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<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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

Financial Consultant - Berkeley, 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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Burlingame, CA

<h3>Job Description:</h3>*This is a remote role and can be located in any US location.The Fidelity Private Shares team is growing and looking for an Account Executive. The Team is focused on supporting the innovation economy through a robust equity administration platform. We offer solutions and capabilities that support companies, their employees, and community stakeholders during the entire corporate lifecycle. This role will be focused on supporting the growth and expansion of our business that services private companies and the start-up community. We are looking for a results-driven Account Executive to join our sales team. The ideal candidate will play a critical role in expanding our client base and helping companies manage their equity plans more effectively. You will be responsible for driving new business growth and sales opportunities within the private markets. Primary responsibilities include:<ul><li>Lead Generation: Proactively identify and engage potential clients within the private markets with targeted outreach</li><li>Qualifying Sales Opportunities: Efficiently qualifying leads to ensure focus on high potential opportunities, using consultative approach to understand their needs and pain points</li><li>Sales Presentation and Demos: Conduct compelling sales presentations and product demonstrations that effectively communicate the value prop of our solutions/services, tailored to the specific needs of each prospect</li><li>Relationship Building: Maintain consistent follow-up with prospects to keep them engaged throughout the sales cycle, building trust and fostering relationships that lead to successful deal closures</li><li>Closing Deals: Drive the sales process from initial contact to deal closure, negotiating terms and overcoming objections to meet or exceed sales targets</li><li>CRM Management: Regularly update and maintain accurate records of all client interactions, sales activities, and pipeline data in our CRM system to ensure effective tracking and reporting</li></ul>The Expertise We’re Looking for and The Skills You Bring <ul><li>Bachelor's Degree </li><li>3-5 years in B2B sales, preferably within the fintech or SaaS industry</li><li>Strong understanding of equity management, cap tables, and equity management preferred</li><li>Experience managing full deal lifecycle; prospecting, managing pipeline, and closing deals</li><li>Excellent communication, negotiation, and presentation skills</li><li>Goal-oriented with a track record of meeting or exceeding targets</li><li>Ability to work independently and as part of a team in fast paced environment</li><li>Proficient in using CRM software and Microsoft Office</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamFidelity is a leader in the equity administration space. We enable builders and operators from start-ups to fortune 500 companies to seamlessly manage their equity and empower their workforce through Fidelity’s robust financial wellness offerings. We have been a leader in servicing public companies for their equity administration needs for two decades have expanded our offering of first-class services/solutions to service private companies and the start-up ecosystem.*Please disregard the salary range listed below. The base salary for this position is $100,000.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.<h3>Certifications:</h3><h3>Category:</h3>Sales

