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<h3>Job Description:</h3>The RoleManager, Account OpeningThe primary mission of the Investment Operations team is helping people, help people. We are looking for a dynamic and client-focused leader to lead our Account Opening team. This leader will oversee a team of skilled professionals responsible for opening new client accounts, ensuring a seamless and exceptional client experience from initiation to completion. The ideal candidate will have a deep understanding of the client journey, a passion for delivering outstanding service, and expertise in handling complex operational situations. In addition to day-to-day oversight, the Manager will drive critical initiatives to improve process efficiency, enhance the onboarding experience, align account opening practices with broader business goals, and ensure risks are well managed. This role requires a collaborative leader who can inspire high-performing teams and effectively lead cross-functional projects in a fast-paced environment.<ul><li>Responsible for all talent management and development practices including recruiting, coaching, development, and performance management</li><li>Develop and implement the strategy for the account opening process with clear objectives and key performance indicators for the team. Use data-driven approaches to identify trends, forecast needs, and drive strategic decisions.</li><li>Identifies, prioritizes, and drives key advances in process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization</li><li>Implement new tools, technologies, and methodologies to enhance procedures and team effectiveness</li><li>Design and lead efforts to fully automate and digitize the account opening experience and related procedures</li><li>Lead, coach, and develop high-performing team members as well as cultivate a collaborative and client-centric team culture.</li><li>Defines and establishes accountability to the successful achievement of multiple team goals and objectives.</li><li>Track team performance and account opening metrics, providing regular reports and actionable insights to senior management.</li><li>Establishes and maintains strong relationships within Account Lifecycle and cross-functionally</li><li>Resolves highly complex or non-routine operational issues or inquiries from senior-level or key partners, as needed, including addressing client concerns or urgent requests</li><li>Provides guidance on internal activities and initiatives to improve the overall associate and client experience</li><li>Maintains familiarity with industry practices and seeks opportunities to continuously innovate and improve lifecycle management strategies</li><li>Serves as back-up for Account Lifecycle leadership</li></ul>The Expertise and Skills We are Looking For:<ul><li>You approach every situation with a client first perspective</li><li>Bachelor’s degree in Business, Management, or a related field is preferred.</li><li>5+ years of experience in the financial services or related industry with a deep breadth of knowledge in operations</li><li>Demonstrated experience in account opening, account implementations, or account management roles, with at least 3 years in a leadership capacity</li><li>Strong leadership and people management skills with a track record of developing high-performing teams.</li><li>Positive relationship building with an ability to work with cross-functional teams</li><li>Proven experience leading multiple complex projects simultaneously with proficiency in data analysis and reporting capabilities</li><li>Extensive experience developing cases, insights, and change proposals as well as delivering influential messages with senior leaders</li><li>Experience partnering with light automation and technology teams to develop and drive process enhancements</li><li>Familiar with process improvement techniques and frameworks</li><li>Advanced project management skills, with experience in XTRAC, Salesforce, Archer, Jira, and other client account tools</li><li>Works with a high sense of urgency and demonstrates good judgment in decision making or problem resolution</li><li>Possess strong and effective verbal and written communication skills</li><li>Critical thinker with excellent follow through skills</li><li>Strong attention to detail, organizational skills, &amp; planning and time management</li><li>Clearly understanding and articulating the full suite of Fidelity Charitable products and services to include Direct International Granting, Charitable Investment Advisor Program, and Complex Assets</li><li>Available and flexible with overtime as requested</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamFidelity 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.<h3>Certifications:</h3><h3>Category:</h3>Client ServiceFidelity’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.

