Director, Product and Service Consultant- Retirement Services

Fidelity(1 month ago)

HybridFull TimeSenior$95,000 - $186,000Sales

About this role

The Product & Service Consultant partners with Account Executives to support Workplace Investing sales by managing the end-to-end sales process for large corporate clients. The role emphasizes deep knowledge of Fidelity’s products and services and requires strong relationship-building to coordinate internal subject-matter experts. It supports positioning Fidelity’s solutions to prospects and facilitates smooth contract handoffs.

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Required Skills

Project Management
Client Relations
Proposal Development
Presentation Skills
Product Knowledge
Sales Strategy
Relationship Building
Financial Analysis
Communication
Collaboration

Qualifications

Bachelor's Degree
MBA (Preferred)
Series 7
Series 63

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

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