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<h3>Job Description:</h3>Are you passionate about helping advisors build their business through a culture of planning by mentoring and encouraging associates? Do you love to spend time crafting deeper positive relationships?Our Financial Planning offices are filled with energy and potential and our Regional Planning Consultants play a vital role in supporting investor center associates by reinforcing the principles of consultative selling. You will impact associate development through focused coaching support in the key foundational areas, including communication skills, our product offering and practice management techniques.<h3>The Expertise We’re Looking For</h3><ul><li>We ask that you have sales experience in the financial service industry</li><li>We require a Series 7 &amp; 63 and will allow study time to obtain the Series 66 &amp; Insurance licenses within 6 months of hire</li><li>CFP certification preferred</li></ul><h3>The Purpose of Your Role</h3>Our vision for the Regional Planning Consultant is to develop sales associates through collaboration and mentoring, to ensure they possess the skills needed to provide a premier experience to our clients and grow their books.<h3>The Skills You Bring</h3><ul><li>Your planning skills and in-depth knowledge of financial product offerings</li><li>You are confident in front of an audience of any size and have impressionable public speaking skills</li><li>Your unparalleled desire to coach and impact others’ results</li><li>You are an approachable leader with the ability to effortlessly influence others</li></ul><h3>The Value You Deliver</h3><ul><li>Providing subject matter expertise on a broad range of financial planning and investment solutions, including advisory solutions, wealth advisory services, insurance offerings, and retirement</li><li>Coordinating with branch management, you are using supportive development plans to provide collaborative training to associates who are improving their skills and abilities to execute in their roles</li><li>You are encouraging the growth of our branch associates and preparing them to become highly proficient and effective sales consultants by embracing consultative selling practices</li><li>Leading by example and demonstrating organized preparation and effective follow up skills</li><li>Partnering with branch consultants in client appointments to support the introduction and implementation of appropriate product solutions</li></ul><h3>How Your Work Impacts the Organization</h3>Your work supports Personal Investments by delivering financial service expertise through inclusive mentorship and development activities.<h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales SupportMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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 Investments

