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<h3>Job Description:</h3><p>This dynamic role is designed for someone who enjoys the pursuit of retaining Workplace Investing clients in a fast-paced and unpredictable environment. If you are energized by being part of a hard-working, creative, and collaborative team that loves to win, this role is for you. </p><p><strong>The Role</strong> </p><p>This role works closely with Account Executives, Retention Executives, and Managing Directors to win and retain our largest corporate and TEM (Tax Exempt Markets) clients in support of WI sales and client retention goals. As a Product &amp; Service Consultant, you are responsible for project managing all aspects of the sales/retention process from initial capabilities through proposals, prospect meetings and contract handoffs. PSCs help drive the strategy to position Fidelity’s products and services by assessing plan sponsor needs. </p><p>This role relies heavily on your knowledge of Fidelity’s products and services and utilizing your network and relationship building skills to collaborate and work across multiple internal business partners and SMEs. </p><p><strong>The Expertise You Have</strong> </p><ul><li><p>Defined Contribution experience required / multi-product experience desired (including but not limited to Defined Benefit, Health &amp; Wealth, Health Savings, Managed Accounts, Nonqualified, Student Debt, etc.) </p></li></ul><ul><li><p>Bachelor’s Degree required / MBA or other advance degree a plus </p></li></ul><ul><li><p>Minimum 7 years related product or industry experience / Fidelity experience desirable </p></li></ul><ul><li><p>Series 7 and 63 required (can be attained in role) </p></li></ul><ul><li><p>Approximately 10-15% travel requirement </p></li></ul><p><strong>Proven Skills and Experiences You Bring</strong> </p><ul><li><p>Proactively collaborates, influences, and establishes relationships across the organization to deliver results. </p></li></ul><ul><li><p>Excellent communication (verbal and written) skills with the ability to present complex information internally and externally in a way that is easy for others to understand. </p></li></ul><ul><li><p>Strong listening skills to identify internal and external customer needs. </p></li></ul><ul><li><p>Demonstrates a strong sense of ownership and dedication and holds people accountable for delivering on their commitments towards achieving goals. </p></li></ul><ul><li><p>Flexible in a changing environment and able to manage multiple concurrent activities with attention to detail while productively balancing speed and accuracy. </p></li></ul><p><strong>The Value You Deliver</strong> </p><ul><li><p>Organize end-to-end sales and/or retention efforts, take initiative to improve effectiveness and efficiency and embrace new technologies. </p></li></ul><ul><li><p>Lead the proposal process for sales and/or retention opportunities including identifying prospect/customer needs, custom response drafting, multi-product sales integration, financials and investments review, drive deadlines and oversee the overall end-to-end proposal delivery. </p></li></ul><ul><li><p>Coordinate activities for prospect/client sales finals and site visits including agenda development, speaker preparation, site planning, presentation materials, and present product capabilities and technical demos. </p></li></ul><ul><li><p>Actively interact with external and/or internal customers to identify and anticipate requirements, expectations, and needs. </p></li></ul><ul><li><p>Apply extensive knowledge of products, services, and competitive market trends to differentiate Fidelity’s value prop and promote prospect- or client-focused solutions throughout the sales process. </p></li></ul><ul><li><p>Influence others and navigate solutions towards desired client needs identified in the sales process, while maintaining relationships and supporting consensus with key business decision makers. </p></li></ul><ul><li><p>Educate internal business partners on details of the client and/or prospect, effectively coach associates for sales finals presentations, and provide valuable and actionable feedback to improve sales delivery. </p></li></ul><p><strong>The Team</strong> </p><p>Our team within Workplace Investing (WI) Sales strives to win and retain WI clients through outstanding solutions while mitigating risk to the firm. Keeping and growing our client base helps maintain our position as the top-tier benefits outsourcing provider. </p>The base salary range for this position is $95,000-$154,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales Support

