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<h3>Job Description:</h3><h3>Wealth Planner</h3>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.<h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)</li></ul><h3>The Purpose of Your Role</h3>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.<h3>The Skills You Bring</h3><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)</li><li>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h3>The Value You Deliver</h3>You are helping families grow, manage, and protect their assets by:<ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h3>How Your Work Impacts the Organization</h3>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.<h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Fidelity Investments

Vice President, Wealth Planner - Ft. Myers, FL

<h3>Job Description:</h3>Job DescriptionThe Health &amp; Welfare Implementation Senior Benefits Analyst (BA) will utilize their consulting, analysis, and domain skills to provide the best outcomes for our client, their participants and Fidelity.The Expertise We’re Looking For<ul><li>Bachelor’s degree or equivalent years of industry experience</li><li>3+ years of Health and Welfare benefits service experience</li><li>3+ years of experience (and demonstrated competence, depth, and breadth) of professional experience</li><li>Prior client implementation and\or platform migration experience a plus</li><li>Experience in Agile preferred, but not required</li><li>Proficient with Microsoft Office applications</li></ul>The Purpose of Your RoleThe Health &amp; Welfare Implementation Benefit Analyst is a key member of the Health &amp; Welfare (HW) Center of Excellence Implementation and Migration team that services Fidelity clients. The role provides for the ability to work in a growing Health &amp; Welfare offering, access to scalable technology while continually enhancing your knowledge of the Health &amp; Welfare benefits administration landscape.The Skills You Bring<ul><li>Ability to independently manage one’s own workload</li><li>Regulatory and legislative knowledge in aligned service area</li><li>Understanding of benefits administration systems</li><li>Demonstrates excellent communication skills (written and verbal)</li><li>Ability to conduct analysis and document findings</li><li>Procedure execution and process improvement</li></ul>The Value You Deliver<ul><li>Align, plan, and execute new product capability delivery with in-flight implementations</li><li>Drive and / or support execution of key implementation activities (example: data conversion load).</li><li>Participate in validation and/or testing efforts to ensure results meet the client and/or product offering requirements</li><li>Partnering with the Director- Client HealthCare Consulting to define client specific configurable variations to support a client plan and/or administrative requirements</li><li>Performing root cause analysis to determine gaps or trends for continuous improvement opportunities</li><li>Submitting requests and/or assisting with translation of business requirements to technology partners, as applicable</li><li>Creating training material and reference material for participant services</li><li>Assisting and coaching the broader virtual team</li><li>Engaging in and/or leading ongoing courses to support continued personal development</li></ul>In addition to the above, the Center of Excellence (COE) requires skills in the following area:Client Requirements Documentation<ul><li>Review client provided documents and the Information Requirements Checklist (IRC) and/or Plan Administration Manual (PAM)/Status Change Matrix (SCM) and complete the Client Requirements Tool with the clients plan rules</li><li>Document gaps for the Client HealthCare Consultant to follow up on</li><li>Provide support to Client HealthCare Consultant on Requirements Workshop call</li></ul>How Your Work Impacts the OrganizationFidelity’s healthcare administrative services are backed by the service, trust, and experience that have helped Fidelity become America's Retirement Leader. With over 20 years of experience in Health &amp; Welfare administration, we are utilizing our experience to bring health and wealth together to drive better outcomes for our clients. In this role, you will be uniquely positioned to deliver the service to achieve those goals.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manger to understand the potential impact to your registrations before a final hiring decision is made.<h3>Certifications:</h3><h3>Category:</h3>Client ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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 Business Analyst

