About This Career Path
Buy and sell securities or commodities in investment and trading firms, or provide financial services to businesses and individuals. May advise customers about stocks, bonds, mutual funds, commodities, and market conditions.
Financial Services
Buy and sell securities or commodities in investment and trading firms, or provide financial services to businesses and individuals.
Securities, Commodities, and Financial Services Sales Agents
Average
$63,870
ANNUAL
$30.71
HOURLY
Entry Level
$37,790
ANNUAL
$18.17
HOURLY
Mid Level
$49,420
ANNUAL
$23.76
HOURLY
Expert Level
$101,750
ANNUAL
$48.92
HOURLY
Securities, Commodities, and Financial Services Sales Agents
Securities, Commodities, and Financial Services Sales Agents
Job Titles
Entry Level
JOB TITLE
Agent
Mid Level
JOB TITLE
Advisor
Expert Level
JOB TITLE
Director
Supporting Programs
Securities, Commodities, and Financial Services Sales Agents
Securities, Commodities, and Financial Services Sales Agents
01
Make bids or offers to buy or sell securities.
02
Monitor markets or positions.
03
Agree on buying or selling prices at optimal levels for clients.
04
Keep accurate records of transactions.
05
Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
06
Complete sales order tickets and submit for processing of client-requested transactions.
07
Report all positions or trading results.
08
Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
09
Discuss financial options with clients and keep them informed about transactions.
10
Identify opportunities or develop channels for purchase or sale of securities or commodities.
Securities, Commodities, and Financial Services Sales Agents
Common knowledge, skills & abilities needed to get a foot in the door.
KNOWLEDGE
Customer and Personal Service
KNOWLEDGE
Economics and Accounting
KNOWLEDGE
English Language
KNOWLEDGE
Mathematics
KNOWLEDGE
Sales and Marketing
SKILL
Active Listening
SKILL
Critical Thinking
SKILL
Judgment and Decision Making
SKILL
Monitoring
SKILL
Active Learning
ABILITY
Oral Comprehension
ABILITY
Oral Expression
ABILITY
Deductive Reasoning
ABILITY
Speech Clarity
ABILITY
Written Comprehension
Securities, Commodities, and Financial Services Sales Agents
**About this role:**
Wells Fargo is seeking a Senior Equipment Account Manager to support our clients Equipment Finance needs
**In this role, you will:**
+ Collaborate with internal sales and deal team members to execute on customer fundings.
+ Influence internal stakeholders to enable a positive outcome for Wells Fargo and it's customers.
+ Toggle between tactical requirements and strategic initiatives.
+ Review and consolidate deal backup for entry into system of record.
+ Leverage system of record to document critical deal components.
+ Communication with customers, vendors and internal stakeholders.
+ Effectively manage conflict and escalate appropriately.
+ Participate in establishing working relationships with clients which already have existing accounts and achieving business objectives related to these client accounts
+ Exercise independent judgment in maintaining and enhancing working relationship with the existing clients and meet business objectives
+ Present recommendations for resolving more complex client requests and exercise independent judgment while developing expertise in the Equipment Finance Account Management functional area
+ Collaborate with existing internal and external customers to build a working relationship
+ Assist the more experienced managers in supporting customer requests for accounts
**Required Qualifications:**
+ 4+ years of Equipment Finance Account Management experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Equipment finance experience.
+ Excel proficiency.
+ Ability to manage competing priorities.
+ Strong internal and external communication skills at all levels.
+ Strong collaboration skills.
+ Detail oriented.
**Job Expectations:**
+ This position offers a hybrid work schedule
+ Willingness to work on-site in one of the listed locations
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$55,300.00 - $98,300.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
29 May 2025
***** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-438161
Full Time
**Why Wells Fargo:**
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
**About this role:**
Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.
The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.