Fidelity Investments

Director, Product and Service Consultant- Retirement Services

<h3>Job Description:</h3><p>As a Senior Reimbursement Account Manager supporting Fidelity’s reimbursement account clients, you will combine strong client management skills with a deep knowledge of reimbursement account plan administration. Under minimal direction, you will provide administrative services and be the primary communication point for clients regarding their reimbursement account services and will also assist with HSA questions and issues. Your work will ensure services are provided at the highest levels of quality and that your assigned clients are highly satisfied. You will also help the Sales and Relationship Management Teams expand Fidelity’s healthcare businesses and help the Product Team develop industry leading solutions. </p><p><strong>The Team</strong></p><p>You will be part of the RA Service Team, working closely with both product and the client service teams to provide your assigned clients with the highest quality service possible. </p><p> <strong>The Expertise You Have</strong></p><ul><li>7-10 years experience with administration of a broad range of reimbursement accounts required.</li><li>5-7 years experience servicing large corporate clients required.</li><li>Bachelor’s Degree or equivalent experience required.</li><li>Significant experience with a broad range of healthcare and wellness benefits desirable.</li><li>Experience assisting with development of RFP responses preferred.</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>Strong understanding of reimbursement account administration needs, process and regulatory knowledge.</li><li>Familiarity with the full range of healthcare and wellness benefits and associated recordkeeping services.</li><li>Proficient leadership skills (i.e. consistently demonstrates the ability to get things done; taking initiative to identify service enhancements or process improvements; proven ability and success in identifying issue(s), identifying solution(s) and determining and acting on the best solution in a timely manner).</li><li>Strong and effective interpersonal and communication skills.</li><li>Demonstrated ability to balance customer service with sound business judgment.</li><li>Effective organizational, time management, facilitation and prioritization skills.</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Your proactive execution of administrative processes with quality, accuracy, efficiency and when necessary, appropriate root cause analysis and corrective action will ensure services are delivered with high quality.</li><li>By developing and managing the relationship with the client you will ensure the client recognizes the quality of service being provided and is satisfied with the quality of the service they receive.</li><li>When necessary, your escalation and active participation in the resolution of service issues will ensure these are addressed appropriately within the organization.</li><li>Your understanding of the objectives and initiatives related to client projects and work with the organization will ensure work is completed with high quality and efficiency.</li><li>Your collaboration with the ongoing service team will ensure services are delivered in a cohesive manner and that reimbursement accounts are incorporated in key activities (e.g. annual business planning).</li><li>During the RFP process, your support of the sales and relationship management teams will help grow Fidelity’s healthcare businesses.</li><li>By bringing voice of the customer feedback to the Product Team you will help Fidelity continue to develop industry leading solutions.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Client Service<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Sr. Reimbursement Account Manager

