Financial Services

Securities, Commodities, and Financial Services Sales Agents

Buy and sell securities or commodities in investment and trading firms, or provide financial services to businesses and individuals.

A Day In The Life

Financial Services Industry

Are you interested in training?

Sign up or Sign in to contact a Coach.

Salary Breakdown

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


Current Available & Projected Jobs

Securities, Commodities, and Financial Services Sales Agents

717

Current Available Jobs

13,050

Projected job openings through 2030


Sample Career Roadmap

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 Certifications


 Arizona State University


 Chandler-Gilbert Community College (MCCCD)

 GateWay Community College (MCCCD)

 Mesa Community College (MCCCD)

 Northern Arizona University

 Northern Arizona University

 Paradise Valley Community College (MCCCD)


 Scottsdale Community College (MCCCD)

Top Expected Tasks

Securities, Commodities, and Financial Services Sales Agents


Knowledge, Skills & Abilities

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


Job Opportunities

Securities, Commodities, and Financial Services Sales Agents

  • SLED Account Executive
    Zoom    Phoenix, AZ 85067
     Posted about 1 hour    

    What you can expect

    Zoom is looking for SLED Account Executives to sell our Zoom One Platform. Our SLED Account Executives engage with State and Local institutions and Educational accounts, of all sizes, in a defined geographic territory. You’ll build positive, trusted relationships with decision makers and help the institutions realize the value of their investments.

    About the Team

    As a member of the Zoom sales team in the Public Sector sub-vertical, you will empower Zoom’s SLED institutions to discover flexible solutions for modern team collaboration. You will advocate the innovative power of our platform to make organizations more productive, collaborative, and mobile.

    Responsibilities

    + Selling Zoom’s UCaaS collaboration platform to large and small State and Local, K12 and Higher Education institutions.

    + Driving net new opportunities, engaging technical resources as needed

    + Engaging with Executive Level administrators and IT Staff (CIOs & IT Directors) to address business needs

    + Meeting or exceeding sales and product objectives as assigned by selling Zoom services into SLED accounts

    + Working strategically with management to deliver forecasts, identify trending opportunities/challenges, and provide recommended solutions

    + Creating and delivering client demos/ presentations, quotes/ proposals, and Quarterly Business Reviews (QBRs)

    + Utilizing solution and value-selling techniques along with objection handling to effectively guide sales process to close

    + Prospecting net new logos, develop and maintain business within existing accounts and manage complex sales situations / large projects

    What we’re looking for

    + 5+ years of successful and demonstrable Account Executive sales experience with both small and large institutions

    + Experience and demonstrable knowledge selling into Public Sector

    + Experience directing UCaaS/SaaS/Cloud selling experience

    + Experience closing with a history of meeting sales quotas and growing territory revenues

    + Experience with Customer Relationship Management (CRM) tools

    Salary Range or On Target Earnings:

    Minimum:

    $160,000.00

    Maximum:

    $320,000.00

    At Zoom, we offer a window of at least 5 days for you to apply because we believe in giving you every opportunity. Below is the potential closing date, just in case you want to mark it on your calendar. We look forward to receiving your application!

    Anticipated Position Close Date:

    07/31/24

    In addition to the base salary and/or OTE listed Zoom has a Total Direct Compensation philosophy that takes into consideration; base salary, bonus and equity value.

    Information about Zoom’s benefits is on our careers page here (https://explore.zoom.us/media/benefits\_brochure.pdf#page=40) .

    Note: Starting pay will be based on a number of factors and commensurate with qualifications & experience.

    We also have a location based compensation structure; there may be a different range for candidates in this and other locations.

    Ways of WorkingOur structured hybrid approach is centered around our offices and remote work environments. The work style of each role, Hybrid, Remote, or In-Person is indicated in the job description/posting.

    BenefitsAs part of our award-winning workplace culture and commitment to delivering happiness, our benefits program offers a variety of perks, benefits, and options to help employees maintain their physical, mental, emotional, and financial health; support work-life balance; and contribute to their community in meaningful ways. Click Learn (https://careers.zoom.us/benefits) for more information.

