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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.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.We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good.Please note that we do not offer visa sponsorship for this position.<h4>Role Summary</h4>As we continue to grow, we are still looking to add additional individuals to our Sales Desk Team. We are looking to hire energetic and ambitious individuals into our vibrant, growing culture rooted in Servant Leadership. Since our inception in 1848, we have been delivering on our promises to our customers. Come be a part of our continued growth and success!This position currently offers an onsite work schedule, with the expectation that you are in the office four 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.You’re encouraged to apply if you are:Energetic and Passionate: Use your knowledge and energetic work ethic work ethic to support agents and Field Leaders who sell our life and annuity products.Competitive go-getter: Ready to earn a base salary plus a quarterly variable bonus? You will have the chance to engage in friendly team competitions to win rewards and recognition. People Person: Put that emotional and social intelligence to good use by helping agents grow their business with National Life through providing solutions and business development opportunities.Relationship Builder: You’ll carry out the Sales Desk mission of winning the sale by building relationships based on authenticity, seamless service and acting with a sense of urgency. Growth Driven: The Sales Desk is the farm team for the organization. Your drive and performance can lead to opportunities to move into an External Field Leader role or to other Home Office positions. We are committed to developing internal talent – our people are our secret sauce. <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></ul><h4>Minimum Qualifications</h4><ul><li>1-3 years financial services experience (preferred)</li><li>3+ years successful sales experience (preferred)</li><li>Strong presentation skills as well as excellent communication skills</li><li>Ability to adapt to the interests of the audience as well as use technical skills and people skills, on the phone and in person, to build relationships and help grow sales</li><li>Interpersonal Flexibility</li><li>Up to 10% travel required</li></ul><h4>Preferred Qualifications</h4><ul><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>Base Pay Range. 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.Additional Compensation and Benefits. 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.National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.Hourly Pay Range$17—$25 USDNational 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.Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.<a href="https://www.nationallife.com/Social-Media-Policy" target="_blank">Social Media Policy</a><a href="https://www.nationallife.com/Privacy-Legal-Information" target="_blank">Site Disclosure and Privacy Policy</a>National Life Group1 National Life DrMontpelier, VT 05604

National Life Group

Internal Sales Associate-January Start

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.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.We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good.Please note that we do not offer visa sponsorship for this position.<h4>Role Summary</h4>The Distribution Finance team is responsible for the financial health of NLG’s life and annuity sales– providing financial leadership through insights and recommendations, monitoring trends and driving National Life Group to be a culture of fact-based decision makers.&nbsp;We are seeking an experienced highly detail-oriented Analyst to support the field management compensation and debt environment. This position has direct accountability for the processing of external agent and manager compensation and analyzing outstanding debt balances and repayment activity from agents and agencies. This position will work as part of a high-impact team on the day-to-day enterprise distribution finance processes and must have the ability to work autonomously in a fast-paced and dynamic environment. This role offers the opportunity to grow into senior analyst and leadership positions within NLG.A successful candidate will possess a strong blend of analytical and control expertise, as well as interpersonal acumen coupled with a deep curiosity and commitment to understanding the dynamics of our business. The role requires the ability to cultivate strong, trust-based relationships with both internal stakeholders and external partners. A demonstrated capability to translate complex data into strategic insights, and to use those insights to influence decisions and drive measurable business outcomes, will be essential to success in this position.This position currently offers an onsite work schedule, with the expectation that you are in the office four days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday.&nbsp; The work schedule type and core days are subject to change with advance notification and manager discretion.<h4>Essential Duties and Responsibilities</h4><ul><li>Own the end-to-end compensation environment for the assigned distribution channel, including compensation modeling, control creation, and payment validation</li><li>Identify process improvement opportunities and strengthen controls to mitigate risks</li><li>Collaborate with senior Distribution and Finance leaders to evaluate and evolve field compensation structures and strategic incentives</li><li>Generate and analyze debt reports to identify trends and proactively solve potential issues</li><li>Partner with Distribution leadership on any due diligence required to expose and mitigate any potential financial risks associated with agent and agency debt.</li><li>Provide executive-level insights and scenario analyses to guide decisions on compensation programs, productivity, and field engagement</li><li>Deliver timely, actionable insights and executive reporting</li></ul><h4>Minimum Qualifications</h4><ul><li>Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CPA a plus.</li><li>A customer service mindset with excellent communication skills, the ability to influence at all levels, and a talent for conveying complex findings in a clear and actionable way</li><li>Strong executive communication and presentation abilities</li><li>Strong financial and analytical background, with the desire to think critically</li><li>Exceptional data organizational skills, including proficiency in excel</li><li>Proficient with data visualization platforms (e.g., Excel, Tableau and Alteryx)</li><li>Caring curiosity, demonstrated in proactive &amp; reactive solutioning, asking questions, learning this business, knowledge building connected to the outcome and the impact on others</li><li>Acting with urgency in performance, execution, decisioning, and responsiveness</li><li>Ability to thrive in a fast-moving start-up environment, a strong team player, and excited by the prospect of enhancements and initiatives</li></ul><h4>Preferred Qualifications</h4><ul><li>3–5 years of experience in financial analysis, preferably within financial services or insurance.</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 BENEFITS of a Career at National Life!</li></ul>Base Pay Range.&nbsp; 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.&nbsp; The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.Additional Compensation and Benefits. 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.National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.Salary Pay Range$75,000—$110,000 USDNational 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.Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.Social Media PolicySite Disclosure and Privacy PolicyNational Life Group1 National Life DrMontpelier, VT 05604

