Regional Vice President - Based Southern California

The Team

The group promotes both Fidelity Investments and Fidelity Institutional Asset Management products as well as Fidelity’s Thought Leadership content. The primary clients are insurance carriers offering variable annuities and variable universal life products. Additional clients are broker/dealer financial advisors who utilize these types of products within their clients’ portfolios.

The Institutional Insurance group is part of a broader Fidelity Investments Asset Management (FIAM) Intermediary business servicing a broad range of financial services firms. The group partners with the other FIAM Intermediary segments to deliver a premier client experience to insurance carrier clients and financial advisors at various broker/dealers. The group generates revenue through the sales of sub-account solutions and Fidelity Investment mutual funds.

The Expertise You Have

• BA/BS degree required
• Minimum of 3-5 years of experience in insurance and/or investment related sales
• Series 7 and 63 licenses required
• Insurance industry experience preferred

The Skills You Bring

• You have strong presentation and public speaking skills
• You have proven and dedicated one-on-one selling skills
• Superb interpersonal and relationship management skills
• You are a great teammate
• You live in or are willing to relocate to sales territory
• You bring your demonstrated field sales and territory management experience
• Your deep understanding of Fidelity and/or competitive products
• Excellent time management and organization skills

The Value You Deliver

• Growing sales of Fidelity VIP, Advisor and Sub-advised funds through our external Insurance client wholesalers via Variable Annuity contracts
• Working directly with financial advisors to grow sales across our insurance clients’ platforms
• Growing market share by delivering extraordinary client added services
• Effectively managing territory and build positive relationships in local markets within territory
• Serving as the Subject Matter Authority on Variable Annuity Business and generate ideas to assist our clients in selling both product lines
• Maintaining a consistent call rotation and territory management system within the INWS model (including expense management)
• Traveling 80 % of time covering 6 western states