    About UsZoomies help people stay connected so they can get more done together. We set out to build the best collaboration platform for the enterprise, and today help people communicate better with products like Zoom Contact Center, Zoom Phone, Zoom Events, Zoom Apps, Zoom Rooms, and Zoom Webinars.We’re problem-solvers, working at a fast pace to design solutions with our customers and users in mind. Here, you’ll work across teams to deliver impactful projects that are changing the way people communicate and enjoy opportunities to advance your career in a diverse, inclusive environment.

    Our Commitment​We believe that the unique contributions of all Zoomies is the driver of our success. To make sure that our products and culture continue to incorporate everyone's perspectives and experience we never discriminate on the basis of race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. Zoom is proud to be an equal opportunity workplace and is an affirmative action employer. All your information will be kept confidential according to EEO guidelines.

    We welcome people of different backgrounds, experiences, abilities and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law.If you need assistance navigating the interview process due to a medical disability, please submit an Accommodations Request Form (https://form.asana.com/?k=OIuqpO5Tv9XQTWp1bNYd8w&d=1127274756253361) and someone from our team will reach out soon. This form is solely for applicants who require an accommodation due to a qualifying medical disability. Non-accommodation-related requests, such as application follow-ups or technical issues, will not be addressed.

    #LI-Remote


    Employment Type

    Full Time

  • Branch Relationship Banker (Personal Banker) - Downtown Flagstaff (AZ)
    Zions Bancorporation    Flagstaff, AZ 86011
     Posted about 1 hour    

    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 35 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 Branch Relationship Banker to join Arizona’s #1 Community Bank in our Downtown Flagstaff 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.

    + Schedule: Monday – Friday: 8:00 AM – 5:00 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.

    + Mental health benefits including coaching and therapy sessions.

    + Tuition Reimbursement for qualifying employees.

    + Employee Ambassador preferred banking products.

    Req ID: 064848

    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.


    Employment Type

    Full Time

  • Advanced Inside Sales Representative - Hybrid
    Wolters Kluwer    Phoenix, AZ 85067
     Posted about 2 hours    

    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.**

    **What We Offer: **

    The Advanced Inside Sales Representative role offers growth potential opportunities, professional development, an engaging team environment, and amazing benefits.

    **What You'll be Doing:**

    As the Advanced Inside Sales Representative for Wolters Kluwer CT Corporation, you are responsible for generating revenue and/or profit margin through telephone and e-mail contact in groups of small to large accounts. Limited field activity may occur, but only on an infrequent basis. Usually responsible for moderately complex accounts with a somewhat longer sales cycle. Maintains relationships and favorable contacts with current and potential accounts within a territory. Assesses customer needs using some degree of creativity and latitude as well as experience and judgment to provide solutions involving a variety of products.

    **Key Tasks: **

    + Retain assigned corporate accounts and drive profitable sales growth in said accounts that meets or exceeds sales and retention goals

    + Pursue change of agent (COA) for existing customers, sell and expand corporate on demand services, and help ensure representation retention

    + Learn and stay informed on the complex and comprehensive service line while following a comprehensive sales process

    + Update and manage sales pipeline information for an assigned list of accounts to help drive and grow business

    + Manage time and resources effectively while representing Wolters Kluwer within the industry and territory and contributing to sales planning and forecasting activities

    **You're a Great Fit if You** **Have/Can:**

    + Bachelor's degree from an accredited college/university or a minimum of five years of inside business-to-business sales or account management experience; preferably selling complex professional services

    + Ability to respond to customer inquiries and improve/maintain relationships with high call volume activity

    + Experience analyzing data and identifying ways to improve processes

    + Experience working with a CRM such as SalesForce or similar preferred

    + Possess a valid driver's license

    + Must be able to sell into all clients within the territory without restrictions or challenges from enforceable non-compete agreements held by the employee and prior employers within 30 days of employment

    + Are located within 50 miles of a WK-CT office and able to go into the office twice a week

    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.