<p><strong>Company Profile</strong></p><p>80 years and countless innovations later, JCB is the world’s largest privately-owned manufacturer of construction and agricultural equipment. At 22 plants spanning four continents—and countries including the United States, the United Kingdom, India and Brazil—JCB manufactures a range of more than 300 products including Loadall telescopic handlers, backhoeloaders, excavators, wheel loaders, compact excavators, skid steer loaders, compact track loaders, Accessaerial work platforms, rough terrain forklifts, and Fastrac tractors. </p><p>JCB people are at the heart of our business and as a family-owned business we answer to our customers, not a group of shareholders. That freedom allows us to concentrate on developing the latest technologies and incorporating them into our equipment. We focus on what our customer needs on the jobsite – a machine that holds up in the toughest environment and increases their productivity. </p><p>At JCB, we stand behind our products – and our name. </p><p><strong>Position Purpose</strong></p><p>The Inside Sales Representative plays a vital role in supporting the Texas Dealer network by generating retail sales, driving compact equipment growth, and expanding JCB’s market share. This position is responsible for building and maintaining strong customer relationships, partnering closely with dealer representatives, and actively contributing to revenue growth through proactive engagement and business development efforts.</p><p><strong>Major Tasks, Responsibilities &amp; Key Accountabilities</strong></p><p>• Collaborate with dealer sales teams to support equipment sales and customer retention.&nbsp;</p><p>• Conduct virtual equipment demos and product presentations.&nbsp;</p><p>• Manage CRM database to ensure accurate tracking of prospects and opportunities.&nbsp;</p><p>• Provide timely and accurate quotes to customers and dealer partners.&nbsp;</p><p>• Achieve monthly and quarterly sales targets.&nbsp;</p><p>• Respond promptly to customer inquiries and follow up on leads.&nbsp;</p><p>• Stay up to date on product knowledge and market trends.&nbsp;</p><p>• Provide weekly reporting on sales activity and pipeline.&nbsp;</p><p>• Support sales campaigns and promotional activities.&nbsp;</p><p></p><p><strong>Minimum Qualifications </strong></p><p>• High school diploma or equivalent required; associate’s or bachelor’s degree preferred.&nbsp;</p><p>• Minimum 2 years of inside sales or related experience.&nbsp;</p><p>• Previous experience in a retail, serving, or call center environment is highly valued, demonstrating strong interpersonal skills and the ability to thrive in customer-facing roles.</p><p>• Strong verbal and written communication skills.&nbsp;</p><p>• Proficiency in CRM tools (e.g., Salesforce).&nbsp;</p><p>• Ability to work independently and in a fast-paced environment.&nbsp;</p><p><strong>Preferred Qualifications</strong></p><p>• Experience in equipment, machinery, or construction sales. </p><p>• Bachelor’s degree in Business, Marketing, or related field. </p><p>• Familiarity with the Texas equipment market. </p><p>• Strong technical aptitude or understanding of heavy equipment. </p><p>• Track record of exceeding sales targets. </p><p><strong>Knowledge, Skills, Abilities &amp; Competencies</strong></p><ul><li>Proven track record of exceeding inside sales targets</li><li>Advanced proficiency in Microsoft Office applications for sales reporting and communication</li><li>Comfortable working in a dynamic, office-based team environment</li><li>Strong technical aptitude, especially with CRM and sales enablement tools</li><li>Exceptional customer service orientation and adaptability</li><li>High energy and motivation to achieve and surpass goals</li><li>Excellent follow-up, organisational, and time management skills</li><li>Polished, professional communication style for virtual meetings and client interactions</li><li>Willingness to participate in ongoing product training and occasional in-person events</li><li>Demonstrated commitment to learning and professional growth in inside sales</li></ul><p><strong>Job Conditions</strong></p><ul><li>Both office environment and occasionally manufacturing/factory environment</li><li>Subject to noise and temperature changes</li></ul><p></p><p><strong>Physical Requirements</strong></p><p>The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</p><p>While performing the duties of this job, the employee is regularly required to:</p><ul><li>Regularly required to sit at a desk for extended periods</li><li>Use hands for typing and handling digital equipment</li><li>Engage in frequent communication via phone or video calls</li><li>Interact with clients and team members using various online platforms</li><li>Reach with hands and arms as needed</li><li>Communicate clearly, both verbally and in writing</li><li>Occasionally required to stand, walk, or move within the office</li><li>May need to lift and move objects up to 10 pounds (e.g., sales materials or promotional items)</li><li>Specific vision abilities required: close vision for reading documents and screens, distance vision for presentations, depth perception, and the ability to adjust focus for virtual environments</li></ul><p>JCB is an equal employment opportunities (EEO) employer in accordance with applicable federal, state and local laws. JCB complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. EEO EMPLOYER/VET/DISABLED.</p><p>JCB Inc. is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, JCB offers many job opportunities outside of the U.S. which can be found through our website at <a href="https://www.jcb.com/en-gb/about/careers" target="_blank">https://www.jcb.com/en-gb/about/careers</a>.</p><p><strong>Disclaimer: This job description is general in nature and is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job.&nbsp;&nbsp;</strong></p><p><strong>JobFamily</strong></p><p>Sales</p><p><strong>PayType</strong></p><p>Salary</p>

