Description Location: This position may work remotely anywhere in the United States of America with significant business travel to and from prospect/client sites and/or the Quantum Health home office in Dublin, OH. Who we are Founded in 1999 and headquartered in Central Ohio, we're a privately-owned, independent healthcare navigation organization. We believe that no one should have to navigate the cost and complexity of healthcare alone, and we're on a mission to make healthcare simpler and more effective for our millions of members. Our big-hearted, tech-savvy team fights to ensure that our members get the care they need, when they need it, at the most affordable cost - that's why we call ourselves Healthcare Warriors . We're committed to building diverse and inclusive teams - more than 2,000 of us and counting - so if you're excited about this position, we encourage you to apply - even if your experience doesn't match every requirement. About the role The Business Development Representative (BDR) plays a critical role in creating a qualified pipeline for Quantum Health's Sales organization. BDRs are responsible for sourcing, qualifying, and advancing early-stage opportunities with Direct Employers and Consultants aligned to Quantum Health's Ideal Customer Profile (ICP). This role combines outbound prospecting, inbound lead qualification, consultant engagement, and event-based prospecting to deliver consistent meeting production and pipeline influence. What you'll do (Essential Responsibilities) Meeting Generation & Qualification Source and book qualified Discovery Meetings with Direct Employer prospects and Consultant partners. Consistently achieve or exceed monthly, quarterly, and annual meeting targets, including minimum Direct Employer requirements. Conduct initial qualification conversations, articulate Quantum Health's value proposition, and ensure meetings meet "Qualified Prospect" criteria. Attend Discovery Meetings when needed to support progression to Sales Qualified (SQ). Partner with Sales Executives and SAs to set the next steps and confirm opportunity advancement. Outbound Prospecting & Territory Development Execute structured outbound outreach (phone, email, LinkedIn, Outreach.io campaigns) to build a predictable pipeline of qualified prospects. Build and maintain territory coverage aligned to GTM strategy, segment criteria, and assigned account lists. Identify, research, and prioritize target accounts via Salesforce, ZoomInfo, LinkedIn Sales Navigator, and other BD tools. Maintain strong working knowledge of competitor landscapes and market trends. Data Quality, Documentation & Technology Utilization Ensure accurate and timely entry of all activities, contacts, meetings, and opportunity details in Salesforce. Maintain accurate and up-to-date Account and Contact records in Salesforce, ensuring segmentation, titles, hierarchies, outreach activity, and data fields are consistently updated. Follow all BD processes for event creation, opportunity creation, meeting recording, and progression workflows. Provide weekly and monthly reporting on pipeline creation, outreach performance, and territory engagement. Prepare pre-call briefs and materials as needed for Sales Executives. Campaign Execution & Event-Based Prospecting Execute and monitor campaigns via phone calls, Outreach.io sequences, and LinkedIn outreach in assigned territory to ensure a robust pipeline of opportunities. Support event-based initiatives as needed related to conference booth engagement and sales hosted events. All other duties as assigned. What you'll bring (Qualifications) Bachelor's degree in business or equivalent 3+ years of experience in B2B Inside Sales/Business Development/Lead Generation; healthcare field a plus Demonstrated proficiency in using Word, PowerPoint and Excel Experience using Salesforce, ZoomInfo, Outreach.io, LinkedIn Sales Navigator, miEdge, BenefitFlow, or similar tools Strong communication skills with the ability to lead high-level conversations with senior HR, Benefits, and Consultant contacts Highly organized, self-motivated, and comfortable working in a metric-driven environment. Ability to manage multiple priorities, maintain accurate documentation, and work independently in a hybrid or remote setting. Strong administrative/technical skills; Comfort working on a PC using Microsoft Office (Outlook, Word, Excel, PowerPoint), IM/video conferencing (Teams & Zoom), and telephones efficiently. A high degree of personal accountability and trustworthiness, a commitment to working within Quantum Health's policies, values and ethics, and to protecting the sensitive data entrusted to us. What's in it for you Compensation: Competitive base and incentive compensation Coverage: Health, vision and dental featuring our best-in-class healthcare navigation services, along with life insurance, legal and identity protection, adoption assistance, EAP, Teladoc services and more. Retirement: 401(k) plan with up to 4% employer match and full vesting on day one. Balance: Paid Time Off (PTO), 7 paid holidays, parental leave, volunteer days, paid sabbaticals, and more. Development: Tuition reimbursement up to $5,250 annually, certification/continuing education reimbursement, discounted higher education partnerships, paid trainings and leadership development. Culture: Recognition as a Best Place to Work for 15+ years, dedication to diversity, philanthropy and sustainability, and people-first values that drive every decision. Environment: A modern workplace with a casual dress code, open floor plans, full-service dining, free snacks and drinks, complimentary 24/7 fitness center with group classes, outdoor walking paths, game room, notary and dry-cleaning services and more! What you should know Internal Associates: Already a Healthcare Warrior? Apply internally through Jobvite. Process: Application > Phone Screen > Online Assessment(s) > Interview(s) > Offer > Background Check. Diversity, Equity and Inclusion: Quantum Health welcomes everyone. We value our diverse team and suppliers, we're committed to empowering our ERGs, and we're proud to be an equal opportunity employer . Tobacco-Free Campus: To further enable the health and wellbeing of our associates and community, Quantum Health maintains a tobacco-free environment. The use of all types of tobacco products is prohibited in all company facilities and on all company grounds. Compensation Ranges: Compensation details published by job boards are estimates and not verified by Quantum Health. Details surrounding compensation will be disclosed throughout the interview process. Compensation offered is based on the candidate's unique combination of experience and qualifications related to the position. Sponsorship: Applicants must be legally authorized to work in the United States on a permanent and ongoing future basis without requiring sponsorship. Agencies: Quantum Health does not accept unsolicited resumes or outreach from third-parties. Absent a signed MSA and request/approval from Talent Acquisition to submit candidates for a specific requisition, we will not approve payment to any third party. Reasonable Accommodation: Should you require reasonable accommodation(s) to participate in the application/interview/selection process, or in order to complete the essential duties of the position upon acceptance of a job offer, click here to submit a recruitment accommodation request. Recruiting Scams: Unfortunately, scams targeting job seekers are common. To protect our candidates, we want to remind you that authorized representatives of Quantum Health will only contact you from an email address ending Quantum Health will never ask for personally identifiable information such as Date of Birth (DOB), Social Security Number (SSN), banking/direct/tax details, etc. via email or any other non-secure system, nor will we instruct you to make any purchases related to your employment. If you believe you've encountered a recruiting scam, report it to the Federal Trade Commission and your state's Attorney General.
