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<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 23 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 telescopic handlers, backhoeloaders, excavators, wheel loaders, compact excavators, skid steer loaders, compact track loaders, Accessaerial work platforms, rough terrain forklifts, and 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></p><p><strong>Position Summary</strong></p><p>This position will be the primary point of contact&nbsp;between our company and our Direct Sales customers and field sales staff as&nbsp;potential customers to identify and facilitate sales of JCB products &amp; services. This individual&nbsp;will be able to accept ownership for in bound and out bound communication, effectively manipulate complaints and inquiries keeping customer satisfaction at the core of every decision and behavior. The candidate will ensure customer inquiries are given personalized attention and are treated as a priority.</p><p>The ideal candidate will aspire to grow into a Regional/Field-based Sales Manager role. </p><p><strong>Position Type:</strong> Full Time, Exempt </p><p><strong>Major Tasks, Responsibilities &amp; Key Accountabilities</strong></p><ul><li>Prepare accurate customer quotes and enter orders into SAP with precision, validating details to ensure alignment with customer specifications and correctness for downstream processes, enabling accurate invoicing and seamless customer experience.</li><li>Serve as the primary point of contact for customers and field staff, resolving inquiries quickly, professionally, and with a sense of urgency.</li><li>Operate effectively in a fast-paced environment, balancing multiple priorities while maintaining attention to detail and meeting deadlines set by customers and the business.</li><li>Monitor and report on monthly sales performance versus targets, taking proactive steps to maximize opportunities and achieve business objectives. Leverage available inventory creatively and collaborate with counterparts managing other accounts to optimize resources and drive additional machine sales, ensuring customer satisfaction.</li><li>Support Direct Sales Account customer events, including open houses, and assist with special projects for the Direct Sales Team as required.</li><li>Collaborate with internal teams to think strategically and deliver win-win outcomes for both the customer and the business.</li><li>Maintain a strong sense of urgency, accountability, and determination in all tasks, ensuring commitments are met and customers receive exceptional service.</li></ul><p><strong>Minimum Qualifications</strong></p><ul><li>Bachelor’s degree in business or a related field</li><li>3+ years of sales or account management experience</li><li>Must pass any drug test, background check and any pre-employment testing as applicable</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>Experience in sales or marketing</li><li>Knowledge of customer support systems/procedures or channels of distribution</li></ul><p><strong>Knowledge, Skills, Abilities &amp; Competencies</strong></p><ul><li>Relentless customer focus with the determination to deliver solutions quickly and effectively, never letting obstacles stand in the way of success.</li><li>Proven ability to master tools like Microsoft Excel and SAP with urgency and precision, ensuring accurate order management and reporting under tight deadlines.</li><li>Creative problem-solver who thrives on challenges, thinking outside the box and refusing to accept “no” as an answer when finding solutions for customers.</li><li>Exceptional communication skills with confidence and persistence to influence outcomes and maintain strong relationships through proactive engagement.</li><li>Highly organized and driven, able to prioritize multiple tasks while maintaining a sense of urgency to meet aggressive targets and exceed expectations.</li><li>Analytical and action-oriented, using insights to identify opportunities and move quickly to capitalize on them for business growth.</li><li>Adaptable and committed to continuous improvement, demonstrating resilience and determination to overcome any barrier to success.</li><li>Unwavering drive and “fire in the belly” to go above and beyond, doing whatever it takes to achieve results for customers and the business.&nbsp;</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>Sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. </li><li>The employee is occasionally required to stand and walk. </li><li>The employee must frequently lift and/or move up to 10 pounds. </li><li>Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus.</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>

