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<h3>Job Description:</h3>Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We’re Looking For <ul><li>Previous success in building relationships, uncovering needs and recommending solutions </li></ul><ul><li>FINRA Series 7 &amp; 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire </li></ul><ul><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility </li></ul><ul><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one </li></ul>The Skills You Bring <ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions </li></ul><ul><li>Being coachable, collaborative, and curious are your "go to" attributes </li></ul><ul><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive </li></ul><ul><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations </li></ul><ul><li>Extensive knowledge of investment solutions </li></ul>Note: Fidelity is not providing immigration sponsorship for this position Our Investments in You 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! The Value You Deliver <ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals </li></ul><ul><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future </li></ul><ul><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills </li></ul><ul><li>You have a steadfast commitment to your clients while making a positive impact in the community </li></ul>The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.<h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

Financial Consultant - Lone Tree, CO

<h3>Job Description:</h3>This dynamic role is designed for someone who enjoys the pursuit of retaining or attracting 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.<h3>The Role</h3>This role works closely with Account Executives to win our largest corporate clients in support of WI sales goals. As a Product &amp; Service Consultant, you are responsible for project managing all aspects of the sales 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.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.<h3>The Expertise You Have</h3><ul><li>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.)</li><li>Bachelor’s Degree required / MBA or other advance degree a plus</li><li>Minimum 7 years related product or industry experience / Fidelity experience desirable</li><li>Series 7 and 63 required (can be attained in role)</li><li>Approximately 15-25% travel requirement</li></ul><h3>Proven Skills and Experiences You Bring</h3><ul><li>Proactively collaborates, influences, and establishes relationships across the organization to deliver results.</li><li>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.</li><li>Strong listening skills to identify internal and external customer needs.</li><li>Demonstrates a strong sense of ownership and dedication and holds people accountable for delivering on their commitments towards achieving goals.</li><li>Flexible in a changing environment and able to manage multiple concurrent activities with attention to detail while productively balancing speed and accuracy.</li></ul><h3>The Value You Deliver</h3><ul><li>Organize end-to-end sales and/or retention efforts, take initiative to improve effectiveness and efficiency and embrace new technologies.</li><li>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.</li><li>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.</li><li>Actively interact with external and/or internal customers to identify and anticipate requirements, expectations, and needs.</li><li>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.</li><li>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.</li><li>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.</li></ul><h3>The Team</h3>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.The base salary range for this position is $95,000-186,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales Support

Director, Product and Service Consultant- Retirement Services

<h3>Job Description:</h3><h3>Is it time to make new investments into your career?</h3>Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants’ minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>What to expect…</h3>As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.<ul><li>You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.</li><li>You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.</li><li>As you gain relationship building and industry expertise, you’ll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.</li></ul>You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance – and to get the results you are striving toward.You are celebrated. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.You can explore. You’ll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.<h3>The Skills You Bring</h3><ul><li>Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads</li><li>Knowledge or experience in sales or the consultative relationship process</li><li>Demonstrate accountability and a goal-oriented mindset </li><li>Natural and demonstrated success in asking deeper questions to fully understand the client’s situation </li><li>Ability and flexibility to work in a “hybrid” work setting, both at home and in office</li><li>Comfortable with technology and ability to navigate multiple systems simultaneously</li><li>Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire</li></ul><h3>The Value You Deliver</h3><ul><li>Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce</li><li>Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions</li><li>Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations</li><li>Set up targeted appointments while identifying opportunities to address participant needs related to products and services</li></ul><h3>Our Investments in You</h3>Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.Sound too good to be true? See for yourself and learn more about our benefits offerings:<ul><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.youtube.com/watch?v=k3eVjXbsVA4" target="_blank">Benefits at Fidelity Investments (opens in a new tab)</a></li><li>Click here for a local news story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt (opens in a new tab)</a></li></ul>Required Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66The base salary range for this position is $45,000 - $47,500 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, Sales

