Job Description:

Are you a hardworking and organized person who would thrive in a collaborative environment? If so, come build your career with us!

As a Sales Strategist your primary responsibility will be supporting Fidelity 401k and multi-product solution sales. You will work closely with your Retirement Director and Regional Account Executive partners to support your team with both their ongoing advisor relationships and sales process. Your purpose is to provide support to help the selling team focus on their sales opportunities and help them achieve success more quickly.

The Team

Workplace Investing Sales is a collaborative, fast paced and exciting environment. In this role you will be responsible for supporting multiple selling teams to ultimately drive sales and grow long term relationships with plan sponsors and trusted advisors. You will have responsibility for prioritizing, organizing, and influencing business partners to improve sales execution and profitability.

The Sales Strategist role will support the Sales Team selling in the 1-100M plan size. This role will serve prospective plan sponsors and advisors and is focused primarily on supporting and advancing Defined Contribution proposals from inception though the sales process to conclusion. This also includes a focus on non DC products such as Health Savings Accounts, Student Debt, Fiduciary Services and Workplace Giving, but will also assist with other products such as Personalized Planning & Advice. It requires the ability to make multitask in high volume and highly detailed environment at a critical phase of our sales process. Examples are plan pricing and fees, plan benchmarking and proposal requests.

The Expertise You Have

Knowledge of defined contribution and/or financial services industry

Strong understanding financial advisors and or third-party administrators

Experience in working in collaborative partnerships.

Robust communication and interpersonal skills

Minimal travel requirement (<5%).

Series 7 and 63 Required

The Skills You Bring

Outstanding attention to detail

Ability to take initiative in ownership of client deliverables.

Strong project management skills

Excellent written and verbal communication skills

Ability to thrive in a very fast-paced demanding environment.

Strong organizational and time management skills.

Solid collaboration skills and interpersonal skills to communicate effectively with business partners and team members at all levels of the organization.

Strong individual contributor within a team environment

Creative problem-solving skills.

The Value You Deliver

Analyzing the proposal\presentation requirements with the other Deal team members and delivering pricing to prospects

Provide support from initial pricing through Implementation. Managing the proposal activities and sales process for new business opportunities including developing responses, planning, organizing timeline and project deliverables.

Customizing materials and support for deal advancement, finals and follow up. This includes the Plan Exam, fund line ups, product exceptions and finals presentation

Performing client data analysis to support the positioning of our products value in the sales process.

Managing multiple projects and prioritizing workload to ensure client\prospect needs are met

Managing and maintaining responses to improve proposal drafts and proposal database.

Certifications:

Series 07 – FINRA, Series 63 – FINRA