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Full Time
4/1/2025
Sunnyvale, CA 94087
(35.1 miles)
Territory: North Bay, CA - Neuroscience - Psychiatry Target cities for territory are Sunnyvale and San Mateo - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: Windsor, Napa, San Rafael, San Mateo, Santa Clara & San Jose. SUMMARY: Are you a results-driven biopharmaceutical sales professional looking to be part of an organization that values being a curious, adaptable and accountable Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth! As a Neuroscience Account Manager, you lead the promotion of our psychiatry portfolio to Psychiatrist and Institutional Accounts such as community mental health centers and hospitals, executing sales and marketing strategies with comprehensive clinical knowledge to drive sales performance. Our Neuroscience Account Managers are adept at executing against the toughest commercialization challenges in today’s rapidly changing environment and must demonstrate strong capability in the following areas: ESSENTIAL FUNCTIONS: Business Planning & Account Leadership- Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance. Selling- Deliver messages in a clear and compelling way to customers, effectively probe customer needs to handle objections, and close every call with a commitment to action to drive changes in behavior. Customer Development- Build and maintain productive internal and external relationships based on customer needs and organizational goals, incorporating “total office” account management. Local Market & Therapeutic Area Expertise - Gather and validate key trends and dynamics in the market, map account linkages, and apply comprehensive therapeutic knowledge to uncover and prioritize unique opportunities. Reimbursement- Consistently demonstrate the ability to stay informed on reimbursement dynamics, anticipate and effectively address payer access issues (IDNs, Medicare, Medicaid, Commercial) using Lundbeck resources. Pharmaceutical Environment/Compliance - Ability to apply knowledge of pharmaceutical and regulatory environment, including accountability and adherence to Lundbeck policies and procedures and FDA regulations regarding the promotion of pharmaceutical and medical products. REQUIRED EDUCATION, EXPERIENCE and SKILLS: Bachelor of Arts or Bachelor of Sciences degree from an accredited college or university4+ years pharmaceutical, biopharmaceutical, biologics, medical device sales or related healthcare sales experienceMust demonstrate the intellectual capacity to score highly on disease and product training exams, including being certified on product knowledge annuallySelf-starter, with a strong work ethic and outstanding communication skillsDemonstrated skills at building and maintaining professional relationships with key customers, office staff and others in the customer influence networkMust be computer literate with proficiency in Microsoft Office softwareMust live within 40 miles of territory boundariesDriving is an essential duty of this job; must have a valid driver’s license with a safe driving record that meets company requirementsMeeting and complying with reasonable industry-standard credentialing requirements of healthcare providers / customer facilities is required for continued employment with Lundbeck PREFERRED EDUCATION, EXPERIENCE AND SKILLS: Prior experience promoting and detailing products specific to CNS/neuroscience including: depression, schizophrenia and bipolar disorderDocumented successful sales performanceOwnership and accountability for the development and execution of fully integrated account plansStrong analytical background, and experience using sales data reporting tools to identify trendsExperience in calling on customers at a variety of call points, including offices, community mental health centers and hospitalsSales experience with buy & bill/injectable productsExperience in product launchesPrevious experience working with alliance partners (i.e., co-promotions)Strong leadership through participation in committees, job rotations, panels and related activities TRAVEL: Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States. Travel must be able to be completed in a timely manner. The range displayed is specifically for those potential hires who will work or reside in the state of California, if selected for this role, and may vary based on various factors such as the candidate’s qualifications, skills, competencies and proficiency for the role.Salary Pay Range: $125,000 - $155,000 and eligibility for a sales incentive target of $39,000.Benefits for this position include flexible paid time off (PTO), health benefits to include Medical, Dental and Vision, company match 401k and company car. Additional benefits information can be found on our career site. Applications accepted on an ongoing basis. Why Lundbeck Lundbeck offers a robust and comprehensive benefits package to help employees live well and protect their health, family, and everyday life. Information regarding our benefit offering can be found on the U.S. career site. Lundbeck is committed to working with and providing reasonable accommodations to disabled veterans and other individuals with disabilities during our employment application process. If, because of a disability, you need a reasonable accommodation for any part of the application process, please visit the U.S. career site. Lundbeck is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. Lundbeck participates in E-Verify.
