field_job_employment_type

job_industry

field_job_occupational_field_parents_all

job_organization_name

JOB SUMMARY:The Manager, Investment Services Sales leads a high-performing team of financial advisors, driving the growth and success of the Investment Services team through sales leadership, strategic planning, and exceptional member service. This role is responsible for sales and service management, creation and attainment of Advisor performance goals, recruiting and maintaining the advisor team, and ensuring financial solutions support the financial well-being of members. This role will foster collaboration across branches, coach advisors, and ensure that regulatory and broker-dealer policies are met.ESSENTIAL FUNCTIONS:<ul><li>Build and maintain a high-performance, member-centric sales culture across the Investment Services team</li><li>Lead the Advisor team in recruitment and hiring, setting goals, providing guidance and coaching, evaluating performance, and reviewing sales pipeline activity.</li><li>Develop individual advisor scorecards, business plans, and performance metrics aligned with team and OnPoint’s strategic plan.</li><li>Guide advisors in offering personalized financial plans and investment and insurance solutions that align with each member's financial goals.</li><li>Implement and maintain a standardized sales and service delivery model, including comprehensive financial planning practices.</li><li>Ensure advisors document member interactions accurately and thoroughly in CRM and follow established prospecting, pipeline, and sales documentation processes.</li><li>Provide sales leadership in the development and execution of Investment Services marketing campaigns and promotions.</li><li>Ensure the development, tracking, and management of an effective sales pipeline driven by referrals from credit union channels and marketing activity.</li><li>Partner with the SVP, Investment Services to evaluate and refine advisory, insurance, and investment solutions and expand offerings to meet evolving member needs.</li><li>Mentor advisors in navigating branch partnerships, building referral networks, and establishing ongoing relationships with credit union employees.</li><li>Prepare department reports, advisor scorecards, and dashboards to monitor key metrics and outcomes.</li><li>Coach and monitor adherence to all relevant sales, service, and documentation policies, as well as broker-dealer and regulatory standards (e.g., FINRA, SEC, BSA/AML).</li><li>Reinforce a culture of ethical conduct and acting in the member’s best interest at all times.</li><li>Other duties as assigned</li></ul>KNOWLEDGE, SKILLS &amp; COMPETENCIES:<ul><li>Models excellent sales and member service behaviors and able to coach others in this area.</li><li>Demonstrates understanding of the correlation between sales &amp; service.</li><li>Demonstrates leadership skills to lead and motivate others to perform their best.</li><li>Demonstrates strong presentation skills.</li><li>Demonstrates high level of member service, professionalism, sales, problem solving, organization, motivation to accomplish defined goals, and self-management skills.</li><li>Strong technology and computer skills with demonstrated ability to troubleshoot laptops and connectivity issues, to obtain, manipulate and analyze data from multiple sources and formats, proficiency with Microsoft Office (Outlook, Excel, Word and PowerPoint), understanding of cybersecurity concepts.</li><li>Able to coordinate a variety of assignments simultaneously and prioritize work.</li><li>Able to work effectively as part of a team with strong interpersonal communication skills.</li><li>Able to be self-directed and function under limited supervision.</li></ul>QUALIFICATIONS:<ul><li>Bachelor’s degree required, Finance, Business, or related field, preferred.</li><li>Minimum of 5 years of experience in investment sales, financial advising, or financial services leadership.</li><li>FINRA Series 7, 63, 65, or 66.</li><li>Strong working knowledge of investment and insurance products, financial planning, and applicable regulatory guidelines.</li><li>Proven ability to lead, coach, and inspire financial advisors to achieve sales goals and deliver exceptional member experiences.</li></ul>Securities and investment advisory services are:&nbsp;Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. OnPoint Community Credit Union and OnPoint Investment Services are not registered broker/dealers or registered investment advisers, and are independent of Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc.JobFamilyWealth Mgt &amp; InvestJobFunctionWealth Mgt &amp; InvestPayTypeSalary

OnPoint Community Credit Union

Manager, Investment Services Sales

<h3>Job Description:</h3><h3>Planning Consultant</h3>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.<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>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as 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 Purpose of Your Role</h3>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!<h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship ManagementMost 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