Finance & Compensation Sales Analyst

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.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.We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good.Please note that we do not offer visa sponsorship for this position.<h4>Role Summary</h4>As we continue to grow, we are still looking to add additional individuals to our Sales Desk Team. We are looking to hire energetic and ambitious individuals into our vibrant, growing culture rooted in Servant Leadership. Since our inception in 1848, we have been delivering on our promises to our customers. Come be a part of our continued growth and success!This position currently offers an onsite work schedule, with the expectation that you are in the office four 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.You’re encouraged to apply if you are:Energetic and Passionate: Use your knowledge and energetic work ethic work ethic to support agents and Field Leaders who sell our life and annuity products.Competitive go-getter: Ready to earn a base salary plus a quarterly variable bonus? You will have the chance to engage in friendly team competitions to win rewards and recognition. People Person: Put that emotional and social intelligence to good use by helping agents grow their business with National Life through providing solutions and business development opportunities.Relationship Builder: You’ll carry out the Sales Desk mission of winning the sale by building relationships based on authenticity, seamless service and acting with a sense of urgency. Growth Driven: The Sales Desk is the farm team for the organization. Your drive and performance can lead to opportunities to move into an External Field Leader role or to other Home Office positions. We are committed to developing internal talent – our people are our secret sauce. <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></ul><h4>Minimum Qualifications</h4><ul><li>Bilingual (English and Mandarin) to effectively communicate with our partners. </li><li>1-3 years financial services experience (preferred)</li><li>3+ years successful sales experience (preferred)</li><li>Strong presentation skills as well as excellent communication skills</li><li>Ability to adapt to the interests of the audience as well as use technical skills and people skills, on the phone and in person, to build relationships and help grow sales</li><li>Interpersonal Flexibility</li><li>Up to 10% travel required</li></ul><h4>Preferred Qualifications</h4><ul><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>Base Pay Range. 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.Additional Compensation and Benefits. 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.National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.Hourly Pay Range$17—$25 USDNational 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.Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.<a href="https://www.nationallife.com/Social-Media-Policy" target="_blank">Social Media Policy</a><a href="https://www.nationallife.com/Privacy-Legal-Information" target="_blank">Site Disclosure and Privacy Policy</a>National Life Group1 National Life DrMontpelier, VT 05604

