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Business, Entrepreneurialism, and Management

Securities, Commodities, and Financial Services Sales Agents

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

Salary Breakdown

Securities, Commodities, and Financial Services Sales Agents

Average

$63,870

ANNUAL

$30.71

HOURLY

Entry Level

$37,790

ANNUAL

$18.17

HOURLY

Mid Level

$49,420

ANNUAL

$23.76

HOURLY

Expert Level

$101,750

ANNUAL

$48.92

HOURLY


Program Recommendations

Securities, Commodities, and Financial Services Sales Agents

Gateway Community College (MCCCD)

Securities Industry Essentials

Education

Associate's Degree

Phoenix College (MCCCD)

Securities Industry Essentials

Education

Associate's Degree

Paradise Valley Community College (MCCCD)

Securities Industry Essentials (HLC/DOE FA Hold)

Education

Associate's Degree

Scottsdale Community College (MCCCD)

Securities Industry Essentials

Education

Associate's Degree

Mesa Community College (MCCCD)

Securities Industry Essentials

Education

Associate's Degree


Current Available & Projected Jobs

Securities, Commodities, and Financial Services Sales Agents

868

Current Available Jobs

13,050

Projected job openings through 2030


Top Expected Tasks

Securities, Commodities, and Financial Services Sales Agents


Knowledge, Skills & Abilities

Securities, Commodities, and Financial Services Sales Agents

Common knowledge, skills & abilities needed to get a foot in the door.

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Sales and Marketing

SKILL

Active Listening

SKILL

Critical Thinking

SKILL

Monitoring

SKILL

Judgment and Decision Making

SKILL

Reading Comprehension

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Deductive Reasoning

ABILITY

Written Comprehension

ABILITY

Speech Clarity


Job Opportunities

Securities, Commodities, and Financial Services Sales Agents

  • Account Manager, Energy Efficiency/Beneficial Electrification
    ICF    Phoenix, AZ 85067
     Posted about 2 hours    

    Title: Account Manager, Energy Efficiency/Beneficial ElectrificationLocations: Remote candidates must be located in the Buffalo, Syracuse or Albany areas

    Ready to make a difference?To support our growth, we are seeking an Account Manager for our Utility Programs and Services (UPS) division to grow ICF’s energy efficiency/beneficial electrification (EE/BE) programs. You will support the management of EE/BE programs, build relationships with clients, foster relationships with key market actors such as HVAC contractors, implement program strategies and plans, as well as support marketing and recruiting strategies.

    Why you will love working here:

    + Quality of life: Flexible workplace arrangements, work-life balance

    + Investment of the community: Donation matching, volunteer opportunities

    + Investment in you: Tuition reimbursement, access to professional development resources, 401k matching, Employee Stock Purchase Plan

    + And many, many more (Ask your recruiter for more details!)

    What you will be doing:

    + Work as part of the team ensuring that the implementation of client sponsored energy projects are successfully executed

    + Creating and maintaining Excel spreadsheets and databases for internal tracking

    + Assisting in preparation of internal and client facing presentations

    + Provide outreach, recruitment, technical assistance and guidance to contractors, retailers and distributors within one or more utility service territories

    + Promote energy efficient technologies to both the residential and commercial market segments. Must be able to effectively communicate to both technical trade allies and non-technical audiences.

    + Contribute to the evolution of program strategies and the design of program features, services, and marketing campaigns

    + Prepare status reports to accurately describe Trade Ally outreach and account management activities in the field and to monitor progress towards program goals on contractor participation and the completion of eligible projects

    + Conduct, coordinate with, or follow up on desktop, remote or in-field Quality Assurance activities, as appropriate, to approve incentive applications and verify installed measures

    + Attend client sponsored promotional events at wholesale and retail levels, as permitted based on social distancing and safety guidelines and policies

    What we need you to have (minimum qualifications):

    + Bachelor’s degree in Business, Energy, Building Science, Construction, Engineering or related discipline with 2+ years experience in energy efficiency, sustainability, utility programs, account management and/or related fields OR

    + 6+ years experience in energy efficiency, sustainability, utility programs, account management and/or related fields

    What we would like you to have:

    + Familiarity with HVAC and water heating technologies, building heating and cooling load estimation, HVAC system sizing methodologies and/or heat pumps

    + Experience with the energy efficiency market in the Northeast, especially Upstate NY

    + Knowledge of sustainable building practices and technologies

    + Experience working on successful energy efficiency programs, with specific expertise in energy efficiency technologies and products (especially residential and C&I energy-efficient measures), as well as energy issues in existing residential, commercial and institutional buildings

    + Demonstrated experience in building and maintaining relationships with key market actors in the industry including utility client customers, architects, engineers, contractors, non-profit officials, public officials and other market actors and stakeholders, as necessary to achieve project goals.