Full Time
3/26/2025
San Jose, CA 95125
(26.9 miles)
Overview: About Beacon:Beacon Building Products is a leading distributor of residential and commercial roofing, siding, windows, and building materials. Our network of branches across the United States and Canada allows us to provide a broad range of quality products and exceptional service to contractors, builders, and homeowners. What you will earn:: Competitive Pay with Commission Plan: We make sure that your hard work is recognized. Medical, Dental, and Vision Benefits: Experience the peace of mind that comes with our comprehensive benefits package designed to prioritize your well-being. Employee Stock Purchase Plan (ESPP): Bolster your financial growth. Invest in your future and become a stakeholder by purchasing company shares at a 15% discount twice annually. 401(k) Match: Ensure a secure future with fair matching of your retirement contributions. Paid Leave: Recharge and find work-life balance, flexible parental leave for quality family time, generous sick leave, and enjoy paid time off, company holidays, and floating holidays to unwind and pursue personal interests.Paid Training and Advancement Opportunities: Open doors to exciting possibilities by engaging in our dynamic learning programs, which include the opportunity to earn valuable certifications. What you will do:: A Day in the Life of an Outside Sales Representative:As an Outside Sales Representative (OSR) at Beacon, your day will be dynamic and engaging, filled with opportunities to build strong relationships and drive business growth. Here's a glimpse of what you can expect:Morning:Start your day with a strategic planning session, reviewing your client accounts and mapping out your customer visits. Prepare for meetings with existing clients and prospects, ensuring you have the latest product information and promotional materials.Mid-Day:Hit the road to visit your clients' job sites and offices. Engage with contractors, builders, and project managers to understand their needs, provide product recommendations, and offer solutions that meet their project specifications. Your goal is to establish trust and demonstrate the value Beacon brings to their business.Afternoon:Conduct follow-up meetings, providing quotes and proposals tailored to your clients' needs. Collaborate with your branch team to ensure orders are processed smoothly and delivery schedules are met. Utilize your CRM system to update customer records and track your sales pipeline.Evening:Wrap up your day by reviewing your progress and planning for tomorrow. Reflect on the relationships you've strengthened and the deals you've moved forward, knowing you're making a tangible impact on your clients' success and Beacon's growth. What you will bring:: Join Our Talent Community Today!If you're passionate about sales, driven by success, and eager to make an impact in the building materials industry, we invite you to join Beacon Building Products' Talent Community. Stay informed about new opportunities as they arise!Take the first step toward a rewarding career with Beacon. We look forward to staying connected with you and exploring future opportunities together.Beacon Building Products is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.Contact Information:For any questions, please reach out to our recruitment team at or visit ourcareerssite.
Full Time
3/25/2025
Milpitas, CA 95035
(34.6 miles)
Values & InnovationAt Under Armour, we are committed to empowering those who strive for more, and the company's values - Act Sustainably, Celebrate the Wins, Fight on Together, Love Athletes and Stand for Equality - serve as both a roadmap for our teams and the qualities expected of every teammate.Our Values define and unite us, the beliefs that are the red thread that connects everyone at Under Armour. Our values are rallying cries, reminding us why we're here, and fueling everything we do.Our pursuit of better begins with innovation and with our team's mission of being the best. With us, you get the freedom to go further - no matter your role. That means developing, delivering, and selling the state-of-the-art products and digital tools that make top performers even better.Job Highlights$17.75-$19.98per hour!This part-time role has big-time impact! The Sales Teammate is responsible for generating sales by providing the customer with an exceptional shopping experience. The Sales Teammate maximizes sales by delivering efficient, friendly, and knowledgeable service and ensuring the store is neat, clean, and well-presented at all times. We hire people who love challenges, who make things happen, and who are passionate about what they do. As part of our team, you’ll work with people ready to help you reach higher, grow your potential, and do more.We count on our Teammates to:Offer exceptional customer service, from a sincere greeting to an efficient check outBring out the best in each customer by suggesting the right footwear and apparelShare what they knowand loveabout our productsStock, straighten and clean the storeWork both front and back of store as neededTo be considered for this role, you must meet these minimum requirements:At least 16 years old (or 18 years old in CA)Available to work