Planning Consultant- Tigard, OR

<h4>Direct Sales Representative</h4>Location: Oregon greater area, including Lincoln City/ Pacific City and Sheridan/Otis greater market territory<h4>Opportunity to earn up to $85,000 or more with uncapped commissions!</h4>We offer a $32,000 base with a commission plan that allows you the freedom to exceed quota!&nbsp; (*See total compensation details below the job description). You will be representing a superior internet package and company that cares about you and our customers.Astound Broadband, the sixth-largest telecommunications provider in the United States, is a leading supplier of cutting-edge technology and communications services—and applicants like you make it all possible. To develop your career, we provide one-on-one training and coaching, a supportive work environment and the opportunity to represent a superior telecommunications company.Additionally, we offer a robust benefits package, including rewards, recognition and employee discounts to ensure your continued success. With us, you’ll stay empowered to do your best work by creating astounding possibilities for local communities and beyond.The Direct Sales Representative is responsible for acquiring new customers for a top telecommunications company in the region. Astound Broadband powered by Wave provides a competitive base salary, uncapped commissions, paid training, excellent benefit packages including 401k, generous paid time off plans, mileage reimbursement and a company issued cell phone. The direct sales representative will build relationships with residential customers within our serviceable footprint.&nbsp;Where you will work:<ul><li>This is a dynamic opportunity to represent our residential direct sales initiatives, in the field based around the Oregon greater area, including Lincoln City/ Pacific City and Sheridan/Otis greater market territory</li></ul>A Day in the Life of the Direct Sales Representative, Single-Family:<ul><li>Prospect, qualify, and generate sales within an assigned territory</li><li>Identify and sell appropriate products and services to meet the customer’s needs</li><li>Sales or marketing background in telecommunications a plus&nbsp;</li><li>Engage in technical discussions with potential customers through demonstrations and presentations</li><li>Execute the sales strategy to increase sales within respective territories</li><li>Prepare sales information for customers</li><li>Distribute marketing material and participate in special sale events</li><li>Remain knowledgeable and up-to-date on changes and developments within the product/service line</li><li>Ability to work in a fast paced challenging environment</li><li>Enjoys working outdoors "on the hunt" since 90% of all work is in the field</li><li>Excellent communications, relationship building, organizational, presentation and influence skills</li><li>You have a positive, creative and persuasive personality</li><li>Must be a motivated, self-starter and comfortable with working autonomously</li><li>Must be detail oriented and has highly developed organizational and time management skills</li><li>You are sales-quota driven</li><li>Must have valid driver's license and reliable transportation</li><li>Proficient in Microsoft products&nbsp;</li><li>Other duties as assigned&nbsp;</li></ul>Education and Certifications:<ul><li>High school diploma or equivalent</li></ul>We are proud to Offer a Comprehensive Benefits Package Including:<ul><li>401k retirement plan, with employer match</li><li>Insurance options including: medical, dental, vision, life and STD insurance</li><li>Paid Time Off/Vacation: Starting at 80 hours per year, and increases based on tenure with the organization</li><li>Floating Holiday: 40 hours per year</li><li>Paid Holidays: 7 days per year</li><li>Paid Sick Leave: Astound allows a number of paid sick hours per calendar year and varies based on state and/or local laws</li><li>Tuition reimbursement program</li><li>Employee discount program *Benefits listed above are for regular full-time positions</li></ul>*Base salary: The base salary range for this position in Oregon state is $32,000, plus opportunities for bonus, benefits, commission, and sales incentives if applicable. The base pay range represents the low and high end of the hiring range for this job. Actual pay will vary and may be above or below the range based on various factors including but not limited to relevant skills, geographical area, experience, and capabilities.&nbsp;*Commission component: Targeted commissions at full attainment are $56,940 annually. Our sales total compensation offers the potential for significant upside above targeted earnings for those who overachieve their sales targets.<h4>Our Mission Statement:</h4>* Take care of our customers* Take care of each other* Do what we say we are going to do* Have funDiverse Workforce / EEO:Astound is proud to be an Equal Opportunity Employer, and we are dedicated to cultivating an inclusive workplace where employees feel valued, respected, and empowered.&nbsp; Discrimination of any kind has no place here.&nbsp; We are committed to providing equal opportunities for all employees and applicants, regardless of race, color, religion, sex, gender, pregnancy, childbirth and related conditions, national origin, age, physical and mental disability, marital status, sexual orientation, genetic information, military or veteran status, citizenship, or other status or characteristic protected by applicable law. We strive to create a culture that celebrates our differences and promotes fairness and inclusivity in all aspects of our business.FCO (For San Francisco Candidates Only):Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.CCPA Employee Privacy Policy (For California Candidates Only): <a href="https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privacy-Notice.pdf&nbsp;&amp;nbsp" target="_blank">https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privac…</a>;