12/07/2025
Full time
Description Location: This position may work remotely anywhere in the United States of America with significant business travel to and from prospect/client sites and/or the Quantum Health home office in Dublin, OH. Who we are Founded in 1999 and headquartered in Central Ohio, we're a privately-owned, independent healthcare navigation organization. We believe that no one should have to navigate the cost and complexity of healthcare alone, and we're on a mission to make healthcare simpler and more effective for our millions of members. Our big-hearted, tech-savvy team fights to ensure that our members get the care they need, when they need it, at the most affordable cost - that's why we call ourselves Healthcare Warriors . We're committed to building diverse and inclusive teams - more than 2,000 of us and counting - so if you're excited about this position, we encourage you to apply - even if your experience doesn't match every requirement. About the role The Business Development Representative (BDR) plays a critical role in creating a qualified pipeline for Quantum Health's Sales organization. BDRs are responsible for sourcing, qualifying, and advancing early-stage opportunities with Direct Employers and Consultants aligned to Quantum Health's Ideal Customer Profile (ICP). This role combines outbound prospecting, inbound lead qualification, consultant engagement, and event-based prospecting to deliver consistent meeting production and pipeline influence. What you'll do (Essential Responsibilities) Meeting Generation & Qualification Source and book qualified Discovery Meetings with Direct Employer prospects and Consultant partners. Consistently achieve or exceed monthly, quarterly, and annual meeting targets, including minimum Direct Employer requirements. Conduct initial qualification conversations, articulate Quantum Health's value proposition, and ensure meetings meet "Qualified Prospect" criteria. Attend Discovery Meetings when needed to support progression to Sales Qualified (SQ). Partner with Sales Executives and SAs to set the next steps and confirm opportunity advancement. Outbound Prospecting & Territory Development Execute structured outbound outreach (phone, email, LinkedIn, Outreach.io campaigns) to build a predictable pipeline of qualified prospects. Build and maintain territory coverage aligned to GTM strategy, segment criteria, and assigned account lists. Identify, research, and prioritize target accounts via Salesforce, ZoomInfo, LinkedIn Sales Navigator, and other BD tools. Maintain strong working knowledge of competitor landscapes and market trends. Data Quality, Documentation & Technology Utilization Ensure accurate and timely entry of all activities, contacts, meetings, and opportunity details in Salesforce. Maintain accurate and up-to-date Account and Contact records in Salesforce, ensuring segmentation, titles, hierarchies, outreach activity, and data fields are consistently updated. Follow all BD processes for event creation, opportunity creation, meeting recording, and progression workflows. Provide weekly and monthly reporting on pipeline creation, outreach performance, and territory engagement. Prepare pre-call briefs and materials as needed for Sales Executives. Campaign Execution & Event-Based Prospecting Execute and monitor campaigns via phone calls, Outreach.io sequences, and LinkedIn outreach in assigned territory to ensure a robust pipeline of opportunities. Support event-based initiatives as needed related to conference booth engagement and sales hosted events. All other duties as assigned. What you'll bring (Qualifications) Bachelor's degree in business or equivalent 3+ years of experience in B2B Inside Sales/Business Development/Lead Generation; healthcare field a plus Demonstrated proficiency in using Word, PowerPoint and Excel Experience using Salesforce, ZoomInfo, Outreach.io, LinkedIn Sales Navigator, miEdge, BenefitFlow, or similar tools Strong communication skills with the ability to lead high-level conversations with senior HR, Benefits, and Consultant contacts Highly organized, self-motivated, and comfortable working in a metric-driven environment. Ability to manage multiple priorities, maintain accurate documentation, and work independently in a hybrid or remote setting. Strong administrative/technical skills; Comfort working on a PC using Microsoft Office (Outlook, Word, Excel, PowerPoint), IM/video conferencing (Teams & Zoom), and telephones efficiently. A high degree of personal accountability and trustworthiness, a commitment to working within Quantum Health's policies, values and ethics, and to protecting the sensitive data entrusted to us. What's in it for you Compensation: Competitive base and incentive compensation Coverage: Health, vision and dental featuring our best-in-class healthcare navigation services, along with life insurance, legal and identity protection, adoption assistance, EAP, Teladoc services and more. Retirement: 401(k) plan with up to 4% employer match and full vesting on day one. Balance: Paid Time Off (PTO), 7 paid holidays, parental leave, volunteer days, paid sabbaticals, and more. Development: Tuition reimbursement up to $5,250 annually, certification/continuing education reimbursement, discounted higher education partnerships, paid trainings and leadership development. Culture: Recognition as a Best Place to Work for 15+ years, dedication to diversity, philanthropy and sustainability, and people-first values that drive every decision. Environment: A modern workplace with a casual dress code, open floor plans, full-service dining, free snacks and drinks, complimentary 24/7 fitness center with group classes, outdoor walking paths, game room, notary and dry-cleaning services and more! What you should know Internal Associates: Already a Healthcare Warrior? Apply internally through Jobvite. Process: Application > Phone Screen > Online Assessment(s) > Interview(s) > Offer > Background Check. Diversity, Equity and Inclusion: Quantum Health welcomes everyone. We value our diverse team and suppliers, we're committed to empowering our ERGs, and we're proud to be an equal opportunity employer . Tobacco-Free Campus: To further enable the health and wellbeing of our associates and community, Quantum Health maintains a tobacco-free environment. The use of all types of tobacco products is prohibited in all company facilities and on all company grounds. Compensation Ranges: Compensation details published by job boards are estimates and not verified by Quantum Health. Details surrounding compensation will be disclosed throughout the interview process. Compensation offered is based on the candidate's unique combination of experience and qualifications related to the position. Sponsorship: Applicants must be legally authorized to work in the United States on a permanent and ongoing future basis without requiring sponsorship. Agencies: Quantum Health does not accept unsolicited resumes or outreach from third-parties. Absent a signed MSA and request/approval from Talent Acquisition to submit candidates for a specific requisition, we will not approve payment to any third party. Reasonable Accommodation: Should you require reasonable accommodation(s) to participate in the application/interview/selection process, or in order to complete the essential duties of the position upon acceptance of a job offer, click here to submit a recruitment accommodation request. Recruiting Scams: Unfortunately, scams targeting job seekers are common. To protect our candidates, we want to remind you that authorized representatives of Quantum Health will only contact you from an email address ending Quantum Health will never ask for personally identifiable information such as Date of Birth (DOB), Social Security Number (SSN), banking/direct/tax details, etc. via email or any other non-secure system, nor will we instruct you to make any purchases related to your employment. If you believe you've encountered a recruiting scam, report it to the Federal Trade Commission and your state's Attorney General.
Description Location : This position is located at our Dublin, OH campus with hybrid flexibility or may work remotely anywhere in the United States of America. Who we are Founded in 1999 and headquartered in Central Ohio, we're a privately-owned , independent healthcare navigation organization. We believe that no one should have to navigate the cost and complexity of healthcare alone, and we're on a mission to make healthcare simpler and more effective for our millions of members. Our big-hearted, tech-savvy team fights to ensure that our members get the care they need, when they need it, at the most affordable cost - that's why we call ourselves Healthcare Warriors . We're committed to building diverse and inclusive teams - more than 2,000 of us and counting - so if you're excited about this position, we encourage you to apply - even if your experience doesn't match every requirement . About the role The Manager, Member Lifecycle Communications & Automation is responsible for supporting the strategy, design, and delivery of member communications at scale - across digital and traditional channels. This role combines strategic vision with hands-on execution to create seamless, data-driven member experiences that drive engagement, improve satisfaction, and deliver measurable results. You'll build and evolve automated communication systems, leverage testing and analytics to inform strategy, and guide a growing team in executing with precision and agility. Ideal candidates bring healthcare or benefits experience (e.g., at a navigation, health tech, or point solution organization) and a proven track record of developing scalable, intelligent communication systems that use automation and insights to continually improve. What you'll do Strategy & Planning Develop and evolve the member communications roadmap across key lifecycle stages. Use data and testing insights to inform strategy, segmentation and personalization. Partner with Product, Operations, Clinical, and Marketing to align timing and messaging. Establish KPIs and measurement frameworks to track engagement, automation, and ROI. Automation & Systems Build and scale automated, multi-channel journeys (email, SMS, direct mail) in HubSpot or similar tools. Design modular workflows that are flexible, efficient, and easy to optimize . Integrate data sources to trigger personalized, real-time communications. Maintain automated dashboards to m onitor performance and enable rapid iteration. Ensure governance, deliverability, compliance, and data integrity. Testing, Optimization & Insights Foster a culture of continuous testing and data-driven decision-making. Use automation and analytics to refine message timing, frequency, and relevance. Partner with analytics teams to turn insights into actionable communication strategies. Standardize testing and automation best practices for scale and consistency. Team Leadership & Process Management Manage and mentor a team supporting member communications Set clear goals, KPIs, and accountability for quality and efficiency. Align daily execution with broader strategic priorities. Stay ahead of trends in automation, AI-driven personalization, and omnichannel engagement (e.g., interactive QR codes, AI-generated insights) to improve results. Use data analysis and member feedback to identify gaps and guide optimization. All other duties as assigned. What you'll bring 5-7+ years of experience in marketing communications, member engagement, or lifecycle marketing. 2 - 3+ years leading automation or CRM-driven communication systems at scale. Proven experience using data and testing to drive decisions, segment audiences, and optimize communications. Experience within healthcare, benefits, or a member-centric organization (e.g., payer, point solution, navigation, or health tech). Advanced proficiency with HubSpot or comparable automation tools (e.g., Marketo, Salesforce Marketing Cloud, Braze, Eloqua). Skilled in building automation logic, dynamic content, personalization and journey optimization. Strong technical aptitude with CRM, APIs, data integrations, and reporting tools. Experience leading teams and fostering collaboration across departments. Excellent communication, analytical, and organizational skills. Understanding of compliance and data privacy (HIPAA, CAN-SPAM, opt-out management). Experience implementing or refining A/B testing and experimentation frameworks. Agile project management or marketing operations experience. A high degree of personal accountability and trustworthiness, a commitment to working within Quantum Health's policies, values and ethics, and to protecting the sensitive data entrusted to us. What's in it for you Compensation: Competitive base and incentive compensation Coverage: Health, vision and dental featuring our best-in-class healthcare navigation services, along with life insurance, legal and identity protection, adoption assistance, EAP, Teladoc services and more. Retirement: 401(k) plan with up to 4% employer match and full vesting on day one. Balance: Paid Time Off (PTO), 7 paid holidays, parental leave, volunteer days, paid sabbaticals, and more. Development: Tuition reimbursement up to $5,250 annually, certification/continuing education reimbursement, discounted higher education partnerships, paid trainings and leadership development. Culture: Recognition as a Best Place to Work for 15+ years, dedication to diversity, philanthropy and sustainability, and people-first values that drive every decision. Environment: A modern workplace with a casual dress code, open floor plans, full-service dining, free snacks and drinks, complimentary 24/7 fitness center with group classes, outdoor walking paths, game room, notary and dry-cleaning services and more! What you should know Internal Associates: Already a Healthcare Warrior? Apply internally through Jobvite. Process: Application > Phone Screen > Online Assessment(s) > Interview(s) > Offer > Background Check. Diversity, Equity and Inclusion: Quantum Health welcomes everyone. We value our diverse team and suppliers, we're committed to empowering our ERGs, and we're proud to be an equal opportunity employer . Tobacco-Free Campus: To further enable the health and wellbeing of our associates and community, Quantum Health maintains a tobacco-free environment. The use of all types of tobacco products is prohibited in all company facilities and on all company grounds. Compensation Ranges: Compensation details published by job boards are estimates and not verified by Quantum Health. Details surrounding compensation will be disclosed throughout the interview process. Compensation offered is based on the candidate's unique combination of experience and qualifications related to the position. Sponsorship: Applicants must be legally authorized to work in the United States on a permanent and ongoing future basis without requiring sponsorship. Agencies: Quantum Health does not accept unsolicited resumes or outreach from third-parties. Absent a signed MSA and request/approval from Talent Acquisition to submit candidates for a specific requisition, we will not approve payment to any third party. Reasonable Accommodation: Should you require reasonable accommodation(s) to participate in the application/interview/selection process, or in order to complete the essential duties of the position upon acceptance of a job offer, click here to submit a recruitment accommodation request. Recruiting Scams: Unfortunately, scams targeting job seekers are common. To protect our candidates, we want to remind you that authorized representatives of Quantum Health will only contact you from an email address ending Quantum Health will never ask for personally identifiable information such as Date of Birth (DOB), Social Security Number (SSN), banking/direct/tax details, etc. via email or any other non-secure system, nor will we instruct you to make any purchases related to your employment. If you believe you've encountered a recruiting scam, report it to the Federal Trade Commission and your state's Attorney General.