Internal Sales Associate (Mandarin Speaking)-January Start

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.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.We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good.Please note that we do not offer visa sponsorship for this position.<h4>Role Summary</h4>The Sales Desk Co-Op will work directly with our Internal Sales Associate team and gain an introduction to financial services and sales. They will focus on educating agents on life insurance and annuity products via phone and email, with NO COLD CALLING.<h4>Essential Duties and Responsibilities</h4><ul><li>The Sales Desk Co-Op will go through a 6-week sales training program with the ability to get licensed</li><li>Gain an introduction into financial services and sales</li><li>Educate agents on life insurance and annuity products via phone and email</li><li>No cold calling</li><li>Potential for full-time work after graduation</li></ul><h4>Minimum Qualifications</h4><ul><li>Rising Junior with 3.2 GPA or higher</li><li>Major in Business, Accounting, Finance, Marketing, Communications or Analytics</li></ul><h4>Preferred Qualifications</h4>Energetic and Passionate: Use your knowledge and energetic work ethic work ethic to support agents and Field Leaders who sell our life and annuity products.Competitive go-getter: Ready to earn a base salary plus a quarterly variable bonus? You will have the chance to engage in friendly team competitions to win rewards and recognition.&nbsp;People Person: Put that emotional and social intelligence to good use by helping agents grow their business with National Life through providing solutions and business development opportunities.Relationship Builder: You’ll carry out the Sales Desk mission of winning the sale by building relationships based on authenticity, seamless service and acting with a sense of urgency.&nbsp;Growth Driven: The Sales Desk is the farm team for the organization. Your drive and performance can lead to opportunities to move into an External Field Leader role or to other Home Office positions. We are committed to developing internal talent – our people are our secret sauce.&nbsp;<h4>Program Highlights</h4><ul><li>Networking opportunities with peers and leaders throughout the summer</li><li>Cross-Departmental group project focused on an enterprise-wide solution presented at company-wide event</li><li>Presentation skills coaching sessions</li><li>Learning opportunities throughout program</li><li>Access to mentors (former program participants)</li></ul>Base Pay Range.&nbsp; 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.&nbsp; The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.Additional Compensation and Benefits. 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.National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.Hourly Pay Range$18—$27 USDNational 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.Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.Social Media PolicySite Disclosure and Privacy PolicyNational Life Group1 National Life DrMontpelier, VT 05604

Sales Desk - Co-Op Student

<h3>Job Description:</h3>The Role As a Senior Manager leading our Regional Investment Consultants (RICs) on the Intermediary Investments Sales Desk you have the responsibility for leading a team of experienced phone sales professionals. Under your leadership, your RICs will lead a sales territory in partnership with an external wholesaler. The RICs will have primary responsibility for the sales desk client segment and secondary responsibility for the external wholesaler field segment clients. They are a commissioned based investment product sales team accountable for sales goal achievement. Your team will have responsibility for driving sales results across our mutual fund, ETF, model, SMA and ALTs product lines. Your team’s command of sales process, driving a sales pipeline, and portfolio construction will be critical to success as they cover a sophisticated intermediary client base. The ability of your team to connect capital market dynamics into product opportunities is critical to successfully serving our clients and generating revenue to the firm. You will develop polished sales professionals, who achieve results through high activity metrics. You will lead a competitive and high energy sales environment, with accountability. Our RICs eventually become a primary source of talent, feeding our hybrid sales, external sales, and relationship management roles. The Skills And Expertise you bring<ul><li>BA/BS degree required</li><li>3 years of experience in a financial services client facing role</li><li>Series 7 and 63 required</li><li>2+ years of leadership / management experience</li></ul><ul><li>Series 24 &amp; 51 is preferred or required within the first 90 days Ability to teach high level sales technique</li><li>Advising your sales team to win complicated pipeline opportunities</li><li>Strong motivator for daily assertive effort to achieve results</li><li>Can establish a collaborative and inclusive team environment</li><li>Want the accountability of leading a team to results</li></ul>Note: Fidelity is not providing immigration sponsorship for this position The Team As a Senior Manager in the Fidelity Institutional (FI) organization. Specifically, you will be working in the Intermediary Investments Client Group which is dedicated to raising assets across our tremendous line up of Fidelity’s investment capabilities. Your team will be accountable for driving sales results through financial intermediaries such as financial advisors and registered investment advisors. You will have a big impact on individual associate development allowing your team to succeed in role and setting up strong career paths. Simultaneously, you will positively be impacting the business results for Fidelity Institutional. You will be able to teach the value of collaboration, inclusivity, mentorship, and allyship which your team will carry through their Fidelity career. <h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 51 - FINRA, Series 63 - FINRA<h3>Category:</h3>SalesMost 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.

