Nov 26, 2023
Job Description: The Rebid Account Executive is responsible for participating in retention strategy and proactive contract extension activities, providing valid, competitive information and developing timely, accurate sales proposals. This individual will focus on Defined Contribution, Defined Benefit, and Health Savings Account opportunities. Specific sales activities include strategy development, customer presentations, proposal development, contract negotiations, market intelligence, Salesforce reporting, and client team sales mentoring. You will partner closely with Managing Directors and Sales Support to build and implement sales processes and align with operational goals.
The Team You would be the second member of our Tax-Exempt retention team, that is responsible for retaining our exclusive clients across the country.\u00A0 Due to demand, we are adding this role to create better alignment/partnership with existing service teams and delegating functional...
Fidelity Investments
Boston, MA, USA