12/07/2025
Full time
Description Location : This position is located at our Dublin, OH campus with hybrid flexibility or may work remotely anywhere in the United States of America. Who we are Founded in 1999 and headquartered in Central Ohio, we're a privately-owned , independent healthcare navigation organization. We believe that no one should have to navigate the cost and complexity of healthcare alone, and we're on a mission to make healthcare simpler and more effective for our millions of members. Our big-hearted, tech-savvy team fights to ensure that our members get the care they need, when they need it, at the most affordable cost - that's why we call ourselves Healthcare Warriors . We're committed to building diverse and inclusive teams - more than 2,000 of us and counting - so if you're excited about this position, we encourage you to apply - even if your experience doesn't match every requirement . About the role The Manager, Member Lifecycle Communications & Automation is responsible for supporting the strategy, design, and delivery of member communications at scale - across digital and traditional channels. This role combines strategic vision with hands-on execution to create seamless, data-driven member experiences that drive engagement, improve satisfaction, and deliver measurable results. You'll build and evolve automated communication systems, leverage testing and analytics to inform strategy, and guide a growing team in executing with precision and agility. Ideal candidates bring healthcare or benefits experience (e.g., at a navigation, health tech, or point solution organization) and a proven track record of developing scalable, intelligent communication systems that use automation and insights to continually improve. What you'll do Strategy & Planning Develop and evolve the member communications roadmap across key lifecycle stages. Use data and testing insights to inform strategy, segmentation and personalization. Partner with Product, Operations, Clinical, and Marketing to align timing and messaging. Establish KPIs and measurement frameworks to track engagement, automation, and ROI. Automation & Systems Build and scale automated, multi-channel journeys (email, SMS, direct mail) in HubSpot or similar tools. Design modular workflows that are flexible, efficient, and easy to optimize . Integrate data sources to trigger personalized, real-time communications. Maintain automated dashboards to m onitor performance and enable rapid iteration. Ensure governance, deliverability, compliance, and data integrity. Testing, Optimization & Insights Foster a culture of continuous testing and data-driven decision-making. Use automation and analytics to refine message timing, frequency, and relevance. Partner with analytics teams to turn insights into actionable communication strategies. Standardize testing and automation best practices for scale and consistency. Team Leadership & Process Management Manage and mentor a team supporting member communications Set clear goals, KPIs, and accountability for quality and efficiency. Align daily execution with broader strategic priorities. Stay ahead of trends in automation, AI-driven personalization, and omnichannel engagement (e.g., interactive QR codes, AI-generated insights) to improve results. Use data analysis and member feedback to identify gaps and guide optimization. All other duties as assigned. What you'll bring 5-7+ years of experience in marketing communications, member engagement, or lifecycle marketing. 2 - 3+ years leading automation or CRM-driven communication systems at scale. Proven experience using data and testing to drive decisions, segment audiences, and optimize communications. Experience within healthcare, benefits, or a member-centric organization (e.g., payer, point solution, navigation, or health tech). Advanced proficiency with HubSpot or comparable automation tools (e.g., Marketo, Salesforce Marketing Cloud, Braze, Eloqua). Skilled in building automation logic, dynamic content, personalization and journey optimization. Strong technical aptitude with CRM, APIs, data integrations, and reporting tools. Experience leading teams and fostering collaboration across departments. Excellent communication, analytical, and organizational skills. Understanding of compliance and data privacy (HIPAA, CAN-SPAM, opt-out management). Experience implementing or refining A/B testing and experimentation frameworks. Agile project management or marketing operations experience. A high degree of personal accountability and trustworthiness, a commitment to working within Quantum Health's policies, values and ethics, and to protecting the sensitive data entrusted to us. What's in it for you Compensation: Competitive base and incentive compensation Coverage: Health, vision and dental featuring our best-in-class healthcare navigation services, along with life insurance, legal and identity protection, adoption assistance, EAP, Teladoc services and more. Retirement: 401(k) plan with up to 4% employer match and full vesting on day one. Balance: Paid Time Off (PTO), 7 paid holidays, parental leave, volunteer days, paid sabbaticals, and more. Development: Tuition reimbursement up to $5,250 annually, certification/continuing education reimbursement, discounted higher education partnerships, paid trainings and leadership development. Culture: Recognition as a Best Place to Work for 15+ years, dedication to diversity, philanthropy and sustainability, and people-first values that drive every decision. Environment: A modern workplace with a casual dress code, open floor plans, full-service dining, free snacks and drinks, complimentary 24/7 fitness center with group classes, outdoor walking paths, game room, notary and dry-cleaning services and more! What you should know Internal Associates: Already a Healthcare Warrior? Apply internally through Jobvite. Process: Application > Phone Screen > Online Assessment(s) > Interview(s) > Offer > Background Check. Diversity, Equity and Inclusion: Quantum Health welcomes everyone. We value our diverse team and suppliers, we're committed to empowering our ERGs, and we're proud to be an equal opportunity employer . Tobacco-Free Campus: To further enable the health and wellbeing of our associates and community, Quantum Health maintains a tobacco-free environment. The use of all types of tobacco products is prohibited in all company facilities and on all company grounds. Compensation Ranges: Compensation details published by job boards are estimates and not verified by Quantum Health. Details surrounding compensation will be disclosed throughout the interview process. Compensation offered is based on the candidate's unique combination of experience and qualifications related to the position. Sponsorship: Applicants must be legally authorized to work in the United States on a permanent and ongoing future basis without requiring sponsorship. Agencies: Quantum Health does not accept unsolicited resumes or outreach from third-parties. Absent a signed MSA and request/approval from Talent Acquisition to submit candidates for a specific requisition, we will not approve payment to any third party. Reasonable Accommodation: Should you require reasonable accommodation(s) to participate in the application/interview/selection process, or in order to complete the essential duties of the position upon acceptance of a job offer, click here to submit a recruitment accommodation request. Recruiting Scams: Unfortunately, scams targeting job seekers are common. To protect our candidates, we want to remind you that authorized representatives of Quantum Health will only contact you from an email address ending Quantum Health will never ask for personally identifiable information such as Date of Birth (DOB), Social Security Number (SSN), banking/direct/tax details, etc. via email or any other non-secure system, nor will we instruct you to make any purchases related to your employment. If you believe you've encountered a recruiting scam, report it to the Federal Trade Commission and your state's Attorney General.
Position: Remote Benefits Representative Company: American Income Life (a proud member of Globe Life, a publicly traded company on NASDAQ) Earning Potential: $70,000 - $120,000+ per year (commissions + residual) Work From: Anywhere in the U.S. or Canada About the Opportunity Tired of clocking in, clocking out, and getting nowhere fast? This opportunity was built for those ready to break free from the ordinary. American Income Life empowers driven, self-starting professionals to take control of their income and career. As a Remote Benefits Representative , individuals connect with clients virtually (via Zoom) to help them understand and enroll in benefit programs that protect their families. There's no cold calling, no micromanaging - just meaningful conversations and real impact, all from the comfort of home. Those who are hungry for growth, financial freedom, and a career that truly rewards performance will find this to be the perfect fit. Why Candidates Love Working Here A Culture That Feels Like Family Success is celebrated at every level. Expect a vibrant, supportive environment filled with recognition, giveaways, and virtual team events that make Mondays something to look forward to. Freedom + Flexibility Work from anywhere. Set a schedule that fits your life. Take control of your day - and your paycheck. Real Growth Potential Every leader in the organization began in this same position. Advancement is based on performance, not politics. Financial Rewards That Match Effort Base pay plus bonuses means earnings grow alongside results. Top representatives regularly earn $90K+ annually and advance quickly. Comprehensive Benefits Employees receive access to health, dental, and vision plans through Globe Life, along with voluntary coverage options tailored to individual needs. Key Responsibilities Meet with families virtually to help them select benefit programs that align with their goals. Build trust, answer questions, and guide clients through enrollment. Manage a personal book of business and maintain long-term relationships. Collaborate with teammates and leadership committed to mutual success. Ideal Candidate Profile Self-motivated, positive, and eager to grow. Excellent communicator - friendly, confident, and authentic. Comfortable using Zoom and other online communication tools. Must be a U.S. or Canadian citizen. Passionate about helping others and building meaningful relationships. No prior insurance experience is required - only a strong drive to succeed and a willingness to learn. Full training and mentorship are provided. Application Process Hiring managers are actively reviewing applications. Candidates should apply and watch for communication via text, email, or phone from a hiring representative. Your future doesn't have to look like your past. Take the first step toward freedom - apply today.