Astound, the sixth-largest cable operator 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.Position Summary:&nbsp;The Account Executive is primarily responsible for promoting and selling fiber services to business customers throughout a specific region via cold calling, networking, mailing and door-to-door canvassing in our DFW area. &nbsp;Also responsible for presenting and selling the full line of Business products including voice, video and data services.Responsibilities include:<ul><li>Door to door sales of Astound Business services including High Speed Internet, Video, Voice, Hosted Voice and other related products to business accounts in assigned geographical area.</li><li>Responsible for meeting and exceeding minimum monthly sales quota as determined by Area Sales Manager.</li><li>Conveys order information politely and efficiently to support personnel and ensures all order information is entered accurately and within 48 hours.</li><li>Completes all sales transactions, providing the customer with a scheduled installation which has been stipulated by engineering and construction.</li><li>Completes all paperwork and agreements accurately, legibly and thoroughly.</li><li>Maintains and demonstrates a current knowledge of Astound products, programming and promotional offers.</li><li>Provides exceptional customer service at all times.</li><li>Submits sales claims for unpaid completed sales within the allotted time frame.</li><li>Projects a professional business manner and operates with a high degree of integrity.</li><li>Must hold valid driver's license and maintain clean driving record.</li><li>Performs other duties as requested.</li></ul>Required Qualifications:Education:<ul><li>High school diploma or equivalent required.</li></ul>Preferred Qualifications:<ul><li>2-4 years prior experience managing business accounts in either a sales or customer service environment preferred.</li><li>1 – 2 years of practical, hands-on experience canvassing or cold-calling small and medium sized business customers strongly preferable.</li><li>Strong written and verbal communication skills required, as this position is responsible for ensuring potential customers understand the features and benefits of all Astound products and the pricing and promotional offers available.</li><li>Ability to work within Microsoft Office applications, such as Word, Excel, PowerPoint and Outlook.</li><li>Must be able to work independently, with minimal supervision.</li><li>Excellent detail orientation and follow through skills.</li><li>Strong discretionary skills, as this position will have access to and work with information of a confidential nature.</li><li>Frequent to continuous driving, walking, bending and reaching.</li><li>Occasional exposure to inclement weather.</li><li>Occasional to frequent exposure to uneven surfaces, hills, stairs, heights&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</li><li>Occasional use of standard office equipment such as computers, phones, copiers, etc.</li><li>Frequent to extensive local travel.</li><li>Ability to lift and carry up to 20 pounds on a frequent basis (sales materials).</li><li>Position requires flexibility to work within non-standard business hours ranging between 8 a.m. and 9 p.m. within all 7 days per week to ensure sales quota is met.</li><li>Must possess valid driver's license and hold clean driving record.</li></ul>We're 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</li></ul>*Benefits listed above are for regular full-time positionsBase Salary: The base salary in Texas for this position is $54,900 - $61,000, plus opportunities for bonus, benefits and commission, 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, experience, and capabilities. It is specific to Texas and may not be applicable to other locations.Commissions at plan: Targeted commissions at full attainment are twenty-one thousand, six hundred dollars annually. Our sales total compensation offers the potential for significant upside above targeted earnings for those who overachieve their sales targets.Our Mission Statement:* Take care of our customers* Take care of each other* Do what we say we are going to do* Have funDiverse Workforce / EEO:Astound Broadband is proud to be an Equal Opportunity Employer and we are dedicated to cultivating a diverse, equitable and inclusive workplace where employees feel valued, respected and empowered.&nbsp; Discrimination of any kind has no place here.&nbsp; We are dedicated to providing equal opportunities for all employees and applicants, regardless of race, color, religion, sex, pregnancy, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity or expression, genetic information, military, veteran status, and any other 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

