Job Description:

The Role

Stock Plan Services Sales is looking for a top-notch internal sales associate. This role is responsible for developing and qualifying B2B leads for prospective new capitalization table and equity compensation administration clients. Working independently to develop, target and building a business plan for a national territory.

As an entry level institutional sales position, you will be primarily responsible for prospecting and pursuing in-bound and outbound leads of prospective new capitalization table and equity compensation administration clients. Working in a team-based atmosphere, responsible for developing and maintaining positive relationships with the SPS Business Development Officers and Account Executives.

The Expertise We’re Looking for and The Skills You Bring

• Bachelor's Degree
• Progress towards MBA or CEP a plus
• 3-5 years of financial services experience
• Use of CSS, Richardson model, or other advanced language skills shown in a previous role
• FINRA Series 7 & 63 required (can attain in role)
• Solid understanding of the capitalization table and equity compensation industries
• Shown Salesforce, Project, Time Management, and Language skills
• Proven Sales, Presentation and Negotiation skills
• Excellent written and verbal communication skills
• Ability to work independently in a fast-paced sales environment
• Resiliency
• Developing prospects from proactive phone calls and marketing efforts
• Uncovering new opportunities to present SPS products
• Crafting and handling relationships with Business Development Officers and Account Executives
• Encouraging and strengthening business relationships with centers of influence (COI)
• Delivering and applying consistent sales process to effectively develop territory
• Growing the number of capitalization table and equity compensation plans sold
• Possessing the desire to move into a commissioned base, Account Executive role

The Team

Responsible for developing relationships, leading them into our sophisticated sales process, acting as the initial contact, and subsequently being involved in multiple contacts through phone calls, and other marketing efforts, up to the point at which the prospect is willing to move forward.

Certifications:

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(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, 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(opens in a new tab).”

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 Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.