**In this role you will:**
+ Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:
+ Participate in building relationships with customers and spend time understanding required needs
+ Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs
+ Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
+ Present recommendations for resolving inquiries and service requests regarding customers' accounts
+ Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers
+ Provide information to internal partners and external sources to further enhance the customer experience
+ Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
+ Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
+ Provide self-service digital banking options to customers
+ This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
**Required Qualifications:**
+ 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
+ 1+ year of building and maintaining effective relationships with customers and partners
**Desired Qualifications:**
+ Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
+ State Insurance license(s)
+ Customer service focus with experience handling transactions across multiple systems
+ Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
+ Strong verbal, written, and interpersonal communication skills
+ Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
+ Ability to be proactive, innovative, and creative in meeting customer and enterprise needs
+ Ability to make client calls and actively participate in the sales development process
+ Knowledge and understanding of retail compliance controls, risk management, and loss prevention
+ Ability to follow policies, procedures, and regulations
+ High motivation with ability to successfully meet team objectives while maintaining individual performance
+ Experience mentoring and peer- coaching
+ Experience assessing customer needs and recommending products/services to fulfill those needs
+ Experience using business acumen to provide financial services consultation to small business customers
+ Knowledge and understanding of financial services consumer lending products
+ Ability to educate and connect customer to technology and share the value of mobile banking options
+ Ability to interact with integrity and professionalism with customers and employees
**Job Expectations:**
+ Ability to work a schedule that may include most Saturdays
+ Adherence to Wells Fargo sales practices risk management culture
+ Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
+ For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
+ State Insurance license(s) are required for this role and must be completed within a specified period
+ Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
+ Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance
+ This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position
+ Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards
+ A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
+ This position is not eligible for Visa sponsorship
**Posting Location(s):**
+ 7820 N Silverbell Rd TUCSON, AZ 85743
**Posting End Date:**
1 Jun 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-460644
Full Time
**Quick Snapshot**
The Account Executive (AE) is an inside sales position that will allow candidates to work from home while supporting the South Atlantic market area. This position is a combo hunter / farmer, meaning you will be responsible for new business as well as retention of existing accounts. Candidates should be well-versed in business to business (B2B) sales and willing to cold call and prospect for new business while managing a book of business.
Please note:
**External** candidates _must_ be based in the South Atlantic states of NC, SC, and GA, in order to be considered for this opportunity.
**Internal** candidates can be based in the South Atlantic states (NC, SC, and GA) or may also be based in Tupelo, MS, or Phoenix, AZ.
**I. Job Summary**
The Account Executive (AE) generates shareholder value by using a consultative retention approach for larger and/or more complex Small/Medium Business WM customers in an assigned book of business, territory/segment. The AE manages existing business relationships focused on achieving budgeted retention goals by developing and implementing sound retention strategies, utilizing strong negotiation efforts to preserve business, and securing and updating contract agreements from WM customers as well as growing revenues from existing customers. The role of the AE is to maintain a net positive business performance in the commercial space through proactive outreach, account retention and revenue protection efforts to maintain a mutually beneficial alignment between the customer and WM's growth goals.
**II. Essential Duties and Responsibilities**
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Other minor duties may be assigned.
+ Customer interaction (external and internal), response & follow up
+ Serve as the lead point of contact for customer account management matters in an assigned book of business, establish and maintain a high level of customer satisfaction with internal and external customers, and build and maintain strong, long-lasting customer relationships
+ Align Waste Management products and services with customer needs, propose solutions that are compliant with appropriate local, state and federal regulations, and increase account penetration through consultative selling skills
+ Negotiate, update, and renew customer service agreements to maximize profits by providing ongoing education of contract details and use of strong negotiation skills
+ Resolve challenging customer requests and collaborate with the Inside Sales Manager to resolve all customer escalations or issues
+ Communicate rates, charges and service strategies with conviction as well as understand and effectively use customer incentives and concessions within appropriate profit targets and level of authority
+ Collaborate with sales team to identify and grow opportunities within territory and engage additional WM business opportunities, referring internally as appropriate
+ Administrative work
+ Use Waste Management sales productivity software tools accurately and consistently (i.e. Salesforce.com/Customer Relationship Management and Pricing Tools)
+ Prepare reports as needed and/or handle general administrative duties as appropriate
**III. Supervisory Responsibilities**
This position has no supervisory responsibilities.
**IV. Qualifications**
The requirements listed below are representative of the qualifications necessary to perform the job. Must live and work in the US.
A. Education and Experience
+ Education: High School Diploma or GED (accredited).
+ Experience: One (1) year of WM experience or five (5) years of business to business account management at a proficient level.
