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Full Time
5/1/2025
Sunnyvale, CA 94087
(41.8 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
5/1/2025
San Leandro, CA 94577
(16.6 miles)
Ready to join a dynamic and growing organization with unlimited potential UniFirst is seeking an Outside Sales Representative to join our team! Work for an international leader in the $18 billion dollar garment services industry. We currently employ 14,000 team partners who serve 300,000 business customer locations throughout the U.S., Canada, and Europe. Ranked for 15+ years in the top 10 of Selling Power magazine’s “Best Companies to Sell For” list and recognized on Forbes magazine’s “Platinum 400 – Best Big Companies” list. As an Outside Sales Representative, you will use your talents to generate new business, connect with prospects, and close deals while utilizing an award-winning sales process. With a focus on selling new business and exceeding sales goals, you will ultimately pave your way to a six-figure income! We Want You to Succeed We know that it’s our committed Team Partners who are the force behind our success as a company. We offer support such as: consistent 1:1 coaching, ongoing sales learning, industry leading technology, and professional development that will bring your career to the next level. We Offer Unlimited Earning Potential Our robust compensation package includes: Guaranteed Base Salary - Total 1st year compensation (including commission) can range from $62,000-120,000.Monthly Commission EarningsNew Hire Ramp-Up BonusUnlimited Quarterly Bonus ProgramCareer Path Bonus OpportunitiesWeekly Car AllowanceMonthly Cell Phone ReimbursementAnnual President’s Club trip for top performersFull range of benefits including 401K match, profit sharing, health and life insurance, Employee Assistance Program (EAP), disability coverage, vacation, sick time, paid holidays, tuition reimbursement, 30% employee discounts, and more. We Invest in You Paid industry-leading sales trainingExposure to sales and executive leadershipProtected territories that are assigned exclusively to youOngoing qualified leadsDefined careers paths that promote growth and advancementCutting edge sales tools, devices, and software Through our award-winning sales training program, you will learn state-of-the-art techniques to: Identify and partner with new and existing clients to grow the book of businessEffectively close sales in your designated territoryContact prospects in the form of cold-calling, emails, and social networksDeliver effective sales presentations with business owners and key decision makersUtilize our CRM system and other technology to manage and track efforts QualificationsWhat You’ll Need to be a successful Outside Sales Representative: Previous sales experience preferred in B2B (although, we provide all the training you will need to be successful!)Proven track record of successCoachable and highly enthusiastic mindsetHigh school diploma requiredValid driver’s license and reliable transportationIndividuals who drive their personal vehicles for business purposes will be required to comply with minimum auto insurance requirements per UniFirst's standards Preferred Qualifications: Associate’s or bachelor’s degree preferredTech savvy, prior experience with CRMs and Microsoft 365 is a plus UniFirst is an equal opportunity employer. We do not discriminate in hiring or employment against any individual on the basis of race, color, gender, national origin, ancestry, religion, physical or mental disability, age, veteran status, sexual orientation, gender identity or expression, marital status, pregnancy, citizenship, or any other factor protected by anti-discrimination laws.
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