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<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>Certified Financial Planner ® / CFP-® - Issuing Authority, 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 - Houston, TX (Highland Village)

<h3>Job Description:</h3><p>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>We require an active Series 9/10, 7 and 66 licenses</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul><p>The <strong>Value</strong> You Deliver</p><p>You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.</p><p>How Your Work <strong>Impacts</strong> the Organization</p><p>You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - 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>

Vice President, Branch Leader - Houston, TX (Highland Village)

<p>Insperity provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology. With more than 90 locations throughout the U.S., Insperity is currently making a difference for thousands of businesses and communities nationwide.</p><p>Behind our success is the unshakeable belief in the value of our people. We value diversity, inclusivity, and a sense of belonging. We celebrate work and life events, and we partner with our clients and communities to make great things happen&nbsp;<strong>Culture - Insperity</strong><strong>.</strong></p><p>We have received numerous workplace awards, most recently ranking on Glassdoor’s “Best Places to Work in the U.S. 2024” list, and U.S. News &amp; World Report’s “Best Companies to Work for 2024” list. In addition, we have been recognized as a certified Great Place to Work®, and for having one of the country’s Top 50 Midsize Early Talent Programs by RippleMatch’s 2024 Campus Forward Awards. There is no better time to be a part of Insperity, and our best work is yet to come.&nbsp;</p><p><strong>Why Insperity?</strong></p><p><strong>Work-Life Balance:&nbsp;</strong>We want your time to have balance, whether it’s spent with coworkers, clients, family or your community.</p><p><strong>Career Growth:</strong>&nbsp;Insperity provides many ways to grow with the company. We offer continuous learning programs, world-class onsite training at corporate headquarters, mentorship opportunities and education reimbursement.</p><p><strong>Well-Being:&nbsp;</strong>Our total rewards package includes 19 days paid time off, 9 paid holidays, top-tier medical, dental and vision benefits, health &amp; wellness support, paid volunteer hours and much more. We take care of our people so that you can do your best work.</p><p><strong>Sales Development Representative</strong></p><p>This position is responsible for strategically engaging prospective clients through collaborative and orchestrated outreach to support Business Performance Advisors by delivering high-quality opportunities ensuring the Company’s growth goals and objectives are met.</p><p><strong>Responsibilities</strong></p><ul><ul><li>Engages with potential customers through incoming calls, emails, and live chats, providing timely and accurate responses and on-brand experiences to inquiries.</li><li>Understands customer needs, validates qualification, and establishes discovery conversation appointment.</li><li>Utilizes the company Customer Relationship Management (CRM) ensuring timely and proper data entry, cadence execution, and lead assignment as dictated by the sales rules of engagement.</li><li>Utilizes sales enablement platform within CRM to execute cadences dynamically personalized in response to data insights and prospect engagement, supporting timely and relevant outreach resulting in qualified lead assignment to Business Performance Advisors.</li><li>Performs prospect buying committee research due diligence to support/influence engagement communication and content using technologies, tools, and resources as defined by management.</li><li>Collaborates with the Business Performance Advisor(s) and Sales Leadership to influence engagement strategies, ensure coordinated efforts, and maintain real-time sales-cycle progression status.</li><li>Ensures thorough and accurate notes detailing business information and areas of interest obtained through prospect engagement to be shared with the Business Performance Advisor.</li><li>Manages leads distribution systems and processes, ensuring accurate lead record, and appropriate lead distribution.</li><li>Maintains reporting requirements as defined by management.</li><li>Accomplishes activity and contribution expectations as defined by management.</li><li>Maintains knowledge of products, services, competitive activity, and other general business information of interest to prospects and clients.</li><li>Ensures knowledgeable and professional brand representation aligned with company mission and values</li><li>Prepares for and participates in team meetings with a high-level of engagement and contribution.</li><li>Participates in and contributes to the training of new personnel.</li></ul></ul><p><strong>Qualifications</strong></p><ul><ul><li>High School Diploma or equivalent is required.&nbsp;</li><li>Three to five years of experience of inside sales or equivalent work experience is required. Business-to-Business phone prospecting to C-level executives is preferred.</li></ul></ul><p><strong>Skills</strong></p><ul><ul><li>Understands small to medium size business needs and operations from an owner’s perspective.</li><li>Uses appropriate methods of dealing with human behavior in a variety of business circumstances.</li><li>Strong phone presentation skills to include proficiency in delivery and needs analysis.</li><li>Effective written and verbal communication skills with a strong emphasis on listening and the ability to talk to business owners on a professional level and maintain effective work relations with those encountered in the course of employment.</li><li>Effective problem solving/decision making abilities.</li><li>Highly detail oriented.</li><li>Strong organizational skills and the ability to manage multiple tasks concurrently.</li><li>Proficient use of Salesforce and Microsoft Office programs and demonstrated ability to learn other application programs as needed. Intermediate-level Microsoft Excel proficiency is required.</li><li>Motivated, self-starter with the ability to successfully manage multiple projects through completion.</li></ul></ul><p><strong>Travel Requirements:</strong></p><ul><ul><li>Travels: Yes</li></ul></ul><p>If yes, up to 10% of time</p><ul><ul><li>What percent of time is this position required to drive a vehicle (other than Company issued) for business purposes? &nbsp; Up to 10%</li></ul></ul><br>

3 Sales Jobs in Harris County