Fidelity Investments

Senior Manager, Regional Investment Consultant

<h3>Job Description:</h3>With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategiesThe Expertise We’re Looking For<ul><li>FINRA Series 7 &amp; 63 required prior to hire</li><li>Series 65 and/or 66 and state registrations required within 3 months of hire</li><li>Experience with High Net Worth clients</li><li>A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it</li></ul>The Purpose of Your RoleWe fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.The Skills You Bring<ul><li>You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele</li><li>Remarkable knowledge of investment products</li><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs</li></ul>The Value You Deliver<ul><li>No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning</li><li>Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments</li></ul><h3>Our Investments in You</h3>We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our <a href="https://go.fidelity.com/ggbzd" target="_blank">benefit programs(opens in a new tab)</a> are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:<ul><li>We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements</li><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://youtu.be/g4cxE1KfmJ4" target="_blank">Benefits at Fidelity Investments(opens in a new tab)</a></li><li>Click here for a story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt(opens in a new tab)</a></li></ul><h3>How Your Work Impacts the Organization</h3>Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!<h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost 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.

Financial Consultant - New Haven, CT

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.Global Merchant and Network Services (GMNS) is the merchant network of American Express that acquires and maintains relationships with millions of merchants around the world who welcome American Express-branded Cards. The Merchant Acquisition and Supplier Enablement (MASE) team within GMNS is a nationwide organization comprised of over 160 professionals dedicated to signing and enabling U.S. merchants for AXP Card acceptance.The Manager of Business Development (MBD) is a direct sales position on the NY_NJ District Sales team within the Eastern Region of Merchant Acquisition. This position will focus on high value prospects that have an annual sales revenue up to $10B within B2B verticals and segments that do not currently accept the Card as a form of payment. This role will also work closely with our Global Commercial Services (GCS) and the Regional Centralized Client Management teams to expand B2B coverage, drive charge volume, and a focus on Welcomed Acceptance.The successful candidate will use his/ her in-depth knowledge of American Express and target industries to partner with prospects and internal stakeholders across the blue box to devise and implement innovative deal constructs to unlock previously untapped opportunities.Qualifications:<ul><li>Track record of conceiving, structuring, selling in, and implementing creative, innovative deals</li><li>Ensures proper business process, conduct and compliance controls and adherence</li><li>Demonstrated ability to form relationships and drive consensus with key internal stakeholders, including pricing, legal, Card issuers, Risk, and other internal partners</li><li>Strong financial acumen. Excellent financial and analytical skills used to prepare and present quantitative analyses to prospects.</li><li>Strong primary and secondary account/ industry research skills; demonstrated ability to leverage professional network and third-party sources to develop deep understanding of prospect needs, anticipated objections, and potential leverage points</li><li>Excellent communication skills, both written and verbal. Strong executive presence.</li><li>Strong negotiation skills; demonstrated ability in building rapport and earning credibility with prospects.</li><li>Flexible; comfortable in a fast-paced environment with evolving priorities and changes in direction.</li><li>Bachelor’s degree and 5+ years of successful outside sales experience.</li><li>Proficiency with Salesforce.com an asset.</li><li>Candidate must reside in the designated territory (Upper Manhattan).</li><li>Applicant must have a valid driver's license. A motor vehicle records check will be conducted for all successful candidates at the time of offer. Disclosure of all moving violations within the last 3 years (Including, but not limited to: speeding tickets, refusal to submit to blood alcohol content, reckless driving, leaving scene of accident, and driver’s license suspension for moving violations) is required during the application process.</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-Business Development, Sales (Upper Manhattan)

<h3>Job Description:</h3><h3>Financial Consultant</h3>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.<h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><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>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</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><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost 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.