Vice President, Regional Planning Consultant - Austin, TX

Who We Are Johns Manville is a leading manufacturer and marketer of premium-quality insulation and commercial roofing, along with glass fibers and nonwovens for commercial, industrial and residential applications. Our products are used in a wide variety of industries including building products, aerospace, automotive and transportation, filtration, commercial interiors, waterproofing and wind energy.A proud member of the Berkshire Hathaway family of companies, we serve customers in more than 80 countries around the globe. We are committed to delivering positive and powerful experiences, because we are successful only when our employees and customers thrive. We are passionate, we care about people, we perform at a superior level, and we protect others and our environments.Pay Range$105,400.00-$144,900.00 AnnualThis is the base salary pay range that an applicant can expect to make upon hire. &nbsp; Pay within this range will vary based upon relevant experience, skills, and education among other factors. In addition, this position is eligible for an incentive bonus.&nbsp;Why Join JM: At Johns Manville (JM), we don’t just sell building products, we deliver solutions that make spaces more energy-efficient, sustainable, and comfortable. As part of our team, you’ll represent a trusted brand with a legacy of innovation and quality. You’ll have the autonomy to manage your territory, the support of a collaborative team, and the opportunity to make a measurable impact on our customers’ success. If you thrive on building relationships, driving results, and being part of a company that values integrity and growth, JM is the place for you.Position Overview: The Territory Sales Manager will provide leadership and management for sales activities within the South Texas market, ensuring sales and earnings objectives are achieved. This role requires a proactive, relationship-driven professional who can prioritize opportunities, communicate effectively, and respond quickly to customer needs.Key Performance Objectives:<ul><li>Drive Sales Growth: Achieve or exceed sales targets for assigned product lines within the territory.</li><li>Expand Market Share: Acquire new accounts across all segments and channels in the building insulation business.</li><li>Build Relationships: Develop and maintain strong partnerships with contractors, distributors, general contractors, architects, and building owners.</li><li>Value-Added Selling: Promote JM’s value proposition to channel partners and end users, leveraging cross-business opportunities.</li><li>Market Intelligence: Perform market share analysis, identify growth opportunities, and implement target account strategies.</li><li>Collaborate for Success: Partner with Operations, Customer Service, and Marketing to deliver exceptional customer value.</li><li>Plan &amp; Forecast: Own territory sales planning, forecasting, and participate in monthly SIOP processes.</li><li>Compliance &amp; Safety: Ensure adherence to all legal, regulatory, and corporate standards.</li><li>Continuous Improvement: Use methodologies like Six Sigma to improve sales processes and reduce cost/variance.</li><li>New Product Launch: Lead efforts to introduce new products to specification and contractor segments.</li></ul>Requirements:<ul><li>Bachelor’s degree with 7+ years of sales experience</li><li>Proven success in building products sales or similar industry with multiple channels of customers</li><li>Strong leadership and relationship-building skills</li><li>Excellent communication, listening, and problem-solving abilities</li><li>Ability to manage multiple priorities independently</li><li>Proficiency in Microsoft Office Suite</li><li>Reside in the Greater Houston area</li><li>Valid driver’s license and ability to travel extensively within territory</li><li>Heavy car travel required to serve the territory with 1-3 overnight stays per month</li></ul>(Note: willing to consider someone with a bachelor’s degree with 3+ years of a customer relationship type role however would come in as a Sales Representative with a pay range of: $87,500- $120,340) Please Keep in Mind If you do not meet 100% of these requirements, we at JM still want to hear from you. So, if you are interested in the role, we encourage you to apply so we can learn how your skills and talents can contribute to our team.Benefits Johns Manville (JM) offers a wide range of benefits to employees. Some are subsidized by the company and others are fully employee-paid. Health benefits include a choice of comprehensive medical plans, a dental plan, vision plan, wellness program and critical illness insurance. JM sponsors a 401(k) plan which includes a sizeable company match. JM offers paid vacation and also provides paid sick and parental leave for eligible employees.Additionally, Johns Manville provides basic life Insurance, short-term and long-term disability coverage, an employee assistance program, and business travel accident coverage. Supplemental life insurance and accidental death and dismemberment insurance are available as well. The company also offers a variety of tax saving accounts; health spending account, traditional flexible spending account, and a dependent care spending account. JM also offers a tuition reimbursement program for undergraduate and certain graduate programs.Johns Manville supports employee growth with vast educational opportunities and a company-wide mentoring program. This program pairs employees and leaders to grow skills, build stronger internal networks and strengthen the company’s succession planning process.&nbsp;Johns Manville also offers soft and hard skills training facilitated by internal and external presenters. Our talent management team prioritizes the holistic growth of our workforce.Diversity &amp; Inclusion Johns Manville believes diversity and inclusion in our workplace is critical for the long-term success of our company. We are committed to retaining, developing and attracting a diverse workforce that fosters an inclusive work environment in which all employees are treated with dignity and respect. This is the right thing to do for our employees, our company and our communities. Incumbent must be physically able to perform essential job functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.We are proud to be an Equal Opportunity/Affirmative Action employer. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

Johns Manville

Territory Sales Manager- South Texas Market

Job Requirements This specific restaurant is independently owned and operated by a Whataburger franchise.&nbsp;Please click on the apply button below to be redirected to this franchisee’s website. Once there, you will be able to learn more about this position information and their application process.

Whataburger

Manager

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 PurposeThe Inside Sales Representative plays a vital role in supporting the Texas Dealer network by generating retail sales, driving compact equipment growth, and expanding JCB’s market share. This position is responsible for building and maintaining strong customer relationships, partnering closely with dealer representatives, and actively contributing to revenue growth through proactive engagement and business development efforts.Position Type: Full Time, Exempt&nbsp;Major Tasks, Responsibilities &amp; Key Accountabilities• Collaborate with dealer sales teams to support equipment sales and customer retention.&nbsp;• Conduct virtual equipment demos and product presentations.&nbsp;• Manage CRM database to ensure accurate tracking of prospects and opportunities.&nbsp;• Provide timely and accurate quotes to customers and dealer partners.&nbsp;• Achieve monthly and quarterly sales targets.&nbsp;• Respond promptly to customer inquiries and follow up on leads.&nbsp;• Stay up to date on product knowledge and market trends.&nbsp;• Provide weekly reporting on sales activity and pipeline.&nbsp;• Support sales campaigns and promotional activities.&nbsp;&nbsp;Minimum Qualifications • High school diploma or equivalent required; associate’s or bachelor’s degree preferred.&nbsp;• Minimum 2 years of inside sales or related experience.&nbsp;• Previous experience in a retail, serving, or call center environment is highly valued, demonstrating strong interpersonal skills and the ability to thrive in customer-facing roles.• Strong verbal and written communication skills.&nbsp;• Proficiency in CRM tools (e.g., Salesforce).&nbsp;• Ability to work independently and in a fast-paced environment.&nbsp;Preferred Qualifications• Experience in equipment, machinery, or construction sales. • Bachelor’s degree in Business, Marketing, or related field. • Familiarity with the Texas equipment market. • Strong technical aptitude or understanding of heavy equipment. • Track record of exceeding sales targets. Knowledge, Skills, Abilities &amp; Competencies<ul><li>Proven track record of exceeding inside sales targets</li><li>Advanced proficiency in Microsoft Office applications for sales reporting and communication</li><li>Comfortable working in a dynamic, office-based team environment</li><li>Strong technical aptitude, especially with CRM and sales enablement tools</li><li>Exceptional customer service orientation and adaptability</li><li>High energy and motivation to achieve and surpass goals</li><li>Excellent follow-up, organisational, and time management skills</li><li>Polished, professional communication style for virtual meetings and client interactions</li><li>Willingness to participate in ongoing product training and occasional in-person events</li><li>Demonstrated commitment to learning and professional growth in inside sales</li></ul>Job Conditions<ul><li>Both office environment and occasionally manufacturing/factory environment</li><li>Subject to noise and temperature changes</li></ul>&nbsp;Physical RequirementsThe 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>Regularly required to sit at a desk for extended periods</li><li>Use hands for typing and handling digital equipment</li><li>Engage in frequent communication via phone or video calls</li><li>Interact with clients and team members using various online platforms</li><li>Reach with hands and arms as needed</li><li>Communicate clearly, both verbally and in writing</li><li>Occasionally required to stand, walk, or move within the office</li><li>May need to lift and move objects up to 10 pounds (e.g., sales materials or promotional items)</li><li>Specific vision abilities required: close vision for reading documents and screens, distance vision for presentations, depth perception, and the ability to adjust focus for virtual environments</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;JobFamilySalesPayTypeSalary

