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<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 $56,000 - $72,000 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.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

Fidelity Investments

Investment Consultant - Del Mar, CA

Investment Consultant - Rancho Bernardo, CA

<h3>Job Description:</h3><h3>Financial Consultant</h3>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.<h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3>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>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $75,000 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.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

Financial Consultant - Del Mar, CA

Area: Southern CaliforniaTarget area is Southern California - will consider candidates who live within 100 miles of territory boundaries with access to a major airport. Territory boundaries include:&nbsp; Bakersfield, Los Angeles, San Diego CA &amp; Flagstaff, Phoenix and Tuscon AZ.&nbsp;SUMMARY:Are you a results-driven biopharmaceutical sales leader looking to be part of an organization that values being curious, adaptable and accountable? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth!As an Area Sales Manager (ASM) you will be responsible for leading, developing, and managing a diverse, high performing sales team to achieve sales goals for promoted&nbsp;products within our psychiatry portfolio. Set and lead the development of area strategic direction and tactical sales plans using robust analytical skills to identify strengths and opportunities, while minimizing weaknesses and threats to execute those plans and meet or exceed sales goals.ESSENTIAL FUNCTIONS:Leading People<ul><li>Achieves business objectives and sales results by observing Account Manager interactions with target customers, extended treatment team members, ancillary staff and providing them with individual coaching, feedback and inspiration. Helps Account Manager continue to develop for success in current role and for future growth.</li><li>Establishes a result driven highly collaborative team culture by demonstrating personal accountability, teamwork, and collaboration</li><li>Leads by example and works collaboratively across functional areas by serving as a resource and by leveraging the expertise of others.</li><li>Recruits, develops, and retains diverse, high performing Account Managers to Lundbeck.</li></ul>Knowing the Business<ul><li>Guides the identification of local market systems of care, patient flow, reimbursement, and provides innovation solutions</li><li>Identifies strategic relationships that are valuable to the area’s business (e.g. KOLs, advocacy, P&amp;T committee, etc.)</li><li>Actively seeks to discover and meet the needs of internal and external customers by building relationships and delivering innovative solutions.</li><li>Ensures that Account Managers can accurately craft Managed Markets selling messages to effectively position Lundbeck’s products within the context of the provider’s setting and payer mix.</li></ul>Managing Execution<ul><li>Sets and maintains competent product knowledge and selling skills standards within the team. Directs and monitors the execution of approved marketing plans and promotion campaigns. Evaluate and identify improvement and development opportunities of account managers through performance management process to include clear, timely, and actionable feedback on a regular basis.</li><li>Facilitates local market execution by aligning the sales force and other cross-functional areas (to include alliance partners), persuading, convincing, or motivating a targeted audience through collaboration and direct or indirect influence.</li><li>Analyzes sales reports and develops plan of action.</li><li>Maintains timely communication with account managers, management and in-house personnel. Manages multiple priorities and resources related to individual and group efforts. Takes responsibility for redirecting efforts as needed to deliver high productivity and quality of work from self and others.</li><li>Assures adherence to all standards, policies, procedures and guidelines as set forth by the organization.</li></ul>REQUIRED EDUCATION, EXPERIENCE and SKILLS:<ul><li>Bachelor of Arts or Bachelor of Sciences degree from an accredited&nbsp;college or university</li><li>External Candidates:&nbsp; Minimum of 3+ years sales management experience in Pharmaceutical, Biopharmaceutical’s, Biologics or related experience.</li><li>Internal Candidates must have a minimum of 1 year of Commercial experience in areas such as: Sales Management, Training, Market Access, Sales Operations, or Marketing or a minimum of 2 years consistent sales success within Lundbeck</li><li>Documented track record of sales success and financial management.</li><li>Demonstrated leadership with the ability to develop, train and provide feedback to a group of account managers.</li><li>Must possess superior communication skills, both written and oral.</li><li>Driving is an essential duty of this job; must have a valid driver’s license with a safe driving record that meets company requirements</li><li>Meeting and complying with reasonable industry-standard credentialing requirements of healthcare providers / customer facilities is required for continued employment with Lundbeck.</li><li>Must live within&nbsp;100 miles of territory boundaries</li></ul>PREFERRED EDUCATION, EXPERIENCE AND SKILLS:<ul><li>Previous CNS sales management experience&nbsp;</li><li>Previous sales management experience and/or experience in other areas of the business; i.e., marketing, sales training, managed care account manager, sales operations, account management is a plus.</li><li>Previous sales management experience in hospital, IDN and/or other institutional settings</li><li>Documented successful sales management performance including national sales awards</li><li>Previous experience in Injectable/Infusion and/or Buy and Bill products</li><li>Previous experience working with alliance partners (i.e. co-promotions)</li><li>Previous experience partnering with Advocacy groups</li><li>Previous experience building and developing effective teams</li><li>Experience in product launch or expansion within sales</li></ul>TRAVEL:<ul><li>Willingness/Ability to travel up to 70% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) attend internal/external conferences and meetings spanning locations within the United States. Travel must be able to be completed in a timely manner.</li></ul>The range displayed is a national range, and if selected for this role, may vary based on various factors such as the candidate’s geographical location, qualifications, skills, competencies, and proficiency for the role. Salary Pay Range: $170,000 - $200,000 and eligibility for a sales incentive target of $51,000, and eligibility to participate in the company’s long-term incentive plan. Benefits for this position include flexible paid time off (PTO), health benefits to include Medical, Dental and Vision, company match 401k and company car. Additional benefits information can be found on our career site. Applications accepted on an ongoing basis.