Account Executive

Company Description A subsidiary of Veolia group, Veolia North America (VNA) is the top-ranked environmental company in the United States for three consecutive years, and the country's largest private water operator and technology provider as well as hazardous waste and pollution treatment leader. It offers a full spectrum of water, waste, and energy management services, including water and wastewater treatment, commercial and hazardous waste collection and disposal, energy consulting and resource recovery. VNA helps commercial, industrial, healthcare, higher education, and municipality customers throughout North America. Headquartered in Boston, Mass., Veolia North America has more than 10,000 employees working at more than 350 locations across the continent. <a href="http://www.veolianorthamerica.com" target="_blank">www.veolianorthamerica.com</a> Job Description Position Purpose: The position's purpose is to win new, large, strategic customer accounts for ESS. Primary Duties /Responsibilities: <ul><li>Develop a plan for winning customers identified as priorities by the Strategy &amp; Growth Manager as it aligns with the overall VNA &amp; Corporate Strategies.</li><li>Identify additional leads and opportunities.</li><li>Effectively manage the entire sales cycle from prospecting to creative customer solutions to client onboarding using consultative-selling techniques.</li><li>Prepare strategic presentations and collateral for prospects (with help from Corporate/Marketing and Sales Operations).</li><li>Record prospect evolution and entire sales cycle in Salesforce for owned prospects and won accounts.</li><li>Engage with prospects to move the sales process along with exploratory meetings, quotes &amp; proposals, to the point of execution of contract.</li><li>Work with Account Manager and Technical Customer Advisor upon close of sale to start developing transition plans and build relationships.</li><li>Create an initial account plan and manage handover to account management</li><li>Other responsibilities at the direction of the Strategy &amp; Growth Manager.</li></ul> Qualifications Education / Experience / Background: <ul><li>Several years experience in the hazardous waste industry within Veolia, a customer or competitor or similar business</li><li>A background and track record of growth in sales/account management</li><li>Technical knowledge/ experience of waste transport, disposal and recycling</li><li>Preferred degree or equivalent experience in science, mathematics, or business</li></ul> Knowledge / Skills / Abilities: <ul><li>Results focused. "Hunter" mindset is always looking for the next opportunity.</li><li>Able to work autonomously, very determined, and able to remain motivated )</li><li>Strong customer relationship/ management skills</li><li>Focus on meeting customers needs, but with ability to propose standard ESS solutions</li><li>Comfortable with a role on the road, but able to maintain connectivity to branch/ satellite</li><li>Ability to communicate clearly with others</li><li>Highly organized and structured - able to follow a standard process</li><li>Strong verbal and written communication skills required</li></ul> Required Certification / Licenses / Training: <ul><li>Veolia training as required.</li><li>High School Diploma</li></ul> Additional Information Benefits: Veolia's comprehensive benefits package includes paid time off policies, as well as health, dental, vision, life insurance, savings accounts, tuition reimbursement, paid volunteering and more. In addition, employees are also entitled to participate in an employer sponsored 401(k) plan, to save for retirement. Pay and benefits for employees represented by a union are outlined in their collective bargaining agreement. We are an Equal Opportunity Employer! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, subject to applicable law.

Technical Sales Representative

<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>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Financial Consultant - Stamford, CT

<h3>Job Description:</h3>The Vice President, Retirement Director will be responsible for meeting/exceeding sales goals, developing new and maintaining existing client relationships with Investment Professionals in a defined territory!CANDIDATE MUST SIT IN TERRITORY-SOUTHERN CA<h3>The Expertise We’re Looking For</h3><ul><li>Bachelor's degree required.</li><li>8+ years of relevant sales experience, preferably within the Retirement market and working with Advisors/Investment Professionals.</li><li>Series 7 and 63 licenses required.</li></ul><h3>The Purpose of Your Role</h3>Fidelity’s Retirement Director (field based retirement plan wholesaler), will need to work collaboratively with an internal wholesaler and be responsible for developing, targeting and building a business plan for a specific territory. Prospects are developed through multiple strategies including internal distribution partners and through investment professionals at financial institutions nationwide, including wirehouses, regional and independent broker/dealers, banks, trust companies and insurance companies, registered investment advisors and consultants.<h3>The Skills You Bring</h3><ul><li>Requires extensive overnight travel, ability to work from home office when not traveling.</li><li>Strongly prefer field sales and territory management experience.</li><li>Bring expertise and in depth knowledge of Fidelity and competitive products.</li><li>Excellent time management and organizational skills.</li><li>Excellent stand-up presentation, communication and listening skills.</li></ul><h3>The Value You Deliver</h3><ul><li>Increase number of Investment Professionals doing business with Fidelity Investments.</li><li>Maintain and document sales activity to ensure production levels.</li><li>Maintain and improve existing relationships through increased interaction, introduction of sales ideas and marketing support.</li><li>Sponsor and participate in client seminars and events to increase IP's business.</li><li>Liaison with internal groups to provide superior service, marketing and technology support, problem resolution.</li><li>Collaborate with IP's to help build their business/production through product knowledge, prospecting and lead generation expertise, industry and competitive data.</li></ul><h3>How Your Work Impacts the Organization</h3>Responsible for improving client relationships by assessing their business needs and offering creative solutions through Fidelity’s 401K Solutions, education and services.The base salary range for this position is $75,000 - $100,000 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.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales

