VP, Advisor Consultant

4 weeks ago


Kissimmee, United States Fidelity Full time

VP, Retirement Advisor ConsultantThis role partners with our selling teams, supports our business development efforts with Advisors, and builds our presence in the Advisor retirement plan marketplace You will identify, build, and maintain strong relationships with Advisors in your region. Focus on educating Advisors, firms, and partners on our services and processes. You will also partner and be responsible for key projects with our Vice President of External Business Development. Mostly, you will be serving our Advisor partners in ways that support their ability to grow and provide excellent experiences for our mutual clients.Fidelity Workplace Investing Sales is a collaborative, conscientious, fast paced, and exciting environment. We serve the small businesses of America by assessing their needs and offering creative solutions through Fidelity's 401(k) solutions, education, and services. In this role you will have direct responsibility for working with a team of best-in-class sales professionals to help bring the value of Fidelity's retirement solutions to our Advisor partners, Core segment clients, and prospects. You will focus on growth and increased traction in the Advisor driven retirement market segment.The Expertise You HaveExperience in a business development or sales roleUnderstanding of Advisor value proposition and experienceTrack record of running successful initiatives and projectsPassion for relationship building and partneringCurious mind-set combined with a dynamic and flexible operating styleProject organization, management, and deploymentSeries 7 & 63 licenses need to be acquired upon accepting the rolePrevious experience and knowledge of the retirement benefits landscape are must-havesThe Skills You BringExcellent listening & communication / story-telling skills that develop trust with Advisors, clients, and business partnersExternal communication and relationship management experience that positions you to be an ambassador for Fidelity's Advisor-friendly solutionsCreative problem solving with an ability to combine analytical and critical thinkingAgility and flexibility the ability to reconcile conflicting demands and pivot as needed to seize opportunitiesCuriosity about people, business, economics, and our product solutionsThe Value You DeliverDevelop an Advisor network focused on growing and better servicing clients with FidelityCreate Advisor centric sales strategies with selling teamsEngage Advisors in business planning and drive new business through regional sales events, marketing efforts, and advisor interactionsSupport selling teams to deliver best in class sales meetings with AdvisorsWork with Advisor firms to train, engage, and employ standard methodologies to work with Fidelity's recordkeeping systemAdvocate on behalf of the Advisor externally and internally to support market share growth and retention effortsBe a liaison between Advisors and Fidelity to find right services, resources, and support for Advisor partnersContribute to product development and process improvement effortsOther duties as assignedAt 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 associate for their unique perspectives and experiences.At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling 'Dynamic Working'. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change.Reminder: Per the Dynamic Working Policy, approved exceptions will be reviewed annually, or when the associate accepts a new role, whichever comes first.The base salary range for this position is $65,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.



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