    + Experience with the Trade Allies working on energy efficiency programs in the Northeast or building relationships with trade allies in similar markets

    Working at ICF

    ICF is a global advisory and technology services provider, but we’re not your typical consultants. We combine unmatched expertise with cutting-edge technology to help clients solve their most complex challenges, navigate change, and shape the future. We can only solve the world's toughest challenges by building an inclusive workplace that allows everyone to thrive. We are committed to creating a culture where we embrace our differences in ideas and identities. Together, our employees are empowered to share their expertise and collaborate with others to achieve personal and professional goals. Learn more about what we dohttps://www.icf.com/ and our commitment to inclusionhttps://www.icf.com/company/about/diversity-inclusion.

    We can only solve the world's toughest challenges by building an inclusive workplace that allows everyone to thrive. We are an equal opportunity employer, committed to hiring regardless of any protected characteristic, such as race, ethnicity, national origin, color, sex, gender identity/expression, sexual orientation, religion, age, disability status, or military/veteran status. Together, our employees are empowered to share their expertise and collaborate with others to achieve personal and professional goals. For more information, please read our EEO & AA policy (https://www.icf.com/legal/equal-employment-opportunity) .

    Reasonable Accommodations are available, including, but not limited to, for disabled veterans, individuals with disabilities, and individuals with sincerely held religious beliefs, in all phases of the application and employment process. To request an accommodation please email [email protected] and we will be happy to assist. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. Read more about non-discrimination: Know Your Rights (https://www.eeoc.gov/sites/default/files/2022-10/EEOC\_KnowYourRights\_screen\_reader\_10\_20.pdf) and Pay Transparency Statement (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf) .

    Pay Range - There are multiple factors that are considered in determining final pay for a position, including, but not limited to, relevant work experience, skills, certifications and competencies that align to the specified role, geographic location, education and certifications as well as contract provisions regarding labor categories that are specific to the position. The pay range for this position is :

    $64,372.00 - $109,432.00

    New York Remote Office (NY99)

    Need help? We're here:[email protected]

    About ICF

    ICF is a global consulting and technology services company with approximately 9,000 employees, but we are not your typical consultants. At ICF, business analysts and policy specialists work together with digital strategists, data scientists and creatives. We combine unmatched industry expertise with cutting-edge engagement capabilities to help organizations solve their most complex challenges. Since 1969, public and private sector clients have worked with ICF to navigate change and shape the future. Learn more at icf.com (https://c212.net/c/link/?t=0&l=en&o=3731098-1&h=2556622195&u=https%3A%2F%2Fwww.icf.com%2F&a=icf.com) .


    Employment Type

    Full Time

  • Client Relationship Manager, Personal Lines
    HUB International    Scottsdale, AZ 85258
     Posted about 2 hours    

    The Client Relationship Manager will provide professional, courteous service to our clients, producers, and company personnel. With a positive attitude, they will provide a high level of support in obtaining, maintaining, expanding, and servicing our personal lines accounts. Working alongside the Producers, or AE as assigned, and they shall be responsible for overseeing management of assigned accounts, including redundant interface with appropriate decision makers, carrier interface/marketing, relevant collaboration with colleagues throughout HUB, and negotiation of coverage terms and conditions.

    Issues related to policy processing, maintenance of client data on the Applied EPIC agency management system, routine changes (e.g. adding a new vehicle to the policy), and other transactional or clerical work fall within the domain of the Client Relationship Manager.

