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Pension Sales Manager

Manage and grow pension fund client relationships through tailored sales strategies
Tokyo
Senior
yesterday
Fidelity International

Fidelity International

A global investment management services provider offering a wide range of financial products, including mutual funds and retirement services.

9 Similar Jobs at Fidelity International

Pension Sales Manager

We're proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Pension Sales team and feel like you're part of something bigger.

The Pension Sales team is a part of the Institutional Sales team. The Institutional Sales team consists of three sales teams (Pension Sales, OAM/Wrap, Financial Institution Group), and closely works with Client Service teams. These teams work together in order to retain existing business and develop new opportunities in Japan institutional market.

About your role:

  • Conduct sales activities for DB and DC prospects (pension funds and plan sponsors) as well as existing clients to achieve Pension team sales target.
  • Sales activities include the internal coordination to generate / finalize the proposal documents for public offering from public pension, such as RFP answer and presentation materials.
  • Maintain and strengthen existing DB / DC client satisfaction through quarterly / regular review meeting, timely responses to inquiries, contact to provide information and new product proposals (cross selling).
  • Engage with consultants and / or DC plan sponsor to strengthen relation with them, to understand the pension clients needs, and develop the business opportunities through maintaining the relationship.
  • As member of Pension Sales team and Japan institutional business Division, contributes to the team by collaborating with other members to achieve organizational goals.
  • Maintain contacts and meeting notes in Fidelity's CRM system (Salesforce).

About you:

  • 5+ years of DB Pension sales experience. Better to have DC business experience, if possible.
  • Interpersonal and communication skills in Japanese (Native level) / English (Business level), both written and oral.
  • Team player who can gain the support and commitment of internal service partners (e.g. act as team player, respect others, mutual support mind-set).
  • Strong desire to deliver high level of client experience by delivering accurate RFP/RFI in timely manner.
  • Flexible and positive attitude to work in a fast changing and demanding environment.
  • Customer Focus (e.g. Think our internal/external customers' expectations).
  • Strong PC literacy (Excel, Power Point).
  • Integrity and Work Ethic (e.g. Try to deliver best outputs, take a proactive approach rather than waiting for detailed instructions).
  • Knowledge of the Financial Services industry and specifically a breadth of knowledge in Investment Management.
  • Ownership and Commitment.

For starters, we'll offer you a comprehensive benefits package. We'll value your wellbeing and support your development. And we'll be as flexible as we can about where and when you work – finding a balance that works for all of us. It's all part of our commitment to making you feel motivated by the work you do and happy to be part of our team.

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Pension Sales Manager
Tokyo
Sales
About Fidelity International
A global investment management services provider offering a wide range of financial products, including mutual funds and retirement services.