Financial Consultant - Hilton Head, SC

<h3>Job Description:</h3>Team Lead, Advisor ExperienceAre you interested in Philanthropy and collaborating with ultra-high net worth donors and advisory firms? The Team Lead of the Advisor Experience team is responsible for providing an outstanding experience to clients comprised of Donors and Financial Advisors who seek assistance with their charitable giving! Interactions include consulting on a broad range of program offerings and service topics, facilitate philanthropic conversations to understand a donor’s goals, and facilitate solutions for very sophisticated transactions and client issues. The Team Lead assists in leadership responsibilities of the team and day to day management responsibilities as well as optimizes the client experience as it relates to Operations and Service to drive happiness, high quality, and efficiency to build long lasting relationships for years to come. Still interested? Read on.Note: Fidelity is not providing immigration sponsorship for this position<ul><li>The work shift for this role is 9:00 AM – 5:30 PM CST, Monday – Friday. (Flexible start and end times during training period as needed by team are requested)</li></ul>The RoleThe Advisor Experience team is a dedicated group of professionals who provide outstanding service while driving ideal solutions and behavior from ultra-high net worth Donors and Strategic Advisor Firms, the most sophisticated relationships, and highly valued accounts within Fidelity Charitable! As a member of this diverse team, we serve as the single points of contact for Strategic Advisory Firms which represent Billions of dollars in managed DAF Assets! These Donors and Advisory Firms have critical relationships across many parts of the Fidelity Enterprise including, Personal Wealth Management (PWM), Workplace Participant Services (WPS/WI), Stock Plan Services (SPS) and with Fidelity Family Office Services (FFOS). A member of our team optimizes the client experience as it relates to Operations and Service Delivery to drive high satisfaction, quality and efficiency for the donors/advisors and Fidelity Charitable.The Expertise and Skills You Bring <ul><li>Bachelor’s degree is required and a Master’s degree is preferred</li><li>Your proficient verbal and written communication skills required</li><li>Minimum 3 years of customer service experience; In a contact center environment is strongly preferred.</li><li>1 year of direct leadership experience preferred.</li><li>Proven track record of metrics management.</li><li>2 - 3 years Customer Service, Service Operations or UHNW background strongly preferred</li><li>Your very best problem- solving skills with excellent follow through</li><li>Your strong organizational skills, planning and time management</li><li>You can collaborate in a team environment</li><li>You can navigate customer concern remediation</li><li>You can proficiently multi-task in a Windows based environment</li><li>You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate.</li><li>Your flexibility for overtime as requested (especially December – Giving Season).</li></ul>The Value You Deliver<ul><li>Collaborating with internal Charitable business partners to fulfill special handling</li><li>Employing good sound judgment in decision making or problem resolution</li><li>Coordinate with management to implement expedited delivery requests</li><li>Ensure daily work meets accuracy standards and is completed in a timely manner</li><li>Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization</li><li>Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Compliance, Program, Legal, Risk, and Deliveries</li><li>Maintain up-to-date procedures for those functions for which responsible</li><li>Effectively case manage advisor relationships through escalated situations while working across Fidelity cross functionally when applicable</li><li>Prepare team for upcoming service changes / initiatives (org readiness)</li><li>Review calls/emails for journals and wires over $1M for accuracy</li><li>Analyze caller surveys to identify and coach on poor surveys</li><li>Review team metrics daily</li><li>Facilitate Monthly scheduled coaching sessions with team members</li><li>Assist in maintaining call flows</li><li>·Providing outstanding customer service via phones and email communication</li></ul><h3>How Your Work Impacts the Organization</h3>The Fidelity Charitable Gift Fund ('Fidelity Charitable') is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity.Company Overview Fidelity 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 <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. 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.<a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity’s hybrid working model</a> blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.<h3>Certifications:</h3><h3>Category:</h3>Client ServiceMost 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.

