Fidelity Investmentsposted 8 months ago
Full-time • Executive
Remote • Detroit, MI
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
About the position
The Vice President, Retirement Director is a field-based role focused on driving sales and managing relationships within the Retirement market, specifically targeting Investment Professionals in Michigan and parts of Indiana. This position requires collaboration with a Regional Account Executive to develop and execute a business plan aimed at meeting and exceeding sales goals while enhancing client relationships.
Responsibilities
- Meet and exceed sales goals for the Michigan territory.
- Develop and maintain relationships with Investment Professionals and Advisors.
- Collaborate with a Regional Account Executive to create a targeted business plan.
- Utilize multiple strategies to develop prospects through internal distribution partners and investment professionals.
- Document sales activity to ensure production levels are met.
- Sponsor and participate in client seminars and events to enhance business opportunities.
- Liaise with internal groups to provide superior service and support.
- Assist Investment Professionals in building their business through product knowledge and lead generation.
Requirements
- Bachelor's degree required.
- 8+ years of relevant sales experience, preferably in the Retirement market.
- Series 7 and 63 licenses required.
- Extensive overnight travel required.
- Strong field sales and territory management experience preferred.
- In-depth knowledge of Fidelity and competitive products.
- Excellent time management and organizational skills.
- Strong presentation, communication, and listening skills.