B. Certificates, Licenses, Registrations or Other Requirements
+ None required.
C. Other Knowledge, Skills or Abilities Required
+ Ability to effectively convert customer cancellation requests
+ Ability to build relationships (highly competent)
+ Ability to set goals
+ Proficient in time management
+ Proficient in computer skills
+ High impact communication
+ Planning and organization
+ Ability to negotiate (highly competent)
+ Financial acumen
**V. Work Environment**
Listed below are key points regarding environmental demands and work environment of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
+ Required to use motor coordination with finger dexterity (such as keyboarding, machine operation, etc.) most of the work day;
+ Required to exert physical effort in handling objects less than 30 pounds rarely;
+ Normal setting for this job is an office setting.
The expected base pay rate for this position across the U.S. is $23.75/hr. This represents a good faith estimate for this position. The specific hourly rate offered to a successful candidate may be influenced by a variety of factors including the candidate’s relevant experience, education, training, certifications, qualifications, and work location. In addition, this position is eligible for commission.
**VI. Benefits**
You’ll receive a top-notch benefits package, including Medical, Dental, Vision, Life Insurance and Short and Long Term Disability. We have a great Employee Stock Purchase Program (ESPP), a fantastic company match on 401K (4.5% with NO vesting period), generous vacation and sick time, and _we’ll also help to pay for continuing your education!_
Equal Opportunity Employer: Minority/Female/Disability/Veteran
Full Time
At National Bank of Arizona, we’re a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn’t changed. At NBAZ, the possibilities are endless – come for the job, stay for a career.
NBAZ is looking for an experienced Part-Time Branch Relationship Banker (20 Hours) to join Arizona’s #1 Community Bank in our Scottsdale Road & 101/Phoenix branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!
Essential Functions:
+ Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues.
+ Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.
+ Responsible for making appropriate referrals for other bank products and services, including commercial lending products.
+ Follows up with clients as needed.
+ May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans.
+ Responsible to resolve customer service issues.
+ Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.
+ May be responsible for processing cash transactions and other customer service duties within the branch.
+ Other duties as assigned.
Qualifications:
+ High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications.
+ Previous experience in a financial sales representative-oriented role preferred.
+ Working knowledge of mathematical calculations and standard banking products, services and transactions.
+ Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications.
+ Proven customer service, interpersonal and communication skills, both verbal and written.
+ Effective selling, cross-selling and referral skills.
+ Solid mathematical, problem-solving and negotiation skills.
+ Solid interpersonal & relationship building skills.
+ Strong attention to detail and time management.
+ Proficient in basic computer skills.
+ Bilingual proficiency in English and Spanish languages, is preferred.
+ This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act.
Schedule may fluctuate depending on branch needs. Monday/Friday: 8:15 A.M. - 5:15 P.M. and Wednesday: 10:00 A.M. – 2:00 P.M. OR Monday/Friday: 10:00 A.M. - 2:00 P.M. and Wednesday: 9 A.M. - 1:00 P.M.; 20 Hours. *Must be able to work a flexible schedule within the hours listed above.
Benefits:
+ Medical, Dental and Vision Insurance - START DAY ONE!
+ Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
+ Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
+ Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.
+ Mental health benefits include coaching and therapy sessions.
+ Tuition Reimbursement for qualifying employees.
+ Employee Ambassador preferred banking products.
Positions of 20 hours or more per week are eligible to participate in employee benefits provided by NBAZ, in accordance with our standard eligibility rules, including health insurance, life insurance, 401(k) plan and other benefits offered to employees in comparable positions.
Req ID: 066796
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
Full Time
**Why Wells Fargo:**
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
**About this role:**
Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.
The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.