Team Lead, Advisor Experience

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.Position Overview: Astound Business Solutions is currently searching for an Account Executive for our greater Chicago, IL market. The Account Executive is responsible for outside sales to commercial customers, including medium to large business customers of both internet &amp; telephone services. This includes proactively identifying new customer sales opportunities, defining customer needs, preparing proposals, and closing deals.We're Proud to Offer a Comprehensive Benefits Package Including:<ul><li>Competitive compensation including base salary plus uncapped commissions plan</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</li><li>Insurance options including: medical, dental, vision, life and STD insurance</li><li>401k with employer match and immediate vesting</li><li>Tuition reimbursement program</li><li>Employee discount program</li><li>Gas mileage reimbursement</li></ul>A Day in the Life of the Account Executive:<ul><li>Sales of Astound business services including Fiber Internet, Voice, Hosted Voice and other related products to business accounts in assigned geographical areas.</li><li>Focus on enterprise prospects with advanced network and IT requirements</li><li>Conveys order information politely and efficiently to support personnel and ensures all order information is entered accurately and within 48 hours.</li><li>Completes all sales transactions, providing the customer with a scheduled installation which has been stipulated by engineering and construction.</li><li>Completes all paperwork and agreements accurately, legibly and thoroughly.</li><li>Maintains and demonstrates a current knowledge of Astound Broadband products, programming and promotional offers.</li><li>Provides exceptional customer service at all times.</li><li>Submits sales claims for unpaid completed sales within the allotted time frame.</li><li>Projects a professional business manner and operates with a high degree of integrity.</li><li>Other duties as assigned</li></ul>What You Bring to the Table:<ul><li>2-4 years prior experience managing business accounts in either a sales or customer service environment preferred.</li><li>1 – 2 years of practical, hands-on experience canvassing or cold-calling small and medium sized business customers strongly preferable.</li><li>Strong written and verbal communication skills required, as this position is responsible for ensuring potential customers understand the features and benefits of all Astound Broadband products and the pricing and promotional offers available.</li><li>Ability to work within Microsoft Office applications, such as Word, Excel, PowerPoint and Outlook.</li><li>Must be able to work independently, with minimal supervision.</li><li>Excellent detail orientation and follow through skills.</li><li>Strong discretionary skills, as this position will have access to and work with information of a confidential nature.</li><li>Frequent to continuous driving, walking, bending and reaching.</li><li>Occasional exposure to inclement weather.</li><li>Occasional to frequent exposure to uneven surfaces, hills, stairs, heights</li><li>Occasional use of standard office equipment such as computers, phones, copiers, etc.</li><li>Frequent to extensive local travel.</li><li>Ability to lift and carry up to 20 pounds on a frequent basis (sales materials).</li><li>Position requires flexibility to work within non-standard business hours ranging between 8 a.m. and 9 p.m. within all 7 days per week to ensure sales quota is met. </li></ul>Education<ul><li>High school diploma or equivalent</li></ul>Base Salary:The base salary range for this position is $60,000 - $65,000 plus an uncapped commission plan, and opportunities for bonus and benefits, 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. It is specific to Texas and many not be applicable in other areas/locations.Commissions at plan: Targeted commissions at full attainment are twenty-one thousand six hundred dollars annually. Our sales total compensation offers the potential for significant upside above targeted earnings for those who overachieve their sales targets.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&amp;nbsp" target="_blank">https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privac…</a>;

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