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<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications 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>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><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><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $70,000 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>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.</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 66 - FINRA<h3>Category:</h3>Customer Service

Fidelity Investments

Financial Representative - Nanuet, NY

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses</li><li>Degree and/or other professional certifications 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>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><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><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $70,000 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>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.</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>Customer Service

Financial Representative - Edina, MN

Financial Representative - Wayne, NJ

<p><strong>Technical Sales Representative – Valencia, CA (Remote)</strong></p><p></p><p><strong>Company Benefits</strong></p><ul><li>100% employer paid medical and dental&nbsp;</li><li>401(k) matching contribution</li><li>Generous PTO and paid holidays</li><li>Long-term disability</li><li>Life and AD&amp;D</li><li>Health Care and Dependent Care Flex Spending</li><li>Tuition reimbursement</li><li>Commission</li></ul><p><strong>Pay: $69,000 - $85,000 </strong>annually, plus commission</p><p></p><p><strong>Position is Remote</strong></p><p><strong>Company Overview</strong></p><p></p><p><em>Contributing to Saving Lives</em></p><p><strong>The Eckert &amp; Ziegler Group</strong>&nbsp;is one of the world's largest providers of isotope technology for medical, scientific, and industrial use. The core businesses of the Group are Diagnostic Nuclear Medicine Imaging, Cancer Therapy, and Industrial Radiometry.&nbsp;</p><p></p><p><strong>Business Segment Overview</strong></p><p></p><p><strong>Eckert &amp; Ziegler Isotope Products </strong>provides sealed and unsealed radiation sources and materials for Medical Imaging sources; Industrial sources for measurement and analysis; Oil Well Logging sources and related products; Reference, Calibration and Environmental Monitoring sources and solutions; Bulk radioisotopes for pharmaceutical, therapeutic and industrial product manufacturing; Services for collection, recycling and disposal of sources and low-activity waste; Sources for industrial Non-Destructive Testing; High-Activity radiation sources for radiation processing and sterilization; Medical and Industrial irradiators for blood irradiation, sterilization or calibration.</p><p><strong>The Job</strong></p><p>Eckert &amp; Ziegler Isotope Products seeks a <strong>Technical Sales Representative</strong> to join our team. This position is<strong>&nbsp;r</strong>esponsible for selling, supporting, and marketing Medical Imaging QC products to selected key accounts in the North American market and other world regions. Visiting existing clients to maintain and build strong business relationships. Oversees all aspects of the designated Key Account’s technical, pricing, and product inquiries. Organizes, identifies and participates in regional trade shows and conferences.</p><p><strong>Duties:</strong></p><p></p><ol><li>Responsible for sales and marketing of Medical Imaging QC products and services throughout North America and other regions.&nbsp;</li><li>Manage selected key accounts to ensure customer satisfaction and the achievement of sales goals.</li><li>Identify new and potential customers.&nbsp;</li><li>Schedule and perform sales visits as needed to build strong business relationships.</li><li>Assist in the planning and coordination of new product launches.</li><li>Process quotations for standard and custom products.</li><li>Organize and attend regional trade shows. Occasional participation at international events is also required.</li><li>Support our budgeting process.&nbsp;</li></ol><p><br></p><p><strong>Requirements:&nbsp;</strong></p><ol><li><strong>Minimum education (or substitute experience) required:&nbsp;</strong>Bachelor’s degree or&nbsp;<br>&nbsp;equivalent work-related experience.</li><li><strong>Minimum experience required:&nbsp;</strong>at least3 years in a Technical Sales position, proven ability to manage a sales territory and achieve sales targets.</li><li><strong>Abilities and skills required:</strong></li></ol><ul><li>Proven ability to develop and improve customer relationships</li><li>Proven track record of client development</li><li>Experience in managing large customer accounts</li><li>Strong negotiating skills</li></ul><ol><li>Ability to travel both domestically and internationally, approximately 30-40% of the time.</li><li>Utilize reporting and market analysis to support strategic sales decisions and identify opportunities for growth and/or necessary market adjustments.</li></ol><ul><li>Proficient in software programs including Excel, Word, PowerPoint. Knowledge in other programs – D365, CRM, etc. a plus. &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</li></ul><p>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, or protected veteran status and will not be discriminated against on the basis of disability.&nbsp;</p><p>To apply please click on the link below or copy and paste into your browser.</p><p><a href="https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=9c980abd-e7ad-4b5f-9517-39477f587807&amp;ccId=19000101_000001&amp;jobId=572116&amp;source=CC2&amp;lang=en_US" target="_blank">https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=9c980abd-e7ad-4b5f-9517-39477f587807&amp;ccId=19000101_000001&amp;jobId=572116&amp;source=CC2&amp;lang=en_US</a></p><p>Privacy Notice: To learn what data we collect and how we use it, review our Privacy Policy at&nbsp;</p><p><a href="https://www.ezag.com/home/CAPrivacy/" target="_blank">https://www.ezag.com/home/CAPrivacy/</a></p><p>(To view, please copy and paste into your browser)</p><br><br><br><br><p>PI279093158</p>