VP, Retirement Director -401K Sales

<h3>Job Description:</h3>The RoleA Managed Platform Service Manager is responsible for the servicing of the Fidelity Managed Account Xchange (FMAX) to Fidelity Custody &amp; Clearing Services clients. The Service Manager is responsible for developing relationships with clients, responding to inquiries, executing tasks, engaging with third parties to resolve tasks and meeting the clients’ needs and business expectations. The Expertise and Skills You Bring <ul><li>Bachelor’s degree required</li><li>Financial intermediary channel experience preferred (RIAs, Banks, and Broker/Dealers)</li><li>Client facing service experience required</li><li>Managed Account experience preferred</li><li>Series 7 &amp; 63 preferred</li><li>You are obsessed with delivering a superior client experience to our financial intermediary client base</li><li>You are self-driven to learn and understand how platform design impacts the customer experience</li><li>You can make decisions and act without the total picture</li><li>You can comfortably handle risk, uncertainty and change</li><li>You possess strong analytical and problem-solving skills and a willingness to make the extra effort to resolve issues</li><li>Excellent verbal and written communication skills</li></ul>The TeamThe Managed Platform Service team will consist of Fidelity associates who consult regularly with RIA and Broker-Dealer firms to service their managed account business. The team utilizes internal systems as well as third party managed and financial planning platforms. The team is part of a larger group, that falls under the Client Experience division within Fund and Brokerage Operations &amp; Technology (FBOT). Associates within Client Experience are responsible for the majority of a client’s interactions with Fidelity and is therefore primarily responsible for the client 'experience' with the Fidelity brand. As a Managed Platform Service Manager, you rely on and are relied upon by multiple teams within and outside CE to ensure the managed platform is fully integrated within the clearing and custody offering which includes internal systems, policies and procedures. <h3>Certifications:</h3><h3>Category:</h3>Client ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Senior Manager, Managed Platform Services (FMAX) - IWMS Client Experience

<h3>Job Description:</h3>The Regional Account Executive (RAE) is passionate about collaborating with advisors, third party administrators and working with business owners to help their employees tackle and solve all their financial wellness and retirement needs!As a RAE, you are the primary point of engagement for advisors, third party administrators and small business decision makers within the Eastern half of the United States. You will partner with your aligned Retirement Director to provide valuable thought leadership, build brand awareness, and improve client dedication with Financial Advisors by utilizing a consultative sales process. As a sales leader, you will influence success via warm leads, carefully identify customer needs, and cultivate relationships, while guiding retirement benefits strategies with a defined set of tools and solutions. All the while, Fidelity will provide the invaluable ongoing training that keeps our groups at the forefront of the industry and opens pathways to further career development.ASSOCIATE MAY WORK REMOTE IN EASTERN OR CENTRAL TIME ZONE​The TeamFidelity Workplace Investing Sales is a collaborative, competitive, and fast paced environment. The RAE is an important part of our selling team and responsible for selling Fidelity’s 401k Recordkeeping Platform and Multi-Product Solutions through financial advisors, third party administrators and directly with plan sponsors. You will have responsibility for developing, targeting and executing a business plan for a specific territory. Your work plays a vital role in growing profitable long-term relationships.The Expertise You Have<ul><li>Established experience and success in consulting, sales or the financial service industry</li><li>We require a Series 7 &amp; 63 and will allow study time to obtain within 2 months of hire </li></ul>The Skills You Bring<ul><li>You have excellent sales skills: rapport building, active listening, qualification questioning, objection stabilizing, strong presentation delivery, strategic prospecting, and territory management </li><li>A real passion for problem-solving and complex planning while having mental agility to evolve recommendations to clients as the circumstances may shift around it</li><li>Knowledge of the Financial Services, Employee Benefits, or Human Resources Industry with shown territory, project and time management skills to achieve goals</li><li>You thrive in fast paced and team-oriented environment with a dedication to constant self-improvement </li></ul>The Value You Deliver<ul><li>Executing a sales process via phone and virtual meetings with intermediaries and plan sponsor decision makers to develop long-term business relationships </li><li>Providing subject matter expertise on a broad range of retirement benefits, integrated administration and investment options </li><li>Leading by example and demonstrating organized preparation and effective follow up skills</li><li>Collaborate with internal partners to build and execute a coordinated territory-level business plan to develop and manage a pipeline of business</li><li>Implement segmentation and client coverage model to cultivate and strengthen relationships with Retirement Leaders within assigned territory</li><li>Utilize communication and presentation skills to deliver Fidelity’s marketing campaigns and business building insights to the marketplace to improve brand awareness and drive demand generation</li></ul><h3>Certifications:</h3><h3>Category:</h3>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.

