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Company Profile SoCal JCB is a highly successful, fast-growing business We pride ourselves in customer service. We invest in our workforce and offer a highly competitive compensation and benefit program. SoCal JCB is an authorized dealer for JCB construction equipment including skid steer loaders, backhoe loaders, wheel loaders, excavators and telehandlers.Position Type: Full Time, Exempt&nbsp;Minimum Qualifications<ul><li>Proven experience in inside sales</li><li>Strong customer service skills and a customer-centric approach</li><li>Excellent communication skills, both verbal and written</li><li>Ability to multitask, prioritize, and manage time effectively</li><li>Proficient in using CRM software and MS Office Suite</li><li>Strong problem-solving skills and attention to detail</li><li>Ability to work independently and as part of a team</li></ul>Preferred Qualifications<ul><li>At least 2 years of parts and/or service experience in the heavy equipment industry </li><li>Bilingual – English and Spanish</li></ul>Responsibilities<ul><li>The successful candidate will play a key role in driving sales and building strong relationships with customers in the industry</li><li>This role involves handling inbound and outbound sales inquiries, providing product information, and closing sales</li><li>Respond to inbound sales inquiries via phone, email</li><li>Make outbound calls to prospective and existing customers</li><li>Identify customer needs and recommend appropriate equipment solutions</li><li>Provide detailed product information, including features, benefits, and pricing</li><li>Prepare and process sales orders accurately and efficiently</li><li>Follow up on quotes and leads to convert them into sales</li><li>Coordinate with the operations team to ensure timely delivery of equipment</li><li>Build and maintain strong relationships with new and existing customers</li><li>Handle customer complaints and concerns with professionalism and escalate issues when necessary</li><li>Ensure high levels of customer satisfaction through excellent service</li><li>Maintain accurate records of customer interactions and sales activities in CRM systems</li><li>Provide regular sales updates to management</li><li>Stay updated on product knowledge and industry trends</li></ul>JCB is an equal employment opportunities (EEO) employer in accordance with applicable federal, state and local laws. JCB complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. JCB is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, JCB offers many job opportunities outside of the U.S. which can be found through our website at <a href="https://www.jcb.com/en-gb/about/careers" target="_blank">https://www.jcb.com/en-gb/about/careers</a>JobFamilySalesPayTypeSalary

SoCal JCB - Inside Sales Representative

Cashier • Part-Time • Dierbergs Markets Cashiers are front and center, greeting customers, ringing up their items, carefully bagging their items, and making sure they have a fantastic experience. They are an outgoing, dependable person that goes above and beyond while they handle a variety of responsibilities: <ul><li>Greet customers and engage in friendly conversation </li><li>Scan items quickly and correctly </li><li>Operate the register or monitor self-checkout accepting various forms of payment (ex: gift cards, credits, debits, EBT cards, tax exempts, store charge, and WIC vouchers) </li><li>Use equipment such as computer terminal, scanner, keyboard, code book, intercom system, calculator, printer, telephone, coupon machine, etc. accurately </li><li>Verify customer identification for liquor and tobacco purchases according to state law and Dierbergs policy </li><li>Bag customers' items with care and load items into customer's cart </li><li>Keep equipment in proper working order </li><li>Keep work area sanitary by using company-approved cleaners and equipment </li><li>Work safely to prevent on-the-job injuries </li><li>Observe and report shoplifters </li></ul> Essentials <ul><li>Read basic information which contains a number of details and describes procedures involving several steps. </li><li>Basic computer and math skills, including addition, subtraction, multiplication, and division </li><li>Flexibility to work a varied schedule that includes weekends and holidays </li><li>Prompt and regular attendance based on your schedule </li><li>Adherence to our dress code, appearance and personal hygiene standards </li><li>May be cross trained in other departments </li></ul> Physical Requirements <ul><li>Lifting &amp; Carrying - Up to 40 lbs. occasionally &amp; up to 10 lbs. frequently </li><li>Pushing &amp; Pulling - Up to 30 lbs. of force occasionally </li><li>Occasional - Sit, kneel, stoop, squat, &amp; overhead reach </li><li>Frequent - Head turn, trunk bend, side reach, grasp, power grip, pinch, finger manipulation, &amp; feel </li><li>Constant - Stand, handling, &amp; forward reach </li></ul> What's in it for you? <ul><li>Weekly paychecks - yes, we are going to pay you every single week!</li><li>Medical insurance, 401(k), pension plan, and paid time off - even for part-time Associates</li><li>Automatic, scheduled pay increases to reward your awesome performance</li><li>Work/life balance and flexible scheduling</li><li>Training and growth potential to help you reach your career goals with us</li><li>Discounts at the Starbucks kiosks inside some of our locations</li><li>Wellness initiatives, Associate appreciation and volunteer opportunities to keep you engaged and involved</li></ul> Foundational Embody and BE the following:Be Connected,Be Curious,Be Courageous,Be Caring,Be People Centric,Be a Contributor,Be a Cultivator, and in all you do,Be YOU! This job description is representative only and is not all inclusive of the responsibilities that the Associate may be required to perform.