Inside Sales Representative - San Antonio, Texas 

<h3></h3><h3>Job Description:</h3>The RoleWe have an exciting sales opportunity working with Broker Dealer Intermediaries and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, competitive environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with supportive team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees.The Skills and Expertise You Bring<ul><li>Bachelor’s Degree required</li><li>Series 7 and 63 required</li><li>CIMA or CFA a plus</li><li>Passion for the financial or investment management industry</li><li>Minimum of 2+ years of sales experience working within the Financial Service Industry</li><li>Your outstanding communication, negotiation, decision making and multi-tasking abilities</li><li>Your ability to stay organized, be resourceful, and prioritize ongoing sales opportunities</li><li>Your ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions</li><li>Your excellent interpersonal skills that translate into a positive client experience</li><li>Your passion for sales and the ability to uncover and qualify new opportunities</li><li>Your commitment to constant self-improvement and exhibit a competitive drive</li><li>Your ability to thrive in our fast-paced environment and enjoy being part of a strong team</li><li>Your high aptitude to learn new things quickly and adapt to new situations</li><li>Your effective consultative sales and presentation skills</li></ul>The TeamAs a Regional Sales Consultant (Hybrid Wholesaler) your primary responsibility will be supporting and driving sales through Broker Dealer Intermediaries and Registered Investment Advisors in your territory. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. In your role you will be an important part of the FI Intermediary Investment &amp; Sales distribution team and will be responsible for phone and virtual-based sales interactions, along with making in-person sales calls, partnering with your specialist teams to drive new business, retain assets and grow market share. This role will require 25% travel and is based in Westlake, TX.<h3></h3><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3></h3><h3>Category:</h3><h3></h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

