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VP, Regional Account Executive- 401K Sales
Fidelity Investments · Flexible / Remote
Publicada em 12/09/2026
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Job Description:Job Title: VP, Regional Account Executive- 401K SalesNote: Fidelity will not provide immigration sponsorship for this positionThe RoleThe Regional Account Executive (RAE) is passionate about collaborating with advisors, third party administrators and working with business owners to help their employees tackle and solve all their financial wellness and retirement needs!As a RAE, you are the primary point of engagement for advisors, third party administrators and small business decision makers in the greater Chicago territory. You will partner your aligned Retirement Director to provide valuable thought leadership, build brand awareness, and improve client dedication with Financial Advisors by utilizing a consultative sales process. As a sales leader, you will influence success via warm leads, carefully identify customer needs, and cultivate relationships, while guiding retirement benefits strategies with a defined set of tools and solutions. All the while, Fidelity will provide the invaluable ongoing training that keeps our groups at the forefront of the industry and opens pathways to further career development.The Expertise and Skills You BringEstablished experience and success in consulting, sales or the financial service industryWe require a Series 7 and 63 and will allow study time to obtain within 2 months of hire You have excellent sales skills: rapport building, active listening, qualification questioning, objection stabilizing, strong presentation delivery, strategic prospecting, and territory managementA real passion for problem-solving and complex planning while having mental agility to evolve recommendations to clients as the circumstances may shift around itKnowledge of the Financial Services, Employee Benefits, or Human Resources Industry with shown territory, project and time management skills to achieve goalsYou thrive in fast paced and team-oriented environment with a dedication to constant self-improvement Executing a sales process vi
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