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<h3>Job Description:</h3><p>This dynamic role is designed for someone who enjoys the pursuit of retaining Workplace Investing clients in a fast-paced and unpredictable environment. If you are energized by being part of a hard-working, creative, and collaborative team that loves to win, this role is for you. </p><p><strong>The Role</strong> </p><p>This role works closely with Account Executives, Retention Executives, and Managing Directors to win and retain our largest corporate and TEM (Tax Exempt Markets) clients in support of WI sales and client retention goals. As a Product &amp; Service Consultant, you are responsible for project managing all aspects of the sales/retention process from initial capabilities through proposals, prospect meetings and contract handoffs. PSCs help drive the strategy to position Fidelity’s products and services by assessing plan sponsor needs. </p><p>This role relies heavily on your knowledge of Fidelity’s products and services and utilizing your network and relationship building skills to collaborate and work across multiple internal business partners and SMEs. </p><p><strong>The Expertise You Have</strong> </p><ul><li><p>Defined Contribution experience required / multi-product experience desired (including but not limited to Defined Benefit, Health &amp; Wealth, Health Savings, Managed Accounts, Nonqualified, Student Debt, etc.) </p></li></ul><ul><li><p>Bachelor’s Degree required / MBA or other advance degree a plus </p></li></ul><ul><li><p>Minimum 7 years related product or industry experience / Fidelity experience desirable </p></li></ul><ul><li><p>Series 7 and 63 required (can be attained in role) </p></li></ul><ul><li><p>Approximately 10-15% travel requirement </p></li></ul><p><strong>Proven Skills and Experiences You Bring</strong> </p><ul><li><p>Proactively collaborates, influences, and establishes relationships across the organization to deliver results. </p></li></ul><ul><li><p>Excellent communication (verbal and written) skills with the ability to present complex information internally and externally in a way that is easy for others to understand. </p></li></ul><ul><li><p>Strong listening skills to identify internal and external customer needs. </p></li></ul><ul><li><p>Demonstrates a strong sense of ownership and dedication and holds people accountable for delivering on their commitments towards achieving goals. </p></li></ul><ul><li><p>Flexible in a changing environment and able to manage multiple concurrent activities with attention to detail while productively balancing speed and accuracy. </p></li></ul><p><strong>The Value You Deliver</strong> </p><ul><li><p>Organize end-to-end sales and/or retention efforts, take initiative to improve effectiveness and efficiency and embrace new technologies. </p></li></ul><ul><li><p>Lead the proposal process for sales and/or retention opportunities including identifying prospect/customer needs, custom response drafting, multi-product sales integration, financials and investments review, drive deadlines and oversee the overall end-to-end proposal delivery. </p></li></ul><ul><li><p>Coordinate activities for prospect/client sales finals and site visits including agenda development, speaker preparation, site planning, presentation materials, and present product capabilities and technical demos. </p></li></ul><ul><li><p>Actively interact with external and/or internal customers to identify and anticipate requirements, expectations, and needs. </p></li></ul><ul><li><p>Apply extensive knowledge of products, services, and competitive market trends to differentiate Fidelity’s value prop and promote prospect- or client-focused solutions throughout the sales process. </p></li></ul><ul><li><p>Influence others and navigate solutions towards desired client needs identified in the sales process, while maintaining relationships and supporting consensus with key business decision makers. </p></li></ul><ul><li><p>Educate internal business partners on details of the client and/or prospect, effectively coach associates for sales finals presentations, and provide valuable and actionable feedback to improve sales delivery. </p></li></ul><p><strong>The Team</strong> </p><p>Our team within Workplace Investing (WI) Sales strives to win and retain WI clients through outstanding solutions while mitigating risk to the firm. Keeping and growing our client base helps maintain our position as the top-tier benefits outsourcing provider. </p>The base salary range for this position is $95,000-$154,000 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>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>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><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><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales Support