    For more information about our solutions and organization, visit **www.wolterskluwer.com** , follow us on Twitter (https://twitter.com/wolters\_kluwer) , Facebook (https://www.facebook.com/wolterskluwer) , and LinkedIn (https://www.linkedin.com/company/2483?trk=tyah&trkInfo=tarId%3A1415118411059%2Ctas%3Awolters%20kluwer%2Cidx%3A2-1-6)

    **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.**

    **Compensation:**

    Target salary range CA, CT, CO, HI, NY, WA: $61,650-$85,200

    This role is eligible for Commission.

    **Additional Information** :

    Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: 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 upon request.

    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.


    Employment Type

    Full Time

  • Mortgage Retail Sales Consultant (SAFE) AZ
    Wells Fargo    PHOENIX, AZ 85067
     Posted about 2 hours    

    **About this role:**

    Wells Fargo is seeking a Mortgage Retail Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. For additional information on this line of business, refer to the external Careers Site at www.wellsfargojobs.com .

    **In this role you will:**

    + Solicit residential mortgages from various external sources and produce high quality loans

    + Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources

    + Interact with customers to understand their needs and provide them with high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs

    + Present recommendations for producing loans and exercise some independent judgment while developing understanding of functional area, policies, procedures, compliance requirements, and generating loans

    + Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication

    + Adhere to policies, underwriting requirements, compliance requirements, and loan procedures. Collaborate with fulfillment partners to meet the needs of our clients throughout the origination process

    + Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements

    + Stay informed of mortgage industry trends and developments in the assigned market and develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace

    + 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 S.A.F.E. 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 Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education

    **Desired Qualifications:**

    + Basic Microsoft Office skills

    + Experience with retail residential mortgage, purchase fundings over the past 12 months referred primarily from established, local or external sources

    + Experience with educating clients on various mortgage programs

    + Excellent verbal, written, and interpersonal communication skills

    + Mortgage industry experience

    + Knowledge and understanding of sales prospecting and generating referrals

    + Experience developing and cultivating professional relationships

    + Bilingual speaking proficiency in Spanish/English

    + Customer service experience

    **Job Expectations:**

    + 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) website (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

    + Reliable transportation

    + Ability to work nights, weekends, and/or holidays as needed or scheduled

    **Posting End Date:**

    8 Aug 2024

    ***Job posting may come down early due to volume of applicants.**

    **We Value Diversity**

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    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 US: 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.

    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 .

    **Drug and Alcohol Policy**

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

    **Company:** WELLS FARGO BANK

    **Req Number:** R-379767

    **Updated:** Fri Jul 12 04:16:44 UTC 2024

    **Location:** PHOENIX,Arizona


    Employment Type

    Full Time

  • Senior Global Account Manager
    WESCO    Phoenix, AZ 85067
     Posted about 2 hours    

    As a Senior Global Account Manager, you will maintain executive level client relationships at key large multinational organizations and provide consultative selling to support strategic long-term objectives and profitability of the organization. You will align Wesco’s vast resources to support our clients’ needs on a global scale to maximize our growth opportunity and expand product sets internationally. You will drive profitability through strategic account management and new business development and manage accounts, programs and/or projects of significant scope and complexity. You will develop, implement, and execute complex supply chain solutions across multiple sites, regions, and theatres. You will resolve complex issues and propose strategic solutions.

    **Responsibilities:**

    + Ensures achievement of global sales revenue targets.

    + Ability to elevate and cultivate executive level relationships across countries (internally and externally).

    + Ability to negotiate large contracts, master supply agreements, master contractual agreements. Good understanding of legal contract terms. Must be able to understand the risk landscape and financial impacts of these contracts. Need to understand both local impact of contracts, as well as global implications.

    + Expert ability to identify opportunities, assemble pursuit plan, lead contract negotiation, and assemble execution team to meet expected program/project financial performance.

    + Strong ability to develop and execute strategies to attract, grow, and maintain global customer relationships, including executive relationships, customer mapping, and reference selling.

    + Accountable to senior management globally to lead the development and execution of the Strategic Account Plans.

    + Provide tactical and strategic leadership in opportunity identification & issue resolution occurring within assigned account and/or business unit.

    + Takes the lead in pursuing new agreements, Value-Add/Total Cost of Ownership (TCO) commitments and increasing customer wallet-share.

