Hybrid Director, Sales Product Consultant – HSA/RA

at skillventory - A Leading Talent Research Firm

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

About the role

• Sales Product Consultant driving client relationships in Fidelity's Workplace Investing sector. Managing sales processes and collaborating with internal teams to retain Health and Benefit Account clients.

Responsibilities

• work closely with HSA and RA 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, 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
• collaborate, influence, and build positive relationships across sophisticated organizations
• 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
• coordinate finals presentations and site visits, including agendas, speaker prep, logistics, and demos
• engage proactively with partners to understand needs and expectations
• apply deep product and market expertise to differentiate Fidelity’s value proposition
• educate partners on client/prospect dynamics, mentor presenters, and provide actionable feedback

Requirements

• Healthcare experience required (HSA, RA, H&W, Voluntary Benefits 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 preferred
• Series 7 and 63 required (can be acquired in role)
• Proven sales and consultative skills to educate, position, and influence prospects and consultants
• Excellent written and verbal communication skills, including simplifying complex topics for diverse audiences
• Strong listening skills to uncover client and internal partner needs
• Ownership mentality with accountability for results
• Comfort leading multiple priorities with accuracy and speed in a multi-layered environment

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