Direct Sales Account Manager 

<h4>Company Profile</h4><p>Gold Coast JCB is the JCB dealer for southeast FL with a strong commitment to provide the best products and customer support in the market. We are investing in our workforce and offering a highly competitive compensation and benefit program, to ambitious candidates with the correct mindset to excel at their personal and professional level.&nbsp; Gold Coast JCB is an authorized dealer for JCB construction equipment including compact track loaders, skid steer loaders, rough terrain forklifts, backhoes, wheel loaders, excavators, telehandlers, aerial equipment, among others.</p><p></p><p><strong>Position Summary</strong></p><p>Gold Coast JCB currently has an opening for an Inside Sales Representative to support our machine sales coverage.&nbsp; This position is responsible for providing exemplary customer satisfaction to assigned accounts through the sale and promotion of products and services offered by Gold Coast JCB. From our main office, the Inside Sales Representative will serve as the primary liaison between Gold Coast JCB and the customer.</p><p><strong>Position Type:</strong> Full Time, Exempt </p><p></p><p><strong>Qualifications</strong></p><ul><li>At least 2 years of inside sales support, and/or parts/service sales experience preferably in the equipment sales or rental industry.</li><li>Proven experience in inside sales, preferably in the equipment industry</li><li>Strong customer service skills and a customer-centric approach</li><li>Excellent communication skills, both verbal and written</li><li>Ability to multitask, prioritize, and manage time effectively</li><li>Proficient in using CRM software and MS Office Suite</li><li>Strong problem-solving skills and attention to detail</li><li>Ability to work independently and as part of a team</li></ul><p><strong>Responsibilities</strong></p><ul><li>The successful candidate will play a key role in driving sales and building strong relationships with customers in the industry</li><li>This role involves handling inbound and outbound sales inquiries, providing product information, and closing sales</li><li>Respond to inbound sales inquiries via phone, email</li><li>Make outbound calls to prospective and existing customers</li><li>Identify customer needs and recommend appropriate equipment solutions</li><li>Provide detailed product information, including features, benefits, and pricing</li><li>Prepare and process sales orders accurately and efficiently</li><li>Follow up on quotes and leads to convert them into sales</li><li>Coordinate with the operations team to ensure timely delivery of equipment</li><li>Build and maintain strong relationships with new and existing customers</li><li>Handle customer complaints and concerns with professionalism and escalate issues when necessary</li><li>Ensure high levels of customer satisfaction through excellent service</li><li>Maintain accurate records of customer interactions and sales activities in CRM systems</li><li>Provide regular sales updates to management</li><li>Stay updated on product knowledge and industry trends</li></ul><p>Gold Coast 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.</p><p>JCB 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>JobFamily</strong></p><p>Sales</p><p><strong>PayType</strong></p><p>Salary</p>

Gold Coast JCB - Inside Sales Representative 

<h3>Job Description:</h3><p>A Fidelity Branch Leader partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors. </p><p>The <strong>Expertise</strong> We’re Looking For </p><ul><li><p>We ask that you have at least five years in financial sales role </p></li></ul><ul><li><p>We believe that three or more years of management within a financial services environment is helpful </p></li></ul><ul><li><p>The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 upon hire </p></li></ul><p>The <strong>Purpose</strong> of Your Role </p><p>Our intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program. </p><p>The <strong>Skills</strong> You Bring </p><ul><li><p>Your background in relationship management and deep understanding of financial services </p></li></ul><ul><li><p>Impressive time-management skills and ability to execute on multiple priorities </p></li></ul><ul><li><p>You have a natural ability to influence and enhance the sales skills of others </p></li></ul><ul><li><p>Validated grasp of compliance and regulatory guidelines </p></li></ul><ul><li><p>Professional demeanor and excellent interpersonal skills </p></li></ul><ul><li><p>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity </p></li></ul><p>Note: Fidelity is not providing immigration sponsorship for this position </p><p>The <strong>Value</strong> You Deliver </p><ul><li><p>Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness </p></li></ul><ul><li><p>Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation </p></li></ul><ul><li><p>Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns </p></li></ul><ul><li><p>Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives </p></li></ul><p>How Your Work <strong>Impacts</strong> the Organization </p><p>If your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates. </p>The base salary range for this position is $105,000 - $145,000 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><br>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>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.</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><h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