Fidelity Investments

Manager, Account Opening

<h4>Direct Sales Representative</h4>Location: Odessa, TexasUnlimited earning potential with uncapped commissions!$5,000 Sign on Bonus!Opportunity to earn a targeted compensation up to $85,000 to $90,000 at full attrition with a $34,000 base salary!&nbsp; We offer a $34,000 base with a commission plan that allows you the freedom to exceed quota.&nbsp; (*See total compensation details below the job description). You will be representing a superior telecommunication provider and company that cares about you and our customers.&nbsp;Astound, the sixth-largest telecommunications provider in the United States, is a leading supplier of cutting-edge technology and communications services—and applicants like you make it all possible. To develop your career, we provide one-on-one training and coaching, a supportive work environment and the opportunity to represent a superior telecommunications company.&nbsp;Additionally, we offer a robust benefits package, including rewards, recognition and employee discounts to ensure your continued success.&nbsp; With us, you’ll stay empowered to do your best work by creating astounding possibilities for local communities and beyond.&nbsp;Where you will work:&nbsp;<ul><li>This is a dynamic opportunity to represent our organization in the greater Odessa, TX market</li><li>This individual will be based in the field, with the ability to travel into the nearest office as needed&nbsp;</li></ul>A Day in the Life of the Direct Sales Representative:<ul><li>Obtain new customers in a residential environment through professional, face-to-face interaction with residents, property management groups, and other referral sources</li><li>Aggressively pursue any leads provided daily</li><li>Understand every unique element of assigned properties within portfolio</li><li>Distribute marketing material, facilitate strategic marketing campaigns, build Astound brand awareness</li><li>Review and understand property contract language, service levels, restrictions, and obligations</li><li>Understand customer needs and articulate solutions</li><li>Attend mandatory sales meetings</li><li>Report sales statistics accurately and promptly to management</li><li>Stay up to date with what the competition is doing in your market</li></ul>What You Bring to the Table:<ul><li>Ability to work in a fast paced challenging environment</li><li>Enjoys working outdoors "on the hunt" since 90% of all work is in the field</li><li>Excellent communications, relationship building, organizational, presentation and influence skills</li><li>You have a positive, creative and persuasive personality</li><li>Must be a motivated, self-starter and comfortable with working autonomously</li><li>Must be detail oriented and has highly developed organizational and time management skills</li><li>You are sales-quota driven</li><li>Must have valid driver's license and reliable transportation</li><li>You’re passionate in connecting with potential customers and bringing them the joy of our products</li><li>You’re driven to succeed in every situation presented</li><li>You’re resilient and adapt to an ever-changing environment</li><li>Visit potential customers at their residences to discuss service needs, providing quotes and sign up orders</li><li>Protected Territory with excellent training/mentoring</li><li>Adjusted Quota during your ramp-up period</li><li>We provide flexible scheduling</li><li>This is a face-to-face and door-to-door position. It’s not easy for everyone, however, the base salary and uncapped commission compensation is designed for excellent earnings potential!</li><li>Other duties as assigned</li></ul>Education and Certifications:<ul><li>High school diploma or equivalent</li></ul>We're Proud to Offer a Comprehensive Benefits Package Including:&nbsp;<ul><li>Opportunity for uncapped earning potential! &nbsp;</li><li>Vehicle Allowance provided</li><li>401k retirement plan, with employer match</li><li>Insurance options including: medical, dental, vision, life and STD insurance</li><li>Paid Time Off/Vacation: Starting at 80 hours per year, and increases based on tenure with the organization</li><li>Floating Holiday: 40 hours per year</li><li>Paid Holidays: 7 days per year</li><li>Paid Sick Leave: Astound allows a number of paid sick hours per calendar year and varies based on state and/or local laws</li><li>Tuition reimbursement program</li><li>Employee discount program</li></ul>Base Salary:&nbsp;The base salary range in Texas for this position is $34,000, plus opportunities for bonus, benefits and commission, if applicable. It is specific to Texas and may not be applicable to other locations.&nbsp;Commissions at plan:&nbsp;Uncapped commissions with targeted commissions at full attainment could be up to or over $56,000 annually. Our sales total compensation offers the potential for significant upside above targeted earnings for those who overachieve their sales targets.&nbsp;Our Mission Statement<ul><li>Take Care of Our Customers</li><li>Take Care of Each Other</li><li>Do What We Say We are Going To Do</li><li>Have Fun</li></ul>Diverse Workforce / EEO:&nbsp;Astound&nbsp; is proud to be an Equal Opportunity Employer and we are dedicated to cultivating a diverse, equitable and inclusive workplace where employees feel valued, respected and empowered.&nbsp; Discrimination of any kind has no place here.&nbsp; We are dedicated to providing equal opportunities for all employees and applicants, regardless of race, color, religion, sex, pregnancy, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity or expression, genetic information, military, veteran status, and any other characteristic protected by applicable law. We strive to create a culture that celebrates our differences and promotes fairness and inclusivity in all aspects of our business. &nbsp;CCPA Employee Privacy Policy (For California Candidates Only):&nbsp;<a href="https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privacy-Notice.pdf&nbsp;&amp;nbsp" target="_blank">https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privac…</a>;

