Director, Sales Product Consultant- HSA/RA

Job Title: Director, Sales Product Consultant - HSA/RA

Note: Fidelity will not provide immigration sponsorship for this position

The Role
 

This role is ideal for someone motivated by pursuing and retaining Workplace Investing clients passionate about Health and Benefit Accounts in a fast-paced and evolving environment. If you flourish with teamwork, creativity, and winning as part of a high-performing team, you’ll excel here.

In the role of a Sales Product Consultant (SPC), you will work closely with HSA and RA Account Executives, Sales Delivery/SOAR, Consulting Relations, Retention Executives, Managing Directors, and key Health partners. As a part of WI Sales, your goal is to win and retain Health and Benefit Account clients of all sizes.

You will project manage the end-to-end sales process—from initial capabilities discussions, RFPs, follow ups and proposal development through final delivery meetings and contract handoff. SPCs develop the strategy to best position Fidelity’s products and services, identify plan sponsor needs, and elevate prospect and client conversations.

Success in this role requires deep knowledge of Fidelity’s Health offerings, strong relationship-building skills, and the ability to effectively collaborate across internal business partners and SMEs.

• Healthcare experience required (HSA, RA, H&W, Voluntary Benefits etc); multi-product experience preferred (DC, DB, NQ etc)

• Sales experience is preferred in some capacity

• Bachelor’s degree required; MBA or advanced degree a plus

• Minimum 5 years of related product or industry experience; Fidelity experience preferred

• Series 7 and 63 required (can be acquired in role)

• Travel: approximately 10–15%

• Proven sales and consultative skills to educate, position, and influence prospects and consultants

• Collaborates, influences, and builds positive relationships across sophisticated organizations

• Excellent written and verbal communication skills, including simplifying complex topics for diverse audiences

• Strong listening skills to uncover client and internal partner needs

• Ownership mentality with accountability for results

• Comfort leading multiple priorities with accuracy and speed in a multi-layered environment

• Lead and coordinate end-to-end sales and retention efforts, driving efficiency and adopting new technologies

• Own the full proposal process—needs assessment, drafting responses, multi-product integration, financial review, and final delivery

• Coordinate finals presentations and site visits, including agendas, speaker prep, logistics, and demos

• Engage proactively with partners to understand needs and expectations

• Apply deep product and market expertise to differentiate Fidelity’s value proposition

• Influence outcomes while encouraging partnership and consensus

• Educate partners on client/prospect dynamics, mentor presenters, and provide actionable feedback

The WI Sales organization wins and retains clients in the Workplace Investing sector through outstanding solutions, positive relationships, and well-adapted risk management. Our work fuels Fidelity’s growth and strengthens our position as a leading benefits outsourcing provider.

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. Please consult with your recruiter for the specific expectations for this position.