Dierbergs Markets Inc

Cashier

Janitorial Associate • Part &amp; Full-Time Opportunities • Dierbergs Markets Janitorial Associates keep our stores clean and running at the highest level. They are independent and have a strong attention to detail which helps with their responsibilities: <ul><li> Perform a wide range of cleaning and general store maintenance functions in order to keep the store clean and presentable for customers </li><li> Respond quickly to intercom requests for maintenance help and cleanups </li><li> Ensure that both indoor and outdoor areas are presentable at all times </li><li> Safely and efficiently operate general cleaning equipment such as a scrubber, buffer and trash compactor (must be at least 18 years of age to operate trash compactor) </li><li> Monitor and clean aisles, offices, and restrooms using company approved cleaning supplies </li><li> Performs minor repairs using hand tools and routine replacements, such as changing light bulbs </li><li> Work safely to prevent on-the-job injuries by following OSHA regulations </li><li> Complete wet and dry cleanups </li><li> Select proper cleaning solutions for various surfaces </li><li> Hang banners and promotional items that require use of ladder </li><li> Maneuver and tip trash cart </li></ul> Essentials <ul><li> At least 16 years of age </li><li> Strong attention to detail and ability to safely use cleaning chemicals, requiring an understanding of chemical names and product labels </li><li> The ability to install banners and promotional items requiring the use of a ladder </li><li> Read basic information (ex: chemical names and product labels </li><li> Ability to work independently </li><li> Flexibility to work a varied schedule that includes weekends and holidays </li><li> Prompt and regular attendance based on your schedule </li><li> Adherence to our dress code, appearance and personal hygiene standards </li><li> Associates in food handling departments are required to receive a Hepatitis A vaccination (MO only) </li></ul> Physical Requirements <ul><li> Lifting &amp; Carrying - Up to 50 lbs. occasionally </li><li> Pushing &amp; Pulling - Up to 50 lbs. of force occasionally </li><li> Occasional - Sit, handling, crawling, climbing, overhead reach, &amp; power grip </li><li> Frequent - Stand, walk, head turn, kneel, stoop, squat, forward reach, side reach, grasp, pinch, finger manipulation, &amp; feel </li></ul> What's in it for you? <ul><li>Weekly paychecks - yes, we are going to pay you every single week!</li><li>Medical insurance, 401(k) and paid time off - even for part-time Associates</li><li>Automatic, scheduled pay increases to reward your awesome performance</li><li>Work/life balance and flexible scheduling</li><li>Training and growth potential to help you reach your career goals with us</li><li>Discounts at the Starbucks kiosks inside some of our locations</li><li>Wellness initiatives, Associate appreciation and volunteer opportunities to keep you engaged and involved</li></ul> Foundational Embody and BE the following:Be Connected,Be Curious,Be Courageous,Be Caring,Be People Centric,Be a Contributor,Be a Cultivator, and in all you do,Be YOU! This job description is representative only and is not all inclusive of the responsibilities that the Associate may be required to perform.