a flexible scheduleComfortable with or willing to learn technology (such as computers, hand-held and mobile devices)Strong communication skillsAbility to perform essential functions of the roleYou’ll be considered a top candidate if you also have:Previous work experience (preferred, not required), particularly in a customer-facing rolePerks our part-time Under Armour Teammates receive:Generous Teammate discount (50% off full-price items and 30% off sale or outlet items)Monthly bonus incentive pay eligibilityAbility to participate in special contests with opportunity to win merchandise and other exclusive prizesHigh-energy and inclusive environment, working alongside people who aren’t afraid of a challenge and appreciate the power of a teamOpportunities for full-time and management rolesFlexible work schedules availableLearn more about our benefits Purpose of RoleThe Sales Associate contributes to store sales and KPI targets by modeling brand values to provide Athletes a unique experience when visiting Under Armour. This role reports to the Store Manager and is responsible for execution of routine duties to support store operations. The Sales Associate will assume the Stock Specialist responsibilities in their absence.Your ImpactSales & OmniProvide direct sales assistance to Athletes to meet sales KPI targets set by the Retail Store ManagerDeliver omni-channel requests in line with UA process and policy through digital experienceBrand Image & Customer ExperienceModel the UA service culture and customer expectationsWhen assisting athletes communicate brand messages according to UA Service ModelIncorporate product knowledge into selling process by participating in trainingRetail OperationsMaintain standards covering merchandise and floor setsComply with UA policies and proceduresComplete the operational and cash processes (manual or system) in line with trainingAdhere to Under Armour’s dress code and attendance policiesFulfill the working hours as scheduled to Under Armour’s attendance policyTeam Collaboration/Self GrowthCollaborates with teammates to achieve store goalsAccountable for self-development, while seizing growth opportunities to increase performanceQualificationsBasic numeracy, literacy, listening, and communication skillsFluency in local languageProficient in use of computers and other technologyDemonstrated collaborative skills and ability to work well within a teamDemonstrated ability to work in a fast-paced and deadline-oriented environmentRequirements0-3 months working in a sports/apparael & footwear retail environmentAbility to work a flexible schedule to meet the needs of the business, including holidays, nights, and weekendsPhysical RequirementsAbility to handle or relocate products up to 25 lbs/12kgsAble to move about for extended periods of time with short breaks to handle productsAbility to freely access all areas of the store; including the selling floor, stock and register areaReasonable accommodations may be made to assist in performing the essential responsibilitiesOur Commitment to DiversityAt Under Armour, we are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and teammates without regard to race, color, religion or belief, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, family or paternal status and any other characteristic protected by applicable law. Under Armour believes that diversity and inclusion among our teammates is critical to our success as a global company, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool. Accommodation is available for applicants with disabilities upon request.
Full Time
3/30/2025
San Jose, CA 95131
(31.5 miles)
Overview The Sales Director is a high-level position responsible for the sustainable generation of quality projects. The Sales Director will build ASG's business development structure and create a sales pipeline that will drive YoY growth. Establishing relationships with both existing and prospective customers is essential for the success of this role. This role will work closely with the President, Operations Director, & Project Management team. This role will report to the President, and will have a lasting impact on the overall success of ASG. The Company ASG strives to be the trusted partner to our customers, to adopt proven technologies and to enhance the lives of our team members. Our team members are passionate about smart building technologies, with the goal of promoting healthy & environmentally friendly buildings through the provision of complete and reliable building management systems. We install such control systems on new construction and retrofit projects, including large commercial research and development office campuses, data centers, bioscience, semiconductor clean rooms, and government laboratory campuses. ASG has a reputation for exceeding customer expectations and consistent execution. Our team members continue this tradition through their passion, integrity and desire to improve. ASG Sales Model ASG is building a project management team that is capable of estimating and running construction projects of any size. This team currently operates as a seller-doer model, with emphasis on execution rather than sales. The role of the Sales Director is to operate