Job Description:
Love to spend time crafting deeper positive relationships? Influence outcomes that matter? And change the burden of Student Debt affecting families in the workplace? The Student Debt Sales Account Executive (SDSAE) is passionate about collaborating with Relationship Managers, Advisors and Employers to help their employees seek their student debt, financial wellness and retirement needs!
In this role, you are the primary point of engagement for Employers and Advisors in a market or geographical territory. You will partner with your aligned Managing Directors to provide thought leadership and build product awareness on our multi layered Student Debt solutions (Direct, Choice and Retirement options) and other supporting tools. As a sales leader utilizing a needs based consultative engagement process, you will influence student debt program adoption success by encouraging relationships, thoughtfully identifying customer needs, developing and guiding student debt benefit strategies.
The Team
- Fidelity Workplace Investing Emerging Products Sales is a multi-product and multi-channel collaborative environment that focuses on bring new solutions to Workplace Benefits through Managing Directors, Advisors and Plan Sponsors. You will have responsibility for developing a strategy with your partners for each of your opportunities and market segments. Your work plays a vital role in growing profitable, referenceable and long-term relationships.
The Expertise You Have
- Shown and established experience and success in consulting, sales and idea adoption or the financial service industry
- Prior non-sales experience in WI Sales markets is helpful (operations, product, relationship management, consulting, enablement, program management)
- We require a Series 7 & 63 and will allow study time to obtain within 2 months of hire
The Skills You Bring
- Excellent product adoption skills through rapport building, active listening, qualification questioning, objection balancing, strong presentation delivery, strategic prospecting and territory management
- A passion for problem-solving and complex planning while having mental agility to evolve recommendations to clients as the circumstances and product design may shift around it
- Knowledge of the Financial Services, Employee Benefits, or Human Resources Industry with shown territory, project and time management skills to achieve goals
- Knowledge of WI Relationship Management, WI product (DC / multi), Opportunity sales strategy development with client facing teams, multi-channel presenting (phone, WebEx and in person as needed).
- You thrive in customer focused, team and goal oriented environment with a dedication to constant process and self-improvement
The Value You Deliver
- Enabling employer product adoption via phone and virtual meetings with partners and plan sponsor decision makers to develop long-term significant business relationships
- Effectively convey the value of Higher Ed / Student Debt benefits and funding options as a subject matter expertise
- Leading by example and demonstrating organized, thoughtful preparation and critical follow up skills
- Collaborate with internal partners to build and execute a coordinated territory-level business plan to develop and be responsible for a pipeline of business
- Effectively use marketing materials and business insights from the marketplace to improve product positioning and drive demand generation
Certifications:
Category:Sales
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
