field_remote_option

field_job_employment_type

job_industry

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

<p><strong>Responsibilities</strong></p><p>Howmet Aerospace is looking for an Inside Sales/Customer Service Representative to join our team in Cleveland, OH.&nbsp; This role manages relationships between customers and Howmet Aerospace through day-to-day tasks as listed below.</p><p><strong>Responsibilities:</strong></p><ul> <li>Provides timely, professional communication and service to assigned customers using appropriate processes and communication channels</li> <li>Qualifies leads from prospective customers through intercompany communication&nbsp;</li> <li>Receives, responds to, and routes requests for quotations</li> <li>Receives, enters, and edits sales orders accurately based on company procedures</li> <li>Answers inquiries regarding open orders</li> <li>Collaboratively works with Account Manager and Credit Department to collect Accounts Receivable&nbsp;</li> <li>Receives, responds to, and routes requests for technical information, material certifications, and quality concerns&nbsp;</li> <li>Continuously seeks improved techniques for performing job duties and engages with peers to learn and share best practices as they emerge</li> <li>Maintains full compliance with Company policies and procedures and conducts all activities in accordance with the company Code of Conduct</li> <li>Ensures that all work activities are performed in accordance with established safety and environmental standards</li> <li>Performs other duties as assigned</li></ul><p>Essential Skills:</p><ul> <li>Communication</li> <li>Relationship Building</li> <li>Problem Solving</li> <li>Attention to Detail</li> <li>Time Management</li> <li>Computer Literacy – Microsoft Office</li> <li>Dependability</li></ul><p><strong>Qualifications</strong></p><ul> <li>High School Diploma or GED</li> <li>1+ years of work experience in sales, account management, and/or customer service in equivalent industry</li> <li>Strong Communication skills, both written and verbal</li> <li>Possess organizational skills and have a high attention to detail</li> <li>Must be able to work independently and effectively collaborate with others</li> <li>Strong computer and business software skills, with an emphasis on Excel</li></ul><p>Preferred Qualifications:</p><ul> <li>Bachelor's degree</li> <li>3+ years of work experience in sales, account management, and/or customer service in equivalent industry</li> <li>Understanding of metals processing, basic supply chain management, and general manufacturing.</li> <li>Employees must be legally authorized to work in the United States.&nbsp; Verification of employment eligibility will be required at the time of hire.&nbsp; Visa sponsorship is not available for this position.</li></ul><p>This position is subject to the International Traffic in Arms Regulations (ITAR) which requires U.S. person status. ITAR defines U.S. person as an U.S. Citizen, U.S. Permanent Resident (i.e. 'Green Card Holder'), Political Asylee, or Refugee. Verification of employment eligibility will be required at the time of hire.</p><p><strong>About us</strong></p>﻿Howmet Aerospace Inc. (NYSE: HWM), headquartered in Pittsburgh, Pennsylvania, is a leading global provider of advanced engineered solutions for the aerospace and transportation industries. Our primary businesses focus on jet engine components, aerospace fastening systems, titanium structural parts and forged wheels. With $7.4 Billion in revenue in 2024, our products play a crucial role in enabling fuel efficiency and lightweighting, contributing to our customers’ success and making a positive impact on the world. To learn more about the way Howmet Aerospace Inc. is advancing the sustainability of our customers, markets, and communities where we operate, review the 2024 Environmental Social and Governance report at&nbsp;<a href="https://www.howmet.com/esg-report/" target="_blank">www.howmet.com/esg-report</a>. Follow: <a href="https://www.linkedin.com/company/howmet-aerospace" target="_blank">LinkedIn</a>, <a href="https://twitter.com/howmetaerospace" target="_blank">Twitter</a>, <a href="https://www.instagram.com/howmetaerospace/" target="_blank">Instagram</a>, <a href="https://www.facebook.com/Howmetaerospace/" target="_blank">Facebook</a>, and <a href="https://www.youtube.com/howmetaerospace" target="_blank">YouTube</a>. Equal Opportunity Employer: Howmet is proud to be an Equal Employment Opportunity employer. We are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or other applicable legally protected characteristics. If you need assistance to complete your application due to a disability, please email&nbsp;<a href="mailto:TalentAcquisitionCoE_Howmet@howmet.com" target="_blank">TalentAcquisitionCoE_Howmet@howmet.com</a>

