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<h3>Job Description:</h3><h3>Relationship Manager</h3>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. <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>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.<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. 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 63 - FINRA<h3>Category:</h3>Relationship Management

Fidelity Investments

Relationship Manager - Brea CA

<h3>Job Description:</h3>This job requires you to live in the Los Angeles area, as you will be working in-person on local client campuses in Santa Monica, Torrance, Long Beach &amp; Irvine 4-5 days a week.The RoleThe Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning &amp; Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.Specific responsibilities include:<ul><li>Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person</li><li>Apply the Fidelity Relationship Model during participant interactions</li><li>Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions </li><li>Conduct ongoing engagement planning with plan sponsors</li><li>Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs</li><li>Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership</li></ul>The Expertise and Skills You Bring <ul><li>3 years of financial services experience required; BA required</li><li>Series 7 and 66 required (or S63/S65)</li><li>1-2 years of customer facing experience preferred</li><li>Life &amp; Annuity Certification optional</li><li>Demonstrated familiarity with Financial Planning Concepts</li><li>Demonstrated planning experience preferred</li><li>Demonstrated ability to independently problem solve/prepare for new challenges</li><li>Willingness to engage in complex conversations with a clear call to action</li><li>Ability to achieve mastery of fundamental planning and advice topics across Corporate &amp; Tax-Exempt Market (TEM) clients</li><li>Willingness to travel (up to 75%)</li></ul>The TeamThe Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.<ul><li>Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.</li><li>Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.</li><li>Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.</li></ul>Joining WEPA means that you will:<ul><li>UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors</li><li>GROW in your skills to deliver more, world-class planning and education experiences for our participants</li><li>WIN on behalf of our clients, our participants and Fidelity</li></ul>Company OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.We invite you to Find Your Fidelity at fidelitycareers.comThe base salary range for this position is $85,000 - $121,000 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>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Workplace Financial Consultant - Los Angeles, CA (Santa Monica/Torrance/Long Beach/Irvine)

