Mcccd pipelineaz com

Business, Entrepreneurialism, and Management

Sales Agents, Financial Services

Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.

Salary Breakdown

Sales Agents, Financial Services

Average

$63,780

ANNUAL

$30.66

HOURLY

Entry Level

$35,230

ANNUAL

$16.94

HOURLY

Mid Level

$73,385

ANNUAL

$35.29

HOURLY

Expert Level

$111,540

ANNUAL

$53.63

HOURLY


Program Recommendations

Sales Agents, Financial Services

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

Sales Agents, Financial Services

892

Current Available Jobs


Top Expected Tasks

Sales Agents, Financial Services


Knowledge, Skills & Abilities

Sales Agents, Financial Services

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

Sales and Marketing

KNOWLEDGE

Mathematics

SKILL

Persuasion

SKILL

Active Listening

SKILL

Speaking

SKILL

Critical Thinking

SKILL

Reading Comprehension

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Deductive Reasoning

ABILITY

Written Comprehension

ABILITY

Problem Sensitivity


Job Opportunities

Sales Agents, Financial Services

  • Relationship Banker - Scottsdale Market - Scottsdale, AZ
    JPMorgan Chase    Scottsdale, AZ 85258
     Posted about 1 hour    

    Do you have a passion for helping customers, building relationships, and delivering extraordinary customer service? We're looking for energetic, enthusiastic people to be the face of Chase to our retail branch customers.

    From a personal standpoint, you'll also have the opportunity to take ownership of your career development through a variety of cross-training opportunities.

    As a Relationship Banker in our Branch Banking team, you'll take a lead role in delivering an outstanding experience to Chase customers. You'll acquire, manage, retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs. You'll contribute to the success of the branch by:

    + Managing assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs, and tailor product and service recommendations

    + Making lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week

    + Partnering with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs

    + Adhering to policies, procedures, and regulatory banking requirements

    **Requirements**

    + Deliver exceptional customer experience by acting with a customer-first attitude

    + Demonstrate ability to make personal connections, engage and educate customers, ask open-ended questions and listen to establish trust and build lasting relationships

    + Exude confidence with clients when sharing product knowledge and solutions

    + Excellent communication skills - in person and over the phone - with proven ability to tailor features and benefits of products/services to customers with differing needs

    + Strong desire and ability to influence, educate, and connect customers to technology

    + Possess drive, initiative, and knowledge to provide financial options for customers using a consultative approach

    + Ability to learn products, services, and procedures quickly and accurately; deliver solutions that make our One Chase products work together

    + Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training

    + Professional, thorough, and organized with strong follow-up skills

    + Engage and partner with team members and other lines of business to offer most appropriate products

    **Qualifications**

    + At least one year experience in:

    + Retail banking sales, or

    + Financial services sales, or

    + Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results

    + College degree or military equivalent strongly preferred; High school degree, GED or foreign equivalent required

    + Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire

    + Ability to work branch hours, including weekends and some evenings

    + Compliance with Dodd Frank/Truth in Lending Act

    This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

    In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

    Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx

    Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

    We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

    The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

    As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

    Equal Opportunity Employer/Disability/Veterans


    Employment Type

    Full Time

  • Relationship Banker - CHANDLER HEIGHTS AND ARIZONA AVE
    JPMorgan Chase    Chandler, AZ 85286
     Posted about 1 hour    

    Do you have a passion for helping customers, building relationships, and delivering extraordinary customer service? We're looking for energetic, enthusiastic people to be the face of Chase to our retail branch customers.

    From a personal standpoint, you'll also have the opportunity to take ownership of your career development through a variety of cross-training opportunities.

    As a Relationship Banker in our Branch Banking team, you'll take a lead role in delivering an outstanding experience to Chase customers. You'll acquire, manage, retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs. You'll contribute to the success of the branch by:

    + Managing assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs, and tailor product and service recommendations

    + Making lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week

    + Partnering with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs

    + Adhering to policies, procedures, and regulatory banking requirements

    **Requirements**

    + Deliver exceptional customer experience by acting with a customer-first attitude

    + Demonstrate ability to make personal connections, engage and educate customers, ask open-ended questions and listen to establish trust and build lasting relationships

    + Exude confidence with clients when sharing product knowledge and solutions

    + Excellent communication skills - in person and over the phone - with proven ability to tailor features and benefits of products/services to customers with differing needs

    + Strong desire and ability to influence, educate, and connect customers to technology

    + Possess drive, initiative, and knowledge to provide financial options for customers using a consultative approach

    + Ability to learn products, services, and procedures quickly and accurately; deliver solutions that make our One Chase products work together

    + Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training

    + Professional, thorough, and organized with strong follow-up skills

    + Engage and partner with team members and other lines of business to offer most appropriate products

    **Qualifications**

    + At least one year experience in:

    + Retail banking sales, or

    + Financial services sales, or

    + Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results

    + College degree or military equivalent strongly preferred; High school degree, GED or foreign equivalent required

    + Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire

    + Ability to work branch hours, including weekends and some evenings

    + Compliance with Dodd Frank/Truth in Lending Act

    This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

    In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

    Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx

    Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

    We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

    The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

    As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

    Equal Opportunity Employer/Disability/Veterans


    Employment Type

    Full Time

  • WESTERN REGIONAL SALES MANAGER
    Pilgrim's    Phoenix, AZ 85067
     Posted about 1 hour    

    Purpose and Scope/General Summary: We are looking for a Regional Sales Manager to support sales of our fully cooked poultry product in the western region. This position will be based in the western region in a remote office (home office).