Fidelity Investments

Director, Product and Service Consultant- Retirement Services

<h3>Job Description:</h3><p>As a Senior Reimbursement Account Manager supporting Fidelity’s reimbursement account clients, you will combine strong client management skills with a deep knowledge of reimbursement account plan administration. Under minimal direction, you will provide administrative services and be the primary communication point for clients regarding their reimbursement account services and will also assist with HSA questions and issues. Your work will ensure services are provided at the highest levels of quality and that your assigned clients are highly satisfied. You will also help the Sales and Relationship Management Teams expand Fidelity’s healthcare businesses and help the Product Team develop industry leading solutions. </p><p><strong>The Team</strong></p><p>You will be part of the RA Service Team, working closely with both product and the client service teams to provide your assigned clients with the highest quality service possible. </p><p> <strong>The Expertise You Have</strong></p><ul><li>7-10 years experience with administration of a broad range of reimbursement accounts required.</li><li>5-7 years experience servicing large corporate clients required.</li><li>Bachelor’s Degree or equivalent experience required.</li><li>Significant experience with a broad range of healthcare and wellness benefits desirable.</li><li>Experience assisting with development of RFP responses preferred.</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>Strong understanding of reimbursement account administration needs, process and regulatory knowledge.</li><li>Familiarity with the full range of healthcare and wellness benefits and associated recordkeeping services.</li><li>Proficient leadership skills (i.e. consistently demonstrates the ability to get things done; taking initiative to identify service enhancements or process improvements; proven ability and success in identifying issue(s), identifying solution(s) and determining and acting on the best solution in a timely manner).</li><li>Strong and effective interpersonal and communication skills.</li><li>Demonstrated ability to balance customer service with sound business judgment.</li><li>Effective organizational, time management, facilitation and prioritization skills.</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Your proactive execution of administrative processes with quality, accuracy, efficiency and when necessary, appropriate root cause analysis and corrective action will ensure services are delivered with high quality.</li><li>By developing and managing the relationship with the client you will ensure the client recognizes the quality of service being provided and is satisfied with the quality of the service they receive.</li><li>When necessary, your escalation and active participation in the resolution of service issues will ensure these are addressed appropriately within the organization.</li><li>Your understanding of the objectives and initiatives related to client projects and work with the organization will ensure work is completed with high quality and efficiency.</li><li>Your collaboration with the ongoing service team will ensure services are delivered in a cohesive manner and that reimbursement accounts are incorporated in key activities (e.g. annual business planning).</li><li>During the RFP process, your support of the sales and relationship management teams will help grow Fidelity’s healthcare businesses.</li><li>By bringing voice of the customer feedback to the Product Team you will help Fidelity continue to develop industry leading solutions.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Client Service<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>

Sr. Reimbursement Account Manager

<b>Company Description</b><br><br>Veolia in North America is the top-ranked environmental company in the United States for three consecutive years, and the country's largest private water operator and technology provider as well as hazardous waste and pollution treatment leader. It offers a full spectrum of water, waste, and energy management services, including water and wastewater treatment, commercial and hazardous waste collection and disposal, energy consulting and resource recovery. Veolia helps commercial, industrial, healthcare, higher education and municipality customers throughout North America. Headquartered in Boston, Veolia has more than 10,000 employees working at more than 350 locations across North America.<br><br><b>Job Description</b><br><br><strong>Position Purpose: </strong><br> Responsible for safely transporting hazardous and non-hazardous materials from the customer site to the appropriate designated sites using van trailers, tankers, roll-off frames, or other waste carrying equipment. Ensures that the condition of the material packaging meets the U.S. Department of Transportation (DOT) specifications, inspects manifests and shipping paperwork for accuracy, and maintains current transportation permits for all areas traveled. Abides by all regulations set forth by DOT, EPA, state and local governments, and VES-TS policies and procedures.<br><br><strong>Primary Duties/responsibilities: </strong><br><ul><li>Perform daily inspections of vehicle and/or trailer prior to driving to ensure the safety and integrity of equipment going to designated sites.</li><li>Prior to transporting materials reviews shipment records, manifests, container labeling, vehicle placards, and integrity of loaded drums, roll-off boxes or bulk tankers.</li><li>Ensure that DOT requirements such as load weight limits, driver log books, Vehicle Inspection Records, transportation permits, insurance cards, fuel trip reports, IFTA fuel stickers, or other paperwork is up to date and valid.</li><li>Consults with customers pertaining to load conditions, drum counts or paperwork inconsistencies to ensure that materials can be properly transported to designated site(s)</li><li>Notify immediate supervisor of any moving violations and/or accidents in-route to and/or from sites.</li><li>Assist in the loading/unloading of materials at designated sites utilizing appropriate equipment.</li><li>Responsible for assisting with housekeeping as required.</li><li>Other duties as assigned</li></ul><br><br><b>Qualifications</b><br><br><strong>Education / Experience / Background: </strong><br><ul><li>High School diploma or General Educational Development (GED) required</li><li>Prior commercial driving experience required</li></ul><br><strong>Knowledge / Skills / Abilities: </strong><br><ul><li>Familiarity with U.S. Department of Transportation (DOT) regulations pertaining to the transportation of hazardous and non-hazardous materials</li><li>Strong team player</li><li>Excellent interpersonal and communication skills</li><li>Time management: the ability to organize and manage multiple tasks </li><li>Strong customer service orientation</li></ul><br><strong>Required Certification / Licenses / Training: </strong><br><ul><li>Valid Class A Commercial Driving License (CDL) </li><li>Hazmat (H) endorsement required</li><li>40-Hour HAZWOPER training preferred</li></ul><br><br><b>Additional Information</b><br><br><strong>Benefits: </strong>Veolia's comprehensive benefits package includes paid time off policies, as well as health, dental, vision, life insurance, savings accounts, tuition reimbursement, paid volunteering and more. In addition, employees are also entitled to participate in an employer sponsored 401(k) plan, to save for retirement. Pay and benefits for employees represented by a union are outlined in their collective bargaining agreement.<br><br>We are an Equal Opportunity Employer! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. <br><br>Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, subject to applicable law.<br><br>

