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<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><p>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!</p><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul>The base salary range for this position is $60,000 - $100,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Fidelity Investments

Planning Consultant - Rockville, MD

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>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.</p><h3>The Purpose of Your Role</h3><p>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.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>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</p></li><li><p>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</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>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!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>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!</p><h3>The Value You Deliver</h3><p>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.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p>The base salary range for this position is $56,000 - $72,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Rockville, MD

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>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.</p><h3>The Purpose of Your Role</h3><p>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.</p><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><p>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!</p><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. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Columbia, MD

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Director, Advanced Planning is a client-facing role that serves primarily as an estate planning subject matter authority for Fidelity’s high net worth clients and their advisors as a member of a regionally-aligned Advanced Planning team providing comprehensive financial and estate planning support. Additionally, the Director, Advanced Planning will also be relied on to support the Vice President, Advanced Planning Market Lead to provide advisor training, regional business development and thought leadership. We primarily use video technology to function remotely and meet virtually with clients and advisors across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of time, depending on physical proximity to regional sites and investor centers. The role is remote but does requires residing within commuting distance to an Investor Center in one of the following states: Colorado, California, or Washington.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation</li><li>10 -12 years overall work experience with 4 years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment</li><li>FINRA Series 7 and 66 obtained within 90-days of employment</li><li>Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)</li><li>Retirement, financial, investment, and insurance planning preferred</li><li>Effective at providing and receiving coaching and mentorship</li><li>Thrives in a team environment to provide an exceptional client planning experience</li><li>Communicates complex subjects clearly and effectively</li><li>Proven emotional intelligence to optimally bond with and communicate with clients and their advisors</li><li>Possesses a solution-oriented, client-first work ethic</li><li>Works independently, balances competing tasks, and prioritizes work to maintain efficiency</li><li>Maintains a positive professional attitude, with a thoughtful approach to delivering successful customer outcomes</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><p><strong>The Team</strong></p><p>We are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high net worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics.</p>The base salary range for this position is $110,000 - $160,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Director, Advanced Planning - REMOTE - CO, WA, CA

<p>The American Association for Justice (AAJ) works to preserve the constitutional right to trial by jury and to make sure people have a fair chance to seek justice when they are injured by the negligence or misconduct of others—even when it means taking on the most powerful corporations.</p><p>AAJ is seeking a Director of Business Development for its Business Development department. The Director of Business Development is responsible for developing new business opportunities, advertising and sponsorship revenue, growing the association’s exhibits, finding and developing new business opportunities and expanding the brand. A key responsibility of the Director of Business Development is to cultivate and strengthen relationships with AAJ sponsors and vendors. This role involves close collaboration with internal and external teams to ensure timely execution of deliverables and managing all aspects of sponsor-related activities. These activities include, but are not limited to, brand placement and the coordination of VIP experiences at AAJ-sponsored and non-sponsored events and conventions.</p><p><strong>Essential Job Duties</strong>:</p><ul><li>Grow the association’s non-dues, non-fundraising revenue generated through affinity programs, print and electronic advertising, exhibits, and sponsorship sales.</li><li>Direct and manage the business development team (2 direct reports) and support staff, including management of outside advertising sales and marketing contractors.</li><li>Collaborate with the Senior Director of Meeting and Sales to establish goals and overall direction of department.</li><li>With guidance from the Senior Director of Meetings and Sales and in collaboration with related association teams, develop and manage annual expense and revenue budgets.</li><li>Manage the association’s affinity programs, including new vendor prospecting, contract negotiation, and execution; retention and growth of current vendor relationships; and successful and effective promotion of products and services to members.</li><li>Lead the building of a robust prospect pipeline for all association-related marketing opportunities through strategic prospecting, research, networking, and attendance at trade shows, conferences, and other relevant industry events.</li><li>Work with Senior Director of Meetings and Sales, Business Development team members and other association departments to&nbsp; conceptualize, develop, and execute new and unique revenue-generating opportunities across all lines of business.</li><li>Initiate and supervise marketing activities, including coordination with AAJ’s Marketing team to develop multi-touch campaigns and marketing collateral.</li></ul><h2>Qualifications</h2><ul><li>Bachelor’s degree. Knowledge of the legal industry a plus.</li><li>8+ years of senior-level sales and sales management experience, preferably in the association or non-for-profit sector, driving annual sales across multiple lines of business.</li><li>&nbsp;Experience selling and/or managing advertising, exhibits, sponsorships, affinity programs, and other association-related&nbsp; marketing opportunities.</li><li>Experience with advertising sales, metrics, and data analyzing processes; knowledge of magazine production preferred.</li><li>Experience leading and managing sales teams, processes, and operations, preferably in a large membership-based organization.</li><li>Strong sales, prospecting, follow-up, and closing skills, including the ability to identify, reach, and communicate effectively with senior-level decision-makers in writing, over the phone, and face-to-face.</li><li>Proven ability to conceptualize, develop, and implement successful, customized sponsorship and promotional opportunities.</li><li>Advanced organizational, strategic planning, project management, and execution skills, including the ability to manage multiple projects with competing deadlines simultaneously and under pressure.</li><li>Experience developing and managing departmental expenses and revenue budgets.</li><li>Extensive knowledge of association structure, processes, databases, and systems with the ability to work effectively with association members and leadership. Docusign Envelope ID: 8AB433C9-9962-401F-A964-65ECEB6F9746</li><li>Ability to work collaboratively and effectively with other association teams.</li><li>Superior verbal/written communication and customer service skills with an emphasis on and commitment to building and maintaining strategic relationships.</li><li>Strong leadership, mentoring, and staff development skills.</li><li>Strong MS Office skills, particularly with Word, Outlook, PowerPoint, and Excel.</li><li>Travel required for meetings and events (approximately 20%).</li></ul><p><strong>Salary Range: $118,000 - $140,000</strong></p><p><strong>Benefits and Perks for Working with AAJ:</strong></p><ul><li>Hybrid work schedule, onsite Tuesday through Thursday and 100% remote work for the month of August (for most employees)</li><li>Comprehensive health insurance which includes, medical, dental, vision, life, disability, flexible spending account (FSA), and 401K with an employer match</li><li>Generous paid leave (e.g., vacation, sick, personal, parental), 11 federal holidays, and paid time off between Christmas and New Years</li><li>Subsidized metro transit and/or parking benefits</li><li>Professional development opportunities</li><li>Company social events</li><li>Office conveniently located ½ block from Gallery Place/Chinatown metro station in downtown Washington, DC</li></ul><p>AAJ is an Equal Opportunity Employer. No phone calls please!<br>&nbsp;</p>

