Director, Sales Communications Consultant- West Coast

Director, Sales Communications Consultant- West Coast

~This role is open to remote work in the following states: California, Washington, Arizona, Colorado, Utah, and Oregon.

Note: Fidelity will not provide immigration sponsorship for this position

The Role

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 Bring

• 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

• Expertise in communication theory and practice

• Knowledge of recordkeeping and other outsourcing services

• Strong influence, problem solving, negotiation, 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 sales environment

• Flexibility and ability to manage change

• Ability to give creative direction

• Ability to manage and service multiple projects

• Ability to travel 50 to 60%

• Has detailed 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.

The Team

The Sales Communications Consultant (CC) partners with the Sales organization and the Relationship Management to bring new corporate clients to Fidelity and to retain existing client relationships. 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 new sales and rebid activity in the primarily in the Core and Mid markets. The Sales CC also partners with Sales to provide mentorship and feedback to other team members as part of the sales process.

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.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.