**In this role you will:**
+ Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:
+ Participate in building relationships with customers and spend time understanding required needs
+ Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs
+ Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
+ Present recommendations for resolving inquiries and service requests regarding customers' accounts
+ Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers
+ Provide information to internal partners and external sources to further enhance the customer experience
+ Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
+ Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
+ Provide self-service digital banking options to customers
+ This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
**Required Qualifications:**
+ 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
+ 1+ year of building and maintaining effective relationships with customers and partners
**Desired Qualifications:**
+ Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
+ State Insurance license(s)
+ Customer service focus with experience handling transactions across multiple systems
+ Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
+ Strong verbal, written, and interpersonal communication skills
+ Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
+ Ability to be proactive, innovative, and creative in meeting customer and enterprise needs
+ Ability to make client calls and actively participate in the sales development process
+ Knowledge and understanding of retail compliance controls, risk management, and loss prevention
+ Ability to follow policies, procedures, and regulations
+ High motivation with ability to successfully meet team objectives while maintaining individual performance
+ Experience mentoring and peer- coaching
+ Experience assessing customer needs and recommending products/services to fulfill those needs
+ Experience using business acumen to provide financial services consultation to small business customers
+ Knowledge and understanding of financial services consumer lending products
+ Ability to educate and connect customer to technology and share the value of mobile banking options
+ Ability to interact with integrity and professionalism with customers and employees
**Job Expectations:**
+ Ability to work a schedule that may include most Saturdays
+ Adherence to Wells Fargo sales practices risk management culture
+ Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
+ For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
+ State Insurance license(s) are required for this role and must be completed within a specified period
+ Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
+ Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance
+ This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position
+ Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards
+ A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
+ This position is not eligible for Visa sponsorship
**Posting Location(s):**
+ 7820 N Silverbell Rd TUCSON, AZ 85743
**Posting End Date:**
1 Jun 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-460644
Full Time
At National Bank of Arizona, we’re a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn’t changed. At NBAZ, the possibilities are endless – come for the job, stay for a career.
NBAZ is looking for experienced Teller/Banker FLOAT candidates to join Arizona’s #1 Community Bank for our Phoenix Metro market. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!
Currently seeking qualified candidates who will TRAVEL to all the branches (18 of them) within the Phoenix Metro area to cover shifts when branch employees call in sick, are on vacation, or just when the branches require additional staffing. Home base will be determined based on new hire’s location.
Essential Functions:
+ Be proficient in Needs-Based Selling to prospective and established clients.
+ Handle inbound and outbound sales calls to prospective and established customers.
+ Assist managers in building and maintaining customer relationships.
+ Provide quality customer service while opening accounts, processing loans, and providing information related to general inquiries and client needs.
+ Support retail objectives and initiatives by capitalizing on business opportunities that influence the production of revenue and risk of loss.
+ Conduct assessments with clients to determine financial needs and make appropriate recommendations.
+ Ensure proper documentation is obtained and processing proper forms for transactions.
+ May be required to cover Teller line during peak hours.
+ Work independently and perform well under deadlines.
Qualifications:
+ High School Diploma or equivalent, along with 0-1 years' experience with sales (cross-sales and up-sales) and meeting sales goals.
+ 0-1 years' experience in at least two of the following areas: new accounts, teller, bookkeeping, or loan processing (an equivalent combination of education and experience may meet this qualification).
+ 0-1 years' experience using an on-line financial services system.
+ Strong interpersonal, verbal, and written communications skills.
+ Bilingual proficiency in English and Spanish languages, is preferred.
+ This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act.
Hours: Monday – Friday: 8:00 AM – 5:30 PM; 40 hours/week
Benefits:
+ Medical, Dental and Vision Insurance - START DAY ONE!
+ Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
+ Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
+ Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.
+ Mileage Reimbursement.
+ Mental health benefits include coaching and therapy sessions.
+ Tuition Reimbursement for qualifying employees.
+ Employee Ambassador preferred banking products.
Req ID: 066610
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
Full Time
Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled with content and services that customers need to make decisions with confidence. Every day, our customers make critical decisions to help save lives, improve the way we do business, build better judicial and regulatory systems. We help them get it right.
**Who We Are: Wolters Kluwer: The world is a big place, find your place here. (https://youtu.be/OZ2kSzAaXK4?si=sDgZ7DZUbMnBddMq)**
**What We Offer: **
The Account & Relationship Manager role offers growth potential opportunities, professional development, an engaging team environment, the ability to work a _hybrid_ schedule (in-office 2-days a week), and amazing benefits.