Astound is a leading provider of internet, WiFi, mobile, and TV services, dedicated to connecting communities and empowering lives through innovative technology.&nbsp; We also keep businesses connected with dependable fiber infrastructure and internet solutions backed by award-winning service, helping organizations thrive in an increasingly connected world. At the forefront of digital transformation, we continuously evolve our offerings to meet the dynamic needs of our customers—delivering reliable connectivity and groundbreaking digital experiences.Our commitment to excellence extends beyond infrastructure. We invest in our people through personalized training, coaching, and a supportive work environment that fosters growth and opportunity. Employees are empowered to represent a superior telecommunications company while making a meaningful impact in the communities we serve. We offer a robust benefits package that includes rewards, recognition programs, and employee discounts—ensuring our team members are supported in both their professional and personal journeys. At Astound, we believe in creating astounding possibilities for everyone, everywhere.Job Summary:The Business Solutions Enterprise Sales Associate will assist in identifying and qualifying potential leads, analyzing competitors’ activity and market trends, and researching business needs in the target market. The Business Solutions Enterprise Sales Associate will work closely with Sales representatives, Marketing personnel and leadership to generate leads and support the sales cycle by conducting focused sales activities, outbound prospecting to schedule qualification meetings, and creating targeted marketing campaigns to attract new business.  Duties and Responsibilities:<ul><li>Build and qualify prospecting lists for the sales team by segmenting businesses based on size, industry, and proximity to the network. </li><li>Analyze competitor activity and market trends to identify potential opportunities. </li><li>Conduct research to uncover potential leads within specific industries, such as logistics, technology, legal services, and businesses with multiple locations.  </li><li>Utilize resources like ZoomInfo, LinkedIn Sales Navigator, mapping software, and various company databases to gather relevant information. </li><li>Conduct outbound prospecting via email, phone calls and face-to-face outreach to schedule qualification meetings. </li><li>Join qualification/discovery calls with sales representatives to observe and participate in sales conversations. </li><li>Prepare detailed reports on pipeline progress, conversion metrics, and lead generation sources to aid in accurate forecasting and decision-making. </li><li>Gather valuable information from all available sources, customer feedback, and industry data/news to narrow in on areas for improvement and potential opportunities. </li><li>Performs basic evaluations on location and documentation of building occupancy, property management, competition, and telecommunications infrastructure. </li><li>Other duties as assigned&nbsp;</li></ul>Requirements/Qualifications:Education: High School required; Pursuing a Bachelor’s degree or recently graduated (last 18 months) preferred Experience: Understanding of CRM systems (Sugar, Salesforce, or similar) is a plus.  Knowledge, Skills and Abilities:&nbsp; <ul><li>Strong analytical and research skills with attention to detail. </li><li>Excellent communication skills (written and verbal) and interpersonal skills. </li><li>Comfortable with cold outreach (calls, emails, face-to-face) to engage prospects. </li><li>Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and Google Sheets for data analysis. </li><li>Motivated, eager to learn, and excited about sales. </li><li>Ability to work independently and as part of a team. </li></ul>We're Proud to Offer a Comprehensive Benefits Package Including:<ul><li>401k retirement plan, with employer match</li><li>Insurance options including: medical, dental, vision, life and STD insurance</li><li>Paid Time Off/Vacation: Starting at 80 hours per year, and increases based on tenure with the organization</li><li>Floating Holiday: 40 hours per year</li><li>Paid Holidays: 7 days per year</li><li>Paid Sick Leave: Astound allows a number of paid sick hours per calendar year and varies based on state and/or local laws</li><li>Tuition reimbursement program</li><li>Employee discount program</li></ul>*Benefits listed above are for regular full-time position&nbsp;Base Salary: The base salary range for this position is $20-$25 hourly, plus opportunities for bonus, benefits and commission, if applicable. The base pay range represents the low and high end of the hiring range for this job. Actual pay will vary and may be above or below the range based on various factors including but not limited to relevant skills, experience, and capabilities.Our Mission Statement:* Take care of our customers* Take care of each other* Do what we say we are going to do* Have funDiverse Workforce / EEO:Astound is proud to be an Opportunity Employer, and we are dedicated to cultivating an inclusive workplace where employees feel valued, respected, and empowered.&nbsp; Discrimination of any kind has no place here.&nbsp; We are committed to providing equal opportunities for all employees and applicants, regardless of&nbsp;race, color, religion, sex,&nbsp;gender,&nbsp;pregnancy,&nbsp;childbirth and related conditions, national origin, age, physical and mental disability, marital status, sexual orientation,&nbsp;genetic information, military or veteran status,&nbsp;citizenship,&nbsp;or other status or characteristic protected by applicable law.&nbsp;We strive to create a culture that celebrates our differences and promotes fairness and inclusivity in all aspects of our business.&nbsp;&nbsp;FCO (For San Francisco Candidates Only):Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.CCPA Employee Privacy Policy (For California Candidates Only): <a href="https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privacy-Notice.pdf&nbsp;&amp;nbsp" target="_blank">https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privac…</a>;