as outside sales, building relationships and maintaining close contact with current and potential customers. This includes territorial market analysis and sales strategy. The Sales Director may bring on dedicated Sales Engineers/Associates as required in order to meet organizational sales goals. Development of proposals demands close cooperation with mechanical contractor project managers and project executives and requires a high degree of technical capability and controls project experience. Job ResponsibilitiesSpearheads BAS business development initiatives to support ASG's Sales Model and company's overall strategy, while staying aligned with ASG's Mission, Vision, & Values.Develop and maintain a positive working relationship with ASG employees and leadership.Foster and maintain long-term relationships with existing ASG customers, aiming for a 95% retention rate, to establish yourself as the trusted advisor for BAS control solutions.Expand ASG's customer base and market share by 10% within the first year through development and management of strategic partnerships.Grow the revenue generated by ASG's Service Group by 20 % within the first year.Achieve bookings and gross margin goals.Leverage industry expertise to develop estimates and proposals that incorporate optimal building technology solutions, addressing both the financial and technical requirements of the customer.Collaborate closely with internal departments to effectively communicate customer needs.Actively participates in sales meetings, workshops, and seminars to consistently enhance professional knowledge.Maintain complete and accurate sales and sales activity logs in Salesforce.Compile precise and comprehensive sales activity and forecast reports.Positively influences ASG's culture, and provide leadership, coaching, and mentoring to the organization as a whole.Assist with other Sales related tasks as needed.Education & Experience RequirementsThis position requires: 5+ years of direct sales experience 2+ years of construction industry experience HVAC Controls industry experience is a huge plus Technical Requirements Experience in commercial HVAC sales, with a proven track record of meeting or exceeding sales targets.Deep understanding of commercial HVAC systems, products, and services.Ability to analyze market trends, identify opportunities, and develop strategic sales plansGood computer skills and proficiency in Salesforce CRM software and Microsoft Office suiteGeneral RequirementsHunger Strong leadership skills with the ability to motivate and inspire a sales team.Excellent communication and interpersonal skills, with the ability to build rapport and negotiate effectively with clients.A constant hunger to win, and desire to help your team succeedGood organizational, multitasking and time management skillsSelf-motivated, with an attitude that enables yourself and others to perform, and a willingness to learnMust have a valid California Driver's License and a clean recordAbility to climb ladders and get on roofs as requiredBenefits:Competitive salary based on experience and qualifications.Sales incentive plan based on project GM%.Comprehensive benefits package, including health insurance, dental insurance, and 401(k) with match.Employer paid Basic Life, Short-Term & Long-Term Disability Insurance.Optional voluntary insurance plans.Opportunities for professional development and advancement.Company-provided tools, equipment, and resources.
Full Time
4/1/2025
Campbell, CA 95008
(28.5 miles)
Job Description:Financial ConsultantIf 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.The Purpose of Your RoleWorking 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.The Expertise We’re Looking ForPrevious success in building relationships, uncovering needs and recommending solutionsFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireKeen ability to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree 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 oneThe Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsBeing coachable, collaborative, and curious are your "go to" attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, you take initiative and exceed customer expectationsExtensive knowledge of investment solutionsOur Investments in YouFidelity’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!The Value You DeliverYour integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsSupporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their futureEffectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skillsYou have a steadfast commitment to your clients while making a positive impact in the communityThe 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 benefits 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.Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales
Full Time
4/4/2025
Carmel, CA 93921
(37.6 miles)
