Posted 22 days ago
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Role is Health & Welfare Sales Product Consultant (SPC) within Fidelity's Workplace Investing Sales organization. You will work closely with H&W Account Executives, Sales Delivery/SOAR, Consulting Relations, Retention Executives, Managing Directors, and Health partners to win and retain Health and Welfare clients of all sizes. You will project manage the end-to-end sales process—from initial capabilities discussions, RFPs, pricing, follow ups and proposal development through final delivery meetings and contract handoff. The role requires deep knowledge of Fidelity’s Health offerings, strong relationship-building, and cross-functional collaboration, with travel of approximately 10-15%.
- Compensation
- $95,000 – $186,000 USD
- City
- Not specified
- Country
- Not specified
Currency: $ (USD)
Full Job Description
Job Description:
Job Title: Director, Health and Welfare Sales Product Consultant
Note: Fidelity will not provide immigration sponsorship for this position
The Role
This role is ideal for someone motivated by pursuing and retaining Workplace Investing clients passionate about Health and Welfare administration in a fast-paced and evolving environment. If you flourish with teamwork, creativity, and winning as part of a high-performing team, youll excel here.
In the role of an H&W Sales Product Consultant (SPC), you will work closely with H&W Account Executives, Sales Delivery/SOAR, Consulting Relations, Retention Executives, Managing Directors, and key Health partners. As a part of WI Sales, your goal is to win and retain Health and Welfare clients of all sizes.
You will project manage the end-to-end sales processfrom initial capabilities discussions, RFPs, pricing, follow ups and proposal development through final delivery meetings and contract handoff. SPCs develop the strategy to best position Fidelitys products and services, identify plan sponsor needs, and elevate prospect and client conversations.
Success in this role requires deep knowledge of Fidelitys Health offerings, strong relationship-building skills, and the ability to effectively collaborate across internal business partners and SMEs.
The Expertise And Skills You Bring
Healthcare experience required (H&W, Voluntary Benefits, HSA and RA etc; multi-product experience preferred (DC, DB, NQ etc)
Sales experience is preferred in some capacity
Bachelors degree required; MBA or advanced degree a plus
Minimum 5 years of related product or industry experience; Fidelity experience is preferred
Licensing is NOT required but permitted to obtain in role (Series 7 and 63) with support of selling the HSA product
Travel: approximately 1015%
Proven sales and consultative skills to educate, position, and influence prospects and consultants
Collaborates, influences, and builds positive relationships across sophisticated organizations
Excellent written and verbal communication skills, including simplifying complex topics for diverse audiences
Strong listening skills to uncover client and internal partner needs
Ownership mentality with accountability for results
Comfort leading multiple priorities with accuracy and speed in a multi-layered environment
Lead and coordinate end-to-end sales and retention efforts, driving efficiency and adopting new technologies
Own the full proposal processneeds assessment, drafting responses, multi-product integration, financial review, and final delivery
Coordinate finals presentations and site visits, including agendas, speaker prep, logistics, and demos
Engage proactively with partners to understand needs and expectations
Apply deep product and market expertise to differentiate Fidelitys value proposition
Influence outcomes while encouraging partnership and consensus
Educate partners on client/prospect dynamics, mentor presenters, and provide actionable feedback
The Team
The WI Sales organization wins and retains clients in the Workplace Investing sector through outstanding solutions, positive relationships, and well-adapted risk management. Our work fuels Fidelitys growth and strengthens our position as a leading benefits outsourcing provider.
The base salary range for this position is $95,000-186,000 USD per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidates 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.
Please be advised that Fidelitys 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.
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. Please consult with your recruiter for the specific expectations for this position.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
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 accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
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.
Hybrid work schedule
Fidelitys 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 all business days of every other week in a Fidelity office.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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