Janitorial Associate

Food Sanitation Maintenance Associate • Full-Time • Dierbergs Markets Food Sanitation Maintenance Associates keep our food production departments clean and running at the highest level. They are independent and have a strong attention to detail which helps with their responsibilities: <ul><li> Perform a wide range of cleaning functions in the Bakery, Deli, Seafood, Meat, Salad Bar and Produce Departments </li><li> Primary duties will consist of the heavy-duty cleaning of walls, floors, ceiling, coolers, drains, equipment, and cases (after the product is removed) in all perishable departments </li><li> Operate commercial power equipment such as floor scrubbers, steamers, power washers, scrubber, buffer, trash compactor, etc. </li><li> Carry out daily cleaning, as well as weekly, monthly, semi-annual and annual deep-cleaning requirements </li></ul> Essentials <ul><li> At least 18 years of age </li><li> Strong attention to detail and aptitude to learn and use cleaning chemicals, including understanding basic information (chemical names and product labels) </li><li> The ability to navigate and move ladders frequently over extended periods of time </li><li> Ability to work independently </li><li> Read basic information (ex: chemical names and product labels) </li><li> Flexibility to work a varied schedule that includes weekends and holidays </li><li> Prompt and regular attendance based on your schedule </li><li> Adherence to our dress code, appearance and personal hygiene standards </li><li> Associates in food handling departments are required to receive a Hepatitis A vaccination (MO only) </li></ul> Physical Requirements <ul><li> Lifting &amp; Carrying - Up to 35 lbs </li><li> Pushing &amp; Pulling - Up to 50 lbs of force </li><li> Occasional - Sit, kneel, crawl, climb, overhead reach, &amp; power grip </li><li> Frequent - Stand, walk, head turn, trunk bend, stoop, squat, handling, side reach, grasp, pinch, finger manipulation, &amp; feel </li><li> Constant - Forward reach </li><li> Mobile throughout the store; standing for 8 hours </li><li> Able to climb up and down ladders and move ladders frequently over extended periods of time </li></ul> What's in it for you? <ul><li>Weekly paychecks - yes, we are going to pay you every single week!</li><li>Medical insurance, 401(k) and paid time off - even for part-time Associates</li><li>Automatic, scheduled pay increases to reward your awesome performance</li><li>Work/life balance and flexible scheduling</li><li>Training and growth potential to help you reach your career goals with us</li><li>Discounts at the Starbucks kiosks inside some of our locations</li><li>Wellness initiatives, Associate appreciation and volunteer opportunities to keep you engaged and involved</li></ul> Foundational Embody and BE the following:Be Connected,Be Curious,Be Courageous,Be Caring,Be People Centric,Be a Contributor,Be a Cultivator, and in all you do,Be YOU! This job description is representative only and is not all inclusive of the responsibilities that the Associate may be required to perform.