Inside Sales Representative - Dallas 

<b>Company Description</b><br><br>Veolia in North America is the top-ranked environmental company in the United States for three consecutive years, and the country's largest private water operator and technology provider as well as hazardous waste and pollution treatment leader. It offers a full spectrum of water, waste, and energy management services, including water and wastewater treatment, commercial and hazardous waste collection and disposal, energy consulting and resource recovery. Veolia helps commercial, industrial, healthcare, higher education and municipality customers throughout North America. Headquartered in Boston, Veolia has more than 10,000 employees working at more than 350 locations across North America.<br><br><b>Job Description</b><br><br><strong>Position Purpose: </strong><br> Responsible for safely transporting hazardous and non-hazardous materials from the customer site to the appropriate designated sites using van trailers, tankers, roll-off frames, or other waste carrying equipment. Ensures that the condition of the material packaging meets the U.S. Department of Transportation (DOT) specifications, inspects manifests and shipping paperwork for accuracy, and maintains current transportation permits for all areas traveled. Abides by all regulations set forth by DOT, EPA, state and local governments, and VES-TS policies and procedures.<br><br><strong>Primary Duties/responsibilities: </strong><br><ul><li>Perform daily inspections of vehicle and/or trailer prior to driving to ensure the safety and integrity of equipment going to designated sites.</li><li>Prior to transporting materials reviews shipment records, manifests, container labeling, vehicle placards, and integrity of loaded drums, roll-off boxes or bulk tankers.</li><li>Ensure that DOT requirements such as load weight limits, driver log books, Vehicle Inspection Records, transportation permits, insurance cards, fuel trip reports, IFTA fuel stickers, or other paperwork is up to date and valid.</li><li>Consults with customers pertaining to load conditions, drum counts or paperwork inconsistencies to ensure that materials can be properly transported to designated site(s)</li><li>Notify immediate supervisor of any moving violations and/or accidents in-route to and/or from sites.</li><li>Assist in the loading/unloading of materials at designated sites utilizing appropriate equipment.</li><li>Responsible for assisting with housekeeping as required.</li><li>Other duties as assigned</li></ul><br><br><b>Qualifications</b><br><br><strong>Education / Experience / Background: </strong><br><ul><li>High School diploma or General Educational Development (GED) required</li><li>Prior commercial driving experience required</li></ul><br><strong>Knowledge / Skills / Abilities: </strong><br><ul><li>Familiarity with U.S. Department of Transportation (DOT) regulations pertaining to the transportation of hazardous and non-hazardous materials</li><li>Strong team player</li><li>Excellent interpersonal and communication skills</li><li>Time management: the ability to organize and manage multiple tasks </li><li>Strong customer service orientation</li></ul><br><strong>Required Certification / Licenses / Training: </strong><br><ul><li>Valid Class A Commercial Driving License (CDL) </li><li>Hazmat (H) endorsement required</li><li>40-Hour HAZWOPER training preferred</li></ul><br><br><b>Additional Information</b><br><br><strong>Benefits: </strong>Veolia's comprehensive benefits package includes paid time off policies, as well as health, dental, vision, life insurance, savings accounts, tuition reimbursement, paid volunteering and more. In addition, employees are also entitled to participate in an employer sponsored 401(k) plan, to save for retirement. Pay and benefits for employees represented by a union are outlined in their collective bargaining agreement.<br><br>We are an Equal Opportunity Employer! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. <br><br>Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, subject to applicable law.<br><br>

Regional Driver

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</li><li>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Investment Consultant - Plano, TX

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Planning Consultant - Southlake, TX

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Planning Consultant - Plano, TX

<h3>Job Description:</h3><p>We believe as a Tax-Exempt Market (TEM) Associate Retirement Planner, you will help educate others toward making appropriate investments solutions. In this role you will expand relationships with existing clients. We know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with Fidelity. We will help you obtain your FINRA series 7 and series 66 licenses allowing you to provide fundamental financial guidance and mentorship in the public sector.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>A college degree is encouraged yet not required</li><li>Customer service, sales, phone or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is a great addition to your experience</li><li>Series 7 license is to be obtained within three months of hire</li><li>Series 66 license within 90 days of passing the Series 7exam</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>The Associate Retirement Planner is not only a voice for Fidelity but also a key member of the regional center team. You will open up conversations, listen for needs, identify new opportunities, and help springboard appointments for phone and field consultants.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>Superb interpersonal, customer interaction, and communication skills</li><li>An aptitude for sales to dedicatedly identify leads</li><li>Consistent attention to detail and prioritization ability</li><li>Computer literacy having worked with multiple applications in the past</li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li>You are developing rapport with Fidelity’s non-profit and public sector clients daily</li><li>You will directly impact TEM opportunities by identifying needs</li><li>You will learn how to handle a book of business while working closely with the Participant Engagement team.</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience.</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>You will be an instrumental partner to individuals and families planning for retirement.</p><p>You’ll play a meaningful role in promoting customer dedication.</p><p>You will dedicatedly work with business partners and team members to understand the relevant details of your client’s needs and goals.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Retirement Planner Associate - Westlake, TX

