How Your Work Impacts the Organization:

As a Workplace Regional Leader within the Tax-Exempt Market and Retirement Solutions Organization, you're leading a field-based team tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. Your organization is providing value to Fidelity in a variety of ways to include, increasing cash flow through increasing employee deferrals, and delivering crossover customers that create Personal & Workplace Investment flows.

The Expertise We're Looking For:

• Series 7, 63 & 65/66 and Insurance licenses required
• Bachelor's Degree required, Master's Degree preferred & CFP certification preferred
• Series 9/10 and/ or 24 license required
• Minimum of 7-10 years of experience in the financial services industry
• Minimum of 5 years of proven sales management experience and proven track record of exceeding team sales targets
• Advanced knowledge of financial planning concepts; including a general understanding of applicable tax and estate planning issues.

The Skills You Bring:

• A process to coach and develop your associates
• Proven sales success utilizing a consultative sales process
• Exceptional presentation skills and ability to engage an audience
• Financial Services and Institutional Retirement Plan experience
• In-depth knowledge of the objectives, features, and benefits of Fidelity's solutions
• Self-motivated, team player
• Comfort with frequent travel, up to 75%
• Exceptional relationship management skills

The Value You Deliver:

• Coaching Educators and Planners to deliver fundamental or, as appropriate, complex guidance to workplace plan participants through face-to-face and virtual meeting observations utilizing Fidelity's suite of tools
• Executing an action plan to train your team and ensure your associates maintain a thorough knowledge of Fidelity's product offering while providing a broad range of guidance services to our individual participants to foster asset retention and growth
• Utilizing your in-depth knowledge of your region's opportunities and challenges, you are consistently reviewing regional coverage needs and aligning the appropriate resources to meet the plan need/opportunity
• Ensuring strong partnerships with Relationship Management and other business partners to achieve client satisfaction and loyalty measures as determined by the business unit

Certifications:

Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 24 - FINRA, Series 63 - FINRA, Series 66 - FINRA

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. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

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.