Regional Sales Consultant

<h3>Job Description:</h3>The RoleAs Fidelity Investments' Director for Health and Welfare Growth Enablement, you will build and enhance our diverse benefits administration engagement and communication offerings. This pivotal role drives our Health and Welfare Benefit Administration business growth, being part of a team to implement go-to-market strategies and support clients in solution implementation.Key ResponsibilitiesGo To Market Responsibilities<ul><li>Guide product exploration through user research, competitive analysis, industry trends, customer and internal stakeholder input, and internal specialists to establish a vision and uphold a customer-centric product strategy.</li><li>Lead the development of coordinated go-to-market strategies, covering customer targeting and fit, packaging and pricing, and channel distribution options.</li><li>Collaborate with the marketing team to build compelling product positioning and messaging that effectively communicates value to target audiences.</li><li>Serve as the product area specialist, aiding all business collaborators throughout the enterprise, such as marketing, relationship management, sales, communication consultants, and workplace consulting.</li><li>Guarantee product preparedness and promote internal training throughout the organization, encompassing a cross-functional, organization-wide endorsed service structure, RFI/RFP materials and positioning, sales, and client team preparedness. Create and maintain centralized communications and collateral.</li><li>Collaborate with deployment team to ensure a seamless and bundled deployment approach, considering launch timeframes, opportunities for coordination with other products, and simplicity for the field.</li><li>Support sales, implementation and client facing teams to drive adoption and client happiness with the product.</li><li>Define and track measures of efficiency and key performance metrics, including adoption, use, engagement, efficiency, client retention, and happiness. Leverage data to drive continuous improvement.</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree required.</li><li>7+ years of experience in go-to-market planning, marketing and product positioning &amp; messaging, product development, and/or benefits communications consulting.</li><li>5+ years in the financial services or third-party benefit administration industry or employer servicing experience, with health-related benefits and administration being a plus.</li><li>Understand employer-provided benefits like medical, dental, vision, retirement, HSA/FSA, and voluntary benefits.</li><li>Comfortable navigating complex organizations and interacting with cross-functional teams spanning multiple business units.</li><li>Demonstrates strong strategic competence with a customer-centric viewpoint.</li><li>Clear communication skills, comfortable engaging with all levels of management, clients, and external audiences.</li><li>Ability to lead, influence, and motivate colleagues and peers without formal authority.</li><li>Intellectually curious and capable of modeling a culture of learning and mentoring.</li><li>Strategic and long-term problem solver without compromising speed for perfection.</li><li>Ability to prioritize multiple tasks, meet deadlines, and deliver business results.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamFidelity Health focuses on offering products and services to assist customers with health care benefits.We are in need of candidates with various skills, unwavering curiosity, a proactive approach, and the dedication to bring new digital experiences to fruition.<h3>Certifications:</h3><h3>Category:</h3>Sales SupportMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

Director, Health and Welfare Growth Enablement

<h4>Company Description</h4>Enthuse is an education-led marketing agency. We’re a passionate team of marketers, educators, and instructional designers all dedicated to a singular mission – we teach the world to love our client’s brands. We’re also one of the fastest growing WBENC-certified, 100% women-owned and led marketing agencies in the United States. So,&nbsp;join us and help create&nbsp;engaging content, delivered by world-class storytellers through unforgettable experiences that drive real business results. And do so while taking pride in the fact that each year, we devote a portion of our profits to help empower other women entrepreneurs who often don’t have equitable access to resources like capital, mentorship, and community.<h4>Job Description</h4>We are seeking an Off Premise Beer Sales Representative for our Dallas and Forth Worth, TX territory. The Off Premise Beer Sales Representative works to ensure the success of the sale, volume, rate of sale growth, and brand presence to accelerate momentum for our premium brand within a dedicated territory. A high emphasis is placed on increasing the availability and visibility of products through distribution, display execution and cooler resets. The Off Premise Beer Sales Representative will build strong relationships with distributor personnel to ensure market goals are met.&nbsp;Here’s just a small sample of what you’ll be doing:<ul><li>Regular travel within a dedicated territory (200-mile radius) to call on multiple distributor territories</li><li>Extended travel (up to 50% of time) to additional markets in support of distributor crew drives</li><li>Taking a data driven approach to both identify new opportunities for distribution and upsell, secure multiple SKU distribution, cooler visibility and displays</li><li>Establish and maintain a regular weekly schedule of account appointments including sales calls, and distributor work-withs</li><li>Develop creative solutions to meet account specific needs identified during sales calls</li><li>Work closely with local distributor manager and distributor personnel to collaborate on goals and objectives and ensure proper product inventory&nbsp;</li><li>Maintain store shelf standards and inventory, including rotation of products, checking date codes, processing restocks and reorders as necessary according to the planogram standards. Execute point of sale (POS) programs to standard</li><li>Bring awareness to and promote our premium brands through special events, sampling, and education</li><li>Maintain open communication with field and HQ</li><li>Manage budget and maintain records for monthly reconciliation</li><li>Ensure compliance of all alcoholic beverage regulations</li></ul>The physical demands of this role require the following:&nbsp;<ul><li>Bending, squatting, crouching and reaching,&nbsp;climbing, kneeling, and stooping including to arrange and display point of sale</li><li>Frequent lifting and moving cases of product and other objects of&nbsp;50&nbsp;pounds or more</li></ul>The above is not a complete listing of all miscellaneous, incidental, or similar duties which may be required from day to day.&nbsp;<h4>Qualifications</h4><ul><li>Associates Degree required; Bachelor’s Degree preferred</li><li>Must be 21 years or older</li><li>1-3 years demonstrated sales experience, preferably of beers, wines and spirits is required</li><li>Previous retail or off-premise work experience is a plus</li><li>Must have working knowledge of Microsoft Office</li><li>Must live in assigned territory with access to reliable transportation – large vehicle preferred&nbsp;</li><li>Must have valid driver's license, registered and insured vehicle with clean driving record/background check</li><li>Must be able to lift and move cases of product frequently</li><li>Must be able to climb, kneel, and stoop to arrange and display point of sale</li><li>Must be willing to work weekends and holidays, as needed</li><li>Bilingual (English and Spanish-speaking) a plus&nbsp;</li><li>Manage administrative tasks with attention to meeting agency compliance guidelines and standards</li></ul><h4>Additional Information</h4>The base compensation range for this job classification is between $45,000.00-$55,000.00 annually. The determination of what a specific employee in this job classification is paid depends on a number of factors, including, but not limited to, prior employment history/job-related skills and qualifications, length of service, brand program, and geographic location. This job classification is bonus eligible, with bonus potential subject to applicable bonus plan terms and conditions.This position offers incentive opportunities plus full benefits including Medical, Dental, Vision, 401k with match, PTO time and more!Enthuse Marketing is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, national origin, citizenship, disability, genetics, pregnancy, protected veteran status or other characteristics protected by applicable federal, state, or local law.Enthuse is committed to providing reasonable accommodations to qualified individuals with disabilities and for other reasons in the employment application and hiring process, in accordance with applicable law. To request an accommodation please contact&nbsp;<a href="mailto:recruitment@enthuse-marketing.com" target="_blank">recruitment@enthuse-marketing.com</a>.