12/07/2025
Full time
Position: Remote Benefits Representative Company: American Income Life (a proud member of Globe Life, a publicly traded company on NASDAQ) Earning Potential: $70,000 - $120,000+ per year (commissions + residual) Work From: Anywhere in the U.S. or Canada About the Opportunity Tired of clocking in, clocking out, and getting nowhere fast? This opportunity was built for those ready to break free from the ordinary. American Income Life empowers driven, self-starting professionals to take control of their income and career. As a Remote Benefits Representative , individuals connect with clients virtually (via Zoom) to help them understand and enroll in benefit programs that protect their families. There's no cold calling, no micromanaging - just meaningful conversations and real impact, all from the comfort of home. Those who are hungry for growth, financial freedom, and a career that truly rewards performance will find this to be the perfect fit. Why Candidates Love Working Here A Culture That Feels Like Family Success is celebrated at every level. Expect a vibrant, supportive environment filled with recognition, giveaways, and virtual team events that make Mondays something to look forward to. Freedom + Flexibility Work from anywhere. Set a schedule that fits your life. Take control of your day - and your paycheck. Real Growth Potential Every leader in the organization began in this same position. Advancement is based on performance, not politics. Financial Rewards That Match Effort Base pay plus bonuses means earnings grow alongside results. Top representatives regularly earn $90K+ annually and advance quickly. Comprehensive Benefits Employees receive access to health, dental, and vision plans through Globe Life, along with voluntary coverage options tailored to individual needs. Key Responsibilities Meet with families virtually to help them select benefit programs that align with their goals. Build trust, answer questions, and guide clients through enrollment. Manage a personal book of business and maintain long-term relationships. Collaborate with teammates and leadership committed to mutual success. Ideal Candidate Profile Self-motivated, positive, and eager to grow. Excellent communicator - friendly, confident, and authentic. Comfortable using Zoom and other online communication tools. Must be a U.S. or Canadian citizen. Passionate about helping others and building meaningful relationships. No prior insurance experience is required - only a strong drive to succeed and a willingness to learn. Full training and mentorship are provided. Application Process Hiring managers are actively reviewing applications. Candidates should apply and watch for communication via text, email, or phone from a hiring representative. Your future doesn't have to look like your past. Take the first step toward freedom - apply today.
Position: Remote Benefits Representative Company: American Income Life (a proud member of Globe Life, a publicly traded company on NASDAQ) Earning Potential: $70,000 - $120,000+ per year (commissions + residual) Work From: Anywhere in the U.S. or Canada About the Opportunity Tired of clocking in, clocking out, and getting nowhere fast? This opportunity was built for those ready to break free from the ordinary. American Income Life empowers driven, self-starting professionals to take control of their income and career. As a Remote Benefits Representative , individuals connect with clients virtually (via Zoom) to help them understand and enroll in benefit programs that protect their families. There's no cold calling, no micromanaging - just meaningful conversations and real impact, all from the comfort of home. Those who are hungry for growth, financial freedom, and a career that truly rewards performance will find this to be the perfect fit. Why Candidates Love Working Here A Culture That Feels Like Family Success is celebrated at every level. Expect a vibrant, supportive environment filled with recognition, giveaways, and virtual team events that make Mondays something to look forward to. Freedom + Flexibility Work from anywhere. Set a schedule that fits your life. Take control of your day - and your paycheck. Real Growth Potential Every leader in the organization began in this same position. Advancement is based on performance, not politics. Financial Rewards That Match Effort Base pay plus bonuses means earnings grow alongside results. Top representatives regularly earn $90K+ annually and advance quickly. Comprehensive Benefits Employees receive access to health, dental, and vision plans through Globe Life, along with voluntary coverage options tailored to individual needs. Key Responsibilities Meet with families virtually to help them select benefit programs that align with their goals. Build trust, answer questions, and guide clients through enrollment. Manage a personal book of business and maintain long-term relationships. Collaborate with teammates and leadership committed to mutual success. Ideal Candidate Profile Self-motivated, positive, and eager to grow. Excellent communicator - friendly, confident, and authentic. Comfortable using Zoom and other online communication tools. Must be a U.S. or Canadian citizen. Passionate about helping others and building meaningful relationships. No prior insurance experience is required - only a strong drive to succeed and a willingness to learn. Full training and mentorship are provided. Application Process Hiring managers are actively reviewing applications. Candidates should apply and watch for communication via text, email, or phone from a hiring representative. Your future doesn't have to look like your past. Take the first step toward freedom - apply today.
12/07/2025
Full time
Position: Remote Benefits Representative Company: American Income Life (a proud member of Globe Life, a publicly traded company on NASDAQ) Earning Potential: $70,000 - $120,000+ per year (commissions + residual) Work From: Anywhere in the U.S. or Canada About the Opportunity Tired of clocking in, clocking out, and getting nowhere fast? This opportunity was built for those ready to break free from the ordinary. American Income Life empowers driven, self-starting professionals to take control of their income and career. As a Remote Benefits Representative , individuals connect with clients virtually (via Zoom) to help them understand and enroll in benefit programs that protect their families. There's no cold calling, no micromanaging - just meaningful conversations and real impact, all from the comfort of home. Those who are hungry for growth, financial freedom, and a career that truly rewards performance will find this to be the perfect fit. Why Candidates Love Working Here A Culture That Feels Like Family Success is celebrated at every level. Expect a vibrant, supportive environment filled with recognition, giveaways, and virtual team events that make Mondays something to look forward to. Freedom + Flexibility Work from anywhere. Set a schedule that fits your life. Take control of your day - and your paycheck. Real Growth Potential Every leader in the organization began in this same position. Advancement is based on performance, not politics. Financial Rewards That Match Effort Base pay plus bonuses means earnings grow alongside results. Top representatives regularly earn $90K+ annually and advance quickly. Comprehensive Benefits Employees receive access to health, dental, and vision plans through Globe Life, along with voluntary coverage options tailored to individual needs. Key Responsibilities Meet with families virtually to help them select benefit programs that align with their goals. Build trust, answer questions, and guide clients through enrollment. Manage a personal book of business and maintain long-term relationships. Collaborate with teammates and leadership committed to mutual success. Ideal Candidate Profile Self-motivated, positive, and eager to grow. Excellent communicator - friendly, confident, and authentic. Comfortable using Zoom and other online communication tools. Must be a U.S. or Canadian citizen. Passionate about helping others and building meaningful relationships. No prior insurance experience is required - only a strong drive to succeed and a willingness to learn. Full training and mentorship are provided. Application Process Hiring managers are actively reviewing applications. Candidates should apply and watch for communication via text, email, or phone from a hiring representative. Your future doesn't have to look like your past. Take the first step toward freedom - apply today.
We're looking for motivated, reliable individuals to join our remote team. In this role, you'll assist members who have already requested information about their benefits. Your responsibilities include scheduling brief appointments, explaining their options in a simple online meeting, and guiding them through a straightforward digital enrollment process. No insurance background is needed - we provide full training. You'll handle light inbound/outbound calls, answer basic questions, update member profiles, and complete easy online forms. If you enjoy working with people and want a stable work-from-home position with weekly pay and room to advance, this could be an excellent fit. What We Offer Weekly pay + performance bonuses Work-from-home flexibility Full training provided (no prior experience needed) Clear advancement and leadership pathways Residual income opportunities Health, dental, and vision options Supportive team culture with mentorship Responsibilities Schedule and confirm member appointments Host simple Zoom presentations using provided scripts Assist with digital applications and required documents Maintain accurate records and submit completed files Participate in optional training sessions as you grow Follow the step-by-step process for each member file Qualifications Strong communication and people skills Professional, dependable, and well-organized Basic computer proficiency (Zoom, email, data entry) Customer service or sales experience is an asset but not required All interviews are conducted via video conference.
12/06/2025
Full time
We're looking for motivated, reliable individuals to join our remote team. In this role, you'll assist members who have already requested information about their benefits. Your responsibilities include scheduling brief appointments, explaining their options in a simple online meeting, and guiding them through a straightforward digital enrollment process. No insurance background is needed - we provide full training. You'll handle light inbound/outbound calls, answer basic questions, update member profiles, and complete easy online forms. If you enjoy working with people and want a stable work-from-home position with weekly pay and room to advance, this could be an excellent fit. What We Offer Weekly pay + performance bonuses Work-from-home flexibility Full training provided (no prior experience needed) Clear advancement and leadership pathways Residual income opportunities Health, dental, and vision options Supportive team culture with mentorship Responsibilities Schedule and confirm member appointments Host simple Zoom presentations using provided scripts Assist with digital applications and required documents Maintain accurate records and submit completed files Participate in optional training sessions as you grow Follow the step-by-step process for each member file Qualifications Strong communication and people skills Professional, dependable, and well-organized Basic computer proficiency (Zoom, email, data entry) Customer service or sales experience is an asset but not required All interviews are conducted via video conference.