Sanitation Maintenance Associate

Company Profile80 years and countless innovations later, JCB is the world’s largest privately-owned manufacturer of construction and agricultural equipment. At 22 plants spanning four continents—and countries including the United States, the United Kingdom, India and Brazil—JCB manufactures a range of more than 300 products including Loadall telescopic handlers, backhoeloaders, excavators, wheel loaders, compact excavators, skid steer loaders, compact track loaders, Accessaerial work platforms, rough terrain forklifts, and Fastrac tractors. JCB people are at the heart of our business and as a family-owned business we answer to our customers, not a group of shareholders. That freedom allows us to concentrate on developing the latest technologies and incorporating them into our equipment. We focus on what our customer needs on the jobsite – a machine that holds up in the toughest environment and increases their productivity. At JCB, we stand behind our products – and our name. Position PurposeThis position is responsible for increasing call activity and relationship building in line with equipment decision-making for designated National Account customers. This position is also responsible for helping achieve sales target in assigned APR based on the Five-Year Plan. This position is responsible for covering the assigned territory. Territory consists of&nbsp;Wisconsin, Illinois, Michigan, Indiana, and Ohio. Position Type: Full Time, Exempt&nbsp;Major Tasks, Responsibilities &amp; Key Accountabilities<ul><li>Generate retail sales from national rental branches in assigned area of primary responsibility</li><li>Conduct training and demonstrations as required</li><li>“Cold call” canvas new/potential rental house customers as appropriate</li><li>Guide/direct with Regional Sales Manager’s call strategy on ARA rental houses through JCB dealers</li><li>Provide JCB North America headquarters with competitive intelligence from assigned area of primary responsibility</li><li>Forecast, track and report rental activities to management</li><li>Continually identify area of opportunity and develop strategies to improve revenue and overall profitability</li><li>Understand the key performance indicators that leverage our rental customer’s business</li><li>Field based with travel as required in support of team projects, KPI’s and/or development of assigned accounts</li><li>Maintain and up-to-date understanding of JCB products to facilitate sales efforts that affect target markets</li></ul>Minimum Qualifications <ul><li>Bachelor’s degree in business or related field</li><li>Five plus years of relevant sales experience in the industry</li><li>Demonstrated success with meeting sales targets and goals</li><li>Must pass any drug screens, background checks and any pre-employments tests as applicable.</li></ul>Knowledge, Skills, Abilities &amp; Competencies<ul><li>Proficient in Microsoft Office software </li><li>Comfortable in an in-person office environment</li><li>Technical competence is a plus</li><li>Must be customer service oriented, flexible, and have a high energy level</li><li>Must have excellent follow-through skills </li><li>Must have a professional, polished, and sophisticated demeanor and be comfortable in most social settings</li><li>Must be open to domestic and international travel</li><li>Desire and proven ability to learn and grow </li></ul>Job Conditions<ul><li>Both office environment and occasionally manufacturing/factory environment</li><li>Subject to noise and temperature changes</li></ul>Physical RequirementsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to:<ul><li>Sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. </li><li>The employee is occasionally required to stand and walk. </li><li>The employee must frequently lift and/or move up to 10 pounds. </li><li>Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus.</li></ul>JCB is an equal employment opportunities (EEO) employer in accordance with applicable federal, state and local laws. JCB complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. EEO EMPLOYER/VET/DISABLED.JCB Inc. is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, JCB offers many job opportunities outside of the U.S. which can be found through our website at <a href="https://www.jcb.com/en-gb/about/careers" target="_blank">https://www.jcb.com/en-gb/about/careers</a>.Disclaimer: This job description is general in nature and is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job.&nbsp;&nbsp;JobFamilySalesPayTypeSalary