    + Maintains and manages a pipeline of opportunities at named accounts, including Renewals, Projects, and share improvement opportunities.

    + Engages strategic supplier senior sales and senior management resources to enlist support and create solutions that adhere to corporate supplier strategy implications.

    + Strong capability to identify opportunity for related services offered by company, facilitate introductions, and engage in multi-person sales cycle while retaining customer control.

    + Cross collaboration across the entire Wesco organization, identify strategic solutions that “own the building”.

    + Communicates Customer Activity, Opportunity Status, Renewal Status, and Strategic Project progress to executive team.

    + Expert in strategic selling and takes the lead in high level sales engagements.

    + Identifies opportunities for improvement and recommends internal and external innovative solutions new to the marketplace.

    **Qualifications:**

    + High School Degree or Equivalent required

    + Bachelor’s Degree – Sales, Business Administration, Engineering, or relevant field preferred

    + 7+ years - sales experience in outside sales or global account management

    + History of success maintaining and developing key relationships.

    + Ability to strategically manage large complex projects.

    + Ability to understand where potential exists in assigned accounts and can recognize and create opportunities.

    + Understanding of business and management principles involved in strategic planning, resource allocation, leadership techniques, production methods and coordination of people and resources.

    + Effective communication and interpersonal skills with an aptitude for building strong client relationships.

    + Ability to network and navigate the political landscape of large complex customers, with a focus on reaching the decision-maker regardless of title.

    + Negotiation and problem-solving skills.

    + Proficiency with CRM software and Microsoft Office.

    + A confident and relentless approach that can withstand significant internal & external pressure.

    + Understands how to navigate across cultures.

    + 7 years - Experience selling at an executive level as a key account manager/management of large account portfolios.

    + 7 years - Experience in executing in a matrix organization managing multiple stakeholders and projects.

    + Ability to travel 25% - 50%

    _Wesco International, Inc., including its subsidiaries and affiliates (“Wesco”) provides equal employment opportunities to all employees and applicants for employment. Employment decisions are made without regard to race, religion, color, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, or other characteristics protected by law. US applicants only, we are an Equal Opportunity and Affirmative Action Employer._

    \#LI-MH1


    Employment Type

    Full Time

  • Relationship Banker - Yuma Rd & Watson Rd
    Wells Fargo    BUCKEYE, AZ 85396
     Posted about 2 hours    

    **Why Wells Fargo:**

    Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to grow your career" in the U.S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package. Apply today.

    **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 holidays and weekends

    + 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 End Date:**

    14 Jul 2024

    ***Job posting may come down early due to volume of applicants.**

    **We Value Diversity**

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    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 US: 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.

    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 .

    **Drug and Alcohol Policy**

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

    **Company:** WELLS FARGO BANK

    **Req Number:** R-362997

    **Updated:** Fri Jul 12 04:16:45 UTC 2024

    **Location:** BUCKEYE,Arizona


    Employment Type

    Full Time

  • Relationship Banker - Fountain Hills
    Wells Fargo    FOUNTAIN HILLS, AZ 85268
     Posted about 2 hours    

    **Why Wells Fargo:**

    Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S.

    **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 End Date:**

    15 Jul 2024

    ***Job posting may come down early due to volume of applicants.**

    **We Value Diversity**

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    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 US: 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.

    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 .

    **Drug and Alcohol Policy**

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

    **Company:** WELLS FARGO BANK

    **Req Number:** R-384845

    **Updated:** Fri Jul 12 04:16:45 UTC 2024

    **Location:** FOUNTAIN HILLS,Arizona


    Employment Type

    Full Time

  • Account Executive
    Vontier    Phoenix, AZ 85067
     Posted about 2 hours    

    **The Company**

    Teletrac Navman is a software-as-a-service (SaaS) provider leveraging location-based technology that empowers people managing mobile assets to move their business forward with certainty.

    **The Position**

    We’re looking to add an **Enterprise** **Account Executive** to join Teletrac Navman! As an **Enterprise Account Executive** , you will be responsible for generating your own leads, identifying and cultivating new business opportunities, and closing deals within your assigned vertical. Your role will involve proactive outreach, building relationships, and consistently meeting and exceeding sales targets to drive revenue to position Teletrac Navman as the preferred platform.