Vice President, Branch Leader - Lynnwood, WA

<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<h3>Category:</h3>Relationship Management<p>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.</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- Little Rock, AR

<h3>Job Description:</h3><p>A Fidelity Branch Leader partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors. </p><p>The <strong>Expertise</strong> We’re Looking For </p><ul><li><p>We ask that you have at least five years in financial sales role </p></li></ul><ul><li><p>We believe that three or more years of management within a financial services environment is helpful </p></li></ul><ul><li><p>The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 upon hire </p></li></ul><p>The <strong>Purpose</strong> of Your Role </p><p>Our intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program. </p><p>The <strong>Skills</strong> You Bring </p><ul><li><p>Your background in relationship management and deep understanding of financial services </p></li></ul><ul><li><p>Impressive time-management skills and ability to execute on multiple priorities </p></li></ul><ul><li><p>You have a natural ability to influence and enhance the sales skills of others </p></li></ul><ul><li><p>Validated grasp of compliance and regulatory guidelines </p></li></ul><ul><li><p>Professional demeanor and excellent interpersonal skills </p></li></ul><ul><li><p>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity </p></li></ul><p>Note: Fidelity is not providing immigration sponsorship for this position </p><p>The <strong>Value</strong> You Deliver </p><ul><li><p>Supporting the VP, Branch Leader in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness </p></li></ul><ul><li><p>Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation </p></li></ul><ul><li><p>Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns </p></li></ul><ul><li><p>Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives </p></li></ul><p>How Your Work <strong>Impacts</strong> the Organization </p><p>If your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates. </p><h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Sales<p>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.</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>

Branch Leader - Henderson, NV

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </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>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications 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 Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>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!</h3><h3>The Value You Deliver</h3><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul>The base salary range for this position is $61,000 - $80,000 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><br>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>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.</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><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

Relationship Manager - Torrance, CA

<h3>Job Description:</h3><h3>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.</h3><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<h3>Category:</h3>Relationship Management<p>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.</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 - Henderson, NV

<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, Series 66 - FINRA<h3>Category:</h3>Sales<p>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.</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 - Phoenix, AZ (Biltmore)

<p>Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.</p><p>Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.</p><p>We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: <strong>Do good. Be good. Make good.</strong></p><h4>Role Summary</h4><p>This dynamic role on the Sales Desk team is designed for individuals who are energetic, passionate, and eager to make an impact. You'll support agents and Field Leaders in selling life and annuity products, using your knowledge and drive to fuel their success. Ideal candidates thrive in fast-paced environments, bring a competitive spirit, and are motivated by both personal growth and team recognition, especially with the opportunity to earn a base salary plus quarterly bonuses through performance and friendly competitions. </p><p> We're looking for a people person with emotional and social intelligence who can help agents grow their business by providing solutions and business development opportunities. As a relationship builder, you'll carry out the Sales Desk mission of winning the sale through authenticity, seamless service, and a sense of urgency. Growth-driven individuals will find plenty of opportunity here, the Sales Desk is the farm team for the organization, and top performers often advance into External Field Leader roles or other Home Office positions. We believe our people are our secret sauce, and we're committed to developing internal talent </p><p> This position currently offers an onsite work schedule, with the expectation that you are in the office four (4) days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion. </p><h4>Essential Duties and Responsibilities</h4><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><li>All other duties as assigned. </li></ul><h4>Minimum Qualifications</h4><ul><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>Up to 10% travel required </li></ul><h4>Preferred Qualifications</h4><ul><li>1-3 years financial services experience</li><li>3+ years successful sales experience </li><li>Broad knowledge of capital markets </li><li>Previous experience with life and/or annuity illustration software </li><li>Bachelor’s degree </li><li>Life and Health Licensed </li><li>CLU, ChFC, CFP designations </li></ul><h4>Benefits</h4><ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the <a href="https://www.nationallife.com/docs/digital/nl-people-center/Benefits.html" target="_blank">BENEFITS of a Career at National Life</a>!</li></ul><p><strong>Base Pay Range</strong>. The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.</p><p><strong>Additional Compensation and Benefits</strong>. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.</p><p>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.</p>Hourly Pay Range$21—$31 USD<p>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.</p><p>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.</p><p><a href="https://www.nationallife.com/Social-Media-Policy" target="_blank">Social Media Policy</a></p><p><a href="https://www.nationallife.com/Privacy-Legal-Information" target="_blank">Site Disclosure and Privacy Policy</a></p><p>National Life Group</p><p>1 National Life Dr</p><p>Montpelier, VT 05604</p>

