field_remote_option

field_job_employment_type

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

<h3>Job Description:</h3><h3>Financial Consultant</h3>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.<h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

Financial Consultant - San Diego, CA

<h3>Job Description:</h3><h3>Wealth Planner</h3>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.<h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)</li></ul><h3>The Purpose of Your Role</h3>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.<h3>The Skills You Bring</h3><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)</li><li>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h3>The Value You Deliver</h3>You are helping families grow, manage, and protect their assets by:<ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h3>How Your Work Impacts the Organization</h3>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.The base salary range for this position is $115,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3>Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

VP, Wealth Planner - San Diego, CA

Company Description About Veolia North America A subsidiary of Veolia Group, Veolia North America (VNA) 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. VNA helps commercial, industrial, healthcare, higher education and municipality customers throughout North America. Headquartered in Boston, Mass., Veolia North America has approximately 10,000 employees working at more than 350 locations across the continent. Please visit our website <a href="http://www.veolianorthamerica.com" target="_blank">www.veolianorthamerica.com</a> Job Description Targeted Annual Pay Range: Minimum of $80000 to a maximum of $90000 BENEFITS Veolia's comprehensive benefits package includes paid time off policies, as well as health, dental and vision insurance. 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. Position Purpose: The position's purpose is to retain and grow existing high value/ strategic customers within the assigned territory. Primary Duties/responsibilities: <ul><li>Manage all existing customer accounts within an assigned sales territory with focus on named high value/strategic accounts. In the strategic accounts it is expected that the Account Manager owns the customer relationships with additional focus on growth through expanded service offerings, margin improvement, treatment technology optimization and customer retention.</li><li>Engage in consultative-selling techniques that provide recommendations on a problem to solution basis.</li><li>Advise customers on ESS' services and solutions through a basic understanding of various state and local governmental regulations pertaining to generation, storage, transportation and disposal of generated waste.</li><li>Support Technical Sales Representative(s) with onboarding new accounts to ensure an effective handoff.</li><li>Determine the current total spend on hazardous waste of the high value/ strategic customers and ESS's % share.</li><li>Create account plans and document in Salesforce for all high value/ strategic customers to grow and retain these customers.</li><li>Record leads within existing high value/ strategic customers in Salesforce.</li><li>Play an active role in management of Price Books for (higher value/ strategic) accounts; for example additions for new waste streams/service codes.</li><li>Support the Sales Representative(s) and Inside Sales Representative(s) as required with information/ help within territory.</li><li>Maintain cooperative working relationships with all necessary departments to ensure effective coordination and resolution of customer issues.</li><li>Other responsibilities at the direction of the Strategy &amp; Growth Manager.</li></ul> Qualifications Education / Experience / Background: <ul><li>High School Diploma</li><li>Preferred degree or experience in science, mathematics, or business</li><li>Demonstrable customer relationship experience</li><li>Technical knowledge/ experience of waste transport, disposal and recycling (from a degree or from experience)</li><li>Awareness of managing financial</li><li>5+ years of sales experience</li></ul> Knowledge / Skills / Abilities: <ul><li>Relationship-building skills</li><li>Ability to prioritize the highest value opportunities.</li><li>Focus on meeting customers needs, offering the least complex and most efficient (profitable) solution for ESS</li><li>Ability to manage customer and waste stream P&amp;Ls</li><li>Able to work collaboratively across different functions and to secure help from colleagues</li><li>Comfortable with a role on the road, but able to maintain connectivity to branch/ satellite</li><li>Strong communication skills and writing skills</li></ul> Required Certification / Licenses / Training: <ul><li>Veolia training as required.</li></ul> Additional Information 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. 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.

Account Manager

Student Success Coach, 12-month term appointment with reappointment contingent on job performance, in SIU Extended Campus at Southern Illinois University Carbondale.

