Hybrid Director, Sales Product Consultant – Health & Welfare

at skillventory - A Leading Talent Research Firm

• Job title: Director, Sales Product Consultant – Health & Welfare
• Job type: Full Time
• Experience level: Lead
• Salary: $95,000 - $186,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, United States

About the role

• Director of Health and Welfare Sales Product Consultant at Fidelity. Project managing sales processes and collaborating with executives in a workplace investing environment.

Responsibilities

• work closely with H&W Account Executives, Sales Delivery/SOAR, Consulting Relations, Retention Executives, Managing Directors, and key Health partners
• project manage the end-to-end sales process—from initial capabilities discussions, RFPs, pricing, follow ups and proposal development through final delivery meetings and contract handoff
• develop the strategy to best position Fidelity’s products and services, identify plan sponsor needs, and elevate prospect and client conversations
• lead and coordinate end-to-end sales and retention efforts, driving efficiency and adopting new technologies
• own the full proposal process—needs assessment, drafting responses, multi-product integration, financial review, and final delivery
• engage proactively with partners to understand needs and expectations
• influence outcomes while encouraging partnership and consensus

Requirements

• Healthcare experience required (H&W, Voluntary Benefits, HSA and RA etc; multi-product experience preferred (DC, DB, NQ etc)
• Sales experience is preferred in some capacity
• Bachelor’s degree required; MBA or advanced degree a plus
• Minimum 5 years of related product or industry experience; Fidelity experience is preferred
• Licensing is NOT required but permitted to obtain in role (Series 7 and 63) with support of selling the HSA product
• Strong listening skills to uncover client and internal partner needs
• Excellent written and verbal communication skills, including simplifying complex topics for diverse audiences
• Proven sales and consultative skills to educate, position, and influence prospects and consultants
• Ownership mentality with accountability for results

Benefits

• comprehensive health care coverage and emotional well-being support
• market-leading retirement
• generous paid time off and parental leave
• charitable giving employee match program
• educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career