VP, Retirement Director- 401K Sales

Fidelity(19 days ago)

HybridFull TimeSenior$100,000 - $120,000Sales

About this role

The VP, Retirement Director- 401K Sales role is a field-based sales position focused on developing and maintaining client relationships with investment professionals to promote Fidelity's retirement products and services. The role involves strategic territory management, client engagement, and collaboration with internal teams to meet sales goals.

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Required Skills

Sales
Territory Management
Client Relationships
Presentation
Industry Knowledge
Lead Generation
Marketing Support
Product Knowledge
Communication
Time Management

Qualifications

Series 7 - FINRA
Series 63 - FINRA

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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