Southern Illinois University Carbondale

Student Success Coach 

Insperity provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology. With more than 90 locations throughout the U.S., Insperity is currently making a difference for thousands of businesses and communities nationwide.Behind our success is the unshakeable belief in the value of our people. We value diversity, inclusivity and a sense of belonging. We celebrate work and life events, and we partner with our clients and communities to make great things happen.We have received recognition numerous times as a top place to work, most recently ranking on Glassdoor’s “Best Places to Work in the U.S. 2024” list, and U.S. News &amp; World Report’s “Best Companies to Work for 2024” list. In addition, we have been recognized for having one of the country’s Top 50 Midsize Early Talent Programs by RippleMatch’s 2024 Campus Forward Awards. There is no better time to be a part of Insperity, and our best work is yet to come. Learn more at Insperity.com.Why Insperity?Flexibility:&nbsp;Over 80% of Insperity’s jobs have work-from-home flexibility. We want your time to have balance, whether it’s spent with coworkers, clients, family or your community.Career Growth:&nbsp;Insperity provides many ways to grow with the company. We offer continuous learning programs, mentorship opportunities and ongoing training.Well-Being:&nbsp;Our total rewards package includes generous paid time off, top-tier medical, dental and vision benefits, health &amp; wellness support, paid volunteer hours and much more. Whether remote, in person or hybrid, we take care of our people so that you can do your best work.Executive Management ConsultantWe are currently seeking an Executive Management Consultant to join our team. As the Middle Market client advocate and strategic partner, provides timely advice around the company’s products and services that best meet client’s business needs. This position leads and guides others in leveraging opportunities to set up the client for success by delivery of solutions that positively impact the client's business and creates client loyalty.&nbsp;Middle Market is where challenge is fun, results are rewarding, and we live our values. The Insperity Middle Market Solutions team is an exceptional group focused specifically on supporting our larger clients ranging in size from 150 to 5,000 employees. Part of our mission is to help our Middle Market clients become the best they can be by understanding their unique challenges and integrating relevant human capital/human resources solutions that accelerate their potential. Responsibilities:&nbsp;• Utilizing the Account Management Plan, defines a relationship strategy that ensures all key decision makers and client "buyer" relationships are leveraged to drive individual wins and business results for the client company. &nbsp;Builds relationship improvement plans and actions as needed to ultimately drive client loyalty and renewal. &nbsp;As a trusted client advisor, creates a pipeline of future business opportunities and revenue driving or value added strategic services for clients.• Engages at least quarterly with client executives to assess strategic business needs and challenges and translate business strategy into human capital opportunities that have business impact to the client. &nbsp;Translates client expectations, and shares constructive feedback and important and relevant information with appropriate internal resources.• Guides the client through a thorough analysis by knowing the client’s industry, current and future business trends and practices to accurately diagnose business strengths and weaknesses. Leverages internal partners to identify, collect and organize data for analysis and decision-making. &nbsp;Develops strategies and plans, resulting in a systematic approach to addressing client needs. &nbsp; Ensures that the customer perspective is the driving force behind business decisions and activities.• Positions services and sells solutions by consulting with client executives, gaining commitment and coordinating implementation timelines. &nbsp;Partners with the service team and internal departments to facilitate delivery of standard and customized services in a way that is appropriately sequenced to match client readiness and capacity.• Leverages internal resources to facilitate the accomplishment of work goals with a focus on impact. &nbsp;Ensures deadlines are met and keeps stakeholders informed of project status. &nbsp;Maintains effectiveness when experiencing major changes in work tasks or the work environment; adjusts effectively to new work structures, processes, requirements or cultures. &nbsp;Ensures that self and service team are able to present recommendations and anticipated outcomes that clearly show how company products, services and ideas would meet client’s needs. &nbsp;Ensures that all facilitated meetings serve business objectives while using appropriate interpersonal styles and considering the potential contributions of others.• Sets high standards of performance for self and others; assuming responsibility and accountability for successfully completing assignments or tasks in a timely manner; self-imposing standards of excellence rather than having standards imposed. Escalates complex client issues and follows through to resolution, ensuring appropriate communication to all involved parties. &nbsp;Must adjust effectively while working with different clients who have different structures, processes, requirements, or cultures.• Meets regularly with the assigned service team to prepare for client presentations and develop result oriented service plans. Develops and uses collaborative relationships to facilitate the accomplishment of work goals. &nbsp; Effectively articulates and translates client goals and strategies to service teams and internal groups. &nbsp;&nbsp;Qualifications:&nbsp;• High School Diploma or equivalent is required. &nbsp;Bachelor’s Degree or equivalent work experience is required. Master’s Degree in related field is preferred.• Seven to ten years of experience in related field is required. Must have experience managing relationships with senior leaders with varying styles in client organizations. Must have experience applying financial, industry and market trends to client situations. Must have demonstrated multi-account/matrix environment management experience. &nbsp;Insperity provides a reasonable range of minimum compensation. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location. The range of pay for this role is $113,000 to $127,000.At Insperity, we celebrate the diversity of our employees and our leadership. Insperity is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law, including criminal arrest and/or conviction records.