Regional Driver

<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><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<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>

Planning Consultant - Southlake, TX

<h3>Job Description:</h3><p>We believe as a Tax-Exempt Market (TEM) Associate Retirement Planner, you will help educate others toward making appropriate investments solutions. In this role you will expand relationships with existing clients. We know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with Fidelity. We will help you obtain your FINRA series 7 and series 66 licenses allowing you to provide fundamental financial guidance and mentorship in the public sector.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>A college degree is encouraged yet not required</li><li>Customer service, sales, phone or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is a great addition to your experience</li><li>Series 7 license is to be obtained within three months of hire</li><li>Series 66 license within 90 days of passing the Series 7exam</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>The Associate Retirement Planner is not only a voice for Fidelity but also a key member of the regional center team. You will open up conversations, listen for needs, identify new opportunities, and help springboard appointments for phone and field consultants.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>Superb interpersonal, customer interaction, and communication skills</li><li>An aptitude for sales to dedicatedly identify leads</li><li>Consistent attention to detail and prioritization ability</li><li>Computer literacy having worked with multiple applications in the past</li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li>You are developing rapport with Fidelity’s non-profit and public sector clients daily</li><li>You will directly impact TEM opportunities by identifying needs</li><li>You will learn how to handle a book of business while working closely with the Participant Engagement team.</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience.</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>You will be an instrumental partner to individuals and families planning for retirement.</p><p>You’ll play a meaningful role in promoting customer dedication.</p><p>You will dedicatedly work with business partners and team members to understand the relevant details of your client’s needs and goals.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<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>

