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Form of workVice-President, Sales Communications Consultant
Role
The Sales Communications Consultant (CC) partners with Relationship Management and the Sales organization to retain existing client relationships and bring new corporate clients to Fidelity. The Sales CC is responsible for positioning Fidelity's participant experience and matching them to existing clients/prospect's business needs in order differentiate Fidelity. The role supports rebid activity and new sales in the Strategic, Large, and Mid markets. The Sales CC also partners with sales to provide coaching and feedback to other team members as part of the sales process. You may also collaborate with Sales partners to craft custom RFP responses to build custom solutions for Strategic Market prospects. The ideal candidate will work remotely and will be located on the West coast. The position may be filled at the VP or Director level depending on candidate experience.
You will work with the WI Sales Team to showcase the participant engagement experience to new prospects and existing clients in rebid during finals presentations. You will drive the technology during finals meetings and demonstrate tools and resources available to plan participants. You will also effectively demonstrate how we can address specific goals that a plan sponsor may have and drive better outcomes for their participants.
The Expertise and Skills You Have
BA/BS required
Experience in employee benefits communication and/or financial services strongly preferred
5+ years Sales or presentation experience
Series 7 and 63 licenses, or ability to obtain within 90 days of hire
Strong presentation, consultative selling skills
Virtual presentation skills
Technology skills
Knowledge of communication theory and practice
Knowledge of recordkeeping and other outsourcing services
Strong influence, negotiation, problem solving and analytical skills
Strong project management skills
Working knowledge of communication process from writing and design through distribution across multiple media (print, internet, video)
Ability to work independently and in a team environment
Flexibility and ability to deal with change
Ability to give creative direction
Ability to manage and service multiple projects
Ability to travel 50%
Has advanced knowledge of the communications and financial industry and standards
Makes decisions based on long-term industry trends and business implications
Participate in sales activities with prospects, rebid clients, and existing clients interested in expanding relationship with Fidelity.
Deliver engaging and effective presentations which demonstrate and differentiate our technology, communication and education capabilities. Presentations are in-person, by phone or virtual.
Provide assistance for RFP responses and development of custom creative pieces, samples, case studies.
Knowledgeable on all segments and products supported with Communication and Education (C&E) by Fidelity.
Serve as primary resource for business partners involved with prospective and existing clients, such as Sales Support, Acquisition Marketing, Sales, and Pricing.
Act as a knowledgeable resource for client and internal business partners on communication services, technology, and industry trends.
Keep current with benefits legislative information and industry trends.
Identify emerging communications trends for the department/company.
Provides market insight to internal business partners for development of new tools and services.
Participate in non-client projects to benefit the unit or the department.
Web tools and Technology demos.
Assists CCs with rebids, responses to RFP's, presentation tips, communications strategies, and market insights.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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, 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-we offer a range of opportunities for learning so you can build the career you've always imagined.
At Fidelity, 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". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.
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, or by calling 800-835-5099, prompt 2, option 3.