Astound Broadband

Astound

Enterprise Sales Associate

<h3>Job Description:</h3>This job requires you to live in the Sunnyvale, CA, as you will be working on local client campuses 4-5 days a week.The RoleThe Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning &amp; Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.Specific responsibilities include:<ul><li>Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person</li><li>Apply the Fidelity Relationship Model during participant interactions</li><li>Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions </li><li>Conduct ongoing engagement planning with plan sponsors</li><li>Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs</li><li>Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership</li></ul>The Expertise and Skills You Bring <ul><li>3 years of financial services experience required; BA required</li><li>Series 7 and 66 required (or S63/S65)</li><li>1-2 years of customer facing experience preferred</li><li>Life &amp; Annuity Certification optional</li><li>Demonstrated familiarity with Financial Planning Concepts</li><li>Demonstrated planning experience preferred</li><li>Demonstrated ability to independently problem solve/prepare for new challenges</li><li>Willingness to engage in complex conversations with a clear call to action</li><li>Ability to achieve mastery of fundamental planning and advice topics across Corporate &amp; Tax-Exempt Market (TEM) clients</li><li>Willingness to travel (up to 75%)</li></ul>The TeamThe Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.<ul><li>Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.</li><li>Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.</li><li>Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.</li></ul>Joining WEPA means that you will:<ul><li>UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors</li><li>GROW in your skills to deliver more, world-class planning and education experiences for our participants</li><li>WIN on behalf of our clients, our participants and Fidelity</li></ul>Company OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.We invite you to Find Your Fidelity at fidelitycareers.comThe base salary range for this position is $90,000 - $140,000 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>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Workplace Financial Consultant - Sunnyvale, CA