Technical Sales Representative

<p><strong>POSITION SUMMARY:</strong></p><p>Responsible for recruiting qualified applicants for admission to the University in accordance with state and federal accreditation and institution policies and regulations, consistent with the highest ethical standards. The Admissions Representative is responsible for managing time and inquiry resources to generate interest in our programs. This position will conduct a high quantity of prospect phone contacts to secure appointments and interview activity and conduct follow-up activity with unresolved interviewees and future class applicants. They will work interdepartmentally with student support services to ensure students are maintained and successfully matriculated.</p><p><br>Incumbent must assure that the South University philosophy is considered in carrying out the duties and responsibilities of this position: quality services to clients; development, growth, involvement, and recognition of employees; sound economic principles; and maintenance of an environment which is conducive to innovation, positive thinking and expansion.</p><p><strong>KEY JOB ELEMENTS:</strong></p><ul><li>Accurately and completely explain educational programs, expected outcomes, student services, and financial consideration to students, parents, and educators.</li><li>Manage inquiries to achieve prompt contact and performance activity weekly goals; utilize approved recruitment policies/formats; make prompt and effective contact with inquiries and redirect unqualified candidates based upon incompatible career goals.</li><li>Secure new inquiries (Personally Developed Referrals) by directly asking phone and in-person contacts about referrals of others to contact that may be interested in programs offered.</li><li>Schedule and conduct interviews, pursue qualified candidates for enrollment, and determine appropriateness of candidates for enrollment based upon career goal compatibility.</li><li>Accurately forecast projected new students on a periodic basis for admissions leadership. &nbsp;</li><li>Consistently conduct follow-up meetings, monthly at minimum, with all applicants to ensure successful matriculation.</li><li>Assist other personnel and departments with data collection and problem solving.</li><li>Participate in appropriate recruitment and enrollment activities including: open houses, regional presentations, training sessions, orientation programs, career days, community outreach, employer partnerships, etc.</li><li>Other duties as assigned.</li></ul><p></p><p><strong>REQUIREMENTS:</strong></p><ul><li><em>Bachelor’s degree in business or a related field and one-year successful admissions or sales experience OR associate’s degree and three year’s successful admissions or sales experience.&nbsp; (Salary level will be based on degree level). <br></em></li><li>Sincere interest in helping others achieve life goals.</li><li>Excellent written and verbal communication skills. <br></li><li>Strong interpersonal skills with both faculty and student populations.&nbsp;<br></li><li>Superior organizational and problem resolution skills.&nbsp;<br></li><li>Goal oriented and highly ethical.&nbsp;<br></li><li>Strong expertise with MS Office as well as field related hardware and software packages and systems for reporting features.&nbsp;</li><li>Ability to interact effectively as either a leader or as a member of a team and work collaboratively with other departments. <br></li><li>Ability to listen to customers (e.g. staff, etc.) and to understand and respond positively to their requests.&nbsp;<br></li><li>Ability to adapt to changing assignments and multiple priorities.&nbsp;<br></li><li>Ability to manage multiple tasks and successfully meet deadlines.&nbsp;</li></ul><p><strong>ENVIRONMENT:</strong></p><p>The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. The term "qualified individual with a disability" means an individual with a disability who, with or without reasonable accommodation, can perform the essential functions of the position. While performing the duties of this job, the employee is regularly required to communicate professionally in person, over the telephone, through email video conference and other electronic means, move about the office or school, handle various types of media and equipment, and visually or otherwise identify, observe and assess. The employee is occasionally required to lift up to 10 pounds unless otherwise specified in the job description.<br></p><p><br><strong><em>South University is an Equal Opportunity Employer and embraces diversity as a critical step in ensuring employee, student and graduate success. We are committed to building and developing a diverse environment where a variety of ideas, cultures and perspectives can thrive.</em></strong></p><p><strong>JobFamily</strong></p><p>All Positions</p><p><strong>EducationLevel</strong></p><p>Associate Degree</p>