    **JOB RESPONSIBILITIES**

    + Manage and retain an existing book of personal lines insurance business

    + Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations

    + Responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures

    + Acts as liaison between clients and insurance carriers to resolve escalated complex service issues

    + May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues

    + Responsible for overall retention of accounts in assigned book of business

    + Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate

    **QUALIFICATIONS**

    + Preferred four (4) years in insurance company or agency with at least three of those years in personal lines

    + High School diploma or equivalent; AA and/or college degree preferred

    + Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems

    + Excellent written and oral communication skills

    + Above average mathematical skills

    + Property and Casualty Insurance License

    + Broad knowledge of insurance products and usages and ability to work independently

    + Ability to work and contribute to a positive team environment

    + Ability to work in a hybrid office model with a minimum of 2 days in the local Scottsdale office

    Department Account Management & Service

    Required Experience: 2-5 years of relevant experience

    Required Travel: No Travel Required

    Required Education: High school or equivalent

    HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

    EEOAA Policy

    E-Verify Program

    We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

    Hi, we’re HUB.

    In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

    When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

    And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

    About HUB International

    Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.


    Employment Type

    Full Time

  • Fixed Income Trader II
    Edward Jones    Tempe, AZ 85282
     Posted about 2 hours    

    **Your passion. Our purpose. This could be powerful.**

    Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.

    **Job Overview**

    Position Schedule: Full-Time

    **This is a Hybrid position and will be based in Tempe, AZ**

    **Team Overview:**

    The Municipal Trading Department within Edward Jones is primarily responsible for providing our Financial Advisors with a broad supply of highly diversified and fairly priced municipal bonds that are used to fulfill the unique needs of every one of our more than 7 million clients. Our goal is to identify and analyze opportunities in the marketplace while always seeking to provide the best execution possible on every trade we handle.

    As a Trader II in the Municipal Trading Department, expectations are that you would have a passion for capital markets, excellent risk management skills, and be able to make capital commitments with minimal oversight. Additionally, an attention to detail is a must as your decisions can negatively impact our clients, while exposing the firm to significant regulatory, financial, and reputational risk. If you have the desire and drive to manage capital, while aligning yourself with the strategic direction of the firm, this may be the ideal opportunity for you.

    **What You'll Do:**

    + Ensure inventories align with firm research and portfolio guidance, leveraging new issues, bid wants, secondary purchases, and external offerings, effectively identifying capital commitment opportunities and managing corresponding positions.

    + Advanced application of capital markets analytics, trading strategies, and risk management techniques

    + Enhance and anticipate best execution as well as other firm and industry regulatory requirements

    + Advanced application of internal and external trading systems and related tools

    + Deliver client service excellence for all branch-related inquiries, enhancing the branch experience when possible

    + Initiate and own operational excellence initiatives at the department level

    + Provide general training and guidance to other traders, including supply, pricing, and inventory insights

    + Build the depth and breadth of internal and external networks, including dealer relationships

    At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

    Hiring Minimum: $78795

    Hiring Maximum: $134163

    **Skills/Requirements**

    **What Experience You Need:**

    + B.A./B.S. degree in business, economics, finance, or quantitative related field

    + Successful completion of Trader I responsibilities or equivalent industry experience

    + 3rd party electronic trading platforms

    + 3+ years of financial service experience required, capital markets preferred

    + Series 7 and 63/66 required; additional desk specific licenses are needed within 6 months (52, 55/57, CS)

    **What Could Set you Apart:**

    + CFP, MBA, CFA, CPA or working towards designation(s)

    + Advanced knowledge of internal and external trading systems and related tools, including, but not limited to, Bloomberg, DSTS, and

    + Advanced knowledge of capital markets analytics, trading strategies, and risk management techniques

    **Awards & Accolades**

    + 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work® data as of March 2022. Compensation provided for using, not obtaining, the rating.

    + Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work® and Fortune® magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.

    + 2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.

    + Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work® and Fortune® magazine, ranking No. 45.

    + 2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.

    + For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Places to Work® and Fortune® magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.

    + 2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.

    + Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.

    **About Us**

    At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

    In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.

    Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

    \#LI-DNI


    Employment Type

    Full Time

  • Channel Account Executive
    Canon USA & Affiliates    Phoenix, AZ 85067
     Posted about 3 hours    

    **Overview**

    **Do you enjoy the sales process – building relationships, promoting products and solutions to clients? If so, this could be an exciting career opportunity for you!**

    Representing CUSA HSG (Hybrid Solution Group) Sales Division, the AE is responsible for all territory sales of Canon document and check scanners, ID card, Label and cable printers, to the reseller and dealer sales channel. Territory includes CA, NV, AZ and HI. The AE will partner with the channel for all sales activity including partner promotions and training. Customer base includes dealers, VARS, ISVs, System Integrators (SI) and distribution partners. The AE develops strategies to promote growth and increase sell through.

    We will rely on your strong time management and B2B selling skills to provide consistent visibility to the partner community and ecosystem.

    **If you are an experienced strategic Account Executive with channel hardware sales experience we want to talk to you!**

    This position is full time and is considered virtual. The CUSA office will be open 5 days a week; however you will not be required to report to the office unless there is a specific business need.

    The base salary for this position will vary based on geography and other factors*

    **Responsibilities**

    - Effectively execute sales plans for selling hardware based solutions to achieve sales goals within assigned sales territory and/or accounts

    - Maintain and assist with upgrading existing customers

    - Implement creative sales strategies to establish new business partnerships

    - Conduct partner training and product demonstrations

    **Qualifications**

    • Bachelor's degree in a relevant field or equivalent experience required

    • 3-5 years of related experience selling technology devices through channel partners.

    • Preferred experience selling check and document scanners, label, ID card and cable printers

    • Experience utilizing a CRM system. Salesforce.com preferred

    • Requires intermediate skills in Powerpoint, Excel, Word, Outlook

    • Excellent presentation skills required

    • Requires travel approximately 40%.

    • May require considerable travel throughout sales territory (valid driver's license and acceptable driving record necessary). Additionally, because this position requires driving for company business as an essential function of the job, must remain in compliance with company safety guidelines and policies

    *In accordance with California law, we are providing the anticipated base salary for this role if filled in California: $67,280 - $100,750

    This role is eligible for commissions under the terms of an applicable plan.

    The company will not pursue or support visa sponsorship for this position.

    **Company Overview**

    About our Company - Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions to the United States and to Latin America and the Caribbean markets. With approximately $30.3 billion in global revenue, its parent company, Canon Inc. (NYSE:CAJ), ranks third overall in U.S. patents granted in 2022† and is one of Fortune Magazine's _World's Most Admired Companies_ in 2022. Canon U.S.A. is dedicated to its _Kyosei_ philosophy of social and environmental responsibility. To keep apprised of the latest news from Canon U.S.A., sign up for the Company's RSS news feed by visiting www.usa.canon.com/rss and follow us on Twitter @CanonUSA.

    †Based on weekly patent counts issued by United States Patent and Trademark Office.

    All referenced product names, and other marks, are trademarks of their respective owners.

    Canon U.S.A., Inc. offers a competitive compensation package including medical, dental, vision, 401(k) Savings Plan, discretionary profit sharing, discretionary success sharing, educational assistance, recognition programs, vacation, and much more. A more comprehensive list of what we have to offer is available at

    We comply with all applicable federal, state and local laws, regulations, orders and mandates, including those we may be required to follow as a federal government contractor/subcontractor.

    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

    If you are not reviewing this job posting on our Careers’ sitehttps://www.usa.canon.com/about-us/life-at-canon ( https://www.usa.canon.com/about-us/life-at-canon) , we cannot guarantee the validity of this posting. For a list of our current postings, please visit us athttps://www.usa.canon.com/about-us/life-at-canon ( https://www.usa.canon.com/about-us/life-at-canon) .

    \#CUSA

    **Posting Tags**

    \#PM19 #CUSA #LI-NF1 #LI-Remote

    **Location** _US-CA-Irvine | US-AZ-Phoenix | US-NV-Las Vegas_

    **Company** _Canon U.S.A., Inc._

    **Requisition ID** _30130_ **Category** _Sales/Business Development_ **Position Type** _Full-Time_


    Employment Type

    Full Time

  • Retail Relationship Banker - Glendale (Arrowhead), AZ
    BMO Financial Group    Glendale, AZ 85304
     Posted about 3 hours    

    Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

    U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.

    + Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.

    + Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).

    + Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.

    + Supports customer transactions needs based on customer traffic.

    + Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.

    + Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.

    + Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.

    + Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies and procedures.

    + Acts as a key member of a collaborative and versatile branch and market team.

    + Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.

    + Organizes work information to ensure accuracy and completeness.

    + Takes the initiative to find creative approaches that make each customer’s experience feel personal.

    + Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.

    + Contributes to business results and the overall experience delivered in the branch.

    + May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.

    + Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.

    + Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.

    + Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.

    + Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.

    + Complies with legal and regulatory requirements for the jurisdiction.

    + Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.

    + Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.

    + Analyzes issues and determines next steps.

    + Broader work or accountabilities may be assigned as needed. **Qualifications:**

    + Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.

    + Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.

    + Appropriate lending qualifications and designations.

    + Working knowledge of personal and small business customer needs and solutions.

    + Working knowledge of retail investments and lending products.

    + Experience in financial services is an asset.

    + Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.

    + Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.

    + Passionate commitment to helping our customers.

    + Drive to deliver a personal customer experience.

    + A focus on results and the ability to thrive in a consultative sales and team-based environment.

    + Resourceful self-starter with courage and confidence to approach customers.

    + Readiness to collaborate and work in different capacities as part of a team.

    + Strong interpersonal skills, including the ability to build rapport and connections with customers.

    + An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.

    + Specialized knowledge.

    + Verbal & written communication skills - Good.

    + Organization skills - Good.

    + Collaboration & team skills - Good.

    + Analytical and problem solving skills - Good.

    **We’re here to help**

    At BMO Harris Bank we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

    As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

    To find out more visit us at https://jobs.bmoharris.com

    BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO Harris Bank N.A. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

    Note to Recruiters: BMO Harris Bank does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO Harris Bank, directly or indirectly, will be considered BMO Harris Bank property. BMO Harris Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.


    Employment Type

    Full Time

  • Relationship Banker
    Bank of America    Gilbert, AZ 85295
     Posted about 3 hours    

    Relationship Banker

    Gilbert, Arizona

    **Job Description:**

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

    One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

    Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

    Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

    Job Description:

    This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources such as mobile banking, online banking, or ATM. This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities.

    A Relationship Banker (responsibilities):

    • Executes the bank's risk culture and strives for operational excellence

    • Builds relationships with individual clients to meet their financial needs

    • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations

    • Grows business knowledge and network by partnering with experts in small business, lending and investments

    • Manages financial center traffic, appointments and outbound calls effectively

    • Drives the client experience

    • Manages cash responsibilities

    You’re a person who (required skills):

    • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.

    • Collaborates effectively to get things done, building and nurturing strong relationships.

    • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

    • Is confident in identifying solutions for new and existing clients based on their needs.

    • Communicates effectively and confidently, and is comfortable engaging all clients.

    • Has the ability to learn and adapt to new information and technology platforms.

    • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).

    • Applies strong critical thinking and problem-solving skills to meet clients’ needs.

    • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.

    • Efficiently manages your time and capacity.

    • Focuses on results, while acting in the best interest of the client.

    • Can be flexible to work weekends and/or extended hours as needed.

    You’ll be more prepared if you have (desired skills):

    • Experience in financial services and knowledge of financial services industry, products and solutions.

    • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.

    • Six months of cash handling experience.

    • Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.

    Skills Used in this Role:

    • Customer Service

    • Risk Management

    • Consumer Products and Solutions

    • Overcoming Objections

    • Risk Management

    • Cash Management

    • Demonstrating Technology

    • Relationship Management

    • Active Listening

    • Learning Agility

    • Problem Solving

    • Critical Thinking

    • Multitasking

    **Job Band:**

    H7

    **Shift:**

    1st shift (United States of America)

    **Hours Per Week:**

    40

    **Weekly Schedule:**

    **Referral Bonus Amount:**

    500

    **Job Description:**

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

    One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

    Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

    Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

    Job Description:

    This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources such as mobile banking, online banking, or ATM. This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities.