Astound is a leading provider of internet, WiFi, mobile, and TV services, dedicated to connecting communities and empowering lives through innovative technology.&nbsp; We also keep businesses connected with dependable fiber infrastructure and internet solutions backed by award-winning service, helping organizations thrive in an increasingly connected world. At the forefront of digital transformation, we continuously evolve our offerings to meet the dynamic needs of our customers—delivering reliable connectivity and groundbreaking digital experiences.Our commitment to excellence extends beyond infrastructure. We invest in our people through personalized training, coaching, and a supportive work environment that fosters growth and opportunity. Employees are empowered to represent a superior telecommunications company while making a meaningful impact in the communities we serve. We offer a robust benefits package that includes rewards, recognition programs, and employee discounts—ensuring our team members are supported in both their professional and personal journeys. At Astound, we believe in creating astounding possibilities for everyone, everywhere.The Retail Sales Representative Lead is a skilled and effective communicator with the ability to provide peer-to-peer coaching and feedback on sales performance, operational tasks, and customer service disputes. This position addresses escalated customer issues while ensuring high quality and accurate service by assisting and resolving a wide variety of customer requests, inquiries, and complaints. This position also involves peer training, special projects, operational tasks, travel, and other duties as assigned.Where you will work:<ul><li>This position is based in the Rocklin, CA location, with the ability to travel into the nearest office and the field as needed.</li></ul>A Day in the Life of the Retail Sales Representative Lead:<ul><li>Oversee successful day-to-day operation of Retail and RSR functions.</li><li>Act as retail store back-up for Regional Retail stores, including coverage for lunches, breaks, and vacation.</li><li>Regularly travel to store locations to conduct monthly monetary paperwork, PCI, and inventory audits.</li><li>Support the on-boarding of retail staff.</li><li>Supports the day-to-day tasks of overseeing multi-store employee work and time-off schedules.</li><li>Train, assist, coach, and develop RSR team in partnership with Regional Retail Manager.</li><li>Influence retail employees to focus on high quality service, sales, and retention efforts.</li><li>Promote company objectives and champion World-class customer experience.</li><li>Collaborate on developing and distributing sales and service reporting.</li><li>Review and authorize team batches, adjustments, and corrections to be completed at the local level, in partnership with Retail Management.</li><li>Collaborate with and provide auxiliary support for other retail teams and work groups within the Region.</li><li>Oversee accurate cash handling for multiple retail stores and RSR group; preparing deposits and posting payments.</li><li>Assist with organizing and auditing RSR commissions.</li><li>Seek opportunities with customers to enhance the company’s image; always set a positive example for peers by presenting a neat appearance and showing respect for our customers and their property.</li><li>Provide accurate and efficient feedback to customer issues quickly and efficiently by improving personal technical knowledge and understanding of all services and equipment.</li><li>Maintain sales progress in accordance with assigned goals and document productivity on sales forms/ reports as provided by the company.</li><li>Manage employee schedules to ensure proper store coverage while maximizing employee efficiency.</li><li>Make recommendations for incentive programs that motivate the retail sales team to achieve monthly sales targets; collaborate on sales promotion activities to maximize sales.</li><li>Other duties as assigned.</li></ul>What You Bring to the Table:<ul><li>2-3 years’ experience at Astound in Retail or other Customer Service related functions</li><li>Phone customer support/service related background</li></ul>Knowledge, Skills and Abilities:<ul><li>Exhibits strong interpersonal skills with the ability to relate to customers, peers, and management.</li><li>Is positive, pleasant, and respectful.</li><li>Bilingual skills a plus.</li><li>Friendly, enthusiastic, and outgoing demeanor.</li><li>Demonstrates a thorough knowledge of cable and data products and services.</li><li>Ability to learn and retain new information and concepts quickly.</li><li>Demonstrates ability to diagnose and solve problems.</li><li>Exhibits the ability to follow direction and possesses the ability to follow through.</li><li>Displays proven good judgment and proactive decision-making skills.</li><li>Must possess the ability to adapt to change.</li><li>Cable Television and/or Telecommunications industry experience preferred.</li><li>Ensuring team maintains a neat appearance, shows respect to internal/external customers, and respect of customer property.</li><li>Flexibility in work schedule, overtime required at time</li></ul>Education and Certifications:<ul><li>High school diploma or equivalent</li></ul>We're Proud to Offer a Comprehensive Benefits Package Including:<ul><li>401k with employer match</li><li>Insurance options including: medical, dental, vision, life and STD insurance </li><li>Paid Time Off/Vacation: 80 hours per year and increases based on tenure with the organization (**PTO/Vacation is specific to our West region and could vary within other geographical regions.)</li><li>Paid Holidays: 7 days per year</li><li>Paid Sick Leave based on state and local ordinance (**Sick leave is specific to our West region and could vary within other geographical regions.)</li><li>Tuition reimbursement program</li><li>Employee discount program</li></ul>The base pay range represents the low and high end of the hiring range for this job. Actual pay will vary and may be above or below the range based on various factors including but not limited to relevant skills, experience, and capabilities. The base salary range in California for this position, plus opportunities for bonus, benefits and commission, if applicable, is $19.68 - $27.55 per hour.<h4>&nbsp;Our Mission Statement:</h4>* Take care of our customers* Take care of each other* Do what we say we are going to do* Have funDiverse Workforce / EEO:Astound is proud to be an Opportunity Employer, and we are dedicated to cultivating an inclusive workplace where employees feel valued, respected, and empowered. Discrimination of any kind has no place here. We are committed to providing equal opportunities for all employees and applicants, regardless of race, color, religion, sex, gender, pregnancy, childbirth and related conditions, national origin, age, physical and mental disability, marital status, sexual orientation, genetic information, military or veteran status, citizenship, or other status or characteristic protected by applicable law. We strive to create a culture that celebrates our differences and promotes fairness and inclusivity in all aspects of our business.FCO (For San Francisco Candidates Only):Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.CCPA Employee Privacy Policy (For California Candidates Only): <a href="https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privacy-Notice.pdf&nbsp;&amp;nbsp" target="_blank">https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privac…</a>;

