Regional Account Executive (Financial Services)

TL;DR

Regional Account Executive (Financial Services): Collaborate with financial advisors, third party administrators, and business owners in the Northern New England Region to sell Fidelity’s 401k Recordkeeping Platform and Multi-Product Solutions with an accent on consultative sales, client relationship building, and territory management. Focus on executing sales processes, delivering retirement benefits expertise, and driving demand generation through strategic prospecting and effective communication.

Location: Ideal associate location would be on the East Coast, USA

Company

hirify.global is a privately held financial services corporation committed to providing accessible financial expertise and fostering a diverse and inclusive workplace.

What you will do

• Engage with advisors, third party administrators, and small business decision makers to develop long-term business relationships.
• Sell Fidelity’s 401k Recordkeeping Platform and Multi-Product Solutions through a consultative sales process.
• Collaborate with internal partners to build and execute coordinated territory-level business plans.
• Provide subject matter expertise on retirement benefits, integrated administration, and investment options.
• Utilize communication and presentation skills to deliver marketing campaigns and drive demand generation.
• Implement segmentation and client coverage models to strengthen relationships within the assigned territory.

Requirements

• Location: Ideal associate location on the East Coast, USA
• Established experience and success in consulting, sales, or financial services industry.
• Series 7 & 63 certifications required (study time provided within 2 months of hire).
• Excellent sales skills including rapport building, active listening, and strategic prospecting.
• Knowledge of Financial Services, Employee Benefits, or Human Resources industry.
• Ability to thrive in a fast-paced, team-oriented environment with dedication to self-improvement.

Culture & Benefits

• Hybrid work model with onsite presence every other week.
• Comprehensive benefits including 401(k) with company match, medical, dental, vision coverage.
• Generous parental leave policies and student loan assistance.
• Strong commitment to professional development with ongoing training and mentoring.
• Diverse and inclusive workplace culture valuing unique perspectives.
• Opportunities for community involvement and social responsibility initiatives.