    A Relationship Banker (responsibilities):

    • Executes the bank's risk culture and strives for operational excellence

    • Builds relationships with individual clients to meet their financial needs

    • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations

    • Grows business knowledge and network by partnering with experts in small business, lending and investments

    • Manages financial center traffic, appointments and outbound calls effectively

    • Drives the client experience

    • Manages cash responsibilities

    You’re a person who (required skills):

    • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.

    • Collaborates effectively to get things done, building and nurturing strong relationships.

    • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

    • Is confident in identifying solutions for new and existing clients based on their needs.

    • Communicates effectively and confidently, and is comfortable engaging all clients.

    • Has the ability to learn and adapt to new information and technology platforms.

    • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).

    • Applies strong critical thinking and problem-solving skills to meet clients’ needs.

    • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.

    • Efficiently manages your time and capacity.

    • Focuses on results, while acting in the best interest of the client.

    • Can be flexible to work weekends and/or extended hours as needed.

    You’ll be more prepared if you have (desired skills):

    • Experience in financial services and knowledge of financial services industry, products and solutions.

    • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.

    • Six months of cash handling experience.

    • Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.

    Skills Used in this Role:

    • Customer Service

    • Risk Management

    • Consumer Products and Solutions

    • Overcoming Objections

    • Risk Management

    • Cash Management

    • Demonstrating Technology

    • Relationship Management

    • Active Listening

    • Learning Agility

    • Problem Solving

    • Critical Thinking

    • Multitasking

    **Shift:**

    1st shift (United States of America)

    **Hours Per Week:**

    40

    Learn more about this role

    Full time

    JR-23010681

    Band: H7

    Manages People: No

    Travel: No

    Manager:

    Talent Acquisition Contact:

    John Post

    Referral Bonus:

    500

    Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

    To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

    To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

    Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

    To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .


    Employment Type

    Full Time

  • Account Manager
    Aston Carter    Tempe, AZ 85282
     Posted about 4 hours    

    Description:

    Act as a link between the company and customers to ensure all of their needs are being met and that they’re satisfied with the work the company is providing them

    Skills:

    supply chain, Account management, Sales support, Salesforce.com, Microsoft office, Sales administration, Data entry, Customer service oriented, Cold calling

    Additional Skills & Qualifications:

    Primary Job Functions:

    • Communicating with clients to understand their needs and explain product value

    • Building relationships with clients based on trust and respect

    • Collaborating with internal departments to facilitate client need fulfillment

    • Collecting and analyzing data to learn more about consumer behavior

    • Keeping accurate records pertaining to inventory and account notes

    • Maintaining updated knowledge of company products and services

    • Resolving complaints and preventing additional issues by improving processes

    • Identifying industry trends

    • Acting as a client advocate with a focus on improving the buyer experience

    • Provide detailed quoting documentation using costing data

    • Analyze and maintain customer open order reports

    • Drive to increase sales year over year by working with customers and sales representatives

    • Report on customer sales

    About Aston Carter:

    Please Note: Scammers are posing as Aston Carter. We'll never contact you via Gmail, Telegram, or WhatsApp and we'll never solicit money from you.

    At Aston Carter, we’re dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions – from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless.

    Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients’ capabilities by seeking solvers and delivering solutions to address today’s workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit AstonCarter.com. Aston Carter is a company within Allegis Group, a global leader in talent solutions.

    The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

    If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 888-237-6835 or email [email protected] (%[email protected]) for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.


    Employment Type

    Full Time

  • Account Manager
    Aston Carter    Tempe, AZ 85282
     Posted about 4 hours    

    Description:

    Act as a link between the company and customers to ensure all of their needs are being met and that they’re satisfied with the work the company is providing them

    Additional Skills & Qualifications:

    Primary Job Functions:

    • Communicating with clients to understand their needs and explain product value

    • Building relationships with clients based on trust and respect

    • Collaborating with internal departments to facilitate client need fulfillment

    • Collecting and analyzing data to learn more about consumer behavior

    • Keeping accurate records pertaining to inventory and account notes

    • Maintaining updated knowledge of company products and services

    • Resolving complaints and preventing additional issues by improving processes

    • Identifying industry trends

    • Acting as a client advocate with a focus on improving the buyer experience

    • Provide detailed quoting documentation using costing data

    • Analyze and maintain customer open order reports

    • Drive to increase sales year over year by working with customers and sales representatives

    • Report on customer sales

    About Aston Carter:

    Please Note: Scammers are posing as Aston Carter. We'll never contact you via Gmail, Telegram, or WhatsApp and we'll never solicit money from you.