    Responsibilities:

    + Establish sales relationship with Key Customers and Regional Grocers in geographical area.

    + Work with Team leaders for Key Customers and assist in Sales and Marketing presentations.

    + Establish sales relationship with Brokers and Distributors.

    + Manage Broker office in each market to establish growth goals and implement strategy to accomplish those goals.

    + Delegate and follow through on sales plans to broker reps that call on independent distributors and corporate account distributors.

    + Review weekly analytics and conduct weekly meetings with each broker market to measure results and adjust strategy.

    + Negotiate program agreements with regional accounts and distributors.

    + Develop MDF’s to support promotional Ad planners with customers

    + Plan, Schedule, Develop, and Execute sales trainings and new product introductions with Broker offices, Distributors, and Top customers.

    + Responsible for maintaining forecast to meet Business Unit objectives.

    + Knowledge of retail item offering and product capability, and current price list.

    + Regular collaboration with Director of Retail Sales to review and update strategies and initiatives.

    + Accept ownership of Sales Objectives and all facets of our business that impact sales growth and management.

    + Work in Tandem with Pilgrims Corp office to develop and be responsible for margin realization.

    + Be informed about and communicate market and industry changes that will affect our performance and growth.

    + Other duties as assigned

    Qualifications:

    + Bachelor's degree preferred; can be substituted for related experience

    + Must be able to travel

    + 1-3 years' experience in retail food sales required

    + Protein (poultry) experience highly preferred

    + Ability to represent Pilgrims and sell our brand and corporate mission

    + Negotiation skills

    + Basic computer skills-Microsoft Office

    + Collaborative/Accountable/Results driven/ Detail Oriented

    + Team Player

    + Self-Starter

    + Multitasking

    + Analytical and process oriented

    + Able and willing to communicate effectively

    + Desire to Win

    + As a salaried position with the company, you may be required to travel at some point to other facilities, to attend Company events, or as a representative of the Company in other situations. Unless otherwise specified in this posting, the amount of travel may vary and the most qualified candidate must be willing and able to travel as business needs dictate.

    The applicant who fills this position will be eligible for the following compensation and benefits:

    + Benefits: Vision, Medical, and Dental coverage begin after 60 days of employment;

    + Paid Time Off: sick leave, vacation, and 6 company observed holidays;

    + 401(k): company match begins after the first year of service and follows the company vesting schedule;

    + Base salary range of $95,000 - $110,000; and

    + Incentive Pay: This position is eligible to participate in the Company’s annual bonus plan, the amount of bonus varies and is subject to the standard terms and conditions of the incentive program;

    For individuals assigned and/or hired to work in Colorado, JBS and Pilgrim’s is required by law to include a reasonable estimate of the compensation for this role. This compensation range is specific to the State of Colorado and takes into account various factors that are considered in making compensation decisions, including but not limited to a candidate’s relevant experience, qualifications, skills, competencies, and proficiencies for the role.

    The Company is dedicated to ensuring a safe and secure environment for our team members and visitors. To assist in achieving that goal, we conduct a drug, alcohol, and background checks for all new team members post-offer and prior to the start of employment. It is a job expectation that all new employees are fully vaccinated against COVID-19. Those who have, at minimum, the first of a two-dose vaccine in advance of their first date of employment will be required to receive the second dose within the manufacturers recommend timeframe and submit proof of their final vaccination dose once obtained. If you need assistance in obtaining a vaccine, the Company can help schedule you with one of its healthcare partners following a conditional job offer, if one is made. The Immigration Reform and Control Act requires that verification of employment eligibility be documented for all new employees by the end of the third day of work.

    About us: Pilgrim’s is the second largest chicken producer in the world, with operations in the U.S., Puerto Rico, Mexico and the U.K. Pilgrim’s processes, prepares, packages and delivers fresh, further-processed and value-added poultry products for sale to customers in more than 100 countries, employs more than 50,000 people and contracts with more than 5,200 family farmers. Pilgrim’s is headquartered in beautiful Greeley, Colorado, at the JBS USA corporate office where our 1,200 employees enjoy more than 300 days of sunshine a year.

    Our mission: To be the best in all that we do, completely focused on our business, ensuring the best products and services to our customers, a relationship of trust with our suppliers, profitability for our shareholders and the opportunity of a better future for all of our team members.