<b>Company Description</b><br><br>Veolia Group is a global leader in environmental services, operating across all five continents with nearly 218,000 employees. Specializing in water, energy, and waste management, Veolia Group designs and implements innovative solutions for decarbonization, depollution, and resource regeneration, supporting communities and industries in their ecological transformation. Within this framework, Veolia's Water Technology Business brings together a dedicated team of experienced professionals committed to tackling the world's most complex challenges related to water scarcity, quality, productivity, and energy. Together, we pursue a shared mission to create a more sustainable future.<br><br><b>Job Description</b><br><br>Join Veolia as an Account Manager and take your career to new heights. We value candidates with technical experience or formal education in a STEM concentration, who share a genuine passion for environmental sustainability and a consultative customer approach.<br><br>We're not just selling products - we're pioneering sustainable solutions that protect our planet's most precious resources. Our Account Management team are at the forefront of this mission, working hand-in-hand with customers to develop cutting-edge equipment and chemical treatment solutions across diverse industries.<br><br>More than sales professionals, you'll be technical advisors who deeply understand customer needs and deliver creative solutions that optimize profitability, productivity, and environmental stewardship. If you're passionate about sustainability and thrive on solving complex challenges, this is your chance to make a real impact.<br><br><strong>What We'll Offer:</strong><br><ul><li>Autonomy &amp; Flexibility: Manage your schedule, and blaze your own trail.</li><li>Continuous Growth: Access industry-leading training, travel opportunities, and a vast network of water technology experts.</li><li>Rewarding Compensation: Enjoy competitive pay, sales incentives, a generous retirement plan, and a company car.</li></ul><br><strong>What You'll Do:</strong><br><ul><li>Consult on-site, applying innovative technologies to solve water and process treatment needs while prioritizing safety and environmental best practices.</li><li>Hands-on work with test equipment, chemical feed systems, and other cutting-edge tools.</li><li>Proactively implement preventative maintenance, optimize operations, and utilize predictive analytics to stay ahead of the curve.</li><li>Collaborate with cross-functional teams, share best practices, and drive account growth through creative solutions that delight customers.</li><li>Celebrate success through industry-recognized "Proof Not Promises" awards, recognizing your environmental and operational impact.</li></ul><br><br><b>Qualifications</b><br><br><ul><li>Bachelor's Degree, or equivalent, in Engineering (Chemical, Industrial, or Mechanical), Biology, Chemistry, Environmental Science, Technology, preferred. Minimum 10+ years of direct experience in the field and water treatment industry will also qualify, high school education is required.</li><li>Ability and willingness to work in a range of environments, including heavy industrial facilities, light manufacturing facilities, and commercial &amp; institutional properties.</li><li>A full valid driver's license and willingness to travel (a learner's permit or G1/G2 class will not qualify).</li></ul><br><br><b>Additional Information</b><br><br><ul><li>Experience in direct sales, customer service, account management, or industry operations is a plus!</li><li>Proficiency in computer skills, including Google Docs, Google Sheets and Google Slides</li><li>Inclusive communication and technical (computer) skills will come in handy.</li></ul><br><br>At Veolia, we realize diverse teams make smarter decisions, deliver better results, and build stronger<br> communities. We're an organization that champions diversity and inclusion at every rung of the ladder<br> and are proud to be an equal opportunity workplace. Because our people are our greatest assets, we<br> also offer competitive compensation and benefits that include:<br><ul><li>Medical, Dental, &amp; Vision Insurance Starting Day 1!</li><li>Life Insurance</li><li>Paid Time Off</li><li>Paid Holidays</li><li>Parental Leave</li><li>401(k) Plan - 3% default contribution plus matching!</li><li>Flexible Spending &amp; Health Saving Accounts</li><li>AD&amp;D Insurance</li><li>Disability Insurance</li><li>Tuition Reimbursement</li></ul><br><br> Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this<br> posting. The Company reserves the right to modify this information at any time, subject to applicable<br> law.<br><br>****Applicants are required to be eligible to lawfully work in the U.S. immediately; employer will not<br> sponsor applicants for U.S. work authorization (e.g. H-1B visa) for this opportunity****<br><br>VWTS does not accept unsolicited resumes from external recruiting firms. All vendors must have a<br> current and fully executed MSA on file before submitting candidates. Any unsolicited resumes and<br> candidate profiles will be deemed the property of VWTS, and no fee will be due.<br><br>All your information will be kept confidential according to EEO guidelines.<br><br><strong>As an inclusive company, Veolia is committed to diversity and gives equal consideration to all applications, without discrimination.</strong>