Regional Sales Manager - Mid Central 

Company Profile80 years and countless innovations later, JCB is the world’s largest privately-owned manufacturer of construction and agricultural equipment. At 22 plants spanning four continents—and countries including the United States, the United Kingdom, India and Brazil—JCB manufactures a range of more than 300 products including Loadall telescopic handlers, backhoeloaders, excavators, wheel loaders, compact excavators, skid steer loaders, compact track loaders, Accessaerial work platforms, rough terrain forklifts, and Fastrac tractors. JCB people are at the heart of our business and as a family-owned business we answer to our customers, not a group of shareholders. That freedom allows us to concentrate on developing the latest technologies and incorporating them into our equipment. We focus on what our customer needs on the jobsite – a machine that holds up in the toughest environment and increases their productivity. At JCB, we stand behind our products – and our name. Position PurposeThe Inside Sales Representative plays a vital role in supporting the Texas Dealer network by generating retail sales, driving compact equipment growth, and expanding JCB’s market share. This position is responsible for building and maintaining strong customer relationships, partnering closely with dealer representatives, and actively contributing to revenue growth through proactive engagement and business development efforts.Position Type: Full Time, Exempt&nbsp;Major Tasks, Responsibilities &amp; Key Accountabilities• Collaborate with dealer sales teams to support equipment sales and customer retention.&nbsp;• Conduct virtual equipment demos and product presentations.&nbsp;• Manage CRM database to ensure accurate tracking of prospects and opportunities.&nbsp;• Provide timely and accurate quotes to customers and dealer partners.&nbsp;• Achieve monthly and quarterly sales targets.&nbsp;• Respond promptly to customer inquiries and follow up on leads.&nbsp;• Stay up to date on product knowledge and market trends.&nbsp;• Provide weekly reporting on sales activity and pipeline.&nbsp;• Support sales campaigns and promotional activities.&nbsp;Minimum Qualifications • High school diploma or equivalent required; associate’s or bachelor’s degree preferred.&nbsp;• Minimum 2 years of inside sales or related experience.&nbsp;• Previous experience in a retail, serving, or call center environment is highly valued, demonstrating strong interpersonal skills and the ability to thrive in customer-facing roles.• Strong verbal and written communication skills.&nbsp;• Proficiency in CRM tools (e.g., Salesforce).&nbsp;• Ability to work independently and in a fast-paced environment.&nbsp;Preferred Qualifications• Experience in equipment, machinery, or construction sales. • Bachelor’s degree in Business, Marketing, or related field. • Familiarity with the Texas equipment market. • Strong technical aptitude or understanding of heavy equipment. • Track record of exceeding sales targets. Knowledge, Skills, Abilities &amp; Competencies<ul><li>Proven track record of exceeding inside sales targets</li><li>Advanced proficiency in Microsoft Office applications for sales reporting and communication</li><li>Comfortable working in a dynamic, office-based team environment</li><li>Strong technical aptitude, especially with CRM and sales enablement tools</li><li>Exceptional customer service orientation and adaptability</li><li>High energy and motivation to achieve and surpass goals</li><li>Excellent follow-up, organisational, and time management skills</li><li>Polished, professional communication style for virtual meetings and client interactions</li><li>Willingness to participate in ongoing product training and occasional in-person events</li><li>Demonstrated commitment to learning and professional growth in inside sales</li></ul>Job Conditions<ul><li>Both office environment and occasionally manufacturing/factory environment</li><li>Subject to noise and temperature changes</li></ul>Physical RequirementsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to:<ul><li>Regularly required to sit at a desk for extended periods</li><li>Use hands for typing and handling digital equipment</li><li>Engage in frequent communication via phone or video calls</li><li>Interact with clients and team members using various online platforms</li><li>Reach with hands and arms as needed</li><li>Communicate clearly, both verbally and in writing</li><li>Occasionally required to stand, walk, or move within the office</li><li>May need to lift and move objects up to 10 pounds (e.g., sales materials or promotional items)</li><li>Specific vision abilities required: close vision for reading documents and screens, distance vision for presentations, depth perception, and the ability to adjust focus for virtual environments</li></ul>JCB is an equal employment opportunities (EEO) employer in accordance with applicable federal, state and local laws. JCB complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. EEO EMPLOYER/VET/DISABLED.JCB Inc. is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, JCB offers many job opportunities outside of the U.S. which can be found through our website at <a href="https://www.jcb.com/en-gb/about/careers" target="_blank">https://www.jcb.com/en-gb/about/careers</a>.Disclaimer: This job description is general in nature and is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job.&nbsp;&nbsp;JobFamilySalesPayTypeSalary

Inside Sales Representative - San Antonio 

<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 $60,000 - $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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