South University

Admissions Representative

<p><strong>Hi, we’re glad you’re thinking about joining us.</strong></p><p>Are you looking for purpose-driven work where education partnerships makes a positive impact on communities around the world? If so, then Committee for Children is an amazing place to grow your career as an Insides Sales Representative. We’re a social enterprise dedicated to advancing the well-being of children through the development of essential human skills. As an <strong>Inside Sales Representative,</strong> at CFC, you will support new customer acquisition for digital and print product sales within your assigned territory while supporting field Account Executives. This role is responsible for identifying and qualifying leads, understanding client needs to offer tailored solutions, managing the sales funnel, and advancing and closing deals to achieve revenue goals.</p><p>Our team is collaborative, creative, and passionate about our work. Every day brings new challenges, and we jump at the opportunity to solve them. So, if you’re looking for a place that values your unique perspective and empowers you to do great work, then CFC is the place for you.</p><p>You’ll have an opportunity to make an impact every day and have a say in the way we use education partnerships to transform the lives of children.</p><p><strong>Let’s talk about benefits.</strong></p><p>What we do matters. But we can’t achieve our goals unless we empower every team member to pursue their own goals and live a fulfilling personal life. Our benefits, perks, and rewards are aimed at doing just that: helping you live your best life at CFC.</p><ul><li>We cover 100% of your premiums for medical, dental and vision coverage and 50% for your dependent’s medical and dental premiums</li><li>Retirement plan + company match up to 3%; CFC also may make an annual discretionary non-elective contribution on your behalf at the end of the year!</li><li>A flexible work subsidy: $100 per month that you can use on things like phone and internet costs, office supplies, or even commuting costs</li><li>16 paid holidays (including winter break and 1 floating holiday), 3 weeks' vacation in your first year, and separate sick leave accrual</li><li>Other great benefits include: monthly contribution to childcare and/or dependent expenses, FSA account, parental leave, sabbatical leave, employee assistance program, annual wellness reimbursement, growth and development opportunities, disability and life insurance.</li></ul><p><strong>What you’ll do when you join us:</strong></p><p><em><strong>Lead Funnel: Identifying and Qualifying Leads</strong></em></p><ul><li>Proactively identify and qualify potential clients through inbound leads and outbound prospecting.</li><li>Research and identify new client targets, maintaining accurate lead and contact records in the CRM.</li><li>Generate new business opportunities to ensure pipeline sufficiency, including re-engaging lapsed or former clients.</li><li>Ask qualifying questions to understand client budgets, audiences, needs, and timelines.</li><li>Create meeting opportunities for Field Account Executives and collaborate with leadership and marketing to optimize lead generation and conversion.</li><li>Maintain up-to-date CRM records with key lead, client, and sales activity details.</li></ul><p><em><strong>Sales Cycle: Positioning, Advancing, and Closing Opportunities</strong></em></p><ul><li>Communicate clearly and persuasively across all stages of the sales cycle to advance opportunities and close sales.</li><li>Present tailored solutions that align with customer needs through demos, presentations, proposals, and high-impact communications.</li><li>Utilize CRM and analytical tools to make data-informed decisions that guide sales strategy and tactics.</li><li>Stay current on education trends, market developments, and competitor offerings to position products effectively.</li><li>Collaborate with the Customer Success Manager to capture implementation goals and ensure a smooth transition from sales to onboarding.