American Association for Justice

 Director of Business Development 

Financial Consultant - Bethesda, MD

<p>At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.</p><p>Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.</p><p>How will you make an impact in this role?</p><p>The&nbsp; <strong>Business Development Manager</strong> sits within a geographical territory and grows the customer base through face-to-face interactions with new prospect customers with annual company revenues ranging from $10M to $300M. The ideal candidate works with senior executives to close calls and land new accounts. The Field Sales Manager understands customer needs and leverages product knowledge to deliver innovative business solutions that provide ongoing value to new customers through the American Express business suite of products. This is a field-based role in which in-person engagement through face-to-face interactions is required with prospects and clients.</p><p><b>Candidates must reside near one of the following territories: Virginia, West Virginia, or Washington, DC (DMV) area.</b></p><p><b>Job Responsibilities:</b></p><p><b>Prospecting&nbsp;(30 – 40% of time)</b></p><ul><li>Leverage various contact methods such as cold calling or in-person meetings to secure profitable sales through firm provided leads and contact-lists, and self-generated leads (e.g., tradeshows) to complement commercial acquisition of product sales opportunities</li><li>&nbsp;All prospecting must be facilitated with integrity, and in accordance with our values, with a focus on profitably delivering solutions commensurate with the prospective clients needs</li><li>travel is required with the expectation of 25-50% of time spent in-market with prospects and clients<br></li></ul><p><b>Pipeline management&nbsp;(10 – 20% of time)</b></p><ul><li>Effectively manage a pipeline of prospective customers provided by American Express and self-prospect within territory (Corporate and Business prospects with revenue between $10M-$300M)</li><li>&nbsp;Turn leads into prospects (contacts who know you and are willing to share info on available opportunity), follow up with contacts in CRM database, and probe for potential opportunities with the prospects<br></li></ul><p><b>Client solution&nbsp;(10 – 20% of time)</b></p><ul><li>Understand customer requirements and jointly develop solution in accordance with customer requests, bring in product specialists to meet with customer, and continue conversations to understand areas for improvement</li><li>Maintain a high level of knowledge about American Express products, processes (Underwriting, Line Increase, Customer Financials, Pricing, Contract), key internal partners (Risk, UWA, PPI) and tools (ONE.force, C360)<br></li></ul><p><b>Negotiate and close&nbsp;(10 – 20% of time)</b></p><ul><li>Successfully negotiate, and consensually move the prospect through the next phase of the acquisition cycle (e.g., underwriting) in accordance with applicable disclosures, terms and conditions</li></ul><ul><li>Reaffirm deal details, secure necessary signatures and upon deal completion successfully transition client to Field Account</li><li>Development to nurture, assess and further expand relationship and volume<br></li></ul><p><b>Compliance&nbsp;(100% of time)</b></p><ul><li>Ensure all aspects of the American Express Code of Conduct, and our Sales Practices policies, standard, and procedures, are adhered to so that we uphold the highest standards in our interactions with our customers and compliantly meet all regulatory requirements</li></ul><p><b>Knowledge, Skills, Attributes, and Experience</b></p><p><b>Knowledge and Skills:</b></p><ul><li>Account management &amp; pipeline management</li><li>Manages a pipeline of opportunities, leveraging client data/analytics to plan and prioritize activities<br><b>Consultative selling:</b></li><li>Effectively identifies client needs to configure solutions that address client requirements and deliver value<br><b>Closing:</b></li><li>Overcomes objections and resistance to proposed solutions with key client decision makers<br><b>Influence &amp; persuasion</b></li><li>Uses appropriate interpersonal styles and communication methods to gain acceptance for products and/or services<br><b>Demonstrating value:</b></li><li>&nbsp;Proactively and consistently demonstrates the value of partnering with American Express<br><b>Results focus:</b></li><li>Demonstrates a competitive, positive attitude, quickly adapts to different situations, and recovers from setbacks</li><li>Market, industry, &amp; product knowledge</li><li>Understands at a tactical level market/industry key competitors, challenges, terminology, technology, trends, and regulation</li></ul><p><strong>Attributes:</strong></p><ul><li>High learning agility</li><li>Intellectually curious</li><li>Collaborative and growth mindset</li><li>Personal accountability</li><li>Compliance focused</li></ul><p><strong>Experience:</strong></p><ul><li>Bachelor’s degree preferred</li><li>Excellent sales experience, 5 - 7 years minimum</li><li>Proven experience winning new business relationships</li><li>Experience achieving sales quota and goals through multiple product offerings</li><li>Experience in a highly-regulated industry</li></ul><p>Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions</p><p>Salary Range: $70,000.00 to $125,000.00 annually + sales incentive + benefits</p><p>The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.</p><p>We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:</p><ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul><p>For a full list of Team Amex benefits, visit our Colleague Benefits Site.</p><p>American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.</p><p>We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.</p><p>US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a></p>