VP, Regional Account Executive- 401K Sales

<h4>Direct Sales Representative</h4>Location: Corpus Christi, TXUnlimited earning potential with&nbsp;uncapped commissions!&nbsp;&nbsp;Opportunity to earn a targeted compensation up to $85,000 to $90,000 at full attrition!&nbsp; We offer a $34,000 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 telecommunication provider and company that cares about you and our customers.&nbsp;Currently offering a $5,000 Sign-On Bonus&nbsp;Astound, the sixth-largest cable operator 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.&nbsp;Additionally, we offer a robust benefits package, including rewards, recognition and employee discounts to ensure your continued success.&nbsp; With us, you’ll stay empowered to do your best work by creating astounding possibilities for local communities and beyond.&nbsp;Where you will work:&nbsp;&nbsp;<ul><li>This is a dynamic opportunity to represent our organization in the greater Corpus Christi, TX market</li><li>This individual will be based in the field, with the ability to travel into the nearest office as needed&nbsp;</li></ul>A Day in the Life of the Direct Sales Representative:&nbsp;<ul><li>Obtain new customers in a residential environment through professional, face-to-face interaction with residents, property management groups, and other referral sources</li><li>Aggressively pursue any leads provided daily</li><li>Understand every unique element of assigned properties within portfolio</li><li>Distribute marketing material, facilitate strategic marketing campaigns, build Astound brand awareness</li><li>Review and understand property contract language, service levels, restrictions, and obligations</li><li>Understand customer needs and articulate solutions</li><li>Attend mandatory sales meetings</li><li>Report sales statistics accurately and promptly to management</li><li>Stay up to date with what the competition is doing in your market</li></ul>What You Bring to the Table:&nbsp;<ul><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></ul>Education and Certifications:&nbsp;<ul><li>High school diploma or equivalent</li></ul>We're Proud to Offer a Comprehensive Benefits Package Including:&nbsp;<ul><li>Opportunity for uncapped earning potential! </li><li>Vehicle Allowance provided</li><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</li></ul>Base Salary:&nbsp;The base salary range in Texas for this position is $34,000, plus opportunities for bonus, benefits and commission, if applicable. It is specific to Texas and may not be applicable to other locations.&nbsp;Commissions at plan:&nbsp;Uncapped commissions with targeted commissions at full attainment could be up to or over $56,000 annually. Our sales total compensation offers the potential for significant upside above targeted earnings for those who overachieve their sales targets.&nbsp;<h4>Our Mission Statement&nbsp;</h4><ul><li><h4>Take Care of Our Customers</h4></li><li><h4>Take Care of Each Other</h4></li><li><h4>Do What We Say We are Going To Do</h4></li><li><h4>Have Fun</h4></li></ul>Diverse Workforce / EEO:&nbsp;Astound Broadband is proud to be an Equal Opportunity Employer and we are dedicated to cultivating a diverse, equitable and inclusive workplace where employees feel valued, respected and empowered.&nbsp; Discrimination of any kind has no place here.&nbsp; We are dedicated to providing equal opportunities for all employees and applicants, regardless of race, color, religion, sex, pregnancy, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity or expression, genetic information, military, veteran status, and any other 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.&nbsp;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>;