National Life Group

Internal Sales Associate

<p><strong>Responsibilities</strong></p><p>This position will be located in our Plant 5, Ti-Cast and HIP Operation and is the on-site representative for an assigned customer account portfolio.&nbsp; This position acts as a customer service advocate, both as primary plant contact for customer specific issues and primary customer contact for plant specific issues.&nbsp; Key responsibilities include purchase order management, quotation management, forecast maintenance and coordination/resolution of open items associated with his/her account portfolio. The negotiation of commercial issues, as well as the formulation, maintenance and communication of key customer projects internally and externally is an important facet of this position.&nbsp; The Plant Sales Representative must also strive to attain and enhance customer relationships.&nbsp;&nbsp;</p><p><strong>Responsibilities</strong></p><ul><li>Owner of customer portfolio.&nbsp;</li><li>Manages tooling forecast for assigned customer portfolio to ensure monthly targets are met.</li><li>Negotiate commercial issues that may arise.&nbsp;</li><li>Purchase Order Management: ensure customer PO’s are issued, assist quality and engineering with BOM issues, and make sure PO’s are booked in a timely matter.</li><li>Manage Account Receivable balances. Includes: following up on outstanding AR, coordination with Finance Department, and pull on Account Management team to assist with lagging issues.</li><li>Provide back up for non-assigned customer accounts.</li><li>Maintain and enhance customer relationships.</li><li>Fields and promptly responds to inquiries from customers regarding status of key projects, open orders, and any unresolved issues.&nbsp; &nbsp; &nbsp; Communication with customers could be by telephone, written correspondence, or visitation (to and/or by).</li><li>Quotation management: coordinates internal review of customer quotations and new business proposals, including initial review of project potential with Sales Support Manager; preparation of cost models with Estimator, Engineering, and Manufacturing; and preparation of a “near final” proposal for Plant Manager, Account Manager, and VP of Business Unit.</li><li>Acts as an integral part of the Business Center Team.&nbsp; &nbsp; &nbsp; Exercises direct responsibility for the tracking of open items, for quotation of changes to project work scope, for securing P.O. coverage, and for resolution of contractual issues delaying input or shipment of customer requirements.&nbsp; May be assigned to a customer development project participating in the formulation and maintenance of detailed project plans.</li><li>Personally coordinates customer visitations and works with Business Center colleagues to develop detailed agendas for meetings.</li><li>Collaborates with plant Cost Estimator to provide cost models and detailed program background in support of long-term contract proposals/negotiations.&nbsp;</li><li>Prepares three-year Long-Range Plan and Annual Budget for assigned portfolio utilizing based-line data provided by Group Sales meshed with their program/part specific knowledge.&nbsp; &nbsp; &nbsp; Participates/assists in business plan and budget preparations for Business Center.</li></ul><p><strong>Job Roles</strong>&nbsp;</p><ul><li><strong>Liaison</strong>--connects customers to the enterprise; furnishes customer information to planning and execution functions and relevant information to customers, creating continuous feedback loops; negotiates between stakeholder groups as needed</li><li><strong>Facilitator</strong>--ensures timely processing and booking of customer orders; sets expectations and deadlines; follows up with stakeholder groups; seeks status toward fulfillment; provides fuel to keep things moving and establish momentum</li><li><strong>Relationship and communication</strong>--interacts with a wide variety of internal and external stakeholders; facilitates communication and information exchange between stakeholders; speaks the language of the business and the language of the customer; protects interests such as IP, yet advocates for the customer; emphasizes common goals; builds rapport</li><li><strong>Organization and structure</strong>--detail and follow through oriented; adheres to systems and timelines; handles significant data input; monitors inputs and feedback; creates