VP, Advisor Consultant
职位描述：工作标题：副总裁，退休顾问咨询师 注：Fidelity 不会为此职位提供移民赞助权 本角色与我们的销售团队合作，支持我们与顾问的业务发展努力，并建立了我们在顾问退休计划市场上的存在！你将确定，建立和保持强的关系与你的领土涵盖华盛顿州，俄勒冈州，北加利福尼亚州。作为顾问咨询员，你将专注于教育顾问，公司和伙伴关于我们的服务和流程。你还将与我们的外部商业开发副总统合作，负责关键项目。你将以支持他们发展的能力和为我们的共同客户提供优秀经验的方式服务顾问合作伙伴。从家工作/远程地点 （华盛顿，俄勒冈州北部加拿大）带来的专业知识和技能 · 在商业开发或销售角色中的经验 ·了解顾问价值提案和经验 · 运行成功的倡议和项目记录 · 对建立关系和合作的热情 · 有奇心的心态结合动态和灵活的操作风格 · 项目组织，管理和部署 · 在接受这个角色时需要获得7和63系列许可证 · 关于退休福利的经验和知识是必需的 · 优秀的听取与沟通/讲故事技能，可以培养顾问，客户和商业伙伴之间的信任 · 外部通信和关系管理经验使你成为 Fidelity 的大使顾问友好的解决方案 · 有能力结合分析和批判性思维的能力的创意问题解决 ·敏捷性和灵活性 · 开发一个专注于增长和更好的服务客户的顾问网络与 Fidelity · 与销售团队建立咨询中心的销售战略 ·通过区域销售活动，营销工作和顾问互动参与顾问在商业规划中并推动新业务 ·支持销售团伙以提供最佳的类别销售会议与顾问 ·与顾问公司合作培训，参与和使用标准方法来与 Fidely 进行记录管理
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Job Description:
Job Title: VP, Retirement Advisor Consultant
Note: Fidelity will not provide immigration sponsorship for this position
The Role
This role partners with our selling teams, supports our business development efforts with Advisors, and builds our presence in the Advisor retirement plan marketplace! You will identify, build, and maintain strong relationships with Advisors in your territory which covers Washington, Oregon, Northern California . As an Advisor Consultant, you will focus on educating Advisors, firms, and partners on our services and processes. You will also partner and be responsible for key projects with our Vice President of External Business Development. Mostly, you will be serving our Advisors partners in ways that support their ability to grow and provide excellent experiences for our mutual clients.
WORK FROM HOME/REMOTE LOCATIONS (Washington, Oregon, Northern CA, )
The Expertise and Skills You Bring
- Experience in a business development or sales role
- Understanding of Advisor value proposition and experience
- Track record of running successful initiatives and projects
- Passion for relationship building and partnering
- Curious mind-set combined with a dynamic and flexible operating style
- Project organization, management, and deployment
- Series 7 & 63 licenses need to be acquired upon accepting the role
- Previous experience and knowledge of the retirement benefits landscape are must-haves
- Excellent listening & communication / story-telling skills that develop trust with Advisors, clients, and business partners
- External communication and relationship management experience that positions you to be an ambassador for Fidelity’s Advisor-friendly solutions
- Creative problem solving with an ability to combine analytical and critical thinking
- Agility and flexibility – the ability to reconcile conflicting demands and pivot as needed to seize opportunities
- Curiosity about people, business, economics, and our product solutions
- Develop an Advisor network focused on growing and better servicing clients with Fidelity
- Create Advisor centric sales strategies with selling teams
- Engage Advisors in business planning and drive new business through regional sales events, marketing efforts, and advisor interactions
- Support selling teams to deliver best in class sales meetings with Advisors
- Work with Advisor firms to train, engage, and employ standard methodologies to work with Fidelity’s recordkeeping system
- Advocate on behalf of the Advisor externally and internally to support market share growth and retention efforts
- Be a liaison between Advisors and Fidelity to find right services, resources, and support for Advisor partners
- Contribute to product development and process improvement efforts
The Team
Fidelity Workplace Investing Sales is a collaborative, conscientious, fast paced, and exciting environment. We serve the small businesses of America by assessing their needs and offering creative solutions through Fidelity’s 401(k) solutions, education, and services. In this role you will have direct responsibility for working with a team of best-in-class sales professionals to help bring the value of Fidelity’s retirement solutions to our Advisor partners, Core segment clients, and prospects. You will focus on growth and increased traction in the Advisor driven retirement market segment.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
The base salary range for this position is $65,000 - $75,000 per year. 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Series 07 - FINRA, Series 63 - FINRACategory:
SalesOriginally posted on Himalayas