Astound Broadband

Astound

Direct Sales Representative- Residential

Company Profile80 years and countless innovations later, JCB is the world’s largest privately-owned manufacturer of construction and agricultural equipment. At 22 plants spanning four continents—and countries including the United States, the United Kingdom, India and Brazil—JCB manufactures a range of more than 300 products including Loadall telescopic handlers, backhoeloaders, excavators, wheel loaders, compact excavators, skid steer loaders, compact track loaders, Accessaerial work platforms, rough terrain forklifts, and Fastrac tractors. JCB people are at the heart of our business and as a family-owned business we answer to our customers, not a group of shareholders. That freedom allows us to concentrate on developing the latest technologies and incorporating them into our equipment. We focus on what our customer needs on the jobsite – a machine that holds up in the toughest environment and increases their productivity. At JCB, we stand behind our products – and our name. Position SummaryJCB currently has an opening for a Sales Engineer to support our Access product line in the assigned territory. The Sales Engineer will serve as the primary liaison between JCB, the Direct Sales Manager, and the customer. This position is located in Texas, but territory is within the West region.&nbsp;Major Tasks, Responsibilities &amp; Key Accountabilities<ul><li>Develop sales opportunities with an agreed upon list of targeted accounts, soliciting new accounts, building rapport, providing technical information and explanations preparing quotes.</li><li>Answer customer questions regarding products, prices, availability, product uses and policies.</li><li>Ability to sell the JCB product, engaging with key stakeholders from the boardroom to the workshop.</li><li>Fulfil requests promptly and accurately, in line with company procedures.</li><li>Manage pipeline with CRM tools at disposal.</li><li>Consult with clients after contract signings to resolve issues and provide ongoing support.</li><li>Provide periodic updates to JCB Product Sales Manager and Director of Access.</li></ul>Requirements<ul><li>Specific industry experience related to selling machinery. Training and support will be given on JCB products.</li><li>Prior territory management experience preferred including.</li><li>A highly organized individual, with experience in operational and collaborative CRM.</li><li>High energy, excellent communication skills, and a strong work ethic required.</li><li>Leadership Skills.</li><li>Self-Improvement skills and set high standards for personal performance.</li><li>Excellent customer service skills.</li><li>Ability to perform at a high capacity in fast paced environment.</li><li>Must pass any drug screens and background checks.&nbsp;</li></ul>Minimum Qualifications <ul><li>BA in Business, B. Engineering or similar </li><li>2 + years sales, product marketing, engineering and/or customer support experience in the industry or similar</li><li>Must pass any drug screens, background checks and pre-employment tests as applicable</li></ul>Physical Requirements:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to:<ul><li>Sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. </li><li>The employee is occasionally required to stand and walk. </li><li>The employee must frequently lift and/or move up to 10 pounds. </li><li>Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus.</li></ul>JCB is an equal employment opportunities (EEO) employer in accordance with applicable federal, state and local laws. JCB complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. EEO EMPLOYER/VET/DISABLED.JCB Inc. is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, JCB offers many job opportunities outside of the U.S. which can be found through our website at <a href="https://www.jcb.com/en-gb/about/careers" target="_blank">https://www.jcb.com/en-gb/about/careers</a>.Disclaimer: This job description is general in nature and is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job.&nbsp;&nbsp; Apply Now <h4>Other details</h4><ul><li> Job Family Sales</li><li> Pay Type Salary</li></ul>

Sales Engineer - Mobile Elevated Work Platform - West

<h3>Job Description:</h3>With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategiesThe Expertise We’re Looking For<ul><li>FINRA Series 7 &amp; 63 required prior to hire</li><li>Series 65 and/or 66 and state registrations required within 3 months of hire</li><li>Experience with High Net Worth clients</li><li>A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it</li></ul>The Purpose of Your RoleWe 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. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.The Skills You Bring<ul><li>You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele</li><li>Remarkable knowledge of investment products</li><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>Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs</li></ul>The Value You Deliver<ul><li>No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning</li><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>Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments</li></ul>How Your Work Impacts the OrganizationWorking in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!This position will be based in the Biltmore Investor Center in Arizona.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’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.