Account Manager - Industrial Water Treatment/Chemical Sales

<p>Join Our Cause!&nbsp; Do Good, Be Good, Make Good!</p><p>As we continue to grow, we are still looking&nbsp;to add additional individuals to our Sales Desk Team.&nbsp; We are looking to hire energetic and ambitious individuals into our vibrant, growing culture rooted in Servant Leadership.&nbsp; Since our inception in 1848, we have been delivering on our promises to our customers.&nbsp; Come be a part of our continued growth and success!</p><p></p><p><strong>Internal Sales Support Associate (Base + Quarterly Variable Bonus)</strong></p><p><strong>OCTOBER Start date&nbsp;</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><p>You’re encouraged to apply if you are:</p><p><strong>Energetic and Passionate: </strong>Use your knowledge and energetic work ethic work ethic to support agents and Field Leaders who sell our life and annuity products.</p><p><strong>Competitive go-getter: </strong>Ready to earn a base salary plus a quarterly variable bonus? You will have the chance to engage in friendly team competitions to win rewards and recognition.&nbsp;</p><p><strong>People Person: </strong>Put that emotional and social intelligence to good use by helping agents grow their business with National Life through providing solutions and business development opportunities.</p><p><strong>Relationship Builder:</strong> You’ll carry out the Sales Desk mission of winning the sale by building relationships based on authenticity, seamless service and acting with a sense of urgency.&nbsp;</p><p><strong>Growth Driven</strong>: The Sales Desk is the farm team for the organization. Your drive and performance can lead to opportunities to move into an External Field Leader role or to other Home Office positions. We are committed to developing internal talent – our people are our secret sauce.&nbsp;</p><p><strong>What You’ll Find at National Life Group</strong></p><ul><li>Competitive pay and outstanding health, wellness, and insurance benefits</li><li>Formalized training program to position you for success</li><li>Genuine opportunities for growth and career advancement</li><li>Over $5K in annual tuition reimbursement, including full tuition sponsorship for completing your undergraduate and graduate degrees with University of Arizona World Campus</li><li>Generous paid time off and holidays</li><li>40 hours of community service hours annually</li><li>A culture committed to inclusion and diversity</li></ul><p><strong>Key Responsibilities:</strong></p><ul><li>Provide sales support for an external wholesaler (Field Leader).</li><li>Promote Life and Annuity products through webinars and inbound/outbound calls.</li><li>Manage inbound calls</li><li>Demonstrate proficiency in sales skills, identifying sales opportunities, and cross-selling skills with agents</li><li>Manage and execute effective outbound call campaigns</li><li>Be skilled at presenting in both small and large group settings</li><li>Capture all activity and agent profile information into Salesforce.com</li><li>Perform other duties as required</li></ul><br><br><ul><li><strong>Requirements:</strong></li><li>Proficiency in bilingual (English and Mandarin) to effectively communicate with our partners.&nbsp;&nbsp;</li><li>1-3 years financial services experience (preferred)</li><li>3+ years successful sales experience (preferred)</li><li>Strong presentation skills as well as excellent communication skills</li><li>Ability to adapt to the interests of the audience as well as use technical skills and people skills, on the phone and in person, to build relationships and help grow sales</li><li>Interpersonal Flexibility</li><li>Broad knowledge of capital markets (preferred)</li><li>Previous experience with life and/or annuity illustration software (preferred)</li><li>Bachelor’s degree (preferred)</li><li>Life and Health Licensed (preferred)</li><li>CLU, ChFC, CFP designations (preferred)</li><li>Up to 10% travel required</li></ul><br><br><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6><h6>#LI-MG</h6>

19 Sales Jobs in Addison, TX, USA