**What You'll be Doing:**
The Account & Relationship Executive is a quota-carrying team member responsible for building and maintaining effective long-term relationships with customers across industries to create demand for our products and services. The Senior Account & Relationship Executive is accountable to achieve their quota for the assigned book of business through directly selling products in the customers’ existing product lines. This includes driving transactional adoption, pursuing and driving renewal transactions, and pursuing up-sell opportunities. The Account & Relationship Executive is responsible for leveraging data to understand customer usage patterns and identifying opportunities to improve adoption, pursue a renewal, pursue incremental revenue (up-sell) within the customer’s existing products, or identify potential leads for an Account Executive to pursue a cross-sell opportunity. The Senior Account & Relationship Executive will conduct quarterly business reviews with customers to understand existing product usage, advise on best practice use cases and behaviors, and educate on optimal use of offerings to maximize value and increase revenue spend.
**Key Tasks: **
+ Researches and gathers information on current customers and their needs.
+ Monitors and interprets product usage data for an assigned book of accounts to identify opportunities to improve adoption, pursue renewal opportunities, up-sell within existing products, or identify opportunities for a Sales Rep to cross-sell.
+ Develops customer relationships for an assigned book of accounts with primary focus on improving product use/adoption, executing renewals, up-selling business and direct sales within existing product lines.
+ Adheres to defined onboarding and training processes to effectively promote customer adoption of CS offerings.
+ Adheres to defined sales methodology and sales processes to execute renewal and up-sell opportunities.
+ Identifies leads for cross-sell opportunities and share them with Sales Reps to pursue.
+ Directly sells products within the existing customer base.
+ Collaborates with Account Executive to complete annual account reviews with customers to facilitate customer retention.
+ Works with Account Executive to transition customers from contract-signing to post-sale support with a Customer Success Specialist.
+ For high strategic opportunities, works with Account Executive, Technical Sales, and Sales Support to pursue and close opportunities for Compliance Solutions products at customer accounts.
+ Maintains a clean and accurate pipeline in CRM.
**Performance Metrics: **
+ Individual quota attainment; achievement of renewal target and up-sell targets
+ Customer adoption target attainment: improvements in customer adoption of current portfolios (month over month or quarter over quarter)
+ Number of leads identified and communicated to Account Executive
+ Customer satisfaction scores and retention rates
+ Completion of assigned product trainings and other required learnings for professional development
**You're a Great Fit if You Meet These Requirements** **:**
+ Bachelor’s Degree
+ The ability to work a hybrid schedule, going to an office location 2-days a week, and working an 8 a.m. to 5 p.m., Monday - Friday schedule, ET and CT preferred
+ 8 years of B2B commissioned sales or equivalent.
+ Experience in Account Management, Sales, Technology Training, or renewal sales.
+ Experience in the financial services, or lending compliance industries.
+ Data analysis skills and ability to derive insights that drive next steps or actions required.
+ Account Management (general knowledge of customer's business, stakeholders, product portfolio).
+ Communicate effectively in both face-to-face and virtual selling environments.
+ Interpersonal skills, ability to build stakeholder relationships.
+ Team effectively with other internal teams including Sales, Sales Support stakeholders.
+ Stay organized and manage multiple priorities at once across multiple customer accounts.
+ Cross-sell, up-sell, or pursue renewal transactions with customers.
+ Professional demeanor in oral and written communications
+ Passion and ability to learn new CS offerings quickly.
+ Self-motivated; proactive and perseverant mindset.
+ General product and application knowledge.
We are an incredibly supportive team that truly enjoys what we do and who we do it with. We play a key role within WK and assist in driving the daily success. If you have a passion for making a true difference within an organization, while working alongside a genuinely caring and supportive team, we highly encourage you to apply. #Bethedifference
**Additional Information:**
Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including **Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave** . Full details of our benefits are available at https://www.mywolterskluwerbenefits.com/index.html
**Diversity Matters:** Wolters Kluwer strives for an inclusive company culture in which we attract, develop, and retain diverse talent to achieve our strategy. As a global company, having a diverse workforce is of the utmost importance. We've been recognized by employees as a European Diversity Leader in the Financial Times, as one of Forbes America’s Best Employers for Diversity in 2022, 2021 and 2020 and as one of Forbes America’s Best Employers for Women in 2021, 2020, 2019 and 2018. In 2020, we placed third in the Female Board Index, and were recognized by the European Women on Boards Gender Diversity Index. Wolters Kluwer and all of our subsidiaries, divisions and customer/departments is an Equal Opportunity / Affirmative Action employer.
