Job Description:

Seeking an Account Executive (AE) who will successfully promote and sell Fidelity’s health & welfare (H&W) administrative services in the ~2,500 and above participant segment. In addition to administrative services, this includes Voluntary Benefits, Reimbursement Accounts, Wellness Solutions (e.g., Digital Care Navigation), and the positioning of Workplace Consulting health & welfare capabilities.

THIS POSITION IS WORK FROM HOME/REMOTE LOCATION NATIONWIDE

The AE will be responsible for:

• Developing and executing strategies for selling the product to workplace customers
• Managing internal and external relationships and qualifying sales leads on an ongoing basis
• Identifying customer potential, understanding customer needs, presenting the product value proposition, and closing sales
• Supporting the development and delivery of sales collateral, as well as translating feedback from the field to continuously improve the effectiveness of sales and marketing efforts
• Working with product management to demonstrate product capabilities and manage exception requests
• Positioning Fidelity’s other healthcare products including Health Savings Accounts

In the near term, focus is primarily on H&W sales to existing Fidelity retirement plan clients.  Over the longer term, the candidate should possess the potential to engage in multi-product sales and to prospect externally.

The Expertise You Have

• Deep knowledge of the H&W industry and the product and services landscape
• Adept at developing and executing on a personal sales plan
• Experience with closing enterprise sales in the national accounts market
• A natural fit within Fidelity’s culture of teamwork and ethics
• Requires ~60-75% travel
• College degree preferred or equivalent experience
• Must currently have or obtain insurance producer licenses for Group Life, Accident & Health and Property & Casualty (P&C) licenses for individual products within 120 days of hire

The Skills You Bring

• Proven ability to execute business-to-business sales and to meet sales targets
• Critical thinking with the ability to decipher prospect needs / interests and devise effective strategies accordingly
• Strategic planning and deal analytics skills
• Understanding of and ability to sustain the complex sale and longer institutional cycle
• Ability to gain the confidence of executive leaders internally and externally
• Strong interpersonal, influencing, and negotiating skills
• Excellent time management and organizational skills, and the ability to work independently with little supervision
• Effective presentation skills
• Competency in the use of Salesforce.com and other tools for reporting and forecasting

The Value You Deliver

• Qualifying customers, identifying needs, and delivering solutions
• Supporting the ongoing development of the product and services

Certifications:

Category:

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.