Financial Consultant- Torrance, CA

<h3>Job Description:</h3>Vice President, Planning &amp; Engagement The RoleThe Vice President of Planning &amp; Engagement partners with Fidelity’s largest Strategic Plan Sponsors to develop and implement advice/guidance programs to improve engagement with their participants. This highly transparent and strategic role works across the Workplace and Personal Investing businesses and supports a wide array of solutions we can deliver to plan participants.As part of the overall client service team for a book of clients, you will consult with your clients, the Plan Sponsors, on how best to position Fidelity’s participant engagement solutions to their participants. You will build and implement strategies crafted to engage participants with the right solution, at the right time and through the right channel. And you will support Personalized Planning &amp; Advice, our premium advice solution for plan participants. The trust you help build with your clients will position Fidelity as a strategic partner who they actively promote to their employees.The VP of Planning &amp; Engagement drives planning &amp; advice engagements participants, helping them improve their overall Financial Wellness and opening the door to lifetime relationships.The Expertise and Skills You Bring <ul><li>Highly effective networker and relationship builder</li><li>Ability to anticipate client needs and concerns, and proactively propose solutions client needs and concerns, and proactively propose solutions</li><li>Tenacious problem solver and strong project manager</li><li>Ability to analyze sophisticated data and present findings in a clear and compelling way</li><li>Bachelor's degree, MBA preferred</li><li>10+ years in Financial Services, with solid understanding of the retirement industry</li><li>Experience building productive client relationships in a client management or sales role</li><li>FINRA Series 7 &amp; 63 required</li></ul>The TeamThe team is focused on developing a strong understanding of our clients’ priorities regarding the planning needs of their participants. We bring to life how Fidelity’s planning and advice capabilities can help their participants meet their financial goals. We lead consultative discussions to develop strategies to build awareness and drive utilization of Fidelity’s key solutions: Financial Wellness, Personalized Planning &amp; Advice, Planning &amp; Advice, Stock Plan Services, Executive Services and our Retail offering.Internally, we optimally educate and influence key WI and PI business partners to ensure the best positioning of Fidelity’s planning and advice capabilities. We strive to effectively represent the voice of the Plan Sponsor and participant to drive the product roadmap and long-term business strategy of Fidelity’s Financial Wellness and planning &amp; advice offerings.Success in the role is based on driving increased usage of Fidelity’s Financial Wellness and planning &amp; advice capabilities while improving Plan Sponsor engagement, happiness, and retention. Critical to finding success will be your ability to build positive relationships with your clients and Fidelity’s Managing Directors.The base salary range for this position is $118,000-226,000 USD 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.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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Client Service

Vice President, Planning & Engagement

<h3>Job Description:</h3>Fidelity’s Healthcare Group has launched a new Medicare business that will provide our customers with tools and advice to help them select and purchase quality Medicare coverage. As an early member of this new and innovative team, you will have the opportunity to help build and grow a business that could impact millions of Americans!Our Medicare Specialists are licensed health insurance professionals who have a passion for helping people navigate sophisticated decisions. They meet with our customers over the phone to assess their healthcare needs and recommend appropriate Medicare coverage. They are empathetic sales professionals and are key to helping our customers live expertly in retirement and beyond.You will help our customers navigate the complexity of Medicare and drive new revenue to the firm through the sale of commissionable Medicare insurance plans from reputable partner insurance carriers. You will have exciting engagements with customers daily and be a key contributor to our business success by uncovering our customer needs and recommending appropriate solutions.The Expertise and Skills You Bring<ul><li>A college degree is preferred but not required</li><li>An active Health Insurance License is preferred but not required</li><li>The ideal candidate will have Medicare sales experience, either as a broker or carrier representative</li><li>If you’re not already AHIP certified, we'll support you while you complete the AHIP Medicare training and work to acquire appointments with our carriers during your first month of employment</li><li>Strong interpersonal skills and a passion for helping people seek sophisticated problems</li><li>Interest in sales and a real desire to help people find solutions that are right for them</li><li>Quick learner with an openness to training and feedback</li><li>Bold and enjoy collaborating with people from different subject areas</li><li>Clear communicator with strong presentation skills</li></ul>The Value You Deliver<ul><li>Taking phone appointments with our clients and helping them find Medicare coverage that fits their health and financial needs</li><li>Answering questions from clients and confirming their eligibility for Medicare</li><li>Explaining the benefits and features of various Medicare Advantage, Medigap and Prescription Drug Plans</li><li>Delivering compliant sales presentations that abide with CMS and other applicable regulations</li><li>Enrolling clients in products that are appropriate for their personal situation</li><li>Providing feedback on our new Medicare training curriculum to improve future materials for future hires</li><li>Partnering with our team to build and grow a new Fidelity business that could impact millions of Americans!</li></ul>The base salary range for this position is $58,000-$132,000 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.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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Sales

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