Howmet Aerospace

Inside Sales Representative

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

Inside Sales Representative - San Antonio 

<p>VertexOne is seeking candidates who exhibit commitment, responsibility, and a consistent record of meeting expectations. The organization looks for individuals who can take ownership of their actions, contribute to solutions, and respond constructively to feedback. The Territory Salaes Manager position focuses on generating opportunities for cloud-based solutions by working with senior executives in the Energy and Utilities sectors. Responsibilities include collaborating with internal VertexOne teams to develop sales strategies and identify opportunities across CIS, Customer Engagement, application maintenance and hosting, business analytics, and consulting services.</p><p><strong>Duties</strong></p><ul><li>Represent VertexOne as a provider of SaaS solutions and services for the Utility Industry</li><li>Develop territory plans and identify key utility prospects within the assigned geographic area with fewer than 35,000 customer accounts</li><li>Build relationships with evaluation consultants, partners, and other influencers</li><li>Create account plans for major clients outlining areas of opportunity and required VertexOne resources</li><li>Establish relationships with client executives to raise awareness and explore business opportunities</li><li>Work with internal teams to pursue business opportunities</li><li>Promote the VertexOne VXconnect Portal solutions</li><li>Provide guidance to clients based on knowledge of utilities' operational systems</li><li>Prepare responses to RFIs and RFPs as required and qualified</li><li>Lead engagement teams in delivering business proposals</li><li>Record and track all sales activities using the VertexOne CRM system</li></ul><p><strong>Requirements</strong></p><ul><li>Minimum 2 years of experience in sales, customer success, or marketing in Software as a Service (SaaS), with understanding of account management in Technology, Energy, or Utilities</li><li>Experience in consulting and selling complex solutions and services</li><li>Ability to lead diverse teams in developing and selling solutions collaboratively</li><li>Proven track record of achieving sales goals and building client relationships</li><li>Experience in the utility or government sector preferred</li><li>Capability to maintain client retention through executive relationship management and leadership</li><li>Proficient skills utilizing MS Office products (Word, Excel, Power Point)</li><li>Motivation to meet objectives and sustain client engagement</li><li>Sound business judgment and understanding</li><li>Ability to establish effective working relationships with colleagues to deliver client solutions</li><li>Strong interpersonal, communication, organizational, and leadership skills</li><li>Commitment to ethical business practices and positive outcomes for stakeholders</li><li>Willingness to consider innovative solutions for client engagements</li></ul><p><strong>Location</strong></p><p>Remote, US-based (western region)</p><p>Occasional travel may be required</p><p><strong>JobFamily</strong></p><p>Sales</p><p><strong>JobFunction</strong></p><p>Individual Contributor</p><p><strong>PayType</strong></p><p>Salary</p><p><strong>EmploymentIndicator</strong></p><p>Regular</p><p><strong>HiringMinRate</strong></p><p>82500</p><p><strong>HiringMaxRate</strong></p><p>88000</p>

VertexOne

Territory Sales Manager I

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>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.</p><h3>The Purpose of Your Role</h3><p>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.</p><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><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>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 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Financial Consultant - Ann Arbor, MI

