Are you passionate about solving the pain of income insecurity for America’s workers? Do you love inspiring, motivating, and coaching “athletes” who are the future stars in their chosen profession? If the answer to both questions is “yes” then this is the right role for you!
The TeamFidelity Workplace Investing’s Core Market 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. This role is part of a phenomenal team of sales leaders who are collectively responsible for leading the Regional Account Executives within Fidelity’s Workplace Core business. In this role you will have direct responsibility for a team of hard-working sales professionals who bring the value of Fidelity’s retirement solutions to advisors and prospects in the $1-7M plan market in the Western United States. The team you will lead primarily sells through virtual meetings (Zoom), but also travel in their territory once per quarter. You will be an important leader on the Core Sales team with ownership and responsibility for strategy, execution, and sales results.The Expertise You Have- Track record of building high performing, diverse, and collaborative teams
- Love of coaching, development, and mentoring
- A strong sales process mentality combined with a dynamic and flexible operating style
- Series 7, 63 & 24 licenses need to be acquired upon accepting the role
- Previous sales leadership experience and knowledge of the retirement benefits landscape are highly desirable
- Excellent mentoring practices that are proven to accelerate the skills of sales professionals
- Phenomenal listening & communication / story-telling skills that foster trust with advisors, clients, business partners, and team members
- Strong relationship skills that help you collaborate with business partners internally and externally
- 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
- Crafting an environment for our associates that enables and motivates them to do their best work
- Serving our Core advisor partners and clients in ways that support their ability to grow and provide excellent experiences for their clients and employees
- Collaborating with business partners across Fidelity to advance Fidelity’s brand and operating quality
- Spreading a growth mindset and abundance mentality across our teams
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
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Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
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Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
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Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
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What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