Insperity

Account Executive

Sales and Business Support Representative – Supply ChainAre you ready to embark on an exciting career journey that combines your passion for customer service with the intricacies of the supply chain? Look no further – we have the perfect opportunity for you!Our client is a leading sales company that focuses primarily on Costco Wholesale. For about 20 years, they have represented leading food brands and manufacturers. Their San Diego office offers a fast-paced, friendly atmosphere full of hard-working individuals. They work with vendors and manufacturers of food products to help sell their items to club-level retail stores.&nbsp;Our client seeks a team member who aligns with their culture and values to fill the Sales and Business Support Representative role. This rewarding career offers the challenges of managing various items for the manufacturers our client works with and a chance to become an integral part of a fantastic company.As the Sales and Business Support, your overall goal will be to help vendors grow their businesses and support the sales team and internal staff. This position requires a motivated individual with high autonomy, multi-tasking, and organizational skills. You must have the ability to recognize opportunities and add value every step of the way. Your additional duties will include tracking and entering purchase orders in the database, coordinating and communicating supply chain challenges with food manufacturers and customers, making sales forecasts and tracking national merchandise budgets and promotions, and working with the vendor logistics team to ensure products are delivered on time and in full to the customer, direct communication with vendors, Costco, and outside sales teams to help facilitate sales delivery of new items to Costco, running sales reports, use of Access, Excel, and other Microsoft software.&nbsp;If you have experience working with Costco as a supplier or in another role, you could be a good fit for this position. Tangible experience would include going through vendor setup processes at Costco, EFA registration, logistics/production coordinating on the supply side, sales support, buyer support, and work on buy docs, VCF, and accrual post-audit reconciliation and accrual management.To Succeed, You Should Have:<ul><li>Proficient written and verbal communication skills (college-level).</li><li>Typing speed of 50+ words per minute and 10-key proficiency.</li><li>Business-level proficiency in Microsoft applications (Outlook, Word, PPT, Excel, Access).</li><li>Understanding intermediate-level math concepts applied to business models (algebra, statistics).</li><li>Solid organizational skills and attention to detail.</li><li>Ability to multitask effectively and prioritize tasks with immediate deadlines.</li><li>Independent, critical thinking, and problem-solving skills.</li><li>Previous Customer Service experience.</li><li>Commitment to learning about Costco’s Business.</li><li>Accurate data entry skills and a commitment to quality.</li><li>Positive and motivated attitude with a dedication to continuous learning and improvement.</li></ul>What’s In It For You:Our client values their employees’ time and efforts. Their competitive&nbsp;market-based salary&nbsp;of $55 -70K annually, depending on experience and extensive benefits package, enhances their commitment to your success. Our client’s benefits package includes:&nbsp;<ul><li>Comprehensive health coverage: Medical, dental, and vision insurance provided.</li><li>Robust retirement planning: 401(k) plan available with employer matching</li><li>Financial security: Life and disability insurance for added protection.</li><li>Flexible financial options: Health savings and flexible spending accounts offered.</li><li>Well-being and work-life balance: Paid time off and holidays, employee assistance program, flexible schedule, and remote work choices provided.</li></ul>Plus, they&nbsp;support a creative learning environment for individuals willing to learn quickly and take on new responsibilities. Organizational skills are a must for this job.&nbsp;Our client is an equal-opportunity employer that welcomes and encourages diversity in the workplace. It does not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.Qualified applicants with arrest or conviction records will be considered for employment with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.&nbsp;

6 Sales Jobs in San Diego, CA, USA