Financial Consultant - Katy, TX

Working at Envision means having a job that’s more than just a way to make money. It's a job that makes a difference. We offer team members: <ul><li>Careers with purpose</li><li>Teamwork environment</li><li>Amazing 401K Retirement Plan</li><li>Envision Paid Life Insurance</li><li>Medical, Dental, Vision, FSA Plans</li><li>10 Paid Holidays</li><li>PTO &amp; Vacation</li><li>Tuition Reimbursement</li></ul> POSITION SUMMARY The Inside Sales Coordinator serves as a vital link between the sales team, clients, and internal departments to ensure seamless sales operations and exceptional customer service. This role involves managing sales inquiries, coordinating with customers, and supporting the sales team to achieve revenue and growth objectives. KEY RESPONSIBILITIES/ESSENTIAL FUNCTIONS INCLUDE Sales Support <ul><li>Handle inbound sales inquiries via phone, email, and online platforms, providing accurate product and service information.</li><li>Prepare and send quotations, proposals, and sales agreements.</li><li>Coordinate with the sales team to qualify leads and ensure timely follow-ups.</li><li>Track sales orders, ensuring accuracy and timely delivery to clients.</li><li>Maintain and update customer records in CRM systems.</li></ul> Customer Relationship Management <ul><li>Build and maintain strong relationships with new and existing clients.</li><li>Address customer inquiries, resolve complaints, and provide after-sales support.</li><li>Identify customer needs and recommend appropriate products or services.</li></ul> Coordination and Reporting <ul><li>Collaborate with logistics, finance, and operations teams to ensure smooth order processing and fulfillment.</li><li>Monitor and report on sales performance metrics, including pipeline activity, sales trends, and customer feedback.</li><li>Assist in the preparation of sales forecasts and budgets.</li></ul> Administrative Tasks <ul><li>Schedule and organize meetings, presentations, and training sessions for the sales team.</li><li>Ensure all sales documentation and files are up-to-date and compliant with company policies.</li><li>Support marketing campaigns by coordinating leads and tracking campaign performance.</li><li>Flexibility to perform other job duties as assigned.</li></ul> JOB REQUIREMENTS INCLUDE Education: <ul><li>High school diploma or GED equivalent required </li><li>Bachelor’s degree in business administration, marketing or related field preferred; however, a combination of education and experience wherein the skills and abilities to perform the responsibilities and functions have been adequately demonstrated is acceptable.</li></ul> Desired Experience: &nbsp; <ul><li>2+ years of experience in inside sales, sales coordination, or customer service.</li></ul> Knowledge/Skills: <ul><li>Proficiency in CRM software (e.g., Pipe Drive, Salesforce, HubSpot).</li><li>Proficient in Microsoft Office Suite (Excel, Word, PowerPoint).</li><li>Familiarity with ERP systems is a plus.</li><li>Excellent communication and interpersonal skills.</li><li>Strong organizational and multitasking abilities.</li><li>Detail-oriented with a focus on accuracy and efficiency.</li><li>Ability to work independently and as part of a team.</li><li>Sales-oriented mindset with a focus on customer satisfaction.</li><li>Ability to handle high-pressure situations with professionalism.</li><li>Analytical and problem-solving skills to address client needs effectively.</li></ul> Licenses/Certifications: &nbsp;N/A SUPERVISORY RESPONSIBILITIES Total Number of Employees Directly Supervising: &nbsp;&nbsp;0&nbsp; Number of Subordinate Supervisors Reporting to Position: 0&nbsp;&nbsp;&nbsp;&nbsp; VISION REQUIREMENTS INCLUDE Can be performed with or without assistive technology: &nbsp;X Required to perform activities such as preparing/analyzing data/figures; viewing a computer screen; reading; inspecting small objects for defects; using measuring devices; and/or assembling parts with close eye contact. ___Required to perform activities such as operating machinery and/or power tools at or within arm’s reach; performing non-repetitive tasks such as carpentry work or repairing machinery. ___&nbsp;&nbsp;&nbsp;&nbsp; Required to review/inspect own assigned work, the work of others, or facilities or structures. Requires normal (or corrected to normal) vision/acuity: ___&nbsp; Required to operate motor vehicles and/or heavy equipment such as forklifts. COMMENTS Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions.This position description is intended to convey generally the duties of this job.&nbsp; It is not an all-inclusive listing of duties, and it is not a contract, expressed or implied. “We aspire to be a world-class, recognized leader in the blind and low vision field, leading with employment and rehabilitation, through collaboration for the benefit of our employees, our partners, our community, and our industry.” “To improve the quality of life and provide inspiration and opportunity for people who are blind or visually impaired through employment, outreach, rehabilitation, education and research.”&nbsp; Envisions Core Values are the authentic, unwavering principals that define and support our culture.&nbsp; &nbsp; <ul><li>Integrity&nbsp;</li><li>Curiosity&nbsp;</li><li>Passion</li><li>Initiative</li><li>Teamwork</li><li>Excellence&nbsp;</li></ul> PHYSICAL REQUIREMENTS INCLUDE In an average workday, employee must: Task None Occasional Frequent Constant Stand x Walk x Sit x Bend/stoop x Climb x Reach above shoulders x Squat/crouch/kneel x Push/pull x Lift x Usual amount 11-25 lbs. Carry x Usual amount 11-25 lbs. Employee must use hands for repetitive action such as: Task Right Hand Left Hand Simple grasping Yes Yes Firm grasping Yes Yes Fine manipulation No No WORKING CONDITIONS INCLUDE In an average workday, employee is exposed to: Task None Occasional Frequent Constant General shop or store conditions x General office environment x Humid, extreme hot/cold temps (non-weather) x Outdoor weather conditions x Fumes or airborne particles x Fluorescent lights x Moving, mechanical parts x Toxic chemicals x Loud noise intensity levels x Risk of electrical shock x Travel for job x