**The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. They’re not intended to be an exhaustive list of all duties and responsibilities and requirements.**
_Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process._
**Compensation:**
Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $63,150 - $87,250
EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Full Time
Kinetic is a premier internet solutions provider on a mission to deliver ultra-fast, reliable internet to consumers and small businesses across the U.S., helping them Internet better™.
+ As part of the Kinetic family, you’ll have the opportunity to work with cutting-edge technology, including premium broadband, security solutions, voice, and digital TV services, all delivered through our enhanced fiber network.
+ Join us in revolutionizing how people connect and communicate. Your work will directly contribute to making Kinetic the most helpful internet service provider, ensuring our customers Internet better™ every day.
**_________________________________________________________**
**About This Role:**
Drive sales of Windstream key products and services with WS Alternate Channel Partners. HSI, Access lines, Entertainment services, Bundle Adders, and AP revenue are included and drive monthly revenue success.
**What You'll Do:**
+ Manage the end to end account management process with 3rd party channels with the goal of driving increased sales, higher installation rates and lower cancellation rates
+ Engagement with all vendors to drive sales penetration
+ Assure that correct collateral/promotion is presented always and the Partner/Agent understands current offers
+ Propose special initiatives to drive sales and work with the Channel Support team/Go to Market task force to implement
+ NSM will facilitate the expansion of the distribution channel through enhancements to the API/buyflow process, cross sell opportunities and monthly spiffs to drive overall sales volume and sales quality improvements
+ Meet customer expectations while balancing Windstream Revenue and retention needs.
+ Follow up with customers to ensure satisfaction
+ Deliver on commitments to customers (internal and external).
+ National Sales Manager to conduct bi weekly
+ Partnership Calls and Calibration sessions with all Channel partners within the realm of responsibility
+ National Sales Manager will conduct quarterly business reviews with all Channel partners and internal stakeholders
+ Maintain Medallia survey data and share with all partners
+ Requires strong written and verbal communication skills
+ Candidate must have strong analytical skills and be comfortable analyzing sales data and trends
**Do You Have:**
+ Experience managing a complex portfolio of accounts across industries footprint
+ Expertise in developing and executing strategic sales plans to drive revenue growth
+ Do you have experience building and maintaining strong relationships with key stakeholders
+ Strong track record of achieving and exceeding sales targets in a competitive market
+ Willingness to travel nationally to support sales efforts and meet with channel/partner leadership
Bachelor's degree and 4-6 years related (sales, account management or sales support) experience; or an equivalent combination of education and related sales experience required. This is a safety sensitive position.
**Physical Tasks** - Standing Occasionally: 0-33% | Walking Occasionally: 0-33% |Sitting Continuously: 67-100% | Bending: Occasionally: 0-33% | Crouching: Occasionally: 0-33% |Pushing – Pulling: Occasionally: 0-33% | Carrying: Occasionally: 0-33% | Reaching Above Head: Occasionally: 0-33% |Lifting-Lowering >1-15 lbs: Occasionally: 0-33% | Repetitive Hand Action: Medium Dexterity: Continuously: 67-100% | Fine Manipulating: Frequently: 34-66%
**Audio Visual Needs** - Hearing: Continuously: 67-100%| Near Vision: Continuously: 67-100% | Far Vision: Occasionally: 0-33% | Peripheral Vision: Occasionally: 0-33%|
**Equipment Used in Job Performance/Working Environment** : Computer, Printer, Fax, Telephone, Basic Office Supplies, Copier
**_________________________________________________________**
**Our Benefits:**
+ Medical, Dental, Vision Insurance Plans
+ 401K Plan
+ Health & Flexible Savings Account
+ Life and AD&D, Spousal Life, Child Life Insurance Plans
+ Educational Assistance Plan
+ Identity Theft, Legal, Auto & Home and Pet Insurance
+ https://windstreambenefits.com
Windstream is an equal opportunity employer. At Windstream, we celebrate the authenticity and uniqueness of our people and their ideas. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, genetic information, protected veteran status, current military status, disability, sexual orientation, marital status, creed, citizenship status, or any other status protected by law, and to give full consideration to qualified disabled individuals and protected veterans.