    At Aston Carter, we’re dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions – from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless.

    Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients’ capabilities by seeking solvers and delivering solutions to address today’s workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit AstonCarter.com. Aston Carter is a company within Allegis Group, a global leader in talent solutions.

    The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

    If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 888-237-6835 or email [email protected] (%[email protected]) for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.


    Employment Type

    Full Time

  • West Coast Sales Consultant
    Ascensus    Remote, AZ
     Posted about 4 hours    

    FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at FuturePlan.com.

    **Job Description**

    B2B Sales, Business Development, Account Executive

    Beneco is looking for a high performing sales person to join our growing sales team. As a member of the sales team your number one responsibility will be closing new business. Our client base consists of medium to large contractors who bid on and perform public works projects. The Sales Account Executive will be responsible for building their own book of business with the help of the marketing team through contacting existing leads, generating new leads, and traveling to conduct product seminars to groups of potential clients. The ideal candidate will be a sales professional who will learn the product and be able to contribute to the bottom line ASAP. A proven process is in place for the right candidate to be very successful given they have an exceptional work ethic.

    **Desired Skills and Experience**

    + 3-5 Years of experience selling to business owners and executives. Insurance and/or construction industry experience is a bonus.

    + Experience with a complex and sometimes lengthy sales cycle.

    + Proven track record of consistently meeting and exceeding B2B sales quotas.

    + Desire to win in all environments.

    + Consultative Sales Style.

    + Strong written and verbal communication skills.

    + Bachelor’s Degree from accredited four-year university or college or equivalent of professional sales experience.

    **About Beneco**

    Beneco is a nationwide leader in providing benefit solutions for contractors who perform public works projects that are subject to prevailing wage laws under the federal Davis-Bacon Act and equivalent state laws. Our dedicated team focuses on doing what is right for our clients and investors by ensuring our plan members will have the necessary savings that will allow them to live a life in retirement, free from worry of outliving their accumulated wealth.

    Specialties: Prevailing Wage Fringe Benefit Plans, Health and Welfare Benefit Plans, Apprenticeship Training Funding Trusts, Retirement Plans, and IRA.

    **Competitive Compensation Benefits**

    Beneco recognizes the importance of providing you a competitive compensation and benefit package to support you and your family’s work and life needs. We are committed to offering you the best!

    + Corporate Incentive Plan

    + 401(k) Plan with Employer Match

    + Medical/Dental/Vision/Disability/Basic Life Insurance/AD&D

    + Exceptional Paid Time Off Policy

    + Career Development Growth


    Employment Type

    Full Time

  • Major Accounts Territory Sales Representative
    ADP    Tempe, AZ 85282
     Posted about 4 hours    

    ADP is hiring a **Sales Representative, Major Accounts.**

    + Are you ready to control your financial future with unlimited upside earnings potential?

    + Do you want a lasting career with a company that offers autonomy to run a book of business, flexibility to make your own schedule, and gives you work-life balance?

    + Are you looking for continuous learning and the opportunity to invest in yourself?

    If so, then this may be just the opportunity you've been searching for. Read on and decide for yourself.

    In this role, you will sell human resources technology within a designated geographic territory to cultivate new business opportunities and drive strategic discussions around Human Capital Management (HCM) initiatives for companies with 50 999 employees. You will manage complete sales cycles, sell ADP's suite of solutions (40+ products and services) to executives, and accurately forecast your sales pipeline. ADP is here to support you and your goals with continuous sales training and the latest technology to set you up for success as you manage your book of business.

    You'll spend most of your time doing what you do best selling in the field. But that's not all. You'll also document and manage multiple sales cycles, sticking with the process through implementation until your new business is up and running on the solutions you sell. As you see more and more deals cross the finish line, you'll reap the rewards with industry-leading compensation, benefits, luxurious incentive trips, and awards. As you strive to grow your career, leaders will back your desire to pursue advancement and provide continual sales training.

