Fidelity
Westlake, TX, USA
Job Description: Are you passionate about helping your team meet their sales goals? Fidelity investments is a leading provider of retirement plan solutions, dedicated to helping businesses and their employees achieve financial security. We are seeking a motivated and dynamic Internal Wholesaler to join our team and drive the sales (to corporations through financial advisors) of Fidelity’s 401(K) Recordkeeping Platform and Multi-Product Solutions. Sales will focus on the “Core Market,” i.e. small businesses with assets under administration (AUA) under $50 million. The Role: The Internal Wholesaler will play a crucial role in supporting the promotion and sale (to corporations via financial advisors) of Fidelity’s 401(K) Recordkeeping Platform and Multi-Product Solutions. This position involves building and maintaining relationships with advisors, providing product expertise, and providing administrative support to the external sales team (Retirement Directors) to achieve...