<h3>Job Description:</h3><h3><strong>The Role </strong></h3><p>Are you passionate about making a difference in the non-profit sector? This is a unique opportunity to join Fidelity’s Tax-Exempt Market as a Managing Director, where you’ll collaborate with Higher Education, Healthcare, and other mission-driven organizations to enhance the value of their retirement programs and drive client satisfaction. This role is ideal for a strategic, consultative leader who enjoys a remote environment and is energized by building long-term relationships with institutional clients. There is 50% national travel focused mostly within Central, Mountain West regions..</p><h3><strong>#remote</strong></h3><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree with 10-12 years of industry experience</li><li>5+ years of direct experience handling institutional client relationships</li><li>Active FINRA Series 7 and 63 licenses (required at time of hire)</li><li>Ability to travel up to 50%, primarily within the Central and Mountain West regions.</li><li>Skilled in: Relationship management and consultative selling, Conflict resolution and complex problem solving and Executive-level communication (written and verbal)</li><li>Ability to work independently from a home office or Fidelity regional site</li><li>Strong internal collaboration skills to build and maintain a network across Fidelity</li><li>Critical thinking with a long-term view of client needs and business trends</li><li>Experience influencing senior decision-makers and navigating complex client environments</li><li>Lead a book of 20-30 large institutional clients, serving as the primary relationship manager</li><li>Develop and implement a comprehensive relationship strategy, including annual business planning and service reviews</li><li>Drive client satisfaction and loyalty, measured by Net Promoter Score (NPS)</li><li>Identify and pursue opportunities to expand Fidelity’s footprint through cross-selling: Personalized Planning &amp; Advice, Health Savings Accounts, Self-Directed Brokerage and Health &amp; Welfare and Benefits Consulting</li><li>Educate and influence consultants in multi-vendor environments to position Fidelity for consolidation</li><li>Lead a cross-functional internal team to deliver exceptional service and resolve complex client issues</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></p><h3><strong>The Team</strong></h3><p>You’ll be part of Fidelity’s Tax-Exempt Relationship Management team, which delivers retirement plan services to non-profit organizations. Our mission is to protect the Fidelity brand, retain clients, and grow revenue. You’ll work closely with C-suite executives, key decision-makers, and internal partners to deliver strategic value and ensure long-term success.</p>The base salary range for this position is $90,000-$204,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

Managing Director, Tax- Exempt Market-REMOTE- Central US

<h3>Job Description:</h3><p>As a Vice President, Managing Director in Large Market you will be responsible for building, maintaining, and growing strong and committed client relationships with key decision makers, influencers, and C- suite committee members. The Book-of-Business will be comprised of clients with an array of complexities, challenges, and opportunities. </p><p>The role is a consultative role, requiring a clear understanding of the business needs and relevant challenges of each client. Client loyalty is developed by seeking feedback, anticipating needs and proactively providing solutions.</p><p>This role leads and collaborates with an internal team of service-based associates and partners across the organization to resolve client problems and offer solutions for client needs. Together with your internal teams and partnering with the Plan Sponsors, you will help our institutional clients lead a successful benefits program to improve their employees’ overall wellbeing.</p><h3><strong>Licensing and Experience</strong></h3><ul><li>We require associates in this role to acquire a Series 7 and 63 within the first 3 months of acquiring the position.</li><li>We prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401k industry.</li><li>Experience with Health and Welfare, Defined Benefits and Stock Plan Services is also helpful, but not mandatory.</li></ul><h3><strong>Key Responsibilities </strong></h3><p><strong>Relationships</strong></p><ul><li>Engages key decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.</li><li>Monitors trends impacting client satisfaction within own book of business. Summarizes and communicates to others as needed; develops a response plan to maintain or improve client satisfaction.</li><li>Maintains proactive awareness of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, in order to influence and impact client satisfaction within a book of business.</li><li>Responsible for external business planning and service reviews to be sure we understand client's goals and objectives. Appropriately position products and services that will help the client achieve their overall benefits goals.</li><li>Works with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes, revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.</li><li>Frequently works with consultants as appropriate to prepare for client meetings and follows up on Fidelity commitments post client meetings.</li><li>In partnership with Consultant Relations, builds productive long-term relationships with consultants and/or advisors.</li><li>Develops and maintains collaborative relationships across a broad spectrum of business partners to drive operational accuracy, efficiency and problem resolution. Leads internal team in problem resolution.</li></ul><h3><strong>Strategic Book Management</strong></h3><ul><li>Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.</li><li>Manages a diverse multi-product mix including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.</li><li>Differentiates Fidelity's benefits approach against competitive benefit solutions.</li><li>Proactively evaluates client pricing and fees for appropriateness using all available pricing levers and client dynamics.</li><li>Is responsible for collaborating with your extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.</li><li>Advocates for the client within the boundaries of sound financial judgment and long term Fidelity interests.</li><li>Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.</li><li>Provides analysis and advice to resolve the needs of internal/external customers.</li><li>Handles difficult client interactions and solves multi-dimensional book of business/client challenges. Solves issues and leads escalations appropriately.</li><li>Excellent presentation, influence and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Vice President, Managing Director-401K Relationship Manager