ESSENTIAL DUTIES AND RESPONSIBILITIES• Foster the customer relationship in a team based selling model.• Manage deliveries to the routing schedule published by the transportation department; troubleshoot any problems that occur during the order process (e.g., delivery mis picks, short on loads, stock-outs).• Communicate and collect accounts receivable as necessary, working with the credit department and client; collect all balances due based on approved credit terms.• Leverage other resources to assist with top penetration opportunities and new accounts opening.• Develop new business; identify prospective customers by utilizing market intelligence databases, as well as business directories, following leads from existing clients, participating in organizations and clubs, and attending trade shows and conferences.• Know the market conditions, product innovations, and competitors' products, prices, and sales; share information with customers as part of value-added services provided.• Drive motor vehicle to existing customers, and prospects, to ensure product delivery, which may include lifting/carrying up to 75lbs.SUPERVISION:• No direct reports.RELATIONSHIPS• Internal: District Sales Manager, Regional Sales Manager, VP of Local Sales, Accounting/Credit Department, Merchandising and Marketing, Operations, and Customer Contact.• External: Customers, vendors, prospective customers.WORK ENVIRONMENT• Frequently outside the office environment working in the field visiting customers in variable weather and temperature conditionsMINIMUM QUALIFICATIONS• 1+ year of sales experience preferred.• Foodservice industry/culinary/restaurant management/hospitality experience preferred.• Excellent oral and written communication skills and presentation abilities.• Ability to build internal and external relationships and cold call to develop new business.• Exceptional customer service and interpersonal skills.• Competitive spirit and results driven mentality.• Problem solving ability / Organization and negotiation skills.• Team up mentality to collaborate with internal and external stakeholders.• Proficient computer skills; Microsoft Office products – Experience using Customer relationship management tools preferred (i.e., Salesforce).EDUCATION• HS Diploma or equivalentCERTIFICATIONS/TRAINING• N/ALICENSES• Valid driver’s license required & motor vehicle record must be in good standing.PREFERRED QUALIFICATIONS• N/APHYSICAL QUALIFICATIONS• Must be able to perform the following physical activities for described length of time.• List the required physical activities including length of time performing each activity referencing the key below.OCCASIONALLY: 1% - 33 / FREQUENTLY: 34% - 66% / CONTINUOUSLY: 67% - 100% or NEVERJOB REQUIRES WORKER TO: FREQUENCY:STAND FREQUENTLY,WALK FREQUENTLY,DRIVE VEHICLE FREQUENTLY,SIT FREQUENTLY,LIFT1-10 lbs (Sedentary) FREQUENTLY,11-20 lbs (Light) FREQUENTLY,21-50 lbs (Medium) OCCASIONALLY,51-100 lbs (Heavy) OCCASIONALLY,Over 100 lbs (Very Heavy) N/ACARRY1-10 lbs (Sedentary) FREQUENTLY11-20 lbs (Light) FREQUENTLY21-50 lbs (Medium) OCCASIONALLY,51-100 lbs (Heavy) N/A,Over 100 lbs (Very Heavy) N/A,PUSH/PULL N/A,CLIMB/BALANCE N/A,STOOP/SQUAT OCCASIONALLY,KNEEL OCCASIONALLY,BEND OCCASIONALLY,REACH ABOVE SHOULDER N/A,TWIST N/A,GRASP OBJECTS FREQUENTLY,MANIPULATE OBJECTS FREQUENTLY,MANUAL DEXTERITY FREQUENTLYCompensation depends on relevant experience and/or education, specific skills, function, geographic location, and other factors as applicable by law. The expected base rate for this role is between $50,000 and $95,000. This role will also receive incentive compensation. Benefits for this role may include health insurance, pre-tax spending accounts, retirement benefits, paid time off, short-term and long-term disability, employee stock purchase plan, and life insurance. To review available benefits, please click here: https://www.usfoods.com/careers/benefits.html#LI-BK1
Full Time
4/1/2025
San Jose, CA 95134
(34.8 miles)
Job Description:This job requires you to live in the Bay Area in California, as you will be working on local client campuses 4-5 days a week.The RoleThe Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.Specific responsibilities include:Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-personApply the Fidelity Relationship Model during participant interactionsEducate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions Conduct ongoing engagement planning with plan sponsorsNetwork with participants hosting lunch and learns, help desk sessions, and by attending benefits fairsManage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/PartnershipThe Expertise and Skills You Bring 3 years of financial services experience required; BA requiredSeries 7 and 66 required (or S63/S65)1-2 years of customer facing experience preferredLife & Annuity Certification optionalDemonstrated familiarity with Financial Planning ConceptsDemonstrated planning experience preferredDemonstrated ability to independently problem solve/prepare for new challengesWillingness to engage in complex conversations with a clear call to actionAbility to achieve mastery of fundamental planning and advice topics across Corporate & Tax-Exempt Market (TEM) clientsWillingness to travel (up to 75%)The TeamThe Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.Joining WEPA means that you will:UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsorsGROW in your skills to deliver more, world-class planning and education experiences for our participantsWIN on behalf of our clients, our participants and FidelityCompany OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelitywe offer a range of opportunities for learning so you can build the career you’ve always imagined.We invite you to Find Your Fidelity at fidelitycareers.comThe base salary range for this position is $78,000 - $115,000 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 benefits 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.Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales
Full Time
4/4/2025
Carmel, CA 93921
(37.6 miles)
ESSENTIAL DUTIES AND RESPONSIBILITIES• Foster the customer relationship in a team based selling model.• Manage deliveries to the routing schedule published by the transportation department; troubleshoot any problems that occur during the order process (e.g., delivery mis picks, short on loads, stock-outs).• Communicate and collect accounts receivable as necessary, working with the credit department and client; collect all balances due based on approved credit terms.• Leverage other resources to assist with top penetration opportunities and new accounts opening.• Develop new business; identify prospective customers by utilizing market intelligence databases, as well as business directories, following leads from existing clients, participating in organizations and clubs, and attending trade shows and conferences.• Know the market conditions, product innovations, and competitors' products, prices, and sales; share information with customers as part of value-added services provided.• Drive motor vehicle to existing customers, and prospects, to ensure product delivery, which may include lifting/carrying up to 75lbs.SUPERVISION:• No direct reports.RELATIONSHIPS• Internal: District Sales Manager, Regional Sales Manager, VP of Local Sales, Accounting/Credit Department, Merchandising and Marketing, Operations, and Customer Contact.• External: Customers, vendors, prospective customers.WORK ENVIRONMENT• Frequently outside the office environment working in the field visiting customers in variable weather and temperature conditionsMINIMUM QUALIFICATIONS• 1+ year of sales experience preferred.• Foodservice industry/culinary/restaurant management/hospitality experience preferred.• Excellent oral and written communication skills and presentation abilities.• Ability to build internal and external relationships and cold call to develop new business.• Exceptional customer service and interpersonal skills.• Competitive spirit and results driven mentality.• Problem solving ability / Organization and negotiation skills.• Team up mentality to collaborate with internal and external stakeholders.• Proficient computer skills; Microsoft Office products – Experience using Customer relationship management tools preferred (i.e., Salesforce).EDUCATION• HS Diploma or equivalentCERTIFICATIONS/TRAINING• N/ALICENSES• Valid driver’s license required & motor vehicle record must be in good standing.PREFERRED QUALIFICATIONS• N/APHYSICAL QUALIFICATIONS• Must be able to perform the following physical activities for described length of time.• List the required physical activities including length of time performing each activity referencing the key below.OCCASIONALLY: 1% - 33 / FREQUENTLY: 34% - 66% / CONTINUOUSLY: 67% - 100% or NEVERJOB REQUIRES WORKER TO: FREQUENCY:STAND FREQUENTLY,WALK FREQUENTLY,DRIVE VEHICLE FREQUENTLY,SIT FREQUENTLY,LIFT1-10 lbs (Sedentary) FREQUENTLY,11-20 lbs (Light) FREQUENTLY,21-50 lbs (Medium) OCCASIONALLY,51-100 lbs (Heavy) OCCASIONALLY,Over 100 lbs (Very Heavy) N/ACARRY1-10 lbs (Sedentary) FREQUENTLY11-20 lbs (Light) FREQUENTLY21-50 lbs (Medium) OCCASIONALLY,51-100 lbs (Heavy) N/A,Over 100 lbs (Very Heavy) N/A,PUSH/PULL N/A,CLIMB/BALANCE N/A,STOOP/SQUAT OCCASIONALLY,KNEEL OCCASIONALLY,BEND OCCASIONALLY,REACH ABOVE SHOULDER N/A,TWIST N/A,GRASP OBJECTS FREQUENTLY,MANIPULATE OBJECTS FREQUENTLY,MANUAL DEXTERITY FREQUENTLYCompensation depends on relevant experience and/or education, specific skills, function, geographic location, and other factors as applicable by law. The expected base rate for this role is between $50,000 and $95,000. This role will also receive incentive compensation. Benefits for this role may include health insurance, pre-tax spending accounts, retirement benefits, paid time off, short-term and long-term disability, employee stock purchase plan, and life insurance. To review available benefits, please click here: https://www.usfoods.com/careers/benefits.html#LI-BK1
Full Time
4/1/2025
San Jose, CA 95134
(34.8 miles)