</li><li>Maintain accurate forecasts and pipeline details in the CRM and meet or exceed all activity and performance metrics.</li><li>Take ownership of outcomes, anticipate obstacles, and take proactive steps to maintain momentum through the sales and implementation process.</li><li>Adapt to changing priorities and business needs while maintaining positive relationships and effective work habits</li></ul><p><strong>Here’s what we’re looking for:</strong></p><ul><li>Bachelor’s degree</li><li>3+ years of experience in sales, customer service, implementation, or customer success.</li><li>Experience in the education or EdTech sector preferred.</li><li>Proven success managing a sales pipeline and achieving or exceeding sales targets.</li><li>Strong communication and interpersonal skills; able to build relationships across departments and collaborate effectively with leadership, marketing, client success, and product teams.</li><li>Demonstrated ability to use data and CRM systems (e.g., NetSuite, Salesforce) to inform decisions and manage the sales cycle.</li><li>Applies knowledge of technology trends and the needs of educational institutions to present ROI analyses and help clients set measurable goals.</li><li>Open to change and able to shift direction quickly; maintains accountability for results and follows through on commitments.</li><li>Proficient in Microsoft Excel, PowerPoint, Word, and Outlook</li></ul><p><strong>Note:</strong> This position is remote, employees are eligible to work remotely in any of the following states:</p><p><strong>AZ, CA, CO, CT, FL, GA, IL, MA, NV, NJ, NM, NY, OH, OR, PA, TX, VA, WA.&nbsp;</strong></p><p>The hiring range for this position is $31.00 – $37.00 per hour, with a target commission of 25% of base pay for meeting established sales goals, with an increasing incentive for exceeding goals up to 100% of base pay. Actual base pay takes into account job-related knowledge, skills and experience required for the role, and internal equity.</p><p><strong>Transform the lives of millions.</strong></p><p><strong>Grow your career while you do it.</strong></p><p>At Committee for Children, we’re dedicated to advocating for policies to enhance, gathering research to support, and developing educational programs to advance the safety and well-being of children through development of essential human skills.</p><p>We’re best known for our innovative Second Step® family of programs, which blend research and rigor with intuitive design to help young people build strengths that will help them realize their goals throughout life. We believe that if you make a positive impact on enough children, the ripple effect will help a family, school, community, and ultimately, the world.</p><p><strong>We’re proudly building a more equitable workplace.</strong></p><p>We’re committed to providing a place that empowers you to bring every bit of who you are to work. When you’re able to be yourself, you do your best work. It’s as simple as that. And to that end, we’re committed to building a diverse and inclusive workplace.</p><p>We're proud to be an equal opportunity employer. We’re committed to cultivating a workplace in which diverse perspectives and experiences are welcomed and respected. We encourage all qualified applicants to apply, without regard to race, color, age, disability, gender identity, marital status, national origin, genetics, religion, sexual orientation, political affiliation, veteran status, or other applicable legally protected characteristics.</p><p><strong>Apply now and help us achieve our vision of safe children thriving in a just and peaceful world.</strong></p>

Inside Sales Representative

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications 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>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><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><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $70,000 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>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.</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>Customer Service

