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

Company Overview

At Fidelity, we are focused on 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 crafting 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 work environment where we respect and value our associate for their outstanding perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity Investments is an equal opportunity employer.

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.