Job Description:This job requires you to live in the Santa Clara County, CA area, as you will be working on local client campuses 4-5 days a week.The RoleThe Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.Specific responsibilities include:Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in personApply the Fidelity Relationship Model during participant interactionsEducate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions Conduct ongoing engagement planning with plan sponsorsNetwork with participants hosting lunch and learns, help desk sessions, and by attending benefits fairsManage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/PartnershipThe Expertise and Skills You Bring 3 years of financial services experience required; BA requiredSeries 7 and 66 required (or S63/S65 combo equivalent)1-2 years of customer facing experience preferredLife & Annuity Certification optionalDemonstrated familiarity with Financial Planning ConceptsDemonstrated planning experience preferredDemonstrated ability to independently problem solve/prepare for new challengesWillingness to engage in complex conversations with a clear call to actionAbility to achieve mastery of fundamental planning and advice topics across Corporate & TEMWillingness to travel (up to 75%)The TeamThe Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.Joining WEPA means that you will:UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsorsGROW in your skills to deliver more, world-class planning and education experiences for our participantsWIN on behalf of our clients, our participants and FidelityThe base salary range for this position is $78,000 - $115,000 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 benefits 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.Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales
Full Time
4/4/2025
Carmel, CA 93921
(37.6 miles)
ESSENTIAL DUTIES AND RESPONSIBILITIES• Foster the customer relationship in a team based selling model.• Manage deliveries to the routing schedule published by the transportation department; troubleshoot any problems that occur during the order process (e.g., delivery mis picks, short on loads, stock-outs).• Communicate and collect accounts receivable as necessary, working with the credit department and client; collect all balances due based on approved credit terms.• Leverage other resources to assist with top penetration opportunities and new accounts opening.• Develop new business; identify prospective customers by utilizing market intelligence databases, as well as business directories, following leads from existing clients, participating in organizations and clubs, and attending trade shows and conferences.• Know the market conditions, product innovations, and competitors' products, prices, and sales; share information with customers as part of value-added services provided.• Drive motor vehicle to existing customers, and prospects, to ensure product delivery, which may include lifting/carrying up to 75lbs.SUPERVISION:• No direct reports.RELATIONSHIPS• Internal: District Sales Manager, Regional Sales Manager, VP of Local Sales, Accounting/Credit Department, Merchandising and Marketing, Operations, and Customer Contact.• External: Customers, vendors, prospective customers.WORK ENVIRONMENT• Frequently outside the office environment working in the field visiting customers in variable weather and temperature conditionsMINIMUM QUALIFICATIONS• 1+ year of sales experience preferred.• Foodservice industry/culinary/restaurant management/hospitality experience preferred.• Excellent oral and written communication skills and presentation abilities.• Ability to build internal and external relationships and cold call to develop new business.• Exceptional customer service and interpersonal skills.• Competitive spirit and results driven mentality.• Problem solving ability / Organization and negotiation skills.• Team up mentality to collaborate with internal and external stakeholders.• Proficient computer skills; Microsoft Office products – Experience using Customer relationship management tools preferred (i.e., Salesforce).EDUCATION• HS Diploma or equivalentCERTIFICATIONS/TRAINING• N/ALICENSES• Valid driver’s license required & motor vehicle record must be in good standing.PREFERRED QUALIFICATIONS• N/APHYSICAL QUALIFICATIONS• Must be able to perform the following physical activities for described length of time.• List the required physical activities including length of time performing each activity referencing the key below.OCCASIONALLY: 1% - 33 / FREQUENTLY: 34% - 66% / CONTINUOUSLY: 67% - 100% or NEVERJOB REQUIRES WORKER TO: FREQUENCY:STAND FREQUENTLY,WALK FREQUENTLY,DRIVE VEHICLE FREQUENTLY,SIT FREQUENTLY,LIFT1-10 lbs (Sedentary) FREQUENTLY,11-20 lbs (Light) FREQUENTLY,21-50 lbs (Medium) OCCASIONALLY,51-100 lbs (Heavy) OCCASIONALLY,Over 100 lbs (Very Heavy) N/ACARRY1-10 lbs (Sedentary) FREQUENTLY11-20 lbs (Light) FREQUENTLY21-50 lbs (Medium) OCCASIONALLY,51-100 lbs (Heavy) N/A,Over 100 lbs (Very Heavy) N/A,PUSH/PULL N/A,CLIMB/BALANCE N/A,STOOP/SQUAT OCCASIONALLY,KNEEL OCCASIONALLY,BEND OCCASIONALLY,REACH ABOVE SHOULDER N/A,TWIST N/A,GRASP OBJECTS FREQUENTLY,MANIPULATE OBJECTS FREQUENTLY,MANUAL DEXTERITY FREQUENTLYCompensation depends on relevant experience and/or education, specific skills, function, geographic location, and other factors as applicable by law. The expected base rate for this role is between $50,000 and $95,000. This role will also receive incentive compensation. Benefits for this role may include health insurance, pre-tax spending accounts, retirement benefits, paid time off, short-term and long-term disability, employee stock purchase plan, and life insurance. To review available benefits, please click here: https://www.usfoods.com/careers/benefits.html#LI-BK1
Full Time
4/1/2025
Palo Alto, CA 94301
(44.1 miles)
