What are the responsibilities and job description for the Sales Strategist - Deal Manager position at Fidelity Investments?
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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 (Series 7 and 63 Required
The Skills You Bring
Series 07 - FINRA, Series 63 - FINRA
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.
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
- 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.
- 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.
Series 07 - FINRA, Series 63 - FINRA
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.