Actual base pay for this job will depend on the candidate's primary work location and other factors, such as relevant skills and experience.
**Notice to Non-U.S. Citizens:** Windstream, as a holder of licenses granted by the Federal Communications Commission, is required to notify and to obtain approval from federal regulatory agencies prior to granting certain system/network access to any non-U.S. citizen personnel. Offers of employment extended to non-U.S. citizens are contingent upon receiving the requisite approval from agencies overseeing compliance. Non-U.S. citizens are required to provide Windstream with the personal identifying information required to obtain the necessary approval prior to accessing certain systems and/or Windstream’s network. _If you are not a U.S. citizen, please notify your recruiter or email CORP.HRlegal@windstream.com as soon as possible for information on Windstream’s foreign personnel disclosure and approval requirements._
**Job Details**
**Job Family** **Sales**
**Job Function** **Alternate Sales Channel**
**Pay Type** **Salary**
Full Time
**LOCATION:** Remote U.S. locations
**OVERVIEW**
You will leverage your understanding of the retirement services industry, business, financials, and customer needs to drive ftwilliam.com Managed Services/Business Process Outsourcing (BPO) sales within your territory. You will play a key role in achieving revenue targets and cultivating lasting relationships with our customers.
**RESPONSIBILITIES**
+ Sell ftwilliam.com Managed Services offerings in a defined territory made up of a specific geography of states within the U.S.
+ Partner with the Managed Services Team and the territory Account Manager to ensure customer retention/success.
+ Partner with the Managed Services Account Executive Team Lead on new sales opportunities to ensure accurate prospecting & discovery of new opportunities
+ Develop an understanding of the retirement plan administration market, our customers (TPAs, CPAs, Law Firms, etc.), and their daily workflow.
+ Partner with the territory ftwilliam.com Software Account Executive to ensure customer or prospect is properly licensed for the software products needed to support Managed Services.
+ Prospect and develop new Managed Services business in both existing accounts and new accounts.
+ Maintain and update information in Salesforce.com including accurate monthly forecast, activities, demos, and pipeline management.
+ Constant pipeline growth and management, including opening new opportunities and booking new appointments to support achievement of sales goals.
+ Accurate monthly new sales forecasting, including a commit to the business that supports sales goal attainment.
+ Utilize sales tech stack including CoPilot (AI), Outreach.io, Gong.io, SalesIntel.io, LinkedIn/LinkedIn Sales Navigator, etc. in daily sales workflow
+ Establish and maintain solid and high activity prospecting practices; meeting or exceeding assigned outbound email and call key performance indicators (KPIs).
+ Ensure that customer and prospect meetings include all relevant stakeholders from the Managed Services, Leadership & Software teams
+ Attend national and local tradeshows to provide booth coverage. This includes learning and executing our trade show processes.
+ Attend in-person customer prospect meetings in defined territory
+ Develop relationships with major players in each of your large metro markets.
+ Submit timely reports as requested by the Sales Manager and/or Executive Management.
+ Contribute and exchange ideas and best practices to other members of the sales team.
+ Immediate and thorough follow-up on inquiries from customers and prospects using the applicable sales tech stack application(s)
+ Work closely with the assigned Account Manager, Customer Service and Billing to solve billing/service issues that could affect the renewal of a Managed Services subscription.
+ Support team, Business Unit, and corporate goals.
**QUALIFICATIONS**
**Education:** Bachelor’s Degree or equivalent experience
**Experience:**
+ 3+ years of quota-driven sales experience.
+ Knowledge of and experience in the Retirement industry preferred.
+ Proficiency with office software including Microsoft Office and Salesforce.com (or similar CRM).
**TRAVEL:** Some travel, typically less than 10%
\#LI-Remote
_Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process._
**Compensation:**
Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $95,560 - $133,750
EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Full Time
**Candidates must be within a reasonable commuting distance from the Phoenix Sales Center.**
**I. Job Summary**
Manages the activities of one or more Market Areas' Inside Sales Representatives and provides an accomplished level of expertise in the sale of WM services over the telephone to customers resulting in additional revenue. Develops and implements appropriate sales and marketing programs to meet current and future customer needs and provides guidance and direction to Inside Sales Representatives
**II. Essential Duties and Responsibilities**
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Other minor duties may be assigned.
