Junior Account Executive responsible for outbound prospecting and driving sales in wellness technology. Collaborating with senior leadership to develop strategic partnerships and close deals.
SF
Hybrid Vice President, Account Executive – 401K/Retirement Sales
Posted last month
About the role
- Account Executive driving business growth in Corporate Defined Contribution sector at Fidelity. Building advisor relationships and delivering tailored retirement solutions across multiple states.
Responsibilities
- Drive new business growth in the Mid and Large Market Corporate Defined Contribution space
- Develop deep advisor and consultant relationships
- Lead complex pursuits and deliver tailored retirement plan solutions
- Influence key decision-makers across long institutional sales cycles
- Orchestrate internal partners and position Fidelity’s capabilities to win new plans
Requirements
- 10+ years of institutional sales or senior client-facing experience
- Proven sales success working with advisors, consultants, or intermediaries
- Defined contribution expertise required
- Experience engaging Mid / Large Market prospects ($50M–$250M in plan assets)
- NASD Series 7 and 63 required
- Bachelor’s degree required
- Willingness to travel ~40%
Benefits
- Health insurance
- 401(k) plans
- Paid time off
- Flexible working arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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