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Vice President, Sales Communication Consultant

Company: Fidelity Investments Inc.
Location: Covington
Posted on: March 20, 2023

Job Description:

Job Description:Vice-President, Sales Communications ConsultantThe Sales Communications Consultant (CC) partners with Relationship Management and the Sales organization to retain existing client relationships and bring new corporate clients to Fidelity. 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 rebid activity and new sales in the primarily in the Strategic, Large, 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. You may also collaborate with Sales partners to craft custom RFP responses to build custom solutions for Strategic Market prospects.TheExpertiseWe Are Looking For

  • 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 hireThePurposeof Your RoleYou 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.TheSkillsYou Bring
    • 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%
    • Has detailed knowledge of the communications and financial industry and standards
    • Makes decisions based on long-term industry trends and business implicationsTheValueYou Deliver
      • 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.Certifications:Company OverviewFidelity Investments is a privately held company with a missionto 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 UsAt 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, we have been recognized by our employees as a Best Place to Work in 2022. 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.Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "."We invite you toFind Your Fidelityat.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, or by calling 800-835-5099, prompt 2, option 3.

Keywords: Fidelity Investments Inc., Covington , Vice President, Sales Communication Consultant, Executive , Covington, Kentucky

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