    In this role, you’ll get to:

    Responsibilities and Duties

    + Find, develop and close business opportunities in your assigned vertical.

    + Identify and prioritize new business opportunities by analyzing market trends, customer needs, and competitor activity.

    + Identify leads by following up on marketing targeted customers and outbound calling.

    + Engage target leads in conversations to determine their needs and assess if they are a qualified lead.

    + Develop customized sales strategies for accounts using account-based marketing techniques.

    + Define and execute sales plans to meet and exceed quotas through prospecting, qualifying, managing, and closing sales opportunities.

    + Develop and manage and report on sales pipeline, forecasting revenue and providing regular updates to senior management.

    + Build and maintain strong relationships with key stakeholders, including C-level executives, decision makers, and influencers.

    + Collaborate with internal teams, including marketing, product, and customer success, to ensure customer satisfaction and retention.

    + Learn and apply tools and principals of the Vontier Business System (VBS).

    + Keep accurate and current records in SalesForce.com.

    + Achieve annual revenue quotas.

    **Qualifications**

    At Teletrac Navman, we believe in your potential to make an impact. And we believe in giving you the opportunity, accountability and visibility to do just that.

    We are looking for people who:

    + High school diploma, GED or equivalent required.

    + 5+ year of Enterprise software sales, technical sales and market experience

    + Proven track record of self-generated leads, closing deals and exceeding targets

    + Strong presentation skills with the ability lead to demonstrations

    + Working knowledge of SalesForce.com, SalesLoft, and Chorus

    + Relationships with vertical associations is a plus

    + Candidate must be highly self-motivated, results driven with excellent time management skills

    + Strong interpersonal, verbal, and written communication skills in English

    + Excited to participate in ongoing training and constantly push yourself to get better

    + Skilled at developing collaborative relationships with team members, colleagues, and customers

    + Up to 25% domestic travel as required

    Bonus Points!

    + 12 weeks of paid parental leave for the primary carer and 4 weeks for the secondary carer

    + Employee Assistance Program (EAP), health insurance and other wellness initiatives

    + Development opportunities with 1:1 coaching/mentoring, online courses, product training, joining project teams and so much more.

    + Community Impact: Charitable fundraising activities and a paid day for volunteering Networking Opportunities: Inclusion & Diversity Employee Group and social communities

    + Access to discounted retailers and healthcare benefits Employee Referral Program

    + Service Awards - long service and recognition of achievements

    + Company sick pay, 4 x life assurance and additional pension contribution

    The base compensation range for this position is $75,000 to $85,000 per annum. Your actual base salary will be determined based upon a number of factors which may include relevant experience, skills, location (labor market data), credentials (education, certifications), and internal equity.

    For this specific role, you may be eligible to participate in the sales/commission plan.

    Vontier partners with you and your family on your health and wellness journey. Visit VontierBenefits.com to view our benefits. We offer a premium suite of health and wellness programs for you and your family. With programs for family planning from Maven Clinic to managing diabetes like Livongo, coverage for women's health, support for adult and elder care, paid parental leave, a generous 401(k) plan with matching company contributions and more. Vontier is here for all stages of life.

    Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, subject to applicable law.

    **Teletrac Navman** **is a leading software-as-a-service (SaaS) provider leveraging location-based technology that empowers people managing mobile assets to move their business forward with certainty. It tracks and manages more than 500,000 vehicles and assets for more than 40,000 companies around the world. With headquarters in Orange County, CA, we have an international presence with additional offices in the United States, United Kingdom, ANZ and Mexico. Check our website at www.teletracnavman.com.**

    **Vontier** **is a $3B global industrial technology company focused on smarter transportation and mobility. Our six operating companies—Gilbarco Veeder-Root, Global Traffic Technologies, Teletrac Navman, Matco Tools, Hennessy Industries, and DRB Systems—are united by a powerful purpose: mobilizing the future to create a better world. Our portfolio of trusted brands includes market-leading expertise in mobility technologies, retail and commercial fueling, fleet management, telematics, vehicle diagnostics and repair, and smart cities. Vontier’s pioneering solutions advance safety, security, efficiency, and sustainability worldwide.** **Energized by our shared purpose and values, we have a strong culture shaped by a deep organization-wide commitment to inclusion, diversity, and equity (ID&E) and environmental, social, and governance (ESG). Eight vibrant global employee resource groups serve as powerful focal points for connection, community, and advocacy, and we actively support community causes through Vontier Cares. We offer flexible remote and in-person, open-space work options.**

