Job Description:
Seeking an Account Executive (AE) who will successfully promote and sell Fidelity's health & welfare (H&W) administrative services in the ~2,500 and above participant segment. In addition to administrative services, this includes Voluntary Benefits, Reimbursement Accounts, Wellness Solutions (e.g., Digital Care Navigation), and the positioning of Workplace Consulting health & welfare capabilities.
THIS POSITION IS WORK FROM HOME/REMOTE LOCATION NATIONWIDE
The AE will be responsible for:
- Developing and executing strategies for selling the product to workplace customers
- Managing internal and external relationships and qualifying sales leads on an ongoing basis
- Identifying customer potential, understanding customer needs, presenting the product value proposition, and closing sales
- Supporting the development and delivery of sales collateral, as well as translating feedback from the field to continuously improve the effectiveness of sales and marketing efforts
- Working with product management to demonstrate product capabilities and manage exception requests
- Positioning Fidelity's other healthcare products including Health Savings Accounts
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In the near term, focus is primarily on H&W sales to existing Fidelity retirement plan clients. Over the longer term, the candidate should possess the potential to engage in multi-product sales and to prospect externally.
The Expertise You Have
- Deep knowledge of the H&W industry and the product and services landscape
- Adept at developing and executing on a personal sales plan
- Experience with closing enterprise sales in the national accounts market
- A natural fit within Fidelity's culture of teamwork and ethics
- Requires ~60-75% travel
- College degree preferred or equivalent experience
- Must currently have or obtain insurance producer licenses for Group Life, Accident & Health and Property & Casualty (P&C) licenses for individual products within 120 days of hire
The Skills You Bring
- Proven ability to execute business-to-business sales and to meet sales targets
- Critical thinking with the ability to decipher prospect needs / interests and devise effective strategies accordingly
- Strategic planning and deal analytics skills
- Understanding of and ability to sustain the complex sale and longer institutional cycle
- Ability to gain the confidence of executive leaders internally and externally
- Strong interpersonal, influencing, and negotiating skills
- Excellent time management and organizational skills, and the ability to work independently with little supervision
- Effective presentation skills
- Competency in the use of Salesforce.com and other tools for reporting and forecasting
The Value You Deliver
- Qualifying customers, identifying needs, and delivering solutions
- Supporting the ongoing development of the product and services
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.
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 all business days of every other week in a Fidelity office.
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.