Job Description

The Role

This role works closely with Account Executives to win our largest corporate clients in support of Workplace Investing sales goals.

As a Product and Service Consultant, you are responsible for project managing all aspects of the sales process from initial capabilities through proposals, prospect meetings and contract handoffs.

PSCs help drive the strategy to position Fidelity’s products and services by assessing plan sponsor needs.

This role relies heavily on your knowledge of Fidelity’s products and services and utilizing your network and relationship building skills to collaborate and work across multiple internal business partners and SMEs.

The Expertise and Skills You Have

Defined Contribution experience required / multi-product experience desired (including but not limited to Defined Benefit, Health & Wealth, Health Savings, Managed Accounts, Nonqualified, Student Debt, etc.)

Bachelor’s Degree required / MBA or other advance degree a plus

Minimum 7 years related product or industry experience / Fidelity experience desirable

Series 7 and 63 required (can be attained in role)

Approximately 20-30% travel requirement

Proactively collaborates, influences, and establishes relationships across the organization to deliver results.

Excellent communication (verbal and written) skills with the ability to present complex information internally and externally in a way that is easy for others to understand.

Strong listening skills to identify internal and external customer needs.

Demonstrates a strong sense of ownership and dedication and holds people accountable for delivering on their commitments towards achieving goals.

Flexible in a changing environment and able to manage multiple concurrent activities with attention to detail while productively balancing speed and accuracy.

Organize end-to-end sales and / or retention efforts, take initiative to improve effectiveness and efficiency and embrace new technologies.

Lead the proposal process for sales opportunities including identifying prospect needs, custom response drafting, multi-product sales integration, financials and investments review, drive deadlines and oversee the overall end-to-end proposal delivery.

Coordinate activities for prospect sales finals and site visits including agenda development, speaker preparation, site planning, presentation materials, and present product capabilities and technical demos.

Actively interact with external and / or internal customers to identify and anticipate requirements, expectations, and needs.

Apply extensive knowledge of products, services, and competitive market trends to differentiate Fidelity’s value prop and promote prospect-focused solutions throughout the sales process.

Influence others and navigate solutions towards desired needs identified in the sales process, while maintaining relationships and supporting consensus with key business decision makers.

Educate internal business partners on details of the client and / or prospect, effectively coach associates for sales finals presentations, and provide valuable and actionable feedback to improve sales delivery.

The Team

Our team within Workplace Investing (WI) Sales strives to win and retain WI clients through outstanding solutions while mitigating risk to the firm.

Keeping and growing our client base helps maintain our position as the top-tier benefits outsourcing provider.

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates.

We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process.

Please email us at or call 800-835-5099, prompt 2, option 2 if you would like to request accommodation.

Certifications :

Last updated : 2024-06-22