Director, Sales Product Consultant- HSA/RA
About The Position
This role is ideal for someone motivated by pursuing and retaining Workplace Investing clients passionate about Health and Benefit Accounts in a fast-paced and evolving environment. If you flourish with teamwork, creativity, and winning as part of a high-performing team, you’ll excel here. In the role of a Sales Product Consultant (SPC), you will work closely with HSA and RA 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 Benefit Account clients of all sizes. You will project manage the end-to-end sales process—from initial capabilities discussions, RFPs, follow ups and proposal development through final delivery meetings and contract handoff. SPCs develop the strategy to best position Fidelity’s products and services, identify plan sponsor needs, and elevate prospect and client conversations. Success in this role requires deep knowledge of Fidelity’s Health offerings, strong relationship-building skills, and the ability to effectively collaborate across internal business partners and SMEs. 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 Fidelity’s growth and strengthens our position as a leading benefits outsourcing provider.
Requirements
- Healthcare experience required (HSA, RA, H&W, Voluntary Benefits etc); multi-product experience preferred (DC, DB, NQ etc)
- Sales experience is preferred in some capacity
- Bachelor’s degree required; MBA or advanced degree a plus
- Minimum 5 years of related product or industry experience; Fidelity experience preferred
- Series 7 and 63 required (can be acquired in role)
- Travel: approximately 10–15%
- 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
Responsibilities
- Lead and coordinate end-to-end sales and retention efforts, driving efficiency and adopting new technologies
- Own the full proposal process—needs 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 Fidelity’s value proposition
- Influence outcomes while encouraging partnership and consensus
- Educate partners on client/prospect dynamics, mentor presenters, and provide actionable feedback
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Director
Number of Employees
101-250 employees
