Head of Fidelity Insurance Agency
5 days ago
Head of Fidelity Insurance Agency (FIA)
The Head of FIA, will be a member of the Wealth Solutions leadership team within Fidelity Wealth. This role is accountable for developing and driving Insurance Protection solutions as part of an overall Wealth offering available to millions of Fidelity’s retail customers. These insurance protection solutions include Term Life Insurance, Fixed and Variable Annuities and Long Term Care products that, as part of our expert Wealth Solutions offering, can help our customers achieve their financial and wealth protection goals. The primary responsibility for the role is to create go to market and commercialization strategies to integrate insurance protection products into a broader OneWealth offering, which can seamlessly service more customers by bundling these solutions with others most suited to their needs.
Additionally, the Head of FIA will lead the organization focusing on the following:
- Evaluate product viability and value propositions with SAI, conduct industry and competitive analysis, evaluate carrier offerings for value to the customer and conduct actuarial due diligence and support.
- Continue to drive efficiencies in operations by seeking opportunities for digital delivery and enhanced features for customers of all segments. Maintain Fidelity’s leadership position in establishing Fidelity Insurance Network (FIN) carrier level innovation and processes.
- Partner closely with key internal stakeholders to integrate solutions into Fidelity’s Planning tools, methodology and product selection processes, integrating with vendors for seamless account opening and contract delivery, coordinating recordkeeping for the proprietary and for 3rd party carriers, and integrate with advisor tools for appointment setting.
- Sales and Distribution Support: Partner closely with the sales teams and advisors to provide training and subject matter expertise when talking to customers about Insurance products.
- Client Services and Operations: Supporting customers with a variety of needs including: Application review, NIGO support, Inbound/Outbound phones, Case Management and claims distributions.
The Expertise and Skills You Bring
- 15+ years of business leadership experience.
- Bachelor’s degree required; advanced degree in Business or related field a plus.
- Senior-level experience developing Insurance Protection strategies aligned with and in support of the strategic direction of the business and leading cross-functional and cross-business unit teams to execute those strategies.
- Consistent record of collaboration across business areas aligning on a common vision to improve customer outcomes.
- Working knowledge and experience with delivering solutions through matrixed Agile structures.
- You are a results driven leader obsessed with improving customer protection outcomes by offering market leading insurance and annuity products.
- You have an expert-level ability to build collaborative relationships and influence at all levels within and across the organization with the proven ability and passion to help customers realize their financial goals.
- You demonstrate excellent verbal and written communications skills and ability to effectively structure and deliver presentations, champion recommendations, and influence decisions at all levels of management.
- You take pride in being an authentic leader and culture carrier who inspires creativity and innovation, proactively develops and shares knowledge, and builds a culture of inclusion and continuous learning with a focus on associate growth while simultaneously ensuring that quality standards, consistency and voice are maintained throughout.
The Team
Reporting to the Head of Wealth Solutions, this leader will be a key member of the Senior Leadership Team and will partner across key partners within Fidelity Wealth and across the enterprise. Fidelity Wealth is a business with a focused mandate to grow and scale, while finding new ways to benefit from our partnership with Workplace and Brokerage, where we have a unique competitive edge. We’ll achieve this growth by doing what we do best – helping people. Annuity and Life insurance solutions are integral components of our Wealth offering. The mission of Fidelity Insurance Agency (FIA) is to ensure our clients do not outlive their assets in retirement, safeguard one’s portfolio from market volatility and protect against premature death and unforeseen long-term care costs. We do this by expertly evaluating and delivering protection (proprietary and/or 3rd party) products that are in the best interest of our customers.
Certifications:Series 07 - FINRA, Series 24 - FINRA
#J-18808-Ljbffr-
Head of Fidelity Insurance Agency
3 weeks ago
Boston, United States Fidelity TalentSource LLC Full timeJob Description:Head of Fidelity Insurance Agency (FIA) The Head of FIA, will be a member of the Wealth Solutions leadership team within Fidelity Wealth. This role is accountable for developing and driving Insurance Protection solutions as part of an overall Wealth offering available to millions of Fidelity s retail customers. These insurance protection...
-
Boston, Massachusetts, United States Fidelity Investments Full timeJob Title: Senior Manager, Fidelity Digital Assets CollateralFidelity Digital Assets is seeking a Senior Manager to join the Institutional Marketing and Go-to-Market team. This role will report to the Head of Marketing and Go-to-Market Planning and work as an integrated partner to various teams across Fidelity Digital Assets.Key Responsibilities:Manage the...
-
Boston, Massachusetts, United States Fidelity Investments Full timeAbout the RoleFidelity Digital Assets is seeking a Senior Manager to join the Institutional Marketing and Go-to-Market team. This role will report to the Head of Marketing and Go-to-Market Planning and work as an integrated partner to various teams across Fidelity Digital Assets.Key ResponsibilitiesCollaborate with cross-functional teams to ensure...
-
Boston, Massachusetts, United States Fidelity Investments Full timeJob Overview:RoleFidelity Digital Assets is seeking a Senior Manager to join the Institutional Marketing and Go-to-Market team. This position will report to the Head of Marketing and Go-to-Market Planning and work as an integrated partner to various teams across Fidelity Digital Assets that handle externally-facing materials.This role will be an essential...
-
Director, Fidelity Wealth Communications
1 month ago
Boston, United States Fidelity TalentSource LLC Full timeJob Description:Director of Communications, Fidelity WealthStrong Preference for Boston\u00A0or\u00A0New England\u00A0Location The Purpose of This RoleThe Director of Communications for Fidelity Wealth will work directly with the Head of Fidelity Wealth Communications to set communications strategies and messaging, as well as lead, design, and execute...