+ Maintains and reinforces the corporate sales strategy and design with the Inside Sales Team.
+ Establishes and maintains a high level of customer satisfaction on all sales transactions. Communicates to and works with the Market Area Sales Manager to help resolve unique customer issues.
+ Supervises activities of the Inside Sales Department. Ensures team members meet or exceed sales call activity goals for new sales, lead generation and contact productivity.
+ Forecasts and recruits qualified candidates for available and/or upgraded Inside Sales Team positions.
+ Develops and executes ongoing training that provides both formal training and informal coaching sessions to all Inside Sales Representatives. Encourages feedback and is available to answer questions, provide direction and/or offer assistance when needed. Updates all Inside Sales Representative reference material as appropriate.
+ Participates in training and coaching the Inside Sales staff.
+ Assists in the communication and maintenance of the Market Area's pricing and service strategies.
+ Sets up and maintains accurate customer records for all customer interactions. This includes prospect data, contracts, orders and service machine documentation.
+ Works with the Market Area Sales Manager to develop and implement strategies to up sell and cross sell to customers via outbound calls. Communicates goals to Inside Sales Representatives.
**III. Supervisory Responsibilities**
The highest level of supervisory skills required in this job is the management of supervisory employees. This includes:
+ Direct supervision of 30 full-time employees
**IV. Qualifications**
The requirements listed below are representative of the qualifications necessary to perform the job. Must live and work in the US.
A. Education and Experience
+ Education: Bachelor's degree (accredited) or in lieu of degree, High School Diploma or GED and four (4) years of relevant experience.
+ Experience: Three (3) years of business-to-business sales management, plus three (3) years in direct business-to-business sales or a minimum two (2) years of inside sales management experience (in addition to education requirements).
+ Internal requirements include three (3) years of proven success in a Level 4-6 sales position.
+ This is a management position. Placement into or advancement to this position is dependent upon individual performance, local market conditions and/or district's requirements. This position is eligible to participate in sales compensation and recognition programs upon successful completion of training prerequisites and Market Area management approval.
B. Certificates, Licenses, Registrations or Other Requirements
+ None required.
C. Other Knowledge, Skills or Abilities Required
General Competencies Include:
+ Build Relationships
+ Communicate With Impact
+ Demonstrate Adaptability
+ Demonstrate Integrity and Courage
+ Demonstrate Professionalism
+ Demonstrate Leadership/Coaching
+ Initiate Action
+ Produce Results
+ Think Strategically
+ Focus On Customers
+ Gain Commitment
+ Influence and Negotiate
+ Leverage Diversity
+ Manage Work/Time
+ Plan and Organize
+ Use Ethical Practices
**V. Work Environment**
Listed below are key points regarding environmental demands and work environment of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
+ Required to use motor coordination with finger dexterity (such as keyboarding, machine operation, etc.) part of the work day;
+ Required to exert physical effort in handling objects less than 30 pounds rarely;
+ Required to be exposed to physical occupational risks (such as cuts, burns, exposure to toxic chemicals, etc.) rarely;
+ Required to be exposed to physical environment which involves dirt, odors, noise, weather extremes or similar elements rarely;
+ Normal setting for this job is: office setting and/or outside sales.
The expected base pay range for this position across the U.S. is $84,000 - $92,000. This range represents a good faith estimate for this position. The specific salary offered to a successful candidate may be influenced by a variety of factors including the candidate’s relevant experience, education, training, certifications, qualifications, and work location. In addition, this position is eligible for commission.
**Benefits**
At WM, each eligible employee receives a competitive total compensation package including Medical, Dental, Vision, Life Insurance and Short Term Disability. As well as a Stock Purchase Plan, Company match on 401K, and more! Our employees also receive Paid Vacation, Holidays, and Personal Days. Please note that benefits may vary by site.
If this sounds like the opportunity that you have been looking for, please click "Apply.
Equal Opportunity Employer: Minority/Female/Disability/Veteran
Full Time
Financial Services
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