Job Description: The Role Join our team of Customer Service Representatives, also known as Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. (Learn More) Fidelity Investments does not offer work visas for this role Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
12/06/2025
Full time
Job Description: The Role Join our team of Customer Service Representatives, also known as Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. (Learn More) Fidelity Investments does not offer work visas for this role Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
INTRODUCTION Our mission is to develop and support people to enhance the lives around us - and we mean it, whether those people are our clients, our team members, or members of our community. We strive to create an environment that allows individuals to discover their potential and achieve their professional, financial, and personal goals. You can go as far as your skills, effort, and commitment will take you. If you're looking for the right career to give you long-term stability, and you're driven by the chance to learn, grow, and develop your leadership qualities, that opportunity is here. This is a full-time position that can be done remotely, with opportunities for advancement via our leadership training and development program available for consideration after 2 months - we only promote from within. All new hires start out in our individually-focused, comprehensive, PAID training program, tailored to their experience level. WHAT IS A BENEFITS SALES REPRESENTATIVE? A Benefits Sales Representative meets remotely with union members who have signed up to receive supplemental benefit plans that help protect their families far beyond what is covered through their employer. Their role is to consult with the family, explain the options available, and help them select the best one to fit their family's needs. Successful Benefits Sales Representatives are great communicators who are ambitious, motivated, organized; they think like entrepreneurs and are committed, team players. RESPONSIBILITIES: Contact clients via phone who have requested their benefits and schedule a Zoom meeting with them. Meet with clients on zoom to educate them what is made available to them. Enroll clients who opt for the supplemental benefits. Establish & maintain relationships with existing and new clients. Provide attentive customer service and any necessary administrative support in response to members' needs BENEFITS: Medical insurance Company stock options Group life Insurance Lifetime renewal income Annual trip for you and a plus one to the Bahamas, Cancun, Las Vegas & other exciting locations Flexible work schedule with option to work from home Weekly pay and performance-based monthly bonuses PAY: Performance-based. Estimated $40k-80K for first year representative. Weekly bonus depending on performance. QUALIFICATIONS: This opportunity is about growth and development. We're seeking candidates who have the following qualities, but we've found you don't have to have experience in what we do in order to be good at it. If you're just getting your career started, or simply looking to take yours in a new direction, we're committed to helping you learn and grow. If you've had some leadership, customer service experience, or you've worked in a team-oriented environment in the past, you're exactly the type of candidate we're looking for. Previous experience in sales, customer service, or other related fields. You want to feel good about the work you do, and to make a difference. Familiarity with basic technology. Ability to build rapport with clients and genuinely care about the people you help with the work you do. Excellent communication skills (written and verbal). Must be a NYS resident willing to get licensed in NYS Life, Accident & Health. (we will walk you through this process if hired) If you're ready to make a difference in both your life and the lives of others, please apply by submitting your resume. If your background is a fit, a member of our recruiting team will be in touch with next steps in the process. Compensation details: 0 PI2accaf8aa4ae-7398
12/06/2025
Full time
INTRODUCTION Our mission is to develop and support people to enhance the lives around us - and we mean it, whether those people are our clients, our team members, or members of our community. We strive to create an environment that allows individuals to discover their potential and achieve their professional, financial, and personal goals. You can go as far as your skills, effort, and commitment will take you. If you're looking for the right career to give you long-term stability, and you're driven by the chance to learn, grow, and develop your leadership qualities, that opportunity is here. This is a full-time position that can be done remotely, with opportunities for advancement via our leadership training and development program available for consideration after 2 months - we only promote from within. All new hires start out in our individually-focused, comprehensive, PAID training program, tailored to their experience level. WHAT IS A BENEFITS SALES REPRESENTATIVE? A Benefits Sales Representative meets remotely with union members who have signed up to receive supplemental benefit plans that help protect their families far beyond what is covered through their employer. Their role is to consult with the family, explain the options available, and help them select the best one to fit their family's needs. Successful Benefits Sales Representatives are great communicators who are ambitious, motivated, organized; they think like entrepreneurs and are committed, team players. RESPONSIBILITIES: Contact clients via phone who have requested their benefits and schedule a Zoom meeting with them. Meet with clients on zoom to educate them what is made available to them. Enroll clients who opt for the supplemental benefits. Establish & maintain relationships with existing and new clients. Provide attentive customer service and any necessary administrative support in response to members' needs BENEFITS: Medical insurance Company stock options Group life Insurance Lifetime renewal income Annual trip for you and a plus one to the Bahamas, Cancun, Las Vegas & other exciting locations Flexible work schedule with option to work from home Weekly pay and performance-based monthly bonuses PAY: Performance-based. Estimated $40k-80K for first year representative. Weekly bonus depending on performance. QUALIFICATIONS: This opportunity is about growth and development. We're seeking candidates who have the following qualities, but we've found you don't have to have experience in what we do in order to be good at it. If you're just getting your career started, or simply looking to take yours in a new direction, we're committed to helping you learn and grow. If you've had some leadership, customer service experience, or you've worked in a team-oriented environment in the past, you're exactly the type of candidate we're looking for. Previous experience in sales, customer service, or other related fields. You want to feel good about the work you do, and to make a difference. Familiarity with basic technology. Ability to build rapport with clients and genuinely care about the people you help with the work you do. Excellent communication skills (written and verbal). Must be a NYS resident willing to get licensed in NYS Life, Accident & Health. (we will walk you through this process if hired) If you're ready to make a difference in both your life and the lives of others, please apply by submitting your resume. If your background is a fit, a member of our recruiting team will be in touch with next steps in the process. Compensation details: 0 PI2accaf8aa4ae-7398
Job Description: The Role Join our team of Customer Service Representatives, also known as Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. (Learn More) Fidelity Investments does not offer work visas for this role Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
12/06/2025
Full time
Job Description: The Role Join our team of Customer Service Representatives, also known as Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. (Learn More) Fidelity Investments does not offer work visas for this role Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Description: The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
12/05/2025
Full time
Job Description: The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Description: The Role Join our team of Customer Service Representatives, also knowCustomer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
12/05/2025
Full time
Job Description: The Role Join our team of Customer Service Representatives, also knowCustomer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Description: The Role Join our team of Entry Level Customer Service Representatives, also known asCustomer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
12/05/2025
Full time
Job Description: The Role Join our team of Entry Level Customer Service Representatives, also known asCustomer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Description: The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
12/05/2025
Full time
Job Description: The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
R K Mehrotra - State Farm Agency
Baton Rouge, Louisiana
Licensed Insurance Customer Service Location: BATON ROUGE, LA, 70806 Salary: $40000.0 - $65000.0/year Experience: 1 Year(s) Our State Farm Agency in Baton Rouge is seeking a professional, licensed, and customer-focused Insurance Customer Service Representative to join our team. If you are passionate about helping clients, enjoy problem-solving, and want to grow your career in Property & Casualty (P&C) insurance , this role is for you. Qualifications - Must Haves: • Active P&C Insurance License • Previous experience in an insurance agency or customer service role • Ability to work on-site in Baton Rouge (not remote) • Strong communication, organizational, and customer service skills • Detail-oriented, proactive, and motivated to help clients understand insurance options Remote Opportunity available if you have recent State Farm Experience and currently reside in Louisiana. Responsibilities: • Provide excellent customer service via phone and in-person interactions • Build and maintain strong client relationships • Educate clients on insurance policies, coverage options, claims, billing, and transfers • Perform needs-based policy reviews to recommend coverage options • Assist the agent with daily office tasks and reporting • Ensure timely and accurate follow-up on all client requests • Enhance the overall State Farm insurance customer experience Benefits: • Competitive salary plus performance-based bonuses • Paid Holidays and Paid Time Off • Health Insurance • Retirement Plan • Professional development and career growth in insurance sales and service Ideal Candidate: • Licensed in P&C and/or L&H insurance • Experienced in insurance office operations • Excellent written, verbal, and listening communication skills • Detail-oriented, organized, and self-motivated • Comfortable using insurance software and computer systems • Team player who can multitask and work efficiently • Committed to continuing education and staying up-to-date on product changes How to Apply: If you are a licensed insurance professional ready to advance your career in insurance customer service , submit your resume today. Qualified candidates will be contacted regarding the next steps in the interview process. Important Notice: This position is with a State Farm independent contractor agent , not State Farm Insurance Companies. Employees of the agent must complete all required licensing, training, and onboarding. State Farm agents are independent contractors and hire their own staff. PI542fac0b7f96-0655
12/05/2025
Full time