<h3>Job Description:</h3><p><strong>Location Requirement: You must permanently reside within a 90-mile radius of a Houston Fidelity Investor Center. </strong><br><br>Put your expertise in retirement planning to work every day</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>Series 7 &amp; Series 63 licenses required</li><li>2+ years of experience in a customer service or sales role preferred</li><li>Knowledge of tax exempt retirement products and services highly desirable</li><li>Previous phone center experience preferred</li><li>Demonstrated ability to deliver exceptional customer results</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>Retirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>Your comprehensive understanding of the current market, economy, &amp; economic trends</li><li>Your robust consultative, influencing and communication skills</li><li>Proven capability to be proactive and demonstrate initiative</li><li>Strong time management and prioritization skills</li><li>Your receptiveness to feedback and willingness to adapt to change</li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li>Onboarding new participants into their workplace plans by providing education on their company’s match and savings as well as fundamental guidance to help with choosing their investment strategy</li><li>Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers’ needs</li><li>Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan</li><li>Leverage guidance offering and appropriate tools to assist customers with their retirement readiness</li><li>Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets</li><li>Understanding and articulating Fidelity Viewpoints to provide general education to clients</li><li>Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>The Regional Center Retirement Planner provides education and support for our workplace participants. You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways including increasing cash flow through increasing deferrals and driving crossover customers that creates Personal &amp; Workplace Investment flows.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Retirement Planner - Houston, TX (Remote)

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>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.</p><h3>The Purpose of Your Role</h3><p>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.</p><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><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>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 66 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Consultant - Greenville, SC

Financial Consultant - Greensboro, NC

<h3>Job Description:</h3><p>The Vice President, Retirement Director will be responsible for meeting/exceeding sales goals, developing new and maintaining existing client relationships with Investment Professionals in a defined territory.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>8+ years of relevant sales experience, preferably within the Retirement market and working with Investment Professionals/Employers.</li><li>Series 7 and 63 licenses required.</li></ul><p>The <strong>Purpose</strong> of Our Role</p><p>Fidelity’s Retirement Director (field-based retirement plan specialist), will need to work collaboratively with an internal partner to develop, target and build a business plan for a specific territory. Prospective clients are developed through multiple strategies including internal distribution partners and through investment professionals at financial institutions nationwide, including wirehouses, regional and independent broker/dealers, banks, trust companies and insurance companies, registered investment advisors and consultants.</p><p>The <strong>Skills</strong> We Bring</p><ul><li>The position may require overnight travel.</li><li>Strongly prefer field sales and territory management experience.</li><li>We will bring expertise and in depth knowledge of Fidelity and our comprehensive benefit offering.</li><li>You have excellent time management and interpersonal skills.</li><li>Excellent stand-up presentation, communication and listening skills.</li></ul><p>The <strong>Value</strong> We Deliver</p><ul><li>Consistent travel throughout territory to generate new sales and proposal activity.</li><li>Increase number of Investment Professionals doing business with Fidelity Investments.</li><li>Maintain and document sales activity to ensure production levels.</li><li>Maintain and improve existing relationships through increased interaction, introduction of sales ideas and marketing support.</li><li>Sponsor and participate in client seminars and events to increase an Investment Professional's business.</li><li>Work with internal partners to provide clients with outstanding service, marketing support, and issue resolution.</li><li>Offer Investment Professionals our retirement plan expertise to help build their business through prospecting and lead generation ideas, industry trends, and insightful competitive data.</li></ul><p>How Our Work <strong>Impacts</strong> the Organization</p><p>We are responsible for improving client relationships by assessing their business needs and offering creative solutions through Fidelity’s 401(k) solutions, education and services.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

498 Sales Jobs