Job Description:Financial ConsultantIf 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.The Purpose of Your RoleWorking 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.The Expertise We’re Looking ForPrevious success in building relationships, uncovering needs and recommending solutionsFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireKeen ability to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree 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 oneThe Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsBeing coachable, collaborative, and curious are your "go to" attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, you take initiative and exceed customer expectationsExtensive knowledge of investment solutionsOur Investments in YouFidelity’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!The Value You DeliverYour integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsSupporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their futureEffectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skillsYou have a steadfast commitment to your clients while making a positive impact in the communityThe 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 benefits 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.Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:Sales
Full Time
4/4/2025
Carmel, CA 93921
(37.6 miles)
ESSENTIAL DUTIES AND RESPONSIBILITIES• Foster the customer relationship in a team based selling model.• Manage deliveries to the routing schedule published by the transportation department; troubleshoot any problems that occur during the order process (e.g., delivery mis picks, short on loads, stock-outs).• Communicate and collect accounts receivable as necessary, working with the credit department and client; collect all balances due based on approved credit terms.• Leverage other resources to assist with top penetration opportunities and new accounts opening.• Develop new business; identify prospective customers by utilizing market intelligence databases, as well as business directories, following leads from existing clients, participating in organizations and clubs, and attending trade shows and conferences.• Know the market conditions, product innovations, and competitors' products, prices, and sales; share information with customers as part of value-added services provided.• Drive motor vehicle to existing customers, and prospects, to ensure product delivery, which may include lifting/carrying up to 75lbs.SUPERVISION:• No direct reports.RELATIONSHIPS• Internal: District Sales Manager, Regional Sales Manager, VP of Local Sales, Accounting/Credit Department, Merchandising and Marketing, Operations, and Customer Contact.• External: Customers, vendors, prospective customers.WORK ENVIRONMENT• Frequently outside the office environment working in the field visiting customers in variable weather and temperature conditionsMINIMUM QUALIFICATIONS• 1+ year of sales experience preferred.• Foodservice industry/culinary/restaurant management/hospitality experience preferred.• Excellent oral and written communication skills and presentation abilities.• Ability to build internal and external relationships and cold call to develop new business.• Exceptional customer service and interpersonal skills.• Competitive spirit and results driven mentality.• Problem solving ability / Organization and negotiation skills.• Team up mentality to collaborate with internal and external stakeholders.• Proficient computer skills; Microsoft Office products – Experience using Customer relationship management tools preferred (i.e., Salesforce).EDUCATION• HS Diploma or equivalentCERTIFICATIONS/TRAINING• N/ALICENSES• Valid driver’s license required & motor vehicle record must be in good standing.PREFERRED QUALIFICATIONS• N/APHYSICAL QUALIFICATIONS• Must be able to perform the following physical activities for described length of time.• List the required physical activities including length of time performing each activity referencing the key below.OCCASIONALLY: 1% - 33 / FREQUENTLY: 34% - 66% / CONTINUOUSLY: 67% - 100% or NEVERJOB REQUIRES WORKER TO: FREQUENCY:STAND FREQUENTLY,WALK FREQUENTLY,DRIVE VEHICLE FREQUENTLY,SIT FREQUENTLY,LIFT1-10 lbs (Sedentary) FREQUENTLY,11-20 lbs (Light) FREQUENTLY,21-50 lbs (Medium) OCCASIONALLY,51-100 lbs (Heavy) OCCASIONALLY,Over 100 lbs (Very Heavy) N/ACARRY1-10 lbs (Sedentary) FREQUENTLY11-20 lbs (Light) FREQUENTLY21-50 lbs (Medium) OCCASIONALLY,51-100 lbs (Heavy) N/A,Over 100 lbs (Very Heavy) N/A,PUSH/PULL N/A,CLIMB/BALANCE N/A,STOOP/SQUAT OCCASIONALLY,KNEEL OCCASIONALLY,BEND OCCASIONALLY,REACH ABOVE SHOULDER N/A,TWIST N/A,GRASP OBJECTS FREQUENTLY,MANIPULATE OBJECTS FREQUENTLY,MANUAL DEXTERITY FREQUENTLYCompensation depends on relevant experience and/or education, specific skills, function, geographic location, and other factors as applicable by law. The expected base rate for this role is between $50,000 and $95,000. This role will also receive incentive compensation. Benefits for this role may include health insurance, pre-tax spending accounts, retirement benefits, paid time off, short-term and long-term disability, employee stock purchase plan, and life insurance. To review available benefits, please click here: https://www.usfoods.com/careers/benefits.html#LI-BK1
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