ENTHUSE

Off Premise Beer Sales Representative

<h3>Job Description:</h3>The Director, Pension Benefit Consultant is the lead Defined Benefit specialist responsible for understanding and documenting our client’s DB Plan benefit calculation provisions and working with the internal Fidelity project team, including developers, data analysts, and project management, to test and deliver requirements and calculation engine to our ongoing operations team. This position works directly with clients.Note: Fidelity is not providing immigration sponsorship for this position.The TeamThe Director, PBC’s expertise and work directly leads to correct and timely pension calculations being available for millions of DB Plan participants.The Director, Pension Benefit Consultant uses their deep DB expertise to build a link between the client and internal Fidelity resources over which they carry DB knowledge. The Director, PBC is the go-to resource among the project team for all DB-specific matters and builds confidence with clients that Fidelity will operate their DB Plans accurately.The Expertise You Have<ul><li>Extensive expertise with Defined Benefit Pension Plans, ideally 10+ years</li><li>Strong analytical skills, attention to detail</li><li>Strong consultative skills</li><li>Work within a project matrix, able to handle time effectively</li><li>Working understanding of pension laws and regulations</li><li>Actuarial designations (EA, ASA) a plus but not required</li></ul>The Skills You Bring<ul><li>Solid DB experience having worked with a wide variety of DB Plans and features</li><li>Actuarial expertise</li><li>Ability to document the benefits of a DB plan in extensive, complete detail</li><li>Experience actively gathering information from clients and third parties, framing questions, covering all possible scenarios under the DB Plans</li><li>Ability to create and review test cases to highlight whether the computer is performing DB calculations accurately in all conceivable situations</li><li>Your experience consulting with clients about DB Plan issues, design features, inputs and outcomes</li><li>Your experience problem solving, and finding solutions all parties can move forwards with</li><li>Your project leadership skills, ability to communicate progress/obstacles, move forwards on time and on budget</li><li>Your experience working directly with, or personally programming, DB calculation or valuation systems, and related spreadsheets</li><li>Ability to work effectively on your own, and at the same time as part of a large internal and external team, often from a remote work situation</li><li>Ability to detect and surface problems and obstacles and lead the team to resolution</li></ul>The Value You Deliver<ul><li>Demonstrating your DB expertise to help others at Fidelity do their jobs across the large project team</li><li>Owning the discovery and learning of the mechanics of how the client’s DB Plans operate directly with clients and their representatives</li><li>Reading client plan documents, sample calculations, SPDs, valuation file specifications</li><li>Leading client review meetings and conference calls</li><li>Leading issue resolution</li><li>Showing the client you have gained full knowledge of their DB Plans and building their confidence in Fidelity</li><li>Crafting a comprehensive test plan to ensure DB participant calculations are accurate</li><li>Working with developers to debug and certify the DB participant benefit calculations in their entirety</li><li>Working with data analysts to validate the client participant data is correct and complete, and to identify any gaps</li><li>Training the ongoing operations team in all DB calculation aspects, so they can carry the client going forwards</li></ul><h3>Certifications:</h3><h3>Category:</h3>Client ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

Director, Pension Benefit Consultant

<h3></h3><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></h3><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3></h3><h3>Category:</h3><h3></h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

74 Sales Jobs in Texas