Envision

Coordinator, Inside Sales

<h3>Job Description:</h3>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.The Expertise We’re Looking For<ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>We require an active Series 9/10, 7 and 66 licenses</li></ul>The Purpose of Your RoleOur mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.The Skills You Bring<ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul>The Value You DeliverYou are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.How Your Work Impacts the OrganizationYou will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.<h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’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.

Branch Leader - Sugar Land, TX

Financial Consultant - Houston, TX (Texas Medical Center)

<h3>Job Description:</h3>The Proposal Consultant will develop and produce effective sales materials, primarily Requests for Proposals, in support of Fidelity Workplace Investing’s overall business goals. Each document is customized and includes a set of unique requirements specifically designed to provide Fidelity’s external customers, including: employers, plan sponsors, and third-party consultants/advisors with a clear understanding and detailed description of the value proposition Fidelity brings to its clients and how our product and service delivery model works.The TeamThe Proposal Consultant is responsible for the management, completion, and production of proposal requests for some of our most visible and complex opportunities from internal business partners, including Account Executives, Solution Architects, Product and Services Consultants, Managing Directors, and Senior Management. The Proposal Consultant excels in developing strong relationships with internal clients, facilitating effective communication, and successfully managing projects in an extremely fast paced environment with little supervision. The Proposal Consultant is also in charge of training and mentoring new associates and serving as a team leader or coach for others on the team. He/she also takes the lead on initiatives that drive efficiencies and improve processes across the team and broader organization. The Expertise You Have <ul><li>Bachelor’s Degree required; degree in Marketing, English, or Journalism preferred</li><li>Three plus years financial industry experience and/or three to five years proposal management experience</li></ul>The Skills You Bring <ul><li>You can demonstrate strong written and verbal communication skills</li><li>Outstanding organizational and time management skills</li><li>Excellent project management skills and you display the ability to effectively manage all moving parts and complete all deliverables within tight timeframes</li><li>You must have strong interpersonal skills and ability to communicate effectively with business partners and team members at all levels of the organization</li><li>Strong collaboration and networking skills; you have the ability to appropriately manage expectations with individuals at a higher level in the organization</li><li>You are a strong individual contributor within a team environment and ability to work with minimal supervision</li></ul>The Value You Deliver <ul><li>Working with the Account Executive, Solutions Architect, and Product &amp; Service Consultant to develop strategy plan appropriate for project requirements</li><li>Assuming overall responsibility for proposal activities such as: planning, organizing timeline and project deliverables</li><li>Researching appropriate project responses through supplied databases as well as other identified sources</li><li>Displaying strong product and technical knowledge within the supported market and applicable Fidelity services</li><li>Concurrently managing multiple projects to meet deadlines while achieving desired output</li><li>Ability to manage documents to eliminate redundancies, ensure responses align with questions, and leverage key learnings from previous efforts and apply to future projects</li></ul>The base salary range for this position is $47,000-$74,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.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><h3>Category:</h3>Sales Support