Retirement Planner Associate - Westlake, TX

<p>Join Our Cause!&nbsp; Do Good, Be Good, Make Good!</p><p>As we continue to grow, we are still looking&nbsp;to add additional individuals to our Sales Desk Team.&nbsp; We are looking to hire energetic and ambitious individuals into our vibrant, growing culture rooted in Servant Leadership.&nbsp; Since our inception in 1848, we have been delivering on our promises to our customers.&nbsp; Come be a part of our continued growth and success!</p><p></p><p><strong>Internal Sales Support Associate (Base + Quarterly Variable Bonus)</strong></p><p><strong>OCTOBER Start date&nbsp;</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><p>You’re encouraged to apply if you are:</p><p><strong>Energetic and Passionate: </strong>Use your knowledge and energetic work ethic work ethic to support agents and Field Leaders who sell our life and annuity products.</p><p><strong>Competitive go-getter: </strong>Ready to earn a base salary plus a quarterly variable bonus? You will have the chance to engage in friendly team competitions to win rewards and recognition.&nbsp;</p><p><strong>People Person: </strong>Put that emotional and social intelligence to good use by helping agents grow their business with National Life through providing solutions and business development opportunities.</p><p><strong>Relationship Builder:</strong> You’ll carry out the Sales Desk mission of winning the sale by building relationships based on authenticity, seamless service and acting with a sense of urgency.&nbsp;</p><p><strong>Growth Driven</strong>: The Sales Desk is the farm team for the organization. Your drive and performance can lead to opportunities to move into an External Field Leader role or to other Home Office positions. We are committed to developing internal talent – our people are our secret sauce.&nbsp;</p><p><strong>What You’ll Find at National Life Group</strong></p><ul><li>Competitive pay and outstanding health, wellness, and insurance benefits</li><li>Formalized training program to position you for success</li><li>Genuine opportunities for growth and career advancement</li><li>Over $5K in annual tuition reimbursement, including full tuition sponsorship for completing your undergraduate and graduate degrees with University of Arizona World Campus</li><li>Generous paid time off and holidays</li><li>40 hours of community service hours annually</li><li>A culture committed to inclusion and diversity</li></ul><p><strong>Key Responsibilities:</strong></p><ul><li>Provide sales support for an external wholesaler (Field Leader).</li><li>Promote Life and Annuity products through webinars and inbound/outbound calls.</li><li>Manage inbound calls</li><li>Demonstrate proficiency in sales skills, identifying sales opportunities, and cross-selling skills with agents</li><li>Manage and execute effective outbound call campaigns</li><li>Be skilled at presenting in both small and large group settings</li><li>Capture all activity and agent profile information into Salesforce.com</li><li>Perform other duties as required</li></ul><br><br><ul><li><strong>Requirements:</strong></li><li>Proficiency in bilingual (English and Mandarin) to effectively communicate with our partners.&nbsp;&nbsp;</li><li>1-3 years financial services experience (preferred)</li><li>3+ years successful sales experience (preferred)</li><li>Strong presentation skills as well as excellent communication skills</li><li>Ability to adapt to the interests of the audience as well as use technical skills and people skills, on the phone and in person, to build relationships and help grow sales</li><li>Interpersonal Flexibility</li><li>Broad knowledge of capital markets (preferred)</li><li>Previous experience with life and/or annuity illustration software (preferred)</li><li>Bachelor’s degree (preferred)</li><li>Life and Health Licensed (preferred)</li><li>CLU, ChFC, CFP designations (preferred)</li><li>Up to 10% travel required</li></ul><br><br><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6><h6>#LI-MG</h6>

National Life Group

Internal Sales Associate (Mandarin Speaking)