Retail Sales Representative Lead

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.American Express is a leading global payments, network, and travel company, backed by one of the world's most recognized brands. American Express is unique in the payments industry as an issuer of cards as well as a worldwide network that processes millions of merchant transactions daily. We offer the broadest array of charge, credit, prepaid and co brand cards for consumers, small businesses, midsize companies, large corporations and many of the biggest companies in the world. Global Commercial Services (GCS) is a core operating group of American Express and has delivered robust growth over the past decade. GCS partners with corporate clients to help them manage travel expenses and make purchases through proprietary payment solutions and expense management tools.&nbsp;&nbsp;The Manager - Large Market Sales Team will be responsible for business-to-business commercial card sales and supplier payment business across our large and most strategic customers in US markets within our Global Commercial Services (GCS) division.&nbsp;Key responsibilities include:<ul><li>Drive New Sales from prospective clients with annual revenue of +$300M in primary and secondary markets</li><li>Partner with sales leaders across various sales and account management segments to implement multi-market payment solutions</li><li>Lead strategic selling in alignment with compliance and internal partner business requirements</li><li>Develop and execute a growth strategy, adapting plans and priorities to address resource/operational requirements</li><li>Achieve Sales CV Targets</li><li>Execute a transactional sales cycle</li><li>Sell core and supplier payments American Express solutions</li><li>Spend significant time identifying opportunities, ensuring set-up/ card issuing, and managing signings to achieve Booked Charge Volume&nbsp;</li></ul>Minimum Qualifications:<ul><li>Advanced analytical skills to bring concepts to life through data</li><li>Proven track record in Fintech and/or B2B sales negotiations, leadership and closing skills with Fortune 1000 companies</li><li>Hunter mentality</li><li>Proven track record in sales negotiations, leadership and closing skills with Fortune 1000 companies</li><li>Strong understanding of complexities, nuances, and opportunities in payments industry across a variety of global markets</li><li>Thorough knowledge of successful consultative selling techniques within Procurement, Treasury and Finance related to supply payments</li><li>Extensive experience with complex sales planning and execution</li><li>Strong financial acumen</li><li>Leverages lead sources to identify opportunities and proactively schedule warm account review appointments with prospects</li><li>Uses appropriate interpersonal styles and communication methods to gain acceptance for products and/ or services</li><li>Exceptional thought leadership, strategic thinking skills and project management aptitude</li><li>Outstanding presentation and negotiation skills and ability to interface and influence at the most senior levels</li><li>Strong collaboration and leadership skills</li><li>Ability to travel as required</li><li>Territory Location: Los Angeles to Northern California (Candidates must reside in territory)</li><li>Bachelor’s Degree preferred</li></ul>Salary Range: $69,750.00 to $128,000.00 annually + sales incentive + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

American Express

Manager - Large Market Sales Team (Virtual - CA)

<h3>Job Description:</h3><h3>Investment Consultant</h3>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.<h3>The Purpose of Your Role</h3>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.<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>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>The Value You Deliver</h3>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. Please note this role requires in-person attendance in the assigned Branch location.The base salary range for this position is $59,000 - $74,000 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>Insurance License - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Newport Beach, CA

<h3>Job Description:</h3>This role requires you to live in the San Jose, CA area, as you will be on the local client campus 4-5 days a week.The RoleAs a Workplace Financial Consultant (WFC) you will work directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners. As a part of Fidelity's Workplace Education Planning &amp; Advice organization, your goal is to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs. You will be conducting ongoing engagement planning with your plan sponsors and serve as a key liaison between internal business, including our local branch partners.In addition, you will provide financial planning and investment advice to participants through face-to-face 1:1 meetings, workshops, help desk sessions, benefits fairs, and lunch and learns. Your goal is to ensure participants are prepared to make better decisions regarding their personal finances all while keeping the customer top of mind. Topics may include, estate planning, equity compensation, stock plans, tax efficient investing, and more. Content will be delivered via Zoom or onsite at the plan sponsors desired location. Travel could be up to 75%.Joining Workplace Education, Planning and advice means that you will:<ul><li>UNITE as one team to intentionally connect, encourage and build positive relationships internally and with our plan sponsors</li><li>GROW in your skills to deliver more, world-class planning and education experiences for our participants</li><li>WIN on behalf of our clients, our participants and Fidelity!</li></ul>The Expertise and Skills You Bring <ul><li>5 years of financial services experience</li><li>Series 7 and 66 required (or S63/S65 combo equivalent) required prior to hire</li><li>In depth knowledge of Financial Planning Concepts</li><li>Ability to build plan sponsor advocacy and access</li><li>2+ years of customer facing experience preferred </li><li>Life &amp; Annuity Certification preferred</li><li>CFP® or CRPC® preferred</li><li>Demonstrated advanced presenting experience preferred</li><li>Bachelor's degree preferred</li></ul>The TeamThe Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities. Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide for our 401k, 403b, Equity Compensation and assorted benefits plan partners. Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.The base salary range for this position is $85,000 - $121,000 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>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Workplace Financial Consultant - San Jose, CA