Private Market Account Executive - Remote

Financial Consultant - Palo Alto, CA

ABOUT GREYSTAR​Greystar is a leading, fully integrated global real estate company offering expertise in property management, investment management, development and construction services in institutional-quality rental housing, logistics, and life sciences sectors. Headquartered in Charleston, South Carolina, Greystar manages and operates over $315 billion of real estate in 250 markets globally with offices throughout North America, Europe, South America, and the Asia-Pacific region. Greystar is the largest operator of apartments in the United States, manages more than 1,000,000 units/beds globally, and has a robust institutional investment management platform comprised of more than $78 billion of assets under management, including over $36 billion of development assets. Greystar was founded by Bob Faith in 1993 to become a provider of world-class service in the rental residential real estate business. To learn more, visit <a href="http://www.greystar.com" target="_blank">www.greystar.com</a>. JOB DESCRIPTION SUMMARYThe Sales Executive is responsible for supporting marketing, leasing and occupancy/revenue objectives for Canvas by delivering activities related to leasing to new residents and renewals of existing residents. These include qualifying leads, arranging community tours and unit viewings and completing the requisite resident administration to secure the lease.JOB DESCRIPTIONKey Role Responsibilities:<ul><li>Works as part of a team, supporting and respecting other team members to deliver exceptional resident living</li><li>Responds to all incoming sales enquiries in a timely manner in line with set targets</li><li>Initiates proactive outbound contact to convert lead generation and existing database contacts as above.</li><li>Actively understands, updates and improves knowledge of community, amenities, units and local area features.</li><li>Ensures all data capture systems and details of contact are updated in an accurate and timely manner as required.</li><li>Plans and organises daily activities to maximise the time to achieve targeted leasing numbers</li><li>Converts prospects and leads into viewing appointments and bookings to achieve targeted leasing numbers.</li><li>Supports all communities including cross selling based upon potential resident requirements.</li><li>Follows up on receipt of required documentation, contract returns and processes payments.</li><li>Manages cancellations in line with targets, and can negotiate a compromise where required</li><li>Undertakes marketing activities to promote the property and monitors competitor activity</li><li>Supports on site activity such as property tours, events and renewals as required</li><li>Periodically lead morning huddles with the broader Sales team</li><li>Ensure the accuracy of our advertised content (online/marketing materials etc), making use of our knowledge of the assets and regular use of platforms</li><li>Triage non-sales enquiries and ensure they are managed in a professional manner</li></ul>Organisational Responsibilities:<ul><li>Follows established policies and procedures by monitoring and ensuring compliance with regulatory requirements, organisational standards, and operational processes related to area(s) of responsibility and reporting violations or infractions to appropriate individual(s).</li><li>Demonstrates appropriate safe behaviours in accordance with Company, property, and departmental policies, procedures, and standards by immediately reporting any mechanical or electrical equipment malfunctions, employee/visitor/resident injuries or accidents, or other safety issues to appropriate individual(s).</li><li>Identifies areas for improvement, offers suggestions to improve efficiency and productivity, and implements ideas that achieve operational excellence.</li><li>Keeps abreast of current changes in technology, processes, and standards within the industry and area(s) of responsibility by attending internal and external training classes.</li></ul>Role Scope: <ul><li>This role reports to the UK Senior Sales Manager, Student</li><li>This role will support other Greystar brands during peaks of activity as required</li><li>This role will be based on site or in Head Office as required, and may at times be required to work from other sites according to business needs.</li></ul>Key Relationships:<ul><li>Community Managers and Community Teams.</li><li>Sales, Marketing, Regional Operations Managers</li><li>Corporate Support Teams including HR, Finance, Systems &amp; Capital Projects.</li><li>Prospective residents</li><li>Agent &amp; 3rd Party Partners</li></ul>About YouKnowledge &amp; Qualifications:<ul><li>Good level of general education evidencing literacy and numeracy</li><li>Proficient in the use of Microsoft office packages including Word, Excel and Outlook as well as other systems such as databases/ booking systems, e.g. Salesforce is desirable</li></ul>Experience &amp; Skills:<ul><li>Excellent customer service skills and experience in a sales role in a similar world-class accommodation/hospitality/leisure or reservations/membership environment.</li><li>The ability to influence, adapt at pace and be motivated by exceeding customer service and sales targets</li><li>Evidence of organisation skills with the ability to multi task and prioritise whilst maintaining a high level of accuracy and attention to detail</li><li>Culturally aware and able to adapt relationship building, communications and negotiation skills to suit audience.</li><li>A team player who is evidently approachable and welcoming</li><li>Proactive with a can do attitude and an ability to act autonomously, taking decisions and/or action when required.</li><li>Proficient at using online and web tools/resources for gathering and presenting research and information</li><li>Fluent English verbal and written communication skills</li><li>Additional language skills are desirable</li></ul>Behaviours &amp; Values:<ul><li>Integrity - We will stay true to the highest ethical standards and principles, and be honest, trustworthy, and humble in all of our words and actions.</li><li>Respect - We will accept and value our individual differences and show genuine consideration for the thoughts, needs, and ideas of others.&nbsp; We value and encourage a work/life balance.</li><li>Accountability - We will take responsibility and accept ownership for our words, actions, tasks, and results, and respectfully hold others to the same standard.</li><li>Professionalism - We will proudly present a positive, dignified, and business-like image at all times through our appearance, behaviour, and interactions with others.</li><li>Teamwork - We will work together to accomplish goals, solve problems, and enrich our work environment.</li><li>Service - We will make service our top priority by giving our time, knowledge, and experience to serve the needs of our customers, community, and team members.</li></ul>

Greystar

Sales Executive

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 $124,400 to $138,500.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.

16 Sales Jobs in San Leandro, CA, USA