-
boston, United States Fidelity Investments Full timeJob Description:RoleFidelity Digital Assets(SM) is seeking a Senior Manager, FDA Collateral to join the Institutional Marketing and Go-to-Market team. The position will report to the Head of Marketing and Go-to-Market Planning and will work as an integrated partner to various teams across Fidelity Digital Assets that handle externally-facing materials. This...
-
Boston, MA, United States Fidelity Investments Full timeFidelity Digital Assets(SM) is seeking a Senior Manager, FDA Collateral to join the Institutional Marketing and Go-to-Market team. The position will report to the Head of Marketing and Go-to-Market Planning and will work as an integrated partner to various teams across Fidelity Digital Assets that handle externally-facing materials. This position puts you in...
-
Senior Manager, Fidelity Digital Assets Collateral
2 months ago
Boston, United States Fidelity TalentSource LLC Full timeJob Description:RoleFidelity Digital Assets(SM) is seeking a Senior Manager, FDA Collateral to join the Institutional Marketing and Go-to-Market team. The position will report to the Head of Marketing and Go-to-Market Planning and will work as an integrated partner to various teams across Fidelity Digital Assets that handle externally-facing materials. This...
-
Boston, United States Fidelity Investments Full timeJob Description: The Role As Head of Consulting – Enterprise and Corporate Services, you are responsible for choosing and overseeing the delivery of a portfolio of strategy consulting projects on behalf of our Enterprise Services and Corporate Services teams. Our Enterprise and Corporate Services units are comprised of our centralized functions, including...
-
Boston, Massachusetts, United States Fidelity Investments Full timeJob Description:The Head of Workplace Retention is responsible for leading a team of 16 or more Retention Executives (REs) and a Retention Team Leader (s) who are leading retention strategy. Developing proactive contract extension activities, providing valid, competitive information, and developing timely, accurate sales proposals. The Retention Team...
-
Boston, MA, United States Fidelity Investments Full timeJob Description:RoleFidelity Digital Assets(SM) is seeking a Senior Manager, FDA Collateral to join the Institutional Marketing and Go-to-Market team. The position will report to the Head of Marketing and Go-to-Market Planning and will work as an integrated partner to various teams across Fidelity Digital Assets that handle externally-facing materials. This...
-
Boston, MA, United States Fidelity Investments Full timeJob Description:RoleFidelity Digital Assets(SM) is seeking a Senior Manager, FDA Collateral to join the Institutional Marketing and Go-to-Market team. The position will report to the Head of Marketing and Go-to-Market Planning and will work as an integrated partner to various teams across Fidelity Digital Assets that handle externally-facing materials. This...
-
Boston, United States Fidelity Investments Inc. Full timeJob Description:The RoleAs Head of Consulting – Enterprise and Corporate Services, you are responsible for choosing and overseeing the delivery of a portfolio of strategy consulting projects on behalf of our Enterprise Services and Corporate Services teams. Our Enterprise and Corporate Services units are comprised of our centralized functions, including...
-
Boston, United States Fidelity TalentSource LLC Full timeJob Description:The RoleAs Head of Consulting Enterprise and Corporate Services, you are responsible for choosing and overseeing the delivery of a portfolio of strategy consulting projects on behalf of our Enterprise Services and Corporate Services teams. Our Enterprise and Corporate Services units are comprised of our centralized functions, including...
-
Director - Risk Management and Insurance Analysis
2 months ago
Boston, United States Fidelity TalentSource LLC Full timeJob Description:Director Risk Management and Insurance Industry AnalysisFidelity Insurance Agency (FIA) is looking for a Director to help conduct due diligence and access life insurance and annuity counterparties. Join a diverse team that builds, promotes, and supports Fidelity s outstanding experience.The RoleConduct research on and monitor...
-
Insurance Portfolio Manager
2 weeks ago
Boston, United States Fidelity TalentSource LLC Full timeJob Description:Outstanding opportunity to join a growing team at Soteria Reinsurance within Fidelity Investments. Come join a team leading one of the best-in-class financial services companies in its entry into the life and annuity reinsurance market. Our vision is to build a trusted partner to cedants with strong capital and investment capabilities. The...
-
Boston, MA, United States Fidelity TalentSource LLC Full timeJob Description:Director Risk Management and Insurance Industry AnalysisFidelity Insurance Agency (FIA) is looking for a Director to help conduct due diligence and access life insurance and annuity counterparties. Join a diverse team that builds, promotes, and supports Fidelity s outstanding experience.The RoleConduct research on and monitor...
-
Video Producer
2 months ago
Boston, United States Fidelity TalentSource LLC Full timePart-Time Video Producer Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Video Producer to work in Boston, MA! The Role As an Associate Producer | Editor, you have a full understanding of the production process. The ideal candidate is organized, with technical skills...
-
Vice President, Strategy and Operations
3 weeks ago
Boston, Massachusetts, United States Fidelity TalentSource LLC Full timeJob Description:The Vice President, Strategy and Operations will be a key member of the Head of Operations and Business Development team. This role will lead a range of initiatives to develop the internal and external business strategy for Soteria, as well as develop and scale the company's operations. The successful candidate will have a strong background...
-
Social Media Editor/DP
5 months ago
Boston, United States Fidelity TalentSource LLC Full timeThe Role As a Social Media Editor/DP, you understand how to shoot and edit captivating content for the social space. You enjoy the support that comes with joining an outstanding team of production professionals, but you can operate on your own to get things done when needed. You’re quick to join the discussion and comfortable collaborating with creative...