Lundbeck

Multi-Specialty Area Sales Manager- Southern California

Insperity provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology. With more than 90 locations throughout the U.S., Insperity is currently making a difference for thousands of businesses and communities nationwide.Behind our success is the unshakeable belief in the value of our people. We value diversity, inclusivity and a sense of belonging. We celebrate work and life events, and we partner with our clients and communities to make great things happen.We have received recognition numerous times as a top place to work, most recently ranking on Glassdoor’s “Best Places to Work in the U.S. 2024” list, and U.S. News &amp; World Report’s “Best Companies to Work for 2024” list. In addition, we have been recognized for having one of the country’s Top 50 Midsize Early Talent Programs by RippleMatch’s 2024 Campus Forward Awards. There is no better time to be a part of Insperity, and our best work is yet to come. Learn more at Insperity.com.Why Insperity?Flexibility:&nbsp;Over 80% of Insperity’s jobs have work-from-home flexibility. We want your time to have balance, whether it’s spent with coworkers, clients, family or your community.Career Growth:&nbsp;Insperity provides many ways to grow with the company. We offer continuous learning programs, mentorship opportunities and ongoing training.Well-Being:&nbsp;Our total rewards package includes generous paid time off, top-tier medical, dental and vision benefits, health &amp; wellness support, paid volunteer hours and much more. Whether remote, in person or hybrid, we take care of our people so that you can do your best work.Executive Management ConsultantWe are currently seeking an Executive Management Consultant to join our team. As the Middle Market client advocate and strategic partner, provides timely advice around the company’s products and services that best meet client’s business needs. This position leads and guides others in leveraging opportunities to set up the client for success by delivery of solutions that positively impact the client's business and creates client loyalty.&nbsp;Middle Market is where challenge is fun, results are rewarding, and we live our values. The Insperity Middle Market Solutions team is an exceptional group focused specifically on supporting our larger clients ranging in size from 150 to 5,000 employees. Part of our mission is to help our Middle Market clients become the best they can be by understanding their unique challenges and integrating relevant human capital/human resources solutions that accelerate their potential. Responsibilities:&nbsp;• Utilizing the Account Management Plan, defines a relationship strategy that ensures all key decision makers and client "buyer" relationships are leveraged to drive individual wins and business results for the client company. &nbsp;Builds relationship improvement plans and actions as needed to ultimately drive client loyalty and renewal. &nbsp;As a trusted client advisor, creates a pipeline of future business opportunities and revenue driving or value added strategic services for clients.• Engages at least quarterly with client executives to assess strategic business needs and challenges and translate business strategy into human capital opportunities that have business impact to the client. &nbsp;Translates client expectations, and shares constructive feedback and important and relevant information with appropriate internal resources.• Guides the client through a thorough analysis by knowing the client’s industry, current and future business trends and practices to accurately diagnose business strengths and weaknesses. Leverages internal partners to identify, collect and organize data for analysis and decision-making. &nbsp;Develops strategies and plans, resulting in a systematic approach to addressing client needs. &nbsp; Ensures that the customer perspective is the driving force behind business decisions and activities.• Positions services and sells solutions by consulting with client executives, gaining commitment and coordinating implementation timelines. &nbsp;Partners with the service team and internal departments to facilitate delivery of standard and customized services in a way that is appropriately sequenced to match client readiness and capacity.• Leverages internal resources to facilitate the accomplishment of work goals with a focus on impact. &nbsp;Ensures deadlines are met and keeps stakeholders informed of project status. &nbsp;Maintains effectiveness when experiencing major changes in work tasks or the work environment; adjusts effectively to new work structures, processes, requirements or cultures. &nbsp;Ensures that self and service team are able to present recommendations and anticipated outcomes that clearly show how company products, services and ideas would meet client’s needs. &nbsp;Ensures that all facilitated meetings serve business objectives while using appropriate interpersonal styles and considering the potential contributions of others.• Sets high standards of performance for self and others; assuming responsibility and accountability for successfully completing assignments or tasks in a timely manner; self-imposing standards of excellence rather than having standards imposed. Escalates complex client issues and follows through to resolution, ensuring appropriate communication to all involved parties. &nbsp;Must adjust effectively while working with different clients who have different structures, processes, requirements, or cultures.• Meets regularly with the assigned service team to prepare for client presentations and develop result oriented service plans. Develops and uses collaborative relationships to facilitate the accomplishment of work goals. &nbsp; Effectively articulates and translates client goals and strategies to service teams and internal groups. &nbsp;&nbsp;Qualifications:&nbsp;• High School Diploma or equivalent is required. &nbsp;Bachelor’s Degree or equivalent work experience is required. Master’s Degree in related field is preferred.• Seven to ten years of experience in related field is required. Must have experience managing relationships with senior leaders with varying styles in client organizations. Must have experience applying financial, industry and market trends to client situations. Must have demonstrated multi-account/matrix environment management experience. &nbsp;Insperity provides a reasonable range of minimum compensation. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location. The range of pay for this role is $113,000 to $127,000.At Insperity, we celebrate the diversity of our employees and our leadership. Insperity is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law, including criminal arrest and/or conviction records.