<h4>Direct Sales Representative</h4>Location: West Sacramento, CA&nbsp;Opportunity to earn up to $88,000 or more!* We offer a $32,000 base with a commission plan that allows you the freedom to exceed quota.&nbsp; (*See total compensation details below the job description). You will be representing a superior internet package and company that cares about you and our customers.Astound, the sixth-largest telecommunications provider in the United States, is a leading supplier of cutting-edge technology and communications services—and applicants like you make it all possible. To develop your career, we provide one-on-one training and coaching, a supportive work environment and the opportunity to represent a superior telecommunications company. Additionally, we offer a robust benefits package, including rewards, recognition and employee discounts to ensure your continued success.&nbsp; With us, you’ll stay empowered to do your best work by creating astounding possibilities for local communities and beyond.Where you will work:<ul><li>This is a dynamic opportunity to represent our single-family sales initiatives, could be based out of West Sacramento, CA&nbsp;</li></ul>A Day in the Life of the Direct Sales Representative - Single-Family Units:&nbsp;<ul><li>Obtain new customers in a residential environment through professional, face-to-face interaction with residents, property management groups, and other referral sources</li><li>Aggressively pursue any leads provided daily</li><li>Understand every unique element of assigned properties within portfolio</li><li>Distribute marketing material, facilitate strategic marketing campaigns, build Astound brand awareness</li><li>Review and understand property contract language, service levels, restrictions, and obligations</li><li>Understand customer needs and articulate solutions</li><li>Attend mandatory sales meetings</li><li>Report sales statistics accurately and promptly to management</li><li>Stay up to date with what the competition is doing in your market</li></ul>What You Bring to the Table:&nbsp;<ul><li>Ability to work in a fast paced challenging environment</li><li>Enjoys working outdoors "on the hunt" since 90% of all work is in the field</li><li>Excellent communications, relationship building, organizational, presentation and influence skills</li><li>You have a positive, creative and persuasive personality</li><li>Must be a motivated, self-starter and comfortable with working autonomously</li><li>Must be detail oriented and has highly developed organizational and time management skills</li><li>You are sales-quota driven</li><li>Must have valid driver's license and reliable transportation&nbsp; </li><li>Visit potential customers at their residences to discuss service needs, providing quotes and sign up orders.</li><li>Other duties as assigned.</li><li>This is a face-to-face and door-to-door position. It’s not easy for everyone, however, the base salary and uncapped commission compensation is designed for excellent earnings potential.</li><li>We provide flexible scheduling</li><li>Adjusted Quota during your ramp-up period.</li><li>Protected Territory with excellent training/mentoring</li></ul>Education and Certifications:&nbsp;<ul><li>High school diploma or equivalent</li></ul>We are proud to Offer a Comprehensive Benefits Package Including:<ul><li>401k retirement plan, with employer match</li><li>Insurance options including: medical, dental, vision, life and STD insurance</li><li>Paid Time Off/Vacation: Starting at 80 hours per year, and increases based on tenure with the organization</li><li>Floating Holiday: 40 hours per year</li><li>Paid Holidays: 7 days per year</li><li>Paid Sick Leave: Astound allows a number of paid sick hours per calendar year and varies based on state and/or local laws</li><li>Tuition reimbursement program</li><li>Employee discount program *Benefits listed above are for regular full-time positions</li></ul>*Base salary: The base salary range for this position in CA state is $32,000, plus opportunities for bonus, benefits, commission, and sales incentives if applicable. The base pay range represents the low and high end of the hiring range for this job. Actual pay will vary and may be above or below the range based on various factors including but not limited to relevant skills, geographical area, experience, and capabilities.&nbsp;*Commission component: Targeted commissions at full attainment are $56,940 annually. Our sales total compensation offers the potential for significant upside above targeted earnings for those who overachieve their sales targets.<h4>Our Mission Statement:</h4>* Take care of our customers* Take care of each other* Do what we say we are going to do* Have funDiverse Workforce / EEO:Astound is proud to be an Equal Opportunity Employer, and we are dedicated to cultivating an inclusive workplace where employees feel valued, respected, and empowered.&nbsp; Discrimination of any kind has no place here.&nbsp; We are committed to providing equal opportunities for all employees and applicants, regardless of race, color, religion, sex, gender, pregnancy, childbirth and related conditions, national origin, age, physical and mental disability, marital status, sexual orientation, genetic information, military or veteran status, citizenship, or other status or characteristic protected by applicable law. We strive to create a culture that celebrates our differences and promotes fairness and inclusivity in all aspects of our business.&nbsp;FCO (For San Francisco Candidates Only):Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.CCPA Employee Privacy Policy (For California Candidates Only): <a href="https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privacy-Notice.pdf&nbsp;&amp;nbsp" target="_blank">https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privac…</a>;