backups and manages documentation; facilitates access through technology</li><li><strong>Completion oriented</strong>--knows when and where to get information that ultimately informs delivery; every interaction points toward understanding capability and fulfilling commitments to customers</li><li><strong>Service and responsiveness</strong>--first point of contact for feedback; helps internal stakeholders perform better with customer insights; helps external stakeholders by providing their internal voice; thinks critically and prioritizes well; timely in response and action</li><li><strong>Business awareness</strong>--understands commercial strategy and processes that support it; recognizes role and contribution toward critical metrics such as revenue and margin; manages short- and long-term projects</li><li><strong>Influence</strong>--persuades without direct reporting authority; willing to have tough conversations; operates with a global mindset and demonstrates cultural sensitivity; individualizes and customizes to achieve outcomes</li></ul><p><strong>Qualifications</strong></p><p><strong>BASIC QUALIFICATIONS</strong></p><ul><li>Bachelor's degree from an accredited institution with 1 year of experience in a customer-facing role in a manufacturing environment, OR an associate's degree from an accredited institution with 5 years customer service, sales, production control/shipping experience in a manufacturing environment</li><li>Employees must be legally authorized to work in the United States.&nbsp; Verification of employment eligibility will be required at the time of hire.&nbsp; Visa sponsorship is not available for this position.</li></ul><p><strong>PREFERRED QUALIFICATIONS</strong></p><ul><li>BS Degree in Business Administration, Marketing, or Management from an accredited institution</li><li>Must be highly proficient with Microsoft Office applications including Excel, Word and PowerPoint. &nbsp;MS Access and Excel Pivot Table knowledge desired.</li><li>Effective oral and written communication skills are mandatory.</li><li>Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists</li><li>Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form</li><li>Mastery of basic cost and math skills applicable to commercial transactions. &nbsp;Applies percentages, ratio, and analysis as required</li><li>Mechanical aptitude</li><li>Self-starting, detail-oriented person capable of planning and managing a portfolio of customer projects</li><li>Strong interpersonal and negotiation skills</li><li>Ability to quickly form productive relationships so as to “get things done” both internally and at the customer<br>&nbsp;</li></ul><p><strong>About us</strong></p>﻿Howmet Aerospace Inc. (NYSE: HWM), headquartered in Pittsburgh, Pennsylvania, is a leading global provider of advanced engineered solutions for the aerospace and transportation industries. Our primary businesses focus on jet engine components, aerospace fastening systems, titanium structural parts and forged wheels. With $7.4 Billion in revenue in 2024, our products play a crucial role in enabling fuel efficiency and lightweighting, contributing to our customers’ success and making a positive impact on the world. To learn more about the way Howmet Aerospace Inc. is advancing the sustainability of our customers, markets, and communities where we operate, review the 2024 Environmental Social and Governance report at&nbsp;<a href="https://www.howmet.com/esg-report/" target="_blank">www.howmet.com/esg-report</a>. Follow: <a href="https://www.linkedin.com/company/howmet-aerospace" target="_blank">LinkedIn</a>, <a href="https://twitter.com/howmetaerospace" target="_blank">Twitter</a>, <a href="https://www.instagram.com/howmetaerospace/" target="_blank">Instagram</a>, <a href="https://www.facebook.com/Howmetaerospace/" target="_blank">Facebook</a>, and <a href="https://www.youtube.com/howmetaerospace" target="_blank">YouTube</a>. Equal Opportunity Employer: Howmet is proud to be an Equal Employment Opportunity employer. We are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or other applicable legally protected characteristics. If you need assistance to complete your application due to a disability, please email&nbsp;<a href="mailto:TalentAcquisitionCoE_Howmet@howmet.com" target="_blank">TalentAcquisitionCoE_Howmet@howmet.com</a>

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