Licensed Insurance Customer Service Location: BATON ROUGE, LA, 70806 Salary: $40000.0 - $65000.0/year Experience: 1 Year(s) Our State Farm Agency in Baton Rouge is seeking a professional, licensed, and customer-focused Insurance Customer Service Representative to join our team. If you are passionate about helping clients, enjoy problem-solving, and want to grow your career in Property & Casualty (P&C) insurance , this role is for you. Qualifications - Must Haves: • Active P&C Insurance License • Previous experience in an insurance agency or customer service role • Ability to work on-site in Baton Rouge (not remote) • Strong communication, organizational, and customer service skills • Detail-oriented, proactive, and motivated to help clients understand insurance options Remote Opportunity available if you have recent State Farm Experience and currently reside in Louisiana. Responsibilities: • Provide excellent customer service via phone and in-person interactions • Build and maintain strong client relationships • Educate clients on insurance policies, coverage options, claims, billing, and transfers • Perform needs-based policy reviews to recommend coverage options • Assist the agent with daily office tasks and reporting • Ensure timely and accurate follow-up on all client requests • Enhance the overall State Farm insurance customer experience Benefits: • Competitive salary plus performance-based bonuses • Paid Holidays and Paid Time Off • Health Insurance • Retirement Plan • Professional development and career growth in insurance sales and service Ideal Candidate: • Licensed in P&C and/or L&H insurance • Experienced in insurance office operations • Excellent written, verbal, and listening communication skills • Detail-oriented, organized, and self-motivated • Comfortable using insurance software and computer systems • Team player who can multitask and work efficiently • Committed to continuing education and staying up-to-date on product changes How to Apply: If you are a licensed insurance professional ready to advance your career in insurance customer service , submit your resume today. Qualified candidates will be contacted regarding the next steps in the interview process. Important Notice: This position is with a State Farm independent contractor agent , not State Farm Insurance Companies. Employees of the agent must complete all required licensing, training, and onboarding. State Farm agents are independent contractors and hire their own staff. PI542fac0b7f96-0655
Job Description: The Role Join our team of Customer Service Representatives, also knowCustomer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
12/05/2025
Full time
Job Description: The Role Join our team of Customer Service Representatives, also knowCustomer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Description: Position: Technical Sales Representative Reports to: NSM Department: Sales and Customer Service Location: Remote (Southeast Coast) Position Type: Full Time Direct Reports: 0 FLSA Status: Exempt Travel: Up to 85% Working Hours: Monday - Friday Who We Are At Condux International , we design and manufacture innovative tools that make installing conduit and cable safer, more reliable, and more efficient . As a trusted partner in the underground fiber construction industry, we're committed to pushing the boundaries of what's possible. Why Join Us? Work-Life Balance - Monday-Thursday 9-hour schedule with half-day Fridays so you can start your weekends early. Generous Time Off - 12 company-designated paid holidays plus 1 floating holiday each year for you to designate for yourself, PTO that grows with your years of service, and separate Earned Sick & Safe Time accruals. Comprehensive Benefits - Multiple medical coverage options to fit your needs, plus dental and vision coverage, 401(k) with company match, HSA company contribution and match, company-provided short-term and long-term disability, and life insurance. Extra Rewards - Company-wide bonus program, employee recognition programs, and opportunities to get involved in our community. Position Purpose: To explain the company's technical product specifications to the customers and advise them on purchasing decisions, close opportunities and fill the pipeline with new opportunities. Individual Contributor. Position Summary: To conduct thorough market research and analyze competitor offerings. To gather customer feedback and manage and grow the sales territories. To have excellent technical skills, selling skills and the ability to conduct in-dept. product demonstrations. To remain up to date with the company's products, services, and latest industry trends. Essential Duties: Preparing and developing technical presentations with equipment in the field to explain our company's products or services to customers. Presentations will predominantly be in person, face to face with customers. Discussing equipment needs and system requirements with customers and engineers Collaborating with sales personnel to understand customer requirements and provide sales support Generating high-quality sales leads, following up after initial contact, securing and renewing orders, negotiating prices, completing sales, and arranging deliveries Evaluating, problem solving, and defining products to meet customers' technical requirements and needs Helping Customer problems with installed products and recommending improved or upgraded materials and machinery Soliciting and logging client feedback and evaluating the data to create new sales and marketing strategies to target customers into Salesforce CRM Achieving sales goals and company set quotas Training other members of the sales team on the technical aspects of the company's products and services Memorizing technical product specifications and keeping up to date with new company products as well as industry trends Attending conferences, lectures, seminars, and workshops to improve your skills and knowledge Writing reports and liaising with the product management team regarding issues, foreseeable problems, and effective solutions Simplifying technical terms during product demonstrations and post-sales customer support Maintaining strong professional relationships with existing clients and meeting with new clients to expand sales territories Updating orders and sales and negotiating the best company contract terms Travel up to 85%, it is imperative the Technical Sales Representative be in the market, in front of customers providing demonstrations, training and support to end users, distributors and manufacturer representatives. Essential Areas of Responsibility: 1. Driving sustainable financial growth 2. Forge relationships with current and new clients 3. Expand awareness of Condux product offering. Increase market share and achieve annual financial goals. Requirements: Knowledge, Skills, and Experience Requirements: Bachelor's degree in engineering, marketing, business administration, or similar preferred Experience in sales and the technology/utility field preferred Strong customer service, analytical, and interpersonal skills Excellent organizational, research and multitasking abilities Strong negotiating and problem-solving skills Able to understand and speak English fluently (required) Able to understand and speak Spanish fluently (desirable) A valid driver's license Able to be approved to secure DOT approval to drive company vehicles. Physical Demands: Must be able to stand, walk, sit, kneel, twist, stoop, crawl, climb and bend Must be able to sit and stand for prolonged periods of time and work on a computer Ability to talk on a phone for long periods of time Must be able to lift 50 pounds at times Mental Demands: Ability to perform basic arithmetic and forecasting Be able to solve problems and issues effectively Organizational skills and attention to detail Ability to handle pressures and meet deadlines Superior time management and organizational skills Knowledge of the telecommunication and utility industry with current events Working Conditions: Adheres to the time and attendance requirements as established by the NSM Conditions will vary from office to production environments Some nights and weekends as required and/or needed Compensation details: 0 Yearly Salary PI8ddf55ff04bc-4535
12/04/2025
Full time
Description: Position: Technical Sales Representative Reports to: NSM Department: Sales and Customer Service Location: Remote (Southeast Coast) Position Type: Full Time Direct Reports: 0 FLSA Status: Exempt Travel: Up to 85% Working Hours: Monday - Friday Who We Are At Condux International , we design and manufacture innovative tools that make installing conduit and cable safer, more reliable, and more efficient . As a trusted partner in the underground fiber construction industry, we're committed to pushing the boundaries of what's possible. Why Join Us? Work-Life Balance - Monday-Thursday 9-hour schedule with half-day Fridays so you can start your weekends early. Generous Time Off - 12 company-designated paid holidays plus 1 floating holiday each year for you to designate for yourself, PTO that grows with your years of service, and separate Earned Sick & Safe Time accruals. Comprehensive Benefits - Multiple medical coverage options to fit your needs, plus dental and vision coverage, 401(k) with company match, HSA company contribution and match, company-provided short-term and long-term disability, and life insurance. Extra Rewards - Company-wide bonus program, employee recognition programs, and opportunities to get involved in our community. Position Purpose: To explain the company's technical product specifications to the customers and advise them on purchasing decisions, close opportunities and fill the pipeline with new opportunities. Individual Contributor. Position Summary: To conduct thorough market research and analyze competitor offerings. To gather customer feedback and manage and grow the sales territories. To have excellent technical skills, selling skills and the ability to conduct in-dept. product demonstrations. To remain up to date with the company's products, services, and latest industry trends. Essential Duties: Preparing and developing technical presentations with equipment in the field to explain our company's products or services to customers. Presentations will predominantly be in person, face to face with customers. Discussing equipment needs and system requirements with customers and engineers Collaborating with sales personnel to understand customer requirements and provide sales support Generating high-quality sales leads, following up after initial contact, securing and renewing orders, negotiating prices, completing sales, and arranging deliveries Evaluating, problem solving, and defining products to meet customers' technical requirements and needs Helping Customer problems with installed products and recommending improved or upgraded materials and machinery Soliciting and logging client feedback and evaluating the data to create new sales and marketing strategies to target customers into Salesforce CRM Achieving sales goals and company set quotas Training other members of the sales team on the technical aspects of the company's products and services Memorizing technical product specifications and keeping up to date with new company products as well as industry trends Attending conferences, lectures, seminars, and workshops to improve your skills and knowledge Writing reports and liaising with the product management team regarding issues, foreseeable problems, and effective solutions Simplifying technical terms during product demonstrations and post-sales customer support Maintaining strong professional relationships with existing clients and meeting with new clients to expand sales territories Updating orders and sales and negotiating the best company contract terms Travel up to 85%, it is imperative the Technical Sales Representative be in the market, in front of customers providing demonstrations, training and support to end users, distributors and manufacturer representatives. Essential Areas of Responsibility: 1. Driving sustainable financial growth 2. Forge relationships with current and new clients 3. Expand awareness of Condux product offering. Increase market share and achieve annual financial goals. Requirements: Knowledge, Skills, and Experience Requirements: Bachelor's degree in engineering, marketing, business administration, or similar preferred Experience in sales and the technology/utility field preferred Strong customer service, analytical, and interpersonal skills Excellent organizational, research and multitasking abilities Strong negotiating and problem-solving skills Able to understand and speak English fluently (required) Able to understand and speak Spanish fluently (desirable) A valid driver's license Able to be approved to secure DOT approval to drive company vehicles. Physical Demands: Must be able to stand, walk, sit, kneel, twist, stoop, crawl, climb and bend Must be able to sit and stand for prolonged periods of time and work on a computer Ability to talk on a phone for long periods of time Must be able to lift 50 pounds at times Mental Demands: Ability to perform basic arithmetic and forecasting Be able to solve problems and issues effectively Organizational skills and attention to detail Ability to handle pressures and meet deadlines Superior time management and organizational skills Knowledge of the telecommunication and utility industry with current events Working Conditions: Adheres to the time and attendance requirements as established by the NSM Conditions will vary from office to production environments Some nights and weekends as required and/or needed Compensation details: 0 Yearly Salary PI8ddf55ff04bc-4535