    **"Vontier Corporation and all Vontier Companies are equal opportunity employers that evaluate qualified applicants without regard to race, color, national origin, religion, ancestry, sex (including pregnancy, childbirth and related medical conditions), age, marital status, disability, veteran status, citizenship status, sexual orientation, gender identity or expression, and other characteristics protected by law."**

    "Vontier Corporation and all Vontier Companies are equal opportunity employers that evaluate qualified applicants without regard to race, color, national origin, religion, ancestry, sex (including pregnancy, childbirth and related medical conditions), age, marital status, disability, veteran status, citizenship status, sexual orientation, gender identity or expression, and other characteristics protected by law."


    Employment Type

    Full Time

  • Account Executive
    Vestis Services    Tucson, AZ 85702
     Posted about 2 hours    

    **Description**

    Vestis Uniforms and Workplace Supplies provides uniforms and related products to more than 400,000 customers nationwide, in virtually every industry. From designing and manufacturing to laundering and delivering, Vestis works with local and national clients to create and maintain a total uniform solution that promotes teamwork and establishes a professional identity. Vestis operates from over 200 locations nationwide.

    Learn more! Aramark Vestis - Who You Are (https://cdn.bfldr.com/4IC075XI/at/s9kqbq2w9p8nmfs47thnbkgb/Aramark\_VestisAnthemWhoYouAre.mp4)

    THE ROLE

    Do you love working outside of the office? Do you have a competitive spirit? Are you a strong and influential communicator? If so, the AUS sales team is looking for an ambitious Account Executive (AE) to drive sales and advance with our company. Join us and be part of a rapidly growing outside sales team working together to secure new business and increase market share. While uniform sales will be the primary focus of the AE, they will also sell linens and facility services to support our growth and increase in demand.

    **Successful candidates will possess:**

    -Tenacity, Drive - We have industry leading sales goals of 200+ dials per week in addition to our in-person prospecting and sales targets.

    -Speed, Agility - Our industry is continuously adapting and growing. Every day will be a new and exciting opportunity to showcase your skills.

    -Coachable - You will complete a paid, comprehensive sales training program to gain product knowledge, mentorship, and learn how to be a successful AUS team member.

    -Ability Follow Our Sales Process - We teach you our structured sales process to set you up for success as you’re working both independently and collaborating as a team.

    -Technology - Our team uses laptops, cell phones, Microsoft Office, and a Customer Relationship Management System (CRM) to stay organized and connected.

    -Customer Focus and Orientation - In this role, you will be the face of the company. We need someone passionate about providing the ultimate customer experience.

    -Ability to Influence - We need someone who can overcome objections and effectively demonstrate why we are the uniform, facilities, and first aid products supplier of choice.

    **Required Qualifications:**

    -At least 21 years of age

    -Valid driver’s license

    -Successfully pass Criminal Background, Motor Vehicle Record, and Drug Screen checks

    -Previous sales experience; OR completion of a college degree within the last 18 months; OR military service

    **Preferred:**

    -Business-to-business outside sales experience focused on new account generation

    -Strong presentation and communication skills

    -Intermediate proficiency in Microsoft Office (Word, PowerPoint, Excel, Outlook)

    -Experience with Customer Relationship Management Systems - Salesforce preferred

    **WHY CHOOSE US?**

    -Unlimited career growth potential

    -Competitive base salary, uncapped commission, and quarterly bonus opportunities

    -Monthly car allowance and gas card

    -Medical benefits available first day of employment

    -Recognized by Selling Power® as one of the 50 best companies to sell for

    -Named by Diversity Inc as a Top 50 company for Diversity

    **Location -** Phoenix, AZ

    \#indeed

    \#indeed

    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)