Insperity

Account Executive

Sales and Business Support Representative – Supply ChainAre you ready to embark on an exciting career journey that combines your passion for customer service with the intricacies of the supply chain? Look no further – we have the perfect opportunity for you!Our client is a leading sales company that focuses primarily on Costco Wholesale. For about 20 years, they have represented leading food brands and manufacturers. Their San Diego office offers a fast-paced, friendly atmosphere full of hard-working individuals. They work with vendors and manufacturers of food products to help sell their items to club-level retail stores.&nbsp;Our client seeks a team member who aligns with their culture and values to fill the Sales and Business Support Representative role. This rewarding career offers the challenges of managing various items for the manufacturers our client works with and a chance to become an integral part of a fantastic company.As the Sales and Business Support, your overall goal will be to help vendors grow their businesses and support the sales team and internal staff. This position requires a motivated individual with high autonomy, multi-tasking, and organizational skills. You must have the ability to recognize opportunities and add value every step of the way. Your additional duties will include tracking and entering purchase orders in the database, coordinating and communicating supply chain challenges with food manufacturers and customers, making sales forecasts and tracking national merchandise budgets and promotions, and working with the vendor logistics team to ensure products are delivered on time and in full to the customer, direct communication with vendors, Costco, and outside sales teams to help facilitate sales delivery of new items to Costco, running sales reports, use of Access, Excel, and other Microsoft software.&nbsp;If you have experience working with Costco as a supplier or in another role, you could be a good fit for this position. Tangible experience would include going through vendor setup processes at Costco, EFA registration, logistics/production coordinating on the supply side, sales support, buyer support, and work on buy docs, VCF, and accrual post-audit reconciliation and accrual management.To Succeed, You Should Have:<ul><li>Proficient written and verbal communication skills (college-level).</li><li>Typing speed of 50+ words per minute and 10-key proficiency.</li><li>Business-level proficiency in Microsoft applications (Outlook, Word, PPT, Excel, Access).</li><li>Understanding intermediate-level math concepts applied to business models (algebra, statistics).</li><li>Solid organizational skills and attention to detail.</li><li>Ability to multitask effectively and prioritize tasks with immediate deadlines.</li><li>Independent, critical thinking, and problem-solving skills.</li><li>Previous Customer Service experience.</li><li>Commitment to learning about Costco’s Business.</li><li>Accurate data entry skills and a commitment to quality.</li><li>Positive and motivated attitude with a dedication to continuous learning and improvement.</li></ul>What’s In It For You:Our client values their employees’ time and efforts. Their competitive&nbsp;market-based salary&nbsp;of $55 -70K annually, depending on experience and extensive benefits package, enhances their commitment to your success. Our client’s benefits package includes:&nbsp;<ul><li>Comprehensive health coverage: Medical, dental, and vision insurance provided.</li><li>Robust retirement planning: 401(k) plan available with employer matching</li><li>Financial security: Life and disability insurance for added protection.</li><li>Flexible financial options: Health savings and flexible spending accounts offered.</li><li>Well-being and work-life balance: Paid time off and holidays, employee assistance program, flexible schedule, and remote work choices provided.</li></ul>Plus, they&nbsp;support a creative learning environment for individuals willing to learn quickly and take on new responsibilities. Organizational skills are a must for this job.&nbsp;Our client is an equal-opportunity employer that welcomes and encourages diversity in the workplace. It does not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.Qualified applicants with arrest or conviction records will be considered for employment with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.&nbsp;

6 Sales Jobs in San Diego, CA, USA