Job Title: IT Services Sales Consultant Company: Markgraf Consulting Location: Seattle / Tacoma, Washington (Hybrid InPerson & Remote) Job Type: FullTime Job Summary Markgraf Consulting seeks a dynamic Sales Consultant to drive IT services and solutions sales for medium and large enterprises nationwide. The ideal candidate blends strong technology knowledge with proven outbound sales skills, creating opportunities, managing pipelines, and closing deals that accelerate revenue growth. Key Responsibilities -Prospect & Generate Leads: identify new business opportunities through cold calling, networking, and inperson outreach. -Sales Execution: manage the full sales cycle from initial contact to proposal, negotiation, and close. -Pipeline Management: use Salesforce to track opportunities, manage accounts, and forecast accurately. -Relationship Management: maintain consistent communication with prospects and clients, moving leads through the funnel and ensuring longterm satisfaction. -Event Marketing: represent Markgraf at trade shows, conferences, and industry events; engage prospects and convert leads into sales. -Goal Achievement: meet or exceed monthly and quarterly sales targets. -Market Awareness: stay uptodate on industry trends, competitor offerings, and emerging technologies. Required Qualifications -Proven track record of meeting or exceeding sales quotas; experience booking meetings, retaining, upselling, and nurturing customers. -Strong technical understanding of IT infrastructure, cloud computing, and helpdesk solutions. -Salesforce expertise accurate logging of calls, emails, and deal progress is mandatory. -Excellent verbal and written communication; comfortable presenting to executives and technical teams. -Skilled in outbound sales: cold calling, phone outreach, and facetoface meetings using provided scripts and talk tracks. -Experience with trade show booths and converting event leads into sales. -Detailoriented with strong organizational skills. -Exceptional timemanagement ability to prioritize tasks and achieve sales goals. Preferred Qualifications -5+ years of technology sales experience. -Proven business development skills through lead identification, qualification, and cold outreach (calling and emailing). Tools & Technologies -Salesforce (or equivalent CRM) -ZoomInfo -LinkedIn Sales Navigator -ConnectWise experience is a plus Compensation & Benefits -Base Pay + Commission competitive base salary with commission on eligible sales. -Benefits Package 401k w/match, medical, dental, vision, life, and supplemental insurance. -Relocation to the Seattle/Tacoma area may be offered to the right candidate. -Travel: position may require up to 100% travel; onsite presence in Seattle/Tacoma required. Additional Information -Candidates must have legal authorization to work in the United States; sponsorship is not available. -This role is hybrid, combining remote work with onsite presence in the Seattle/Tacoma region. Compensation details: 00 Yearly Salary PI3e4d877a76d2-6779
12/04/2025
Full time
Job Title: IT Services Sales Consultant Company: Markgraf Consulting Location: Seattle / Tacoma, Washington (Hybrid InPerson & Remote) Job Type: FullTime Job Summary Markgraf Consulting seeks a dynamic Sales Consultant to drive IT services and solutions sales for medium and large enterprises nationwide. The ideal candidate blends strong technology knowledge with proven outbound sales skills, creating opportunities, managing pipelines, and closing deals that accelerate revenue growth. Key Responsibilities -Prospect & Generate Leads: identify new business opportunities through cold calling, networking, and inperson outreach. -Sales Execution: manage the full sales cycle from initial contact to proposal, negotiation, and close. -Pipeline Management: use Salesforce to track opportunities, manage accounts, and forecast accurately. -Relationship Management: maintain consistent communication with prospects and clients, moving leads through the funnel and ensuring longterm satisfaction. -Event Marketing: represent Markgraf at trade shows, conferences, and industry events; engage prospects and convert leads into sales. -Goal Achievement: meet or exceed monthly and quarterly sales targets. -Market Awareness: stay uptodate on industry trends, competitor offerings, and emerging technologies. Required Qualifications -Proven track record of meeting or exceeding sales quotas; experience booking meetings, retaining, upselling, and nurturing customers. -Strong technical understanding of IT infrastructure, cloud computing, and helpdesk solutions. -Salesforce expertise accurate logging of calls, emails, and deal progress is mandatory. -Excellent verbal and written communication; comfortable presenting to executives and technical teams. -Skilled in outbound sales: cold calling, phone outreach, and facetoface meetings using provided scripts and talk tracks. -Experience with trade show booths and converting event leads into sales. -Detailoriented with strong organizational skills. -Exceptional timemanagement ability to prioritize tasks and achieve sales goals. Preferred Qualifications -5+ years of technology sales experience. -Proven business development skills through lead identification, qualification, and cold outreach (calling and emailing). Tools & Technologies -Salesforce (or equivalent CRM) -ZoomInfo -LinkedIn Sales Navigator -ConnectWise experience is a plus Compensation & Benefits -Base Pay + Commission competitive base salary with commission on eligible sales. -Benefits Package 401k w/match, medical, dental, vision, life, and supplemental insurance. -Relocation to the Seattle/Tacoma area may be offered to the right candidate. -Travel: position may require up to 100% travel; onsite presence in Seattle/Tacoma required. Additional Information -Candidates must have legal authorization to work in the United States; sponsorship is not available. -This role is hybrid, combining remote work with onsite presence in the Seattle/Tacoma region. Compensation details: 00 Yearly Salary PI3e4d877a76d2-6779
Position: Remote Benefits Representative Company: American Income Life (a proud member of Globe Life, a publicly traded company on NASDAQ) Earning Potential: $70,000 - $120,000+ per year (commissions + residual) Work From: Anywhere in the U.S. or Canada About the Opportunity Tired of clocking in, clocking out, and getting nowhere fast? This opportunity was built for those ready to break free from the ordinary. American Income Life empowers driven, self-starting professionals to take control of their income and career. As a Remote Benefits Representative , individuals connect with clients virtually (via Zoom) to help them understand and enroll in benefit programs that protect their families. There's no cold calling, no micromanaging - just meaningful conversations and real impact, all from the comfort of home. Those who are hungry for growth, financial freedom, and a career that truly rewards performance will find this to be the perfect fit. Why Candidates Love Working Here A Culture That Feels Like Family Success is celebrated at every level. Expect a vibrant, supportive environment filled with recognition, giveaways, and virtual team events that make Mondays something to look forward to. Freedom + Flexibility Work from anywhere. Set a schedule that fits your life. Take control of your day - and your paycheck. Real Growth Potential Every leader in the organization began in this same position. Advancement is based on performance, not politics. Financial Rewards That Match Effort Base pay plus bonuses means earnings grow alongside results. Top representatives regularly earn $90K+ annually and advance quickly. Comprehensive Benefits Employees receive access to health, dental, and vision plans through Globe Life, along with voluntary coverage options tailored to individual needs. Key Responsibilities Meet with families virtually to help them select benefit programs that align with their goals. Build trust, answer questions, and guide clients through enrollment. Manage a personal book of business and maintain long-term relationships. Collaborate with teammates and leadership committed to mutual success. Ideal Candidate Profile Self-motivated, positive, and eager to grow. Excellent communicator - friendly, confident, and authentic. Comfortable using Zoom and other online communication tools. Must be a U.S. or Canadian citizen. Passionate about helping others and building meaningful relationships. No prior insurance experience is required - only a strong drive to succeed and a willingness to learn. Full training and mentorship are provided. Application Process Hiring managers are actively reviewing applications. Candidates should apply and watch for communication via text, email, or phone from a hiring representative. Your future doesn't have to look like your past. Take the first step toward freedom - apply today.
12/04/2025
Full time
Position: Remote Benefits Representative Company: American Income Life (a proud member of Globe Life, a publicly traded company on NASDAQ) Earning Potential: $70,000 - $120,000+ per year (commissions + residual) Work From: Anywhere in the U.S. or Canada About the Opportunity Tired of clocking in, clocking out, and getting nowhere fast? This opportunity was built for those ready to break free from the ordinary. American Income Life empowers driven, self-starting professionals to take control of their income and career. As a Remote Benefits Representative , individuals connect with clients virtually (via Zoom) to help them understand and enroll in benefit programs that protect their families. There's no cold calling, no micromanaging - just meaningful conversations and real impact, all from the comfort of home. Those who are hungry for growth, financial freedom, and a career that truly rewards performance will find this to be the perfect fit. Why Candidates Love Working Here A Culture That Feels Like Family Success is celebrated at every level. Expect a vibrant, supportive environment filled with recognition, giveaways, and virtual team events that make Mondays something to look forward to. Freedom + Flexibility Work from anywhere. Set a schedule that fits your life. Take control of your day - and your paycheck. Real Growth Potential Every leader in the organization began in this same position. Advancement is based on performance, not politics. Financial Rewards That Match Effort Base pay plus bonuses means earnings grow alongside results. Top representatives regularly earn $90K+ annually and advance quickly. Comprehensive Benefits Employees receive access to health, dental, and vision plans through Globe Life, along with voluntary coverage options tailored to individual needs. Key Responsibilities Meet with families virtually to help them select benefit programs that align with their goals. Build trust, answer questions, and guide clients through enrollment. Manage a personal book of business and maintain long-term relationships. Collaborate with teammates and leadership committed to mutual success. Ideal Candidate Profile Self-motivated, positive, and eager to grow. Excellent communicator - friendly, confident, and authentic. Comfortable using Zoom and other online communication tools. Must be a U.S. or Canadian citizen. Passionate about helping others and building meaningful relationships. No prior insurance experience is required - only a strong drive to succeed and a willingness to learn. Full training and mentorship are provided. Application Process Hiring managers are actively reviewing applications. Candidates should apply and watch for communication via text, email, or phone from a hiring representative. Your future doesn't have to look like your past. Take the first step toward freedom - apply today.