<p>Join Our Cause!&nbsp; Do Good, Be Good, Make Good!</p><p>As we continue to grow, we are still looking&nbsp;to add additional individuals to our Sales Desk Team.&nbsp; We are looking to hire energetic and ambitious individuals into our vibrant, growing culture rooted in Servant Leadership.&nbsp; Since our inception in 1848, we have been delivering on our promises to our customers.&nbsp; Come be a part of our continued growth and success!</p><p></p><p><strong>Internal Sales Support Associate (Base + Quarterly Variable Bonus)</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><p>You’re encouraged to apply if you are:</p><p><strong>Energetic and Passionate: </strong>Use your knowledge and energetic work ethic work ethic to support agents and Field Leaders who sell our life and annuity products.</p><p><strong>Competitive go-getter: </strong>Ready to earn a base salary plus a quarterly variable bonus? You will have the chance to engage in friendly team competitions to win rewards and recognition.&nbsp;</p><p><strong>People Person: </strong>Put that emotional and social intelligence to good use by helping agents grow their business with National Life through providing solutions and business development opportunities.</p><p><strong>Relationship Builder:</strong> You’ll carry out the Sales Desk mission of winning the sale by building relationships based on authenticity, seamless service and acting with a sense of urgency.&nbsp;</p><p><strong>Growth Driven</strong>: The Sales Desk is the farm team for the organization. Your drive and performance can lead to opportunities to move into an External Field Leader role or to other Home Office positions. We are committed to developing internal talent – our people are our secret sauce.&nbsp;</p><p><strong>What You’ll Find at National Life Group</strong></p><ul><li>Competitive pay and outstanding health, wellness, and insurance benefits</li><li>Formalized training program to position you for success</li><li>Genuine opportunities for growth and career advancement</li><li>Over $5K in annual tuition reimbursement, including full tuition sponsorship for completing your undergraduate and graduate degrees with University of Arizona World Campus</li><li>Generous paid time off and holidays</li><li>40 hours of community service hours annually</li><li>A culture committed to inclusion and diversity</li></ul><p><strong>Key Responsibilities:</strong></p><ul><li>Provide sales support for an external wholesaler (Field Leader).</li><li>Promote Life and Annuity products through webinars and inbound/outbound calls.</li><li>Manage inbound calls</li><li>Demonstrate proficiency in sales skills, identifying sales opportunities, and cross-selling skills with agents</li><li>Manage and execute effective outbound call campaigns</li><li>Be skilled at presenting in both small and large group settings</li><li>Capture all activity and agent profile information into Salesforce.com</li><li>Perform other duties as required</li></ul><br><br><ul><li><strong>Requirements:</strong></li><li>1-3 years financial services experience (preferred)</li><li>Bilingual (Portuguese/English) required&nbsp;&nbsp;</li><li>3+ years successful sales experience (preferred)</li><li>Strong presentation skills as well as excellent communication skills</li><li>Ability to adapt to the interests of the audience as well as use technical skills and people skills, on the phone and in person, to build relationships and help grow sales</li><li>Interpersonal Flexibility</li><li>Broad knowledge of capital markets (preferred)</li><li>Previous experience with life and/or annuity illustration software (preferred)</li><li>Bachelor’s degree (preferred)</li><li>Life and Health Licensed (preferred)</li><li>CLU, ChFC, CFP designations (preferred)</li><li>Up to 10% travel required</li></ul><br><br><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Internal Sales Associate (Portuguese Speaking)

<p>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Charitable Planning Associate to work in Westlake, TX.</p> <p>The hourly pay rate for this position is $22 per hour.</p> <p>Are you a hardworking and self-motivated person who would thrive in a collaborative and fast paced environment? If so, come build your career with us!</p> <p>Fidelity Charitable is a collaborative, competitive, dynamic, and exciting environment. In this role you will have an opportunity to gain exposure to the various facets of the financial services and philanthropic industries.</p> <h3><strong>The Team</strong></h3> <p>The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.</p> <p>The Charitable Planning Associate (CPA) is an inbound, phone-based role acting as a sales development role into the Fidelity Charitable Fundraising and Distribution team. This role will uncover new opportunities with financial advisors and prospective donors looking for charitable planning assistance. You will cultivate and qualify these opportunities by providing valuable insights and helping them achieve their charitable goals by utilizing our Donor Advised Fund. In addition to generating leads from inbound calls, you will also be responsible for executing strategic initiatives by making outbound calls to qualify leads delivered by our Marketing team. You will collaborate with various business partners including Marketing, Service Delivery, Program, and Implementations to deliver best in class outcomes for our advisors and donors.</p> <h3><strong>The Expertise You Have</strong></h3> <ul> <li>Bachelor’s degree </li><li>Passion for the financial and philanthropic industries </li><li>Proven experience working within the financial industry and/or service related industry. </li><li>A dynamic personality with a high level of passion and motivation for career advancement </li><li>Fundraising, sales, business development or relationship management experience is beneficial. </li><li>Industry designations or additional education are also a plus. </li></ul> <h3><strong>The Skills You Bring</strong></h3> <ul> <li>You have excellent interpersonal and communication skills that translate into a positive advisor and donor experiences. </li><li>You have a passion for establishing relationships and providing high levels of support. </li><li>You are committed to constant self-improvement and exhibit a competitive drive. </li><li>You thrive in fast paced and collaborative environment. </li><li>You are extremely resourceful, organized, and ability to prioritize multiple priorities. </li><li>You have a high aptitude to learn new things quickly and adapt to new situations. </li><li>Your effective listening, communication, and presentation skills </li></ul> <h3><strong>The Value You Deliver</strong></h3> <ul> <li>Qualify inbound leads via the phone as the initial contact for financial advisors and donors exploring a relationship with Fidelity Charitable </li><li>Consult with prospects about using our Donor Advised Fund to achieve their philanthropic goals. </li><li>Understand and effectively communicate our value proposition to advisors and prospective donors. </li><li>Develop an understanding of the advisor’s business or donors’ goals through profiling and determine if the Donor Advised Fund can help them achieve their goals. </li><li>Partner with Marketing on lead flow and campaign alignment </li><li>Function as a utility player for the Fundraising and Distributions team by providing interim territory coverage when capacity issues exist. </li></ul>