Direct Sales Representative- Residential Door to Door Sales

<h4>Company Profile</h4>80 years and countless innovations later, JCB is the world’s largest privately-owned manufacturer of construction and agricultural equipment. At 22 plants spanning four continents—and countries including the United States, the United Kingdom, India and Brazil—JCB manufactures a range of more than 300 products including Loadall telescopic handlers, backhoeloaders, excavators, wheel loaders, compact excavators, skid steer loaders, compact track loaders, Accessaerial work platforms, rough terrain forklifts, and Fastrac tractors. JCB people are at the heart of our business and as a family-owned business we answer to our customers, not a group of shareholders. That freedom allows us to concentrate on developing the latest technologies and incorporating them into our equipment. We focus on what our customer needs on the jobsite – a machine that holds up in the toughest environment and increases their productivity.&nbsp; At JCB, we stand behind our products – and our name.&nbsp;Position SummaryThis position is responsible for providing ongoing parts, technical support and training to Direct Sales Account locations and regional personnel in a specified area of responsibility. This position will report directly to the Regional Service Manager. The location of this position would be within the Area of Responsibility – PA, NJ, DEMajor Tasks, Responsibilities &amp; Key Accountabilities<ul><li>Work to foster relationships with Direct Sales Accounts and local JCB dealers</li><li>Identify technician service training needs and ensure they are fully met, </li><li>Coordinate training requirements of customers and manage training calendar.</li><li>Identify, quantify, and prioritize technical concerns by use of technical reports</li><li>Assist with and train new accounts on the use of JCB systems</li><li>Support Direct Sales Account business and ensure issues and concerns are handled promptly and efficiently</li><li>Communication of the solution and necessary field action to Direct Sales Accounts via technical bulletins, product updates, e-mail, and telephone</li><li>Ensure Direct Sales Account product improvements are expedited in a timely manner</li><li>Maintain detailed call logs of all National Accounts enquiries &amp; requests for assistance via Salesforce </li><li>Ensure customers submit warranty claims in the required format and on time</li><li>Additional duties as assigned by the Regional Service Manager</li></ul>Minimum Qualifications<ul><li>Must pass any drug screens, background checks and pre-employment tests as applicable.</li><li>Ability to read hydraulic and electrical schematics</li><li>Previous employment as a technician or similar on CE/AG equipment</li><li>Five years of technical service/training experience within a related industry</li></ul><ul><li>Must be able to travel extensively (70%).</li></ul>Preferred Qualifications<ul><li>Technical Institute graduate in related field</li><li>Seven years of technical service/training experience within a related industry</li><li>Specific experience with Generators, Telehandlers and other products contained within the JCB product line.</li><li>Effective presentation and written communication skills.</li><li>Excellent customer service, problem solving and organizational skills.</li><li>Ability to be detail oriented and multi-task while maintaining a sense of urgency.</li></ul>Job Conditions<ul><li>Both office environment and occasionally manufacturing/factory environment</li><li>Travel to dealer, customer and supplier locations / field-based environment (&lt;70%)</li><li>Subject to noise and temperature changes</li></ul>Physical RequirementsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to:<ul><li>Sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. </li><li>The employee is occasionally required to stand and walk. </li><li>The employee must frequently lift and/or move up to 10 pounds. </li><li>Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus.</li></ul>JCB is an equal employment opportunities (EEO) employer in accordance with applicable federal, state and local laws. JCB complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. EEO EMPLOYER/VET/DISABLED.JCB Inc. is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, JCB offers many job opportunities outside of the U.S. which can be found through our website at <a href="https://www.jcb.com/en-gb/about/careers" target="_blank">https://www.jcb.com/en-gb/about/careers</a>.Disclaimer: This job description is general in nature and is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job.&nbsp;&nbsp;JobFamilySalesPayTypeSalary

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