Job Description:

Job Title: Vice President, Regional Account Executive- 401K Sales

The Role:

The Vice President, Regional Account Executive (RAE) is a senior sales leader responsible for driving growth of Fidelity’s 401(k) recordkeeping and workplace solutions through financial advisors, third‑party administrators (TPAs), and direct engagement with small business decision‑makers.

Covering North Orange County and Las Vegas, this role serves as the primary relationship lead within the territory, partnering closely with an aligned Retirement Director to deliver consultative, insight‑driven solutions that improve client outcomes, strengthen advisor loyalty, and expand Fidelity’s market presence.

The RAE blends strategic territory management, consultative selling, and thought leadership, converting warm leads into long‑term partnerships while guiding retirement plan strategy using Fidelity’s integrated platform and tools.

ASSOCIATE MAY WORK REMOTE IF LOCATED IN CA OR NV. WESTLAKE, TX AND COVINGTON, KY LOCATIONS WOULD BE HYBRID

The Expertise and Skills You Bring

• Serve as the primary point of engagement for financial advisors, TPAs, and plan sponsors within the assigned territory.

• Execute a consultative sales process to uncover business needs and deliver tailored retirement and financial wellness solutions.

• Develop and manage a territory‑level business plan, including pipeline development, segmentation, and coverage strategy.

• Partner with internal teams and Retirement Leadership to drive coordinated go‑to‑market execution.

• Provide subject matter expertise across 401(k) recordkeeping, administration, investments, and employee benefits.

• Deliver compelling presentations and marketing insights to build brand awareness and generate demand.

• Cultivate durable, trust‑based relationships through proactive follow‑up and disciplined sales execution.

• Demonstrate leadership through preparation, accountability, and consistent achievement of sales goals.

• Influence advisor and sponsor decision‑making through data‑driven recommendations and strategic planning.

• Proven success in consultative sales, financial services, or benefits‑related industries.

• Experience selling through intermediaries (financial advisors, TPAs, consultants) preferred.

• Ability to navigate complex planning conversations and adapt recommendations as client needs evolve.

• Demonstrated success managing a territory, prioritizing opportunities, and executing against growth targets.

• Thrives in a fast‑paced, collaborative, performance‑driven environment.

• FINRA Series 7 and Series 63 required.

• Study time provided to obtain required licenses within two months of hire.

The Team

Fidelity Workplace Investing Sales is a high‑performance, collaborative sales organization focused on delivering best‑in‑class retirement and workplace solutions. RAEs play a critical role in expanding Fidelity’s footprint by building profitable, long‑term advisor and client relationships across their assigned territories.

The base salary range for this position is $65,000 - $75,000 per year.
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.

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. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

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.

Certifications:

Category:

Sales