Fidelity TalentSource

Charitable Planning Associate

<h3>Job Description:</h3><p><strong>Is it time to make new investments into your career?</strong></p><p>Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.</p><p>We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants’ minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><p><strong>What to expect…</strong></p><p>As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.</p><ul><li>You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.</li><li>You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.</li><li>As you gain relationship building and industry expertise, you’ll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.</li></ul><p><strong>You are learning.</strong> We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.</p><p><strong>You will be supported </strong>in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance – and to get the results you are striving toward.</p><p><strong>You are celebrated</strong>. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. </p><p><strong>You are growing.</strong> From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</p><p><strong>You can explore.</strong> You’ll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.</p><p><strong>The Skills You Bring</strong></p><ul><li>Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads</li><li>Knowledge or experience in sales or the consultative relationship process</li><li>Demonstrate accountability and a goal-oriented mindset </li><li>Natural and demonstrated success in asking deeper questions to fully understand the client’s situation </li><li>Ability and flexibility to work in a “hybrid” work setting, both at home and in office</li><li>Comfortable with technology and ability to navigate multiple systems simultaneously</li><li>Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Value You Deliver</strong></p><ul><li>Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce</li><li>Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions</li><li>Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations</li><li>Set up targeted appointments while identifying opportunities to address participant needs related to products and services</li></ul><p><strong>Our Investments in You</strong></p><p>Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.</p><p>Sound too good to be true? See for yourself and learn more about our benefits offerings:</p><ul><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.youtube.com/watch?v=k3eVjXbsVA4" target="_blank">Benefits at Fidelity Investments (opens in a new tab)</a></li><li>Click here for a local news story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt (opens in a new tab)</a></li></ul><p>Required Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, Sales<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>

Workplace Planning Associate - Westlake, TX

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>Are you interested in working in a fast paced, evolving organization? The Defined Contribution Conversion Lead is a member of the Implementation Team responsible for coordinating the transition of Defined Contribution Plans to DC Plan Services.</p><ul><li>The documentation and coordination of conversion data from prior recordkeepers. Our DCC's work with the client to develop a Conversion Strategy which details how the data will be converted to Fidelity. We then coordinate the delivery of this data from the Prior Recordkeeper and review the package for completeness. The DCC follows up with Prior Recordkeepers until all expected data is received and all questions are resolved.</li><li>The DCC also reviews the data after the transfer to ensure the information transferred as expected. We produce reports to review with the client to ensure their satisfaction with the outcome of the project.</li></ul><h3><strong>The Expertise and Skills You Bring </strong></h3><ul><li>Bachelor’s degree preferred.</li><li>This position requires a minimum of 3-5 years’ experience in a combination of implementation and/or 401(k) operations. The individual should have a general understanding of the retirement market, client service, implementation processes, and a demonstrated ability in the duties and responsibilities mentioned above. A detailed understanding of Fidelity and its products and services is preferred.</li><li>Strong organizational and operational skills and the ability to work well with internal partners. The ability to anticipate potential problems and to plan for such events. Proven problem solving and client management abilities. Excellent written and oral communication skills and attention to detail.</li><li>This position requires some travel.</li><li>The ability to understand and work with payroll software programs.</li><li>Strong presentation, consulting, and negotiating skills.</li><li>Strong analytical, problem-solving, problem identification skills.</li><li>Strong organizational/time management skills, auditing skills.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3><strong>The Team</strong></h3><p>As part of the Implementation Team, the DCC will participate in the “deep dive” discovery process with the Client, Prior Recordkeeper, and Prior Trustee to collect all data vital to complete the Implementation or Corporate Action Project. The DCC will act as the primary point of contact for the client on two main parts of the Implementation or Corporate Action project: data conversion and reconciliation. We strive to provide outstanding execution and service throughout the project life cycle.</p><h3>Certifications:</h3><h3>Category:</h3>Client Service<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>

13 Sales Jobs in Westlake, TX, USA