Direct Sales Representative- Residential

Company Profile SoCal JCB is a highly successful, fast-growing business We pride ourselves in customer service. We invest in our workforce and offer a highly competitive compensation and benefit program. SoCal JCB is an authorized dealer for JCB construction equipment including skid steer loaders, backhoe loaders, wheel loaders, excavators and telehandlers.Position Summary SoCal JCB currently has an opening for a Territory Sales Representative to support our machine sales coverage. This position is responsible for providing exemplary customer satisfaction to assigned accounts through the sale of products and services offered by SoCal JCB. The Sales Representative will serve as the primary liaison between SoCal JCB and the customer.Major Tasks, Responsibilities &amp; Key Accountabilities<ul><li>Develop sales opportunities by researching and identifying potential accounts, soliciting new accounts, building rapport, providing technical information and explanations and preparing quotes.</li><li>Build relationships with customers quickly and in a mutually beneficial manner.</li><li>Listen to and engage every customer to obtain sufficient information to correctly determine or confirm his/her requests.</li><li>Answer customer questions regarding products, prices, availability, product uses and rental policies.</li><li>Fulfill requests promptly and accurately, in line with company procedures.</li><li>Obtain customer information such as name, address and payment method. Enter orders into database.</li><li>Create quotations and maintain records of contacts, accounts and orders.</li><li>Consult with clients after contract signings to resolve issues and provide ongoing support.</li><li>Knowledge of products to troubleshoot machine issues over the phone.</li><li>Ensure showroom, equipment, displays, counters, and signs are clean, well-stocked, orderly and attractive.</li><li>Aid in the schedule and dispatch of deliveries.</li><li>Work with team members to ensure high quality work and the best possible customer experience</li><li>Maintain CRM database, knowledge of Sales Force a plus</li></ul>Minimum Requirements<ul><li>High-dollar, high-volume sales experience</li><li>Experience with customer negotiations</li><li>Prior territory management experience preferred</li><li>High energy, excellent communication skills, and a strong work ethic required</li><li>Leadership Skills a strong plus for future growth opportunities</li><li>Self-Improvement skills and set high standards for personal performance</li><li>Excellent customer service skills</li><li>Ability to perform at a high capacity in fast paced environment</li><li>Must pass any drug screens and background checks</li></ul>Preferred Qualification <ul><li>Bilingual (English and Spanish)</li></ul>SoCal 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.JobFamilyManagementPayTypeSalary

46 Sales Jobs in California