Proposal Consultant

Position Title: Rentals Territory Manager&nbsp;Reports To: General Manager, Ajax&nbsp;Department: Sales Location: Houston, Texas, Travel 50% &nbsp;Why In-Situ? Ajax, an In-Situ® Inc. Company, is a leading manufacturer of innovative environmental and process water monitoring equipment that protects our global water resources. We develop industry-leading solutions with a focus on innovative design, user-friendliness, reliability, and superior manufacturing.As a member of the our team, you will be responsible for growing revenues and expanding our&nbsp; excellent reputation in the market. We seek a technically capable sales professional who will be responsible for conducting sales presentations, building and maintaining relationships with clients, providing excellent customer service, and developing new business opportunities for the whole Houston area. The representative will also be expected to communicate effectively with clients and address their needs promptly.Ajax places a high value on engagement in our community, environmental projects, employee wellness and creating an open and fun work environment. Every member of our organization has an opportunity to succeed and make a significant impact.Primary Responsibilities:<ul><li>Driving revenue growth to meet or exceed sales and rental goals by identifying, qualifying, and closing opportunities with environmental, municipal, and wastewater customers and prospects.</li><li>Meeting with customers and prospects weekly to fully understand their needs and identify&nbsp;opportunities for our solutions.</li><li>Building and expanding relationships to increase revenue with existing customers.</li><li>Identifying, prospecting, and onboarding new customers.</li><li>Growing revenue through both direct sales and effective management of manufacturers'&nbsp; representatives.</li><li>Participating in promotional events, tradeshows, and industry associations in the area.</li><li>Documenting and updating all opportunities, contacts, accounts, call notes, and follow-up tasks thoroughly in the CRM system to ensure long-term regional success. Managing time, travel, expenses, and effort effectively as a responsible fiscal steward.</li><li>Territory areas that you would cover: Houston, TX, LA, MS &amp; AL.</li><li>Travel requirements; 50% of the time. &nbsp;</li></ul>Required Qualifications:<ul><li>&nbsp;Excellent written and verbal communication skills.</li><li>Confidence and presence when speaking in front of customers or large groups.</li><li>Ability to quickly establish credibility, trust, and support within all levels of a customer’s organization.</li><li>Commercial and growth-oriented mindset with a proven ability to identify and capitalize on market opportunities.</li><li>Demonstrated ability to manage multiple tasks and projects while meeting deadlines in a high-performance environment.</li><li>Candidates must reside in the region of responsibility. &nbsp;</li></ul>Education or Formal Training:<ul><li>Bachelor’s Degree in Business, Marketing or related field preferred.</li></ul>Experience:&nbsp;<ul><li>2+ years of customer-facing experience in strategic selling, business development, or field applications in a B2B sales environment.</li><li>Preferred: 2+ years experience in the environmental or safety equipment is a plus.</li><li>1 year experience in sales. &nbsp;</li></ul>Supervisory Duties:<ul><li>None</li></ul>Working Environment/Physical Activities:<ul><li>Lifting, bending, reaching, squatting, walking, sitting.</li><li>Ability to traverse natural environments.</li><li>Ability to lift at least 20 lbs.</li></ul>Total Rewards: Compensation: Compensation will be commensurate with the applicant's education, experience, knowledge, skills, and abilities, as well as alignment with market data and internal benchmarks.<ul><li>Salary Range: $55,000 - $65,000 annually.</li><li>Variable Compensation Potential based on goals and target completion. &nbsp;</li></ul>Benefits Available:<ul><li>Health, Dental, and Vision Insurance.</li><li>401(k) matching.</li><li>Short and Long-Term Disability.</li><li>Group Life/AD&amp;D Insurance.</li><li>Employee Assistance Program.</li><li>Will and Trust Preparation Services.</li><li>Travel Assistance Services.</li><li>10 paid holidays per year (set by the company).</li><li>20 days of Flexible Time Off (FTO) accrued evenly throughout the year. &nbsp;</li></ul>Voluntary Benefits:<ul><li>Life, AD&amp;D, Pet Insurance, Identity Theft Protection, Legal Services.</li><li>Flexible Spending Account (FSA) for Dependent Care.</li><li>Health Savings Account (HSA).</li><li>Other supplemental options. &nbsp;</li></ul>Additional Benefits:<ul><li>Paid Parental Leave.</li><li>Continuing Education Reimbursement.</li><li>Dependent Care and Wellness Reimbursements.</li></ul>Application Instructions: In-Situ Inc. builds world-class environmental monitoring instruments and world-class careers! Please apply at <a href="https://in-situ.com/about/careers/" target="_blank">https://in-situ.com/about/careers/</a> if the above qualifications are met.<ul><li>No phone calls about this job.</li><li>Principals only. Recruiters, please do not contact this job poster.</li><li>Do not contact the job poster about other services, products, or commercial interests. &nbsp;</li></ul>Equal Opportunity Employer Statement: All qualified applicants will receive consideration for employment regardless of age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. &nbsp;In-Situ is an Equal Opportunity Employer

In-Situ Environmental

In-Situ

Rentals Territory Manager

<h3>Job Description:</h3><h3>Investment Consultant</h3>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</li><li>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</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>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA<h3>Category:</h3>SalesFidelity’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.

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