Workplace Planning Associate - Greenwood Village, CO

ABOUT GREYSTARGreystar is a leading, fully integrated global real estate company offering expertise in property management, investment management, development, and construction services in institutional-quality rental housing, logistics, and life sciences sectors. Headquartered in Charleston, South Carolina, Greystar manages and operates more than $320 billion of real estate in 250 markets globally with offices throughout North America, Europe, South America, and the Asia-Pacific region. Greystar is the largest operator of apartments in the United States, manages more than 977,000 units/beds globally, and has a robust institutional investment management platform comprised of more than $78 billion of assets under management, including over $36 billion of development assets. Greystar was founded by Bob Faith in 1993 to become a provider of world-class service in the rental residential real estate business. To learn more, visit <a href="http://www.greystar.com" target="_blank">www.greystar.com</a>. JOB DESCRIPTION SUMMARYAssist in executing each property’s marketing, leasing, and renewal strategies to achieve occupancy, revenue, and resident retention goals by performing all activities related to leasing and marketing to new residents, providing resident satisfaction throughout the term of the lease, and securing resident lease renewals throughout the Active Adult platform. This position requires travel and will support our communities requiring additional leasing/ sales attention. The hiring manger is seeking candidates with 3+ years of property leasing experience. This position requires travel.JOB DESCRIPTION <ul><li>Performs all sales and leasing activities to achieve the property’s revenue and occupancy goals by greeting and qualifying prospects, conducting property tours and showing apartment homes, continuing the relationship with prospects through follow-up and consistent discovery, processing applications, credit screening, and criminal background checks, preparing the lease and move-in package, and ensuring a smooth resident move-in and lease signing.</li><li>Collects all pertinent information from prospective residents at move-in and record as appropriate.</li><li>Continually update the market survey to stay informed about current market and competitor conditions that may impact the community’s occupancy, market rent, and sales results, develops and implements short- and long-term marketing plans and goals to sustain occupancy, and follows the property’s established policies related to concessions, specials, and other programs to boost occupancy.</li><li>Designs and executes marketing activities and events to create and drive traffic to the property, including implementing resident referral and employer outreach programs, using internet marketing tools (Craigslist, Facebook, e-mail, and other websites), and following other property-specific marketing plans, drives, and special programs.</li><li>Uses the on-site property management software application (Entrata, Yardi, etc.) to track apartment availability, record traffic and leasing activities, manage resident and prospect data, and capture critical demographic and other information about existing and future residents.</li><li>Ensures that the property and show units meet the Company’s standards for show quality by daily inspecting the marketing corridor and leasing tour, communicating maintenance and upkeep needs to the property’s maintenance team members, merchandising and ensuring a physically appealing show unit and/or model and amenities, and preparing the leasing office for daily leasing activities.</li><li>Executes and performs activities in support of the property’s lease renewal program by preparing lease renewal letters and packages for residents, meeting with and contacting renewing residents in advance of move-out dates, and ensuring that lease renewal documents are signed and implemented on time.</li><li>Responds quickly and courteously to resident and client/owner concerns and questions, and takes prompt action to solve problems and/or document and convey resident or other requests to the appropriate individual(s).</li><li>Demonstrates customer services skills by treating residents and others with respect, answering resident questions, and responding sensitively to complaints about maintenance services. Interacts with all residents and acknowledges them by name if possible.</li><li>Attends community and networking events, aligns themselves with local associations and community organizations, and participates in outreach marketing efforts as necessary to drive traffic to community and generate viable referral sources and new business leads.</li><li>Follow-up – Utilizes current CRM to maintain an accurate and up-to-date prospect database. Assist with daily, meaningful prospect follow-up. Helps the team perform the required number of follow-up contacts in accordance with Greystar standards through phone calls, personal visits, notes, etc. Coordinate prospect and depositor related creative follow up deliveries with couriers, shipping, Amazon, etc.</li><li>Sales Collateral – Organize and ensure adequate supply of fully assembled sales collateral, marketing and outreach packets.</li><li>Maintain files and marketing materials for realtors, transition companies, and moving companies.</li><li>Maintain Sales Consultant - SH copies of all floor plans, in hard copy and email versions.</li></ul>#LI-AW1The hourly range for this position is $28.00 - $34.00 and includes an incentivizing bonus structure.Additional Compensation:<ul><li>Corporate Positions:&nbsp;In&nbsp;addition to the base salary, this role may be eligible to participate&nbsp;in&nbsp;an annual bonus program based on&nbsp;individual and company performance.</li><li>Onsite Property Positions:&nbsp;In&nbsp;addition to the base salary, this role may be eligible to participate&nbsp;in weekly, monthly, and/or quarterly bonus programs.</li></ul>Robust Benefits Offered*:<ul><li>Competitive Medical, Dental, Vision, and Disability &amp; Life&nbsp;insurance benefits. Low (free basic) employee Medical costs for employee-only coverage; costs discounted after 3 and 5 years of service.</li><li>Generous Paid Time off. All new hires start with 15 days of vacation, 4 personal days, 10 sick days, and 10 paid holidays. Plus your birthday off after 1 year of service! Additional vacation accrued with tenure.</li><li>For onsite team members, onsite housing discount at Greystar-managed communities are available subject to discount and unit availability.</li><li>6-Week Paid Sabbatical after 10 years of service (and every 5 years thereafter).</li><li>401(k) with Company Match up to 6% of pay after 6 months of service.</li><li>Paid Parental Leave and lifetime Fertility Benefit reimbursement up to $10,000 (includes adoption or surrogacy).</li><li>Employee Assistance Program.</li><li>Critical Illness, Accident, Hospital&nbsp;Indemnity, Pet&nbsp;Insurance and Legal Plans.</li><li>Charitable giving program and benefits.</li></ul>*Benefits offered for full-time employees. For Union and Prevailing Wage roles, compensation and benefits may vary from the listed&nbsp;information above due to Collective Bargaining Agreements and/or local governing authority.Greystar will consider for employment qualified applicants with arrest and conviction records.CLOSING DATEDecember 31, 2024

4 Sales Jobs in Arapahoe County