Position: Remote Benefits Representative Company: American Income Life (a proud member of Globe Life, a publicly traded company on NASDAQ) Earning Potential: $70,000 - $120,000+ per year (commissions + residual) Work From: Anywhere in the U.S. or Canada About the Opportunity Tired of clocking in, clocking out, and getting nowhere fast? This opportunity was built for those ready to break free from the ordinary. American Income Life empowers driven, self-starting professionals to take control of their income and career. As a Remote Benefits Representative , individuals connect with clients virtually (via Zoom) to help them understand and enroll in benefit programs that protect their families. There's no cold calling, no micromanaging - just meaningful conversations and real impact, all from the comfort of home. Those who are hungry for growth, financial freedom, and a career that truly rewards performance will find this to be the perfect fit. Why Candidates Love Working Here A Culture That Feels Like Family Success is celebrated at every level. Expect a vibrant, supportive environment filled with recognition, giveaways, and virtual team events that make Mondays something to look forward to. Freedom + Flexibility Work from anywhere. Set a schedule that fits your life. Take control of your day - and your paycheck. Real Growth Potential Every leader in the organization began in this same position. Advancement is based on performance, not politics. Financial Rewards That Match Effort Base pay plus bonuses means earnings grow alongside results. Top representatives regularly earn $90K+ annually and advance quickly. Comprehensive Benefits Employees receive access to health, dental, and vision plans through Globe Life, along with voluntary coverage options tailored to individual needs. Key Responsibilities Meet with families virtually to help them select benefit programs that align with their goals. Build trust, answer questions, and guide clients through enrollment. Manage a personal book of business and maintain long-term relationships. Collaborate with teammates and leadership committed to mutual success. Ideal Candidate Profile Self-motivated, positive, and eager to grow. Excellent communicator - friendly, confident, and authentic. Comfortable using Zoom and other online communication tools. Must be a U.S. or Canadian citizen. Passionate about helping others and building meaningful relationships. Must be willing to obtain an insurance license requiring paying state licensing fees (paid directly to the state or licensing provider). No prior insurance experience is required - only a strong drive to succeed and a willingness to learn. Full training and mentorship are provided. Application Process Hiring managers are actively reviewing applications. Candidates should apply and watch for communication via text, email, or phone from a hiring representative. Your future doesn't have to look like your past. Take the first step toward freedom - apply today.
12/04/2025
Full time
Position: Remote Benefits Representative Company: American Income Life (a proud member of Globe Life, a publicly traded company on NASDAQ) Earning Potential: $70,000 - $120,000+ per year (commissions + residual) Work From: Anywhere in the U.S. or Canada About the Opportunity Tired of clocking in, clocking out, and getting nowhere fast? This opportunity was built for those ready to break free from the ordinary. American Income Life empowers driven, self-starting professionals to take control of their income and career. As a Remote Benefits Representative , individuals connect with clients virtually (via Zoom) to help them understand and enroll in benefit programs that protect their families. There's no cold calling, no micromanaging - just meaningful conversations and real impact, all from the comfort of home. Those who are hungry for growth, financial freedom, and a career that truly rewards performance will find this to be the perfect fit. Why Candidates Love Working Here A Culture That Feels Like Family Success is celebrated at every level. Expect a vibrant, supportive environment filled with recognition, giveaways, and virtual team events that make Mondays something to look forward to. Freedom + Flexibility Work from anywhere. Set a schedule that fits your life. Take control of your day - and your paycheck. Real Growth Potential Every leader in the organization began in this same position. Advancement is based on performance, not politics. Financial Rewards That Match Effort Base pay plus bonuses means earnings grow alongside results. Top representatives regularly earn $90K+ annually and advance quickly. Comprehensive Benefits Employees receive access to health, dental, and vision plans through Globe Life, along with voluntary coverage options tailored to individual needs. Key Responsibilities Meet with families virtually to help them select benefit programs that align with their goals. Build trust, answer questions, and guide clients through enrollment. Manage a personal book of business and maintain long-term relationships. Collaborate with teammates and leadership committed to mutual success. Ideal Candidate Profile Self-motivated, positive, and eager to grow. Excellent communicator - friendly, confident, and authentic. Comfortable using Zoom and other online communication tools. Must be a U.S. or Canadian citizen. Passionate about helping others and building meaningful relationships. Must be willing to obtain an insurance license requiring paying state licensing fees (paid directly to the state or licensing provider). No prior insurance experience is required - only a strong drive to succeed and a willingness to learn. Full training and mentorship are provided. Application Process Hiring managers are actively reviewing applications. Candidates should apply and watch for communication via text, email, or phone from a hiring representative. Your future doesn't have to look like your past. Take the first step toward freedom - apply today.
Position: Remote Benefits Representative Company: American Income Life (a proud member of Globe Life, a publicly traded company on NASDAQ) Earning Potential: $70,000 - $120,000+ per year (commissions + residual) Work From: Anywhere in the U.S. or Canada About the Opportunity Tired of clocking in, clocking out, and getting nowhere fast? This opportunity was built for those ready to break free from the ordinary. American Income Life empowers driven, self-starting professionals to take control of their income and career. As a Remote Benefits Representative , individuals connect with clients virtually (via Zoom) to help them understand and enroll in benefit programs that protect their families. There's no cold calling, no micromanaging - just meaningful conversations and real impact, all from the comfort of home. Those who are hungry for growth, financial freedom, and a career that truly rewards performance will find this to be the perfect fit. Why Candidates Love Working Here A Culture That Feels Like Family Success is celebrated at every level. Expect a vibrant, supportive environment filled with recognition, giveaways, and virtual team events that make Mondays something to look forward to. Freedom + Flexibility Work from anywhere. Set a schedule that fits your life. Take control of your day - and your paycheck. Real Growth Potential Every leader in the organization began in this same position. Advancement is based on performance, not politics. Financial Rewards That Match Effort Base pay plus bonuses means earnings grow alongside results. Top representatives regularly earn $90K+ annually and advance quickly. Comprehensive Benefits Employees receive access to health, dental, and vision plans through Globe Life, along with voluntary coverage options tailored to individual needs. Key Responsibilities Meet with families virtually to help them select benefit programs that align with their goals. Build trust, answer questions, and guide clients through enrollment. Manage a personal book of business and maintain long-term relationships. Collaborate with teammates and leadership committed to mutual success. Ideal Candidate Profile Self-motivated, positive, and eager to grow. Excellent communicator - friendly, confident, and authentic. Comfortable using Zoom and other online communication tools. Must be a U.S. or Canadian citizen. Passionate about helping others and building meaningful relationships. Must be willing to obtain an insurance license requiring paying state licensing fees (paid directly to the state or licensing provider). No prior insurance experience is required - only a strong drive to succeed and a willingness to learn. Full training and mentorship are provided. Application Process Hiring managers are actively reviewing applications. Candidates should apply and watch for communication via text, email, or phone from a hiring representative. Your future doesn't have to look like your past. Take the first step toward freedom - apply today.
12/04/2025
Full time
Position: Remote Benefits Representative Company: American Income Life (a proud member of Globe Life, a publicly traded company on NASDAQ) Earning Potential: $70,000 - $120,000+ per year (commissions + residual) Work From: Anywhere in the U.S. or Canada About the Opportunity Tired of clocking in, clocking out, and getting nowhere fast? This opportunity was built for those ready to break free from the ordinary. American Income Life empowers driven, self-starting professionals to take control of their income and career. As a Remote Benefits Representative , individuals connect with clients virtually (via Zoom) to help them understand and enroll in benefit programs that protect their families. There's no cold calling, no micromanaging - just meaningful conversations and real impact, all from the comfort of home. Those who are hungry for growth, financial freedom, and a career that truly rewards performance will find this to be the perfect fit. Why Candidates Love Working Here A Culture That Feels Like Family Success is celebrated at every level. Expect a vibrant, supportive environment filled with recognition, giveaways, and virtual team events that make Mondays something to look forward to. Freedom + Flexibility Work from anywhere. Set a schedule that fits your life. Take control of your day - and your paycheck. Real Growth Potential Every leader in the organization began in this same position. Advancement is based on performance, not politics. Financial Rewards That Match Effort Base pay plus bonuses means earnings grow alongside results. Top representatives regularly earn $90K+ annually and advance quickly. Comprehensive Benefits Employees receive access to health, dental, and vision plans through Globe Life, along with voluntary coverage options tailored to individual needs. Key Responsibilities Meet with families virtually to help them select benefit programs that align with their goals. Build trust, answer questions, and guide clients through enrollment. Manage a personal book of business and maintain long-term relationships. Collaborate with teammates and leadership committed to mutual success. Ideal Candidate Profile Self-motivated, positive, and eager to grow. Excellent communicator - friendly, confident, and authentic. Comfortable using Zoom and other online communication tools. Must be a U.S. or Canadian citizen. Passionate about helping others and building meaningful relationships. Must be willing to obtain an insurance license requiring paying state licensing fees (paid directly to the state or licensing provider). No prior insurance experience is required - only a strong drive to succeed and a willingness to learn. Full training and mentorship are provided. Application Process Hiring managers are actively reviewing applications. Candidates should apply and watch for communication via text, email, or phone from a hiring representative. Your future doesn't have to look like your past. Take the first step toward freedom - apply today.
Job Description: The Role Join our team of Entry Level Customer Service Representatives, also known asCustomer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
12/04/2025
Full time
Job Description: The Role Join our team of Entry Level Customer Service Representatives, also known asCustomer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
