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<h3>Job Description:</h3>Investment ConsultantYou joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.The Purpose of Your RoleWorking in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.The Expertise We’re Looking For· Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs· Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up· Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity· Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire· Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!The Skills You Bring· You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each· Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations· You have outstanding communication and consultative skills, and you thrive in a fast-paced work environmentOur Investments in YouFidelity’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!The Value You DeliverIn this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location.<h3>Certifications:</h3>Series 07 - 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

Investment Consultant - Greenville, SC

<h3>Job Description:</h3><h3>Investment Consultant</h3>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</li><li>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location.The base salary range for this position is $59,000 - $74,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Washington, DC

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

Job Title Underwriting Sales Associate Requisition Number RE52206 Working Title Sponsorship Sales Associate Department Name 18460:WUKY Work Location Lexington, KY Grade Level 41 Salary Range $32,926-52,624/year Type of Position Staff Position Time Status Full-Time Required Education BA Click here for more information about equivalencies: <a href="https://hr.uky.edu/employment/working-uk/equivalencies" target="_blank">https://hr.uky.edu/employment/working-uk/equivalencies</a> Required Related Experience 3 yrs Required License/Registration/Certification None Physical Requirements Sitting for long periods of time. Shift Monday – Friday 40 hours per week. Job Summary Are you interested in sales and its ability to connect and uplift communities? Do you thrive in a dynamic environment where your efforts directly contribute to a mission-driven organization? Our public radio station, 91.3 WUKY, a part of the University of Kentucky and central Kentucky community, is seeking a Sponsorship Sales Associate to join our team. As a Sponsorship Sales Associate, you will be responsible for achieving WUKY’s sales goals through your own direct sales efforts and by participating in the implementation of sales systems and overall market strategy. This is an outside sales role that focuses on executing a consultative sales approach, selling sponsorships for broadcast messages, digital ads, events, and podcasts. Your ability to build relationships with local businesses and organizations that align with our mission will be crucial in driving our station’s growth. We are committed to creating a stronger and more engaged audience through news, music, and stories that reflect the interests of our community.&nbsp; This position offers a competitive salary range of $42,786/year to $52,624/year, with the potential for additional earnings through a performance-based sales commission. Here is an example of what the performance-based sales commission would potentially look like: FY25 – $300,000 in Underwriting/Sales (50% at 7% – 50% at 10%) <ul><li>7 % existing sales commission – $10,500</li><li>10% new sales commission – $15,000</li><li>Total commission- $25,500</li></ul> FY26 – $400,000 in Underwriting/Sales (50% at 7% – 50% at 10%) <ul><li>7% existing sales commission – $14,000</li><li>10% new sales commission – $20,000</li><li>Total commission – $34,000</li></ul> As a part of the University of Kentucky, we offer a generous benefits package to our employees. You can learn more about it through this link: <a href="https://hr.uky.edu/sites/default/files/forms/716_exceptional_benefits_for_staff2.pdf" target="_blank">https://hr.uky.edu/sites/default/files/forms/716_exceptional_benefits_f…</a> You can explore more about our mission, station, and community through this link:<a href="https://www.wuky.org/history-mission" target="_blank">https://www.wuky.org/history-mission</a> If you’re looking to grow your career in sales while contributing to a public service and one of the nation’s leading universities, this is the opportunity for you! Skills / Knowledge / Abilities MS Office. Does this position have supervisory responsibilities? No Preferred Education/Experience Bachelor’s Degree plus four or more years of media sales experience preferred. Deadline to Apply 12/05/2025 Our University Community We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors, the University of Kentucky is a Tobacco &amp; Drug Free campus. The University follows both the federal and state Constitutions as well as all applicable federal and state laws on nondiscrimination. The University provides equal opportunities for qualified persons in all aspects of institutional operations and does not discriminate on the basis of race, color, national origin, ethnic origin, religion, creed, age, physical or mental disability, veteran status, uniformed service, political belief, sex, sexual orientation, gender identity, gender expression, pregnancy, marital status, genetic information or social or economic status. Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

Underwriting Sales Associate

<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.

Senior Manager, Regional Investment Consultant

<h3>Job Description:</h3>As a Regional Director (wholesaler), primarily responsible for supporting and driving sales through Broker Dealer Intermediaries and Registered Investment Advisors in an assigned geographic territory. This role works daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. Responsible for making in-person sales calls, partnering with internal partners and specialist teams to drive new business, retain assets and grow market share.The Role We have an exciting sales opportunity in Michigan working with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees. Your responsibilities include:<ul><li>Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.</li><li>Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.</li><li>The territory is currently constructed to cover both Broker/Dealer and RIA Representatives.</li><li>You would be required to live and work from home in the designated territory while engaging in face-to-face interactions with our clients.</li><li>Territory is in the Michigan(Detroit, Ann Arbor)markets.</li></ul>Must live in Michigan. The Expertise and Skills You Bring<ul><li>Bachelor’s Degree required</li><li>Series 7 and 63 required</li><li>CIMA or CFA desired</li><li>Passion for the financial or investment management industry</li><li>5 years of field sales experience, working within Financial Services Industry highly preferred</li><li>Outstanding communication, negotiation, decision making and multi-tasking abilities</li><li>Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities</li><li>Ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions</li><li>Excellent interpersonal skills that translate into a positive client experience</li><li>Passion for sales and the ability to uncover and qualify new opportunities</li><li>Commitment to constant self-improvement and exhibit a competitive drive</li><li>Ability to thrive in our fast-paced environment and enjoy being part of a strong team</li><li>High aptitude to learn new things quickly and adapt to new situations</li><li>Effective consultative sales and presentation skills</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe Team As a Regional Director your primary responsibility will be supporting and driving sales through Broker Dealer Financial Advisors and Registered Investment Advisors. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. You will work in partnership with other Regional Directors in your territory offering an opportunity for long-term expanded career upside and professional growth. In your role you will be an important part of the Fidelity Institutional Core Wealth distribution team and will be responsible for making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market share.The base salary range for this position is $70,000 - $175,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3><h3>Category:</h3>Sales

Regional Director(Detroit/ Ann Arbor Territory)

<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.

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