Fidelity Investments
Remote (CA, USA)
Job Description: The Vice President, Retirement Director will be responsible for meeting/exceeding sales goals, developing new and maintaining existing client relationships with Investment Professionals in a defined territory! CANDIDATE MUST SIT IN TERRITORY-SOUTHERN CA The Expertise We're Looking For Bachelor's degree required. 8+ years of relevant sales experience, preferably within the Retirement market and working with Advisors/Investment Professionals. Series 7 and 63 licenses required. The Purpose of Your Role Fidelity's Retirement Director (field based retirement plan wholesaler), will need to work collaboratively with an internal wholesaler and be responsible for developing, targeting and building a business plan for a specific territory. Prospects are developed through multiple strategies including internal distribution partners and through investment professionals at financial institutions nationwide, including wirehouses, regional and independent...