    Our core values are: Availability, Determination, Discipline, Humility, Ownership, Simplicity, Sincerity

    EOE/Vets/Disability

    #LI-Remote


    Employment Type

    Full Time

  • Sr Mgr, Account Management, Global Med Comm/Pubs
    ICON Clinical Research    Phoenix, AZ 85067
     Posted about 2 hours    

    Medical Communications Account Manager Work Location: May work remotely anywhere in the US or Canada At ICON, it’s our people set us apart. ICON Global Medical Communications combines strategic consulting with delivery of innovative, insightful, and impactful tactics to optimize communication of your product’s clinical value to a variety of external stakeholders. We aim to be the best strategic medical communications company and scientific content partner in the world. We have committed ourselves to achieving this mission by leading the industry in quality, service, and innovation…Would you like to join our team? We are looking for passionate, resilient, and inspiring individuals to join our team. As the Account Manager, you will be responsible for overseeing all aspects of your account(s) from concept through completion. You are the lead client-facing contact responsible for the client relationship, account maintenance, and business development opportunities. The Account Management also provides cross-functional support and contributes to leading ICON's efforts to drive business opportunities in new and existing client accounts across Access, Commercialization, and Communications. This role provides critical subject matter expertise in medical communications to internal teams or clients directly to assure delivery excellence. The role + Responsible for working with your internal team members to ensure that each project is delivered with the highest scientific quality, within agreed timelines and client budgets. + Recognize, exemplify and adhere to ICON's values which center around our commitment to People, Clients and Performance + As a member of staff, the employee is expected to embrace and contribute to our culture of process improvement with a focus on streamlining our processes, adding value to our business and meeting client needs + As a Manager, the employee is expected to recognize the importance of, and create a culture of, process improvement with a focus on streamlining our processes adding value to our business and meeting client needs + Performs a leadership role in ensuring managers and staff are communicating and coordinating efforts to provide superior services to internal and external customers + Has strong understanding of Medical Communication industry for publication planning and medical affairs + Provide subject-matter expertise to staff or clients directly on industry trends, best practices, strategy, innovative programming, and other relevant strategic topics in market access and reimbursement or medical communications + Collaborate with colleagues across the ACC organization to make introductions, identify sales leads, and coordinate and share subject matter expertise to ensure excellence in delivery and client satisfaction + Lead sales efforts to achieve targets in new and existing accounts + Lead for any AOR RFPs for future growth opportunities with current clients and lead for RFPs for future clients as needed including strategy for presenting ICON to client slide development and response to questions + Develop Account Services team vision and strategy in conjunction with leadership to meet sales quotas + Retain, manage, and expand revenue with current clients and onboard new clients as necessary + Collaborate across other teams in the division to develop new project types and to utilize shared resources in an effective manner + Work collaboratively with the centralized delivery and project management organization to set and manage client expectations and help drive productivity and cost control + Resource planning for scientific and account services staff supporting client team + Main client contact for all team issues, performance, quality, etc + Oversee all financial, revenue tracking, pipeline and reporting for client team + Manage pricing/margin of new proposals with the Project Management team + Conduct review of proposals from Account team prior to finalization to ensure specifications are accurate and pricing is appropriate + Develops all complex SOWs in line with ICON Commercial Affairs expectations + Initiate, contributes, and monitors client contracts for negotiation and renewals in line with ICON legal + Maintains a positive, results oriented and engaging work environment + *Travel (approximately 25%) domestic and/or international + Participate in industry meetings and events What you need: + Bachelor's Level Degree + Previous experience autonomously owning a client relationship for one or more products + Experience within Medical Communications industry for publication planning and medical affairs communications


    Employment Type

    Full Time

  • Account Executive
    ICON Clinical Research    Phoenix, AZ 85067
     Posted about 2 hours    

    Title: Director, Business Development (Account Executive) Location: Remote (U.S. West Coast preferred) ICON plc is a world-leading healthcare intelligence and clinical research organization. From molecule to medicine, we advance clinical research providing outsourced services to pharmaceutical, biotechnology, medical device/diagnostic, and government and public health organizations. With our patients at the center of all that we do, we help to accelerate the development of drugs and devices/diagnostics that save lives and improve quality of life. Our people are our greatest strength, are at the core of our culture, and the driving force behind our success. ICON people have a mission to succeed and a passion that ensures what we do, we do well. OverviewWe are currently looking to strengthen our Medical Device & Diagnostics team through the recruitment of an Account Executive to support our business development activities.The role:As an Account Executive you will hold responsibility for demonstrating the solutions and services that our Medical Device & Diagnostics division provides to our clients. Demonstrations may be to existing or prospective ICON clients.Key to the role is the understanding of the unique needs of our Medical Device & Diagnostic clients, ability to listen to and understand client needs so that client success can be maximized. This includes interacting with clients during and after implementation as a key point of contact alongside our project teams, thereby ensuring client satisfaction and identifying opportunities to expand our deployment footprint where appropriate. This may include identifying areas of our solution that need to be enhanced to meet individual client needs.Working as part of our global Business Development team you will partner with expert operational colleagues and complementary service area colleagues to provide strong bid presentations comprising all aspects of ICON services and solutions.You will need:To be successful in this role you should have a solutions sales background with a minimum track record of 5 years success, preferably in a Medical Device and/or Diagnostic environment.You will also have a Bachelor's Degree in Life Sciences, Technology or a related discipline.Knowledge of and experience in the area of Medical Device & Diagnostic clinical trials would also be a