Financial Representative - Santa Barbara, CA

<h3>Job Description:</h3><h3>Investment Solutions Representative</h3><p><strong>“Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.”</strong> Abby Johnson | Chairman &amp; CEO Fidelity Investments</p><h3>Is it time to explore new challenges in your career?</h3><h3>Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</h3><h3>The Expertise We’re Looking For</h3><ul><li><h3>Previous success in sales, preferably in financial services</h3></li><li><h3>Client or customer consultation experience</h3></li><li><h3>Excellent phone and e-mail customer service skills</h3></li><li><h3>Comprehensive understanding of financial services markets, the economy and of industry trends</h3></li><li><h3>FINRA Series 7 licensed</h3></li><li><h3>Series 63 and 65 or 66 licensed OR ability to acquire upon hire</h3></li><li><h3>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</h3></li></ul><h3>The Purpose of Your Role</h3><h3>As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers handling inbound sales calls. This is an inbound sales role that makes you more than just a salesperson – you’ll become a trusted partner for your customers and colleagues alike. You will drive sales via warm leads, carefully define customer needs, and cultivate relationships, while guiding investment strategies with a defined set of tools and solutions. All the while, Fidelity will provide the invaluable ongoing training that keeps our teams at the forefront of our industry and opens pathways to further career development.</h3><h3>The Skills You Bring</h3><ul><li><h3>Comprehensive understanding/interest in the financial services market, economy, and industry trends</h3></li><li><h3>Results-oriented and comfortable working independently within the infrastructure of a large organization</h3></li><li><h3>Strong technology skills and comfort with learning how to use new tools</h3></li><li><h3>Strong time management skills to balance all components of the sales process from profiling to contacting warm leads to post appointment follow up and reporting</h3></li><li><h3>Excellent interpersonal skills</h3></li><li><h3>Robust influencing and client engagement skills</h3></li></ul><h3>Our Investments in You</h3><h3>We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our <a href="https://go.fidelity.com/ggbzd" target="_blank">benefit programs</a> are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:</h3><ul><li><h3>We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements</h3></li><li><h3>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.bing.com/videos/search?q=Fidelity+Investments+YouTube&amp;&amp;view=detail&amp;mid=E5CC2F036E6425D7933FE5CC2F036E6425D7933F&amp;&amp;FORM=VRDGAR&amp;ru=%2Fvideos%2Fsearch%3Fq%3DFidelity%2BInvestments%2BYouTube%26FORM%3DVRIBQP" target="_blank">Benefits at Fidelity Investments</a></h3></li><li><h3>Click here for a 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</a></h3></li></ul><h3>The Value You Deliver</h3><ul><li><h3>Building and having fast-growing customer relationships by identifying customer’s need and offering customized Fidelity investment solutions based on in-depth knowledge of products and services</h3></li><li><h3>Providing investment direction by using guidance tools to match needs with suitable guidance solutions such as products, research, and/or services.</h3></li><li><h3>Partnering with other functions and roles within the organization to drive additional business</h3></li><li><h3>Developing and positioning mutual funds, fixed income products, and discretionary money management services to existing customers or leads</h3></li><li><h3>Hosting conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and the universe of daring products in the investment/consumer financial industry</h3></li></ul><h3>How Your Work Impacts the Organization</h3><h3>The Investment Solutions Representative works with clients in Fidelity’s Personal Investing business unit. Fidelity is a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial offerings. We have a steadfast commitment to our clients, and we believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You’ll be the one who will personally work with them to help achieve their dreams- whether that’s saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need.</h3><h3>We believe in being <strong>#DifferentTogether</strong>. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees.</h3><h3>We continuously strive for a <strong>diverse and inclusive</strong> workplace where we <strong>respect</strong> and <strong>value </strong>our associates for their unique perspectives and experiences.</h3><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>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.</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>

Investment Solutions Representative I - Merrimack, NH (Evergreen)

