%).
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