Note: The job is a remote job and is open to candidates in USA. Fidelity Bank is seeking a Vice President, Regional Account Executive focused on 401(k) sales. This senior sales leader will drive growth through financial advisors and direct engagement with small business decision-makers, delivering consultative solutions that improve client outcomes and strengthen relationships.
Responsibilities
- Serve as the primary point of engagement for financial advisors, TPAs, and plan sponsors within the assigned territory
- Execute a consultative sales process to uncover business needs and deliver tailored retirement and financial wellness solutions
- Develop and manage a territory‑level business plan, including pipeline development, segmentation, and coverage strategy
- Partner with internal teams and Retirement Leadership to drive coordinated go‑to‑market execution
- Provide subject matter expertise across 401(k) recordkeeping, administration, investments, and employee benefits
- Deliver compelling presentations and marketing insights to build brand awareness and generate demand
- Cultivate durable, trust‑based relationships through proactive follow‑up and disciplined sales execution
- Demonstrate leadership through preparation, accountability, and consistent achievement of sales goals
- Influence advisor and sponsor decision‑making through data‑driven recommendations and strategic planning
- Proven success in consultative sales, financial services, or benefits‑related industries
- Experience selling through intermediaries (financial advisors, TPAs, consultants) preferred
- Ability to navigate complex planning conversations and adapt recommendations as client needs evolve
- Demonstrated success managing a territory, prioritizing opportunities, and executing against growth targets
- Thrives in a fast‑paced, collaborative, performance‑driven environment
Skills
- Serve as the primary point of engagement for financial advisors, TPAs, and plan sponsors within the assigned territory
- Execute a consultative sales process to uncover business needs and deliver tailored retirement and financial wellness solutions
- Develop and manage a territory‑level business plan, including pipeline development, segmentation, and coverage strategy
- Partner with internal teams and Retirement Leadership to drive coordinated go‑to‑market execution
- Provide subject matter expertise across 401(k) recordkeeping, administration, investments, and employee benefits
- Deliver compelling presentations and marketing insights to build brand awareness and generate demand
- Cultivate durable, trust‑based relationships through proactive follow‑up and disciplined sales execution
- Demonstrate leadership through preparation, accountability, and consistent achievement of sales goals
- Influence advisor and sponsor decision‑making through data‑driven recommendations and strategic planning
- Proven success in consultative sales, financial services, or benefits‑related industries
- Ability to navigate complex planning conversations and adapt recommendations as client needs evolve
- Demonstrated success managing a territory, prioritizing opportunities, and executing against growth targets
- Thrives in a fast‑paced, collaborative, performance‑driven environment
- FINRA Series 7 and Series 63 required
- Study time provided to obtain required licenses within two months of hire
- Experience selling through intermediaries (financial advisors, TPAs, consultants)
Benefits
- Study time provided to obtain required licenses within two months of hire
- ASSOCIATE MAY WORK REMOTE IF LOCATED IN MID-WEST
Company Overview