<h3>Job Description:</h3><p><strong>The Role</strong> </p><p>The Alternative Investments Brokerage Operations role is responsible for processing trades accurately on behalf of our clients and in a timely manner to mitigate risk and exposure to the organization. These activities are performed daily and require adherence to policies, procedures, and regulatory guidelines </p><p>We have multiple openings in Jersey City and Westlake. These are the options for team placement. There will be an application question around your preference for focus area within Alternative Investments: </p><ul><li><p><strong>Trading: </strong>This team is responsible for supporting all subscription, capital call, and redemption activities involving Alternative Investment (AI) positions moving into or out of NFS custody. They play a critical role in identifying and escalating potential risks to the organization, managing outbound client communications, and ensuring that all decision-related transactions comply with internal policies and regulatory standards. The team regularly interacts with fund companies and their transfer agents to resolve issues and facilitate smooth processing. Additionally, they educate clients on Alternative Investment policies and procedures, documentation requirements, and how to navigate the online system effectively. </p></li></ul><ul><li><p><strong>Service: </strong>In this role you will be on the phone taking approximately 30-60 inbound calls daily from clients roughly 95% of the day dealing with a range of issues for our customers. The associate will be managing multiple client requests/issues that must be completed within a tight timeframe. The associate will be responsible for monitoring customer adherence to internal guidelines in addition to building and maintaining strong relationships while providing a superior level of customer service. In this position, the associate will be responsible for having the technical expertise to respond to inquiries on a variety of alternative investment issues. </p></li></ul><ul><li><p><strong>Follow Up/Out of Standard: </strong>The Follow Up team is tasked with analyzing and researching pending transactions such as trades, ACAT and Non-ACAT Receives, Internal Transfers, and Conversions with issuers for settlement. The associate will be responsible for handling research requests regarding pending transactions and for resolving complex issues in a timely manner. The Follow Up team is also responsible for outreach and education to sponsors who are delinquent in their required reporting, such as reconciliation files and auditor opinion letter. The associate will also be responsible for several other ancillary processes for the department. </p></li></ul><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li><p>College degree preferred </p></li></ul><ul><li><p>2+ years of brokerage operations experience preferred </p></li></ul><ul><li><p>Prior experience with alternative investments and transfers process experience is preferred </p></li></ul><ul><li><p>Detail oriented, ability to work effectively with minimal supervision </p></li></ul><ul><li><p>Team player with capability to help maintain a positive work environment </p></li></ul><ul><li><p>Strong analytical and decision-making skills </p></li></ul><ul><li><p>Ability to prioritize and work effectively in a fast-paced environment with multiple deadlines and processes </p></li></ul><ul><li><p>Ability to handle and resolve complex problems </p></li></ul><ul><li><p>Strong verbal and written interaction skills including ability to explain complex processes </p></li></ul><ul><li><p>Effective time management skills and ability to prioritize and multi-task </p></li></ul><ul><li><p>Strong PC skills - Word, Excel and Access </p></li></ul><h3><em><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></em></h3><p><strong>The Team</strong> </p><p>Operations &amp; Services Group (OSG) provides superior customer service to Fidelity's Institutional Products Group's businesses through innovation, dedication and commitment to excellence. With eight operating divisions located throughout the country, OSG provides securities execution, clearance, and information management services to retail, institutional, and correspondent clients. OSG performs tens of thousands of over the counter, listed equities, options, bonds, and mutual fund transactions daily. </p><p>An Alternative Investment (AI) is a highly specialized investment vehicle that is tailored to sophisticated, high net-worth investors and is not traded on any public market. Our Alternative Investments group services all Fidelity lines of business and handles end-to-end operations from onboarding of assets, all transactions, reconciliation, and servicing requests.</p><p>#FidelityAlts </p>The base salary range for this position is $40,000-76,000 USD 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>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.</p><h3>Certifications:</h3><h3>Category:</h3>Brokerage Operations