    Employment Type

    Full Time

  • Field Account Manager, Mid-Market - Hybrid in Phoenix, AZ
    UnitedHealth Group    Phoenix, AZ 85067
     Posted about 2 hours    

    At UnitedHealthcare, we’re simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and equitable. Ready to make a difference? Join us to start **Caring. Connecting. Growing together.**

    The Field Account Manager for Mid-Market is the field-based service owner, responsible for the customer’s total service experience with UnitedHealthcare. This includes customers in the 51-99 employee/member range. The role of the Mid-Market Field Account Manager encompasses sales to new, fully and Level-funded, with indirect responsibility for the retention of existing accounts. Serves as the key liaison between the customer and the Central Service team, trending/monitoring of service issue resolution, and education for the customer and their employees. Overall, the Field Account manager will strive to provide the customer with an exceptional service experience, resulting in a positive Net Promoter Score (NPS). This position reports to the local field market Manager of Account Management.

    If you are located in Phoenix, Arizona you will have the flexibility to work from home and the office in this hybrid role* as you take on some rewarding challenges.

    **Primary Responsibilities:**

    + The Mid-Market Field Account Manager is accountable for the field-based service of small standard customers 51-99 members. In this position, the Mid-Market Field Account Manager is responsible for the following:

    + Acts as a strategic partner and consultative resource to the customer, responsible for the customer’s overall service experience

    + Meets with customers regularly to review service-related statistics including ideas for improving or enhancing the customer’s experience

    + Communicates administrative or service-related changes to the customer

    + Deploys and trains customers on UnitedHealthcare’s core wellness tools and resources

    + Reports and advises customers on the level of member engagement with wellness programs and other plan features

    + Addresses and partners with the central sales support and matrixed teams to resolve any escalated issues sent to Dedicated Client Service Manager, or other field employee

    + Coordinates, staffs, and conducts open enrollment meetings and wellness fairs

    + Trains and educates customers on UHC eServices, eCR Reporting, and other eTools as appropriate

    **Additional Role Context:**

    + Relationship Building:

    + Develop and maintain strong customer and broker relationships, in person and telephonically

    + Partner with the SAE and other Field Based Staff

    + Develop and maintain key internal relationships

    + Understand customer needs, where to prioritize efforts, and provide value-added consultation

    + Present a positive image of UHC in the marketplaceCommunity involvement through professional organizations, associations and local organization

    + Communication:

    + Proactively communicate with clients and provide updates on benefit and wellness program initiatives

    + Remain responsive and follow through on commitments both internally and externally

    + Act as a consultative resource and strategic partner to the customer and broker, sharing new and innovative ideas, in support of the customer’s total service experience

    + Monitor and track on-going performance, present and recommend solutions to the customer.

    + Healthcare Knowledge:

    + Understand goals, health plan initiatives, operating principles, strategies and competitive position of UHC

    + Act as a trusted advisor through in-depth healthcare knowledge, understand important trends, and know your customer base

    + Product Knowledge:

    + Clearly demonstrate the UHC value propositions for medical and specialty programs (where applicable) to improve customer growth and retention.

    + Effectively execute and run wellness programs (e.g., Real Appeal, UHC Rewards, Quit4Life, Level2, etc.)

    + Educate customers and promote UHC Tools and Resources

    You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

    **Required Qualifications:**

    + Insurance license as required by law or willingness to obtain upon hire must be obtained within 30 days

    + 2+ years of experience in managing customer relationships

    + Proficient in Microsoft Office and other virtual productivity tools

    + Superior presentation skills in both small and large group settings

    + Advanced Analytical and problem-solving skills

    + Willing or ability to travel as required (approximately 50%, typically locally)

    **Preferred Qualifications:**

    + 3+ years of health care industry experience

    + Human Resources or Medical Benefits experience

    + Proven ability to work with external customers such as employers, consumers, consultants, and brokers

    _At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone–of every race, gender, sexuality, age, location and income–deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes — an enterprise priority reflected in our mission._

    _Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law._

    _UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment._


    Employment Type

    Full Time


Related Careers & Companies

Financial Services

Not sure where to begin?

Match Careers with Interests

Career Exploration

Browse by Industry