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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>The base salary range for this position is $60,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

Financial Consultant- Torrance, CA

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul>The base salary range for this position is $61,000 - $80,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

Relationship Manager - Brea CA

<p><strong>Company Profile</strong><br>SoCal JCB is a highly successful, fast-growing business We pride ourselves in customer service. We invest in our workforce and offer a highly competitive compensation and benefit program. SoCal JCB is an authorized dealer for JCB construction equipment including skid steer loaders, backhoe loaders, wheel loaders, excavators and telehandlers.</p><p><strong>Position Type:</strong> Exempt </p><p></p><p><strong>Minimum Qualifications</strong></p><ul><li>Proven experience in inside sales</li><li>Strong customer service skills and a customer-centric approach</li><li>Excellent communication skills, both verbal and written</li><li>Ability to multitask, prioritize, and manage time effectively</li><li>Proficient in using CRM software and MS Office Suite</li><li>Strong problem-solving skills and attention to detail</li><li>Ability to work independently and as part of a team</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>At least 2 years of parts and/or service experience in the heavy equipment industry </li><li>Bilingual – English and Spanish</li></ul><p><strong>Responsibilities</strong></p><ul><li>The successful candidate will play a key role in driving sales and building strong relationships with customers in the industry</li><li>This role involves handling inbound and outbound sales inquiries, providing product information, and closing sales</li><li>Respond to inbound sales inquiries via phone, email</li><li>Make outbound calls to prospective and existing customers</li><li>Identify customer needs and recommend appropriate equipment solutions</li><li>Provide detailed product information, including features, benefits, and pricing</li><li>Prepare and process sales orders accurately and efficiently</li><li>Follow up on quotes and leads to convert them into sales</li><li>Coordinate with the operations team to ensure timely delivery of equipment</li><li>Build and maintain strong relationships with new and existing customers</li><li>Handle customer complaints and concerns with professionalism and escalate issues when necessary</li><li>Ensure high levels of customer satisfaction through excellent service</li><li>Maintain accurate records of customer interactions and sales activities in CRM systems</li><li>Provide regular sales updates to management</li><li>Stay updated on product knowledge and industry trends</li></ul><p>JCB is an equal employment opportunities (EEO) employer in accordance with applicable federal, state and local laws. JCB complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. </p><p>JCB is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, JCB offers many job opportunities outside of the U.S. which can be found through our website at <a href="https://www.jcb.com/en-gb/about/careers" target="_blank">https://www.jcb.com/en-gb/about/careers</a></p><p><strong>JobFamily</strong></p><p>Sales</p><p><strong>PayType</strong></p><p>Salary</p>

SoCal JCB - Inside Sales Representative

<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>The base salary range for this position is $60,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Woodland Hills, CA

Financial Consultant- Century City, CA

<p><strong>Insperity</strong> 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.</p><p>We have received recognition numerous times as a top place to work, 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 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. Learn more at Insperity.com.</p><p><strong>Why Insperity?</strong></p><p><strong>Flexibility: </strong>Over 80% of Insperity’s jobs have work-from-home flexibility. We want your time to have balance, whether it’s spent with coworkers, clients, family or your community.</p><p><strong>Career Growth: </strong>Insperity provides many ways to grow with the company. We offer continuous learning programs, mentorship opportunities and ongoing training.</p><p><strong>Well-Being: </strong>Our total rewards package includes generous paid time off, top-tier medical, dental and vision benefits, health &amp; wellness support, paid volunteer hours and much more. Whether remote, in person or hybrid, we take care of our people so that you can do your best work.</p><p><strong>Executive Management Consultant</strong></p><p>We are currently seeking an Executive Management Consultant to join our team. As the Middle Market client advocate and strategic partner, provides timely advice around the company’s products and services that best meet client’s business needs. This position leads and guides others in leveraging opportunities to set up the client for success by delivery of solutions that positively impact the client's business and creates client loyalty.&nbsp;</p><p>Middle Market is where challenge is fun, results are rewarding, and we live our values. The Insperity Middle Market Solutions team is an exceptional group focused specifically on supporting our larger clients ranging in size from 150 to 5,000 employees. Part of our mission is to help our Middle Market clients become the best they can be by understanding their unique challenges and integrating relevant human capital/human resources solutions that accelerate their potential. </p><p><strong>Responsibilities:&nbsp;</strong></p><p>• Utilizing the Account Management Plan, defines a relationship strategy that ensures all key decision makers and client "buyer" relationships are leveraged to drive individual wins and business results for the client company. &nbsp;Builds relationship improvement plans and actions as needed to ultimately drive client loyalty and renewal. &nbsp;As a trusted client advisor, creates a pipeline of future business opportunities and revenue driving or value added strategic services for clients.</p><p>• Engages at least quarterly with client executives to assess strategic business needs and challenges and translate business strategy into human capital opportunities that have business impact to the client. &nbsp;Translates client expectations, and shares constructive feedback and important and relevant information with appropriate internal resources.</p><p>• Guides the client through a thorough analysis by knowing the client’s industry, current and future business trends and practices to accurately diagnose business strengths and weaknesses. Leverages internal partners to identify, collect and organize data for analysis and decision-making. &nbsp;Develops strategies and plans, resulting in a systematic approach to addressing client needs. &nbsp; Ensures that the customer perspective is the driving force behind business decisions and activities.</p><p>• Positions services and sells solutions by consulting with client executives, gaining commitment and coordinating implementation timelines. &nbsp;Partners with the service team and internal departments to facilitate delivery of standard and customized services in a way that is appropriately sequenced to match client readiness and capacity.</p><p>• Leverages internal resources to facilitate the accomplishment of work goals with a focus on impact. &nbsp;Ensures deadlines are met and keeps stakeholders informed of project status. &nbsp;Maintains effectiveness when experiencing major changes in work tasks or the work environment; adjusts effectively to new work structures, processes, requirements or cultures. &nbsp;Ensures that self and service team are able to present recommendations and anticipated outcomes that clearly show how company products, services and ideas would meet client’s needs. &nbsp;Ensures that all facilitated meetings serve business objectives while using appropriate interpersonal styles and considering the potential contributions of others.</p><p>• Sets high standards of performance for self and others; assuming responsibility and accountability for successfully completing assignments or tasks in a timely manner; self-imposing standards of excellence rather than having standards imposed. Escalates complex client issues and follows through to resolution, ensuring appropriate communication to all involved parties. &nbsp;Must adjust effectively while working with different clients who have different structures, processes, requirements, or cultures.</p><p>• Meets regularly with the assigned service team to prepare for client presentations and develop result oriented service plans. Develops and uses collaborative relationships to facilitate the accomplishment of work goals. &nbsp; Effectively articulates and translates client goals and strategies to service teams and internal groups. &nbsp;&nbsp;</p><p><strong>Qualifications:</strong></p><p>&nbsp;• High School Diploma or equivalent is required. &nbsp;Bachelor’s Degree or equivalent work experience is required. Master’s Degree in related field is preferred.</p><p>• Seven to ten years of experience in related field is required. Must have experience managing relationships with senior leaders with varying styles in client organizations. Must have experience applying financial, industry and market trends to client situations. Must have demonstrated multi-account/matrix environment management experience. &nbsp;</p><p><em>Insperity provides a reasonable range of minimum compensation. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location. The range of pay for this role is $120,000 to $127,000.</em></p><p><em>At Insperity, we celebrate the diversity of our employees and our leadership. Insperity is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law, including criminal arrest and/or conviction records.</em></p>

6 Sales Jobs in Los Angeles, CA, USA