Senior Representative, Alternative Investments

<p><strong>POSITION SUMMARY:</strong></p><p>Responsible for recruiting qualified applicants for admission to the University in accordance with state and federal accreditation and institution policies and regulations, consistent with the highest ethical standards. The Admissions Representative is responsible for managing time and inquiry resources to generate interest in our programs. This position will conduct a high quantity of prospect phone contacts to secure appointments and interview activity and conduct follow-up activity with unresolved interviewees and future class applicants. They will work interdepartmentally with student support services to ensure students are maintained and successfully matriculated.</p><p> <br>Incumbent must assure that the South University philosophy is considered in carrying out the duties and responsibilities of this position: quality services to clients; development, growth, involvement, and recognition of employees; sound economic principles; and maintenance of an environment which is conducive to innovation, positive thinking and expansion.</p><p><strong>KEY JOB ELEMENTS:</strong></p><ul><li>Accurately and completely explain educational programs, expected outcomes, student services, and financial consideration to students, parents, and educators.</li><li>Manage inquiries to achieve prompt contact and performance activity weekly goals; utilize approved recruitment policies/formats; make prompt and effective contact with inquiries and redirect unqualified candidates based upon incompatible career goals.</li><li>Secure new inquiries (Personally Developed Referrals) by directly asking phone and in-person contacts about referrals of others to contact that may be interested in programs offered.</li><li>Schedule and conduct interviews, pursue qualified candidates for enrollment, and determine appropriateness of candidates for enrollment based upon career goal compatibility.</li><li>Accurately forecast projected new students on a periodic basis for admissions leadership. &nbsp;</li><li>Consistently conduct follow-up meetings, monthly at minimum, with all applicants to ensure successful matriculation.</li><li>Assist other personnel and departments with data collection and problem solving.</li><li>Participate in appropriate recruitment and enrollment activities including open houses, regional presentations, training sessions, orientation programs, career days, community outreach, employer partnerships, etc.</li><li>Other duties as assigned.</li></ul><p><strong>REQUIREMENTS:</strong></p><ul><li>Bachelor’s degree in business or a related field and one-year successful admissions or sales experience OR associate’s degree and three year’s successful admissions or sales experience.&nbsp;&nbsp;(Salary level will be based on degree level). <br></li><li>Sincere interest in helping others achieve life goals.</li><li>Excellent written and verbal communication skills. <br></li><li>Strong interpersonal skills with both faculty and student populations.&nbsp;<br></li><li>Superior organizational and problem resolution skills.&nbsp;<br></li><li>Goal oriented and highly ethical.&nbsp;<br></li><li>Strong expertise with MS Office as well as field related hardware and software packages and systems for reporting features.</li><li>Ability to interact effectively as either a leader or as a member of a team and work collaboratively with other departments. <br></li><li>Ability to listen to customers (e.g. staff, etc.) and to understand and respond positively to their requests.&nbsp;<br></li><li>Ability to adapt to changing assignments and multiple priorities.&nbsp;<br></li><li>Ability to manage multiple tasks and successfully meet deadlines.</li></ul><p><strong>ENVIRONMENT:</strong></p><p>The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. The term "qualified individual with a disability" means an individual with a disability who, with or without reasonable accommodation, can perform the essential functions of the position. While performing the duties of this job, the employee is regularly required to communicate professionally in person, over the telephone, through email video conference and other electronic means, move about the office or school, handle various types of media and equipment, and visually or otherwise identify, observe and assess. The employee is occasionally required to lift up to 10 pounds unless otherwise specified in the job description.</p><p><strong><em>South University is an Equal Opportunity Employer and embraces diversity as a critical step in ensuring employee, student and graduate success. We are committed to building and developing a diverse environment where a variety of ideas, cultures and perspectives can thrive.</em></strong></p><p><strong>JobFamily</strong></p><p>All Positions</p><p><strong>EducationLevel</strong></p><p>Associate Degree</p>

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