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Head of Fidelity Insurance Agency MA

2 months ago

boston, United States Fidelity TalentSource LLC Full time


Job 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 solutions include Term Life Insurance, Fixed and Variable Annuities and Long TermCare 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.

Partnering 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 crossbusiness unit teams to execute those strategies

Consistent record of collaboration across business areas aligning on a common visiting to improve customer outcomes Fidelity Internal Information

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

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\u2014we 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.