Astound Broadband

Astound

Direct Sales Representative- Residential

Brand: Trail Blazers Category: Tickets &amp; Premium Department: Tickets &amp; Premium Job Type: Full-Time Date Posted: Aug 29, 2025DescriptionBecome a part of the team behind the team.As employees of the Portland Trail Blazers at the Rose Quarter,&nbsp;we do more than basketball. We are blazing trails toward winning championships on and off the court.We are pioneers and innovators. We look for people who push boundaries, who dream, who&nbsp;are committed to&nbsp;inclusivity – who&nbsp;want to&nbsp;contribute to&nbsp;Rip City!As our Inside Sales Representative, you'll sell an array of ticket options including Full Season, Half Season, Quarter Season, and Feature Ticket Packs, as well as organizing group ticket outings. And don't worry, you won't be confined to a desk all day! This role involves making sales through phone calls and in-person meetings, so you'll get to meet new people and build relationships with fans.This is a 12-month developmental program that is designed to grow and develop your skill set as a full-menu sales professional. Our program offers a dynamic and immersive learning experience, equipping you with the skills and knowledge necessary to thrive in the competitive world of sales. Aside from developing your sales skills, you can participate in our Early Career Cohort and other networking opportunities. Position is expected to start January 6, 2026.We’re looking for someone who is willing to learn and is excited about using their creative problem-solving skills to overcome challenges and find innovative solutions that meet client needs.If you're passionate about sales and are looking to grow both personally and professionally, we want to hear from you!&nbsp;Apply by September 14, 2025.DAY-TO-DAY:&nbsp;&nbsp;&nbsp;&nbsp;<ul><li>Participate in a comprehensive training program during the first two weeks of employment, including in-depth product and sales training.</li><li>Use the knowledge gained from training and mentorship to actively engage in ongoing sales and development programs throughout the year.</li><li>Meet or exceed monthly sales targets through a combination of prospecting, networking, and effective sales techniques.</li><li>Maintain accurate and up-to-date records of all sales activities and transactions in CRM system.</li><li>Continuously develop and refine sales skills and techniques through self-directed learning, team training sessions, and one-on-one coaching sessions with Inside Sales Manager.</li><li>Attend and actively participate in regular team meetings and sales reviews, providing insights and feedback to help drive team success.</li><li>Participate in monthly sales competitions for top seller and hard worker. </li><li>Use CRM and Archtics systems to manage customer interactions and sales process. </li><li>Provide feedback and ideas to the Inside Sales Manager on sales strategies and initiatives. </li></ul>WE’D LIKE TO HEAR FROM YOU IF YOU HAVE:&nbsp;&nbsp;&nbsp;<ul><li>A Bachelor’s degree, or equivalent combination of education and experience. </li><li>Strong communication and interpersonal skills. </li><li>Creative problem-solving skills and proactive follow-through.</li></ul>WE'D BE THRILLED IF YOU ALSO HAVE:&nbsp;&nbsp;&nbsp;<ul><li>Knowledge of CRM and ticketing systems</li><li>Previous sales, account management, or recruitingexperience</li><li>Ability to build and maintain positive relationships through a consultative approach, actively listening to client feedback and tailoring solutions to meet their unique requirements.</li><li>Confidence and comfort in putting oneself out there, initiating bold and engaging conversations with potential clients.</li></ul><ul><li>Proven ability to navigate and thrive in dynamic and fast-paced environments, showcasing adaptability and resilience.</li><li>Strong organizational skills with a focus on follow-through and meeting deadlines.</li></ul>Don't meet every single requirement? At Rip City, we are dedicated to building a diverse, inclusive, and innovative workplace. If you're excited about this role but your past experience doesn't align perfectly with the qualifications listed in the job description, we encourage you to apply anyway! You may just be the right candidate for this or other roles!Offers of employment are conditional upon the successful results of an individual background check. We consider qualified applicants with criminal histories and review results on an individual basis.&nbsp;&nbsp;&nbsp;&nbsp;The Portland Trail Blazers at the Rose Quarter&nbsp;embraces&nbsp;diversity and&nbsp;inclusion. We celebrate individual expression&nbsp;and uniqueness&nbsp;on our campus. We do not tolerate&nbsp;harassment or discrimination.&nbsp;We are committed&nbsp;to hiring&nbsp;individuals&nbsp;that reflect the community we serve&nbsp;without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, veteran status, disability, genetic information, or other legally protected characteristics.&nbsp;We are an equal opportunity employer. &nbsp;&nbsp;&nbsp;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.&nbsp;&nbsp;&nbsp;PERKS:&nbsp; We invest in our employees inside and outside of work. Our benefits package for full-time teammates includes: &nbsp;&nbsp;<ul><li>Target Salary: $18 per hour, plus commission</li><li>Competitive&nbsp;Healthcare Coverage</li><li>Retirement Plan</li><li>Paid&nbsp;Maternal &amp;&nbsp;Parental Leave</li><li>Flexible Time Off&nbsp;(3 weeks + 11 holidays)</li><li>Wellness Perks</li><li>Free Parking + Discounted Mass Transit Passes</li><li>Discounted &amp; Complimentary Tickets</li><li>Ongoing Learning &amp; Development</li><li>Daily Free Lunch </li></ul>

4 Sales Jobs in Oregon