American Express

Manager-Business Development Sales

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>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.</p><h3>The Purpose of Your Role</h3><p>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.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>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</p></li><li><p>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</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>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!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>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!</p><h3>The Value You Deliver</h3><p>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.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p>The base salary range for this position is $56,000 - $72,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Washington, D.C.

<p><strong>Position Summary:</strong></p><p>Sauder Education, a leading furniture manufacturer for the higher education market, is seeking a manufacturer's sales representative to sell our Residence Hall furniture to the higher education market in the Virginia, Delaware, D.C. and Maryland Territory<i>.</i> Our products are purpose built for this challenging environment and valued by our customers for that reason. The person that represents Sauder Education in this territory will be selling one of the hottest products in college housing, the Trey® chair, the zTrak bed system and popular innovative lounge products Rally and Chill.</p><p><strong>Description of Key Duties:</strong></p><ul><li>Develop, orchestrate and build relationships with key decision makers on Higher Education campuses with a focus on Residence Life</li><li>Sell and quote Sauder Education furniture</li><li>Travel the territory in person by vehicle</li><li>Facilitate the installation of the furniture</li><li>Participate and be engaged in all training required by sales management</li><li>Enter and update all opportunities, contacts, and accounts into our CRM system</li><li>Update all quotes with accurate forecast dates and probabilities in the quoting system</li><li>Communicate regularly with sales management</li><li>Utilize virtual meeting technology to connect with customers</li></ul><p><strong>What does success look like in this Territory?</strong></p><ul><li>Have a home office and a vehicle to haul and demonstrate furniture</li><li>Hauling furniture around and demonstrating furniture directly to end users and specifiers on a frequent and on-going basis</li><li>Increasing the number of colleges and universities each year that do business with Sauder Education</li><li>Increase market share each year in the segment of Res Life on College and University campuses.&nbsp;</li><li>Selling a good mix of casegoods, chairs and upholstered furniture</li><li>Consistently good Net Promoter Score feedback, (9’s and 10’s)</li><li>Submitting clean and complete orders</li><li>Developing solid relationships with many college/university customers as well as architects, designers, and dealers specifying in the higher education market with a focus on res life and housing on campus</li><li>Filling the pipeline with projects for the next 2-3 years ahead and keeping the opportunity pipeline database updated</li><li>A trend of growing sales each year</li></ul><p>Experience and Knowledge Required/preferred:</p><ul><li>It is highly desired to live within the specific territory defined</li><li>5+ years of successful sales experience</li><li>Territory management experience</li><li>Experience in Higher Education and Residence Life</li><li>Maintain adequate transportation to facilitate moving samples and materials</li><li>Persistent, likeable, trustworthy</li><li>Ability to build and maintain long-term relationships</li><li>Ability to manage long-term sales cycle</li><li>Familiar with using Microsoft office</li></ul><p></p><p><strong>Key Attributes Required:</strong></p><ul><li>Ability to solve practical problems and deal with a variety of concrete variables</li><li>Ability to solve problems in stressful situations</li><li>Ability to take a “no” and move on with respectful persistence</li><li>Strong attention to details</li><li>Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form</li><li>Self-starting, goal-oriented individual who takes personal accountability for performance</li><li>Communicates effectively in both oral and written forms</li><li>Individual will need to demonstrate previous success in excellent organizational, facilitation, and communication skills</li><li>Computer skills to help with communication and quoting</li><li>Ability to organize information to be support territory, project, and account management</li></ul>

9 Sales Jobs in Washington, DC, USA