Fidelity Investments Careers – Sales Communications Consultant

Website Fidelity

Job Description:

The Sales Communications Consultant (CC) partners with Relationship Management and the Sales organization to retain existing client relationships and bring new corporate clients to Fidelity. The Sales CC is responsible for positioning Fidelity’s participant experience and matching them to existing clients/prospect’s business needs in order differentiate Fidelity. The role supports rebid activity and new sales in the Strategic, Large, and Mid markets. The Sales CC also partners with sales to provide coaching and feedback to other team members as part of the sales process.


Job Responsibilities:

  • Participate in sales activities with prospects, rebid clients, and existing clients interested in expanding relationship with Fidelity.
  • Deliver engaging and effective presentations which demonstrate and differentiate our technology, communication and education capabilities.
  • Presentations are in-person, by phone or virtual.
  • Provide assistance for RFP responses and development of custom creative pieces, samples, case studies.
  • Knowledgeable on all segments and products supported with Communication and Education (C&E) by Fidelity.
  • Serve as primary resource for business partners involved with prospective and existing clients, such as Sales Support, Acquisition Marketing, Sales, and Pricing.
  • Act as a knowledgeable resource for client and internal business partners on communication services, technology, and industry trends.
  • Keep current with benefits legislative information and industry trends.
  • Identify emerging communications trends for the department/company.
  • Provides market insight to internal business partners for development of new tools and services.
  • Participate in non-client projects to benefit the unit or the department.
  • Web tools and Technology demos.
  • Assists CCs with rebids, responses to RFP’s, presentation tips, communications strategies, and market insights.

Job Requirements:

  • BA/BS required
  • Experience in employee benefits communication and/or financial services strongly preferred
  • 5+ years Sales or presentation experience
  • Series 7 and 63 licenses, or ability to obtain within 90 days of hire
  • Strong presentation, consultative selling skills
  • Virtual presentation skills
  • Technology skills
  • Knowledge of communication theory and practice
  • Knowledge of recordkeeping and other outsourcing services
  • Strong influence, negotiation, problem solving and analytical skills
  • Strong project management skills
  • Working knowledge of communication process from writing and design through distribution across multiple media (print, internet, video)
  • Ability to work independently and in a team environment
  • Flexibility and ability to deal with change
  • Ability to give creative direction
  • Ability to manage and service multiple projects
  • Ability to travel 50 to 75%
  • Has advanced knowledge of the communications and financial industry and standards
  • Makes decisions based on long-term industry trends and business implications

Job Details:

Company: Fidelity

Vacancy Type:  Full Time

Job Location: Los Angeles, CA, US

Application Deadline: N/A


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