    **A little about ADP:** We are a global leader in human resources technology, offering the latest AI and machine learning-enhanced payroll, tax, human resources, benefits, and much more. We believe our people make all the difference in cultivating an inclusive, down-to-earth culture that welcomes ideas, encourages innovation, and values belonging. We've received recognition as a global Best Places to Work and a recipient of many prestigious awards for diversity, equity, and inclusion, including a DiversityInc® Top 50 Company, Best CEO and company for women, LGBTQ+, multicultural talent, and more. As part of our deep DEI commitment, our CEO has joined the **OneTen** coalition to create one million jobs for Black Americans over the next ten years. Learn more about DEI at ADP on our YouTube channel: http://adp.careers/DEI\_Videos

    Ready to #MakeYourMark? **Apply now!**

    **To learn more about Sales at ADP** , watch here: http://adp.careers/Sales\_Videos

    **What you'll do:** Responsibilities

    **Grow Our Business While Growing Yours.** You will work independently and collaboratively as part of various teams within your assigned geography to close sales, win business, and reach sales goals.

    **Turn Prospects into Loyal Clients and Raving Fans.** You will implement a sales strategy targeted to decision-makers and business owners to build a network and capture new business.

    **Deepen** **Relationships Across the ADP Family.** In addition to selling cloud-based human resources solutions, you will strategically cultivate additional business within existing accounts. But it's not all business; you will make life-long friendships here.

    **Collaborate** **Daily.** You will serve as a trusted advisor, partner, and ADP ambassador to your clients, internal partners, and overall network while demonstrating grace under pressure and the highest ethical standards.

    **TO SUCCEED IN THIS ROLE** : Required Qualifications

    + **Proven Winner** **.** You have an impressive track record of closing sales, winning clients, and managing a territory.

    + **Positive Self-Starter** **.** You have an upbeat, persistent style and the ability to cold call, manage your time well, and can present your ideas in a clear professional manner on paper, in-person, and over the phone.

    + **Confidently Fearless** **.** You embrace opportunities, take risks, and challenge the status quo.

    + **Entrepreneurial Spirit** . You're a natural leader, resourceful, thrive under pressure, and bounce back quickly.

    + **Trusted Advisor** **.** You build relationships, live integrity, and deliver on promises...every time.

    A college degree is great but not required. What's more important is having the skills to do the job. If you don't have a college degree, other acceptable experience could include:

    + Two+ years of quota-carrying, outside business-to-business sales experience

    + Three+ years of relevant experience in HCM, technology, business equipment, uniform, or software sales.

    + Military experience skills including teamwork, resilience, negotiation, trust-building, and a "never lose" mentality will help you build team and client relationships, identify solutions, and achieve success.

    **Bonus points for these:** Preferred Qualifications

    + Ability to successfully build a network and effectively use social media for sales

    **YOU'LL LOVE WORKING HERE BECAUSE YOU CAN:**

    + **Be yourself** in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights.

    + **Belong** by joining one of nine Business Resource Groups where you can connect globally with networks and allies who share common interests and experiences.

    + **Grow your career** in an agile, fast-paced environment with plenty of opportunities to progress.

    + **Continuously learn.** Ongoing training, development, and mentorship opportunities for even the most insatiable learner.

    + **Be your healthiest.** Best-in-class benefits start on Day 1 because healthy associates are happy ones.

    + **Balance work and life.** Resources and flexibility to more easily integrate your work and your life.

    + **Focus on your mental health and well-being.** We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another.

    + **Join a company committed to giving back** and generating a lasting, positive impact upon the communities in which we work and live.

    + **Get paid to pay it forward.** Company-paid time off for volunteering for causes you care about.

    What are you waiting for? **Apply today!**

    **Explore our COVID-19 page https://jobs.adp.com/covid19/ to understand how ADP is approaching safety, travel, the hiring interview process, and more.**

    **Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP:** ADP affirms that inequality is detrimental to our associates, our clients, and the communities we serve. Our goal is to impact lasting change through our actions. Together, we unite for equality and equity. ADP is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.

    **Ethics at ADP:** ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click https://jobs.adp.com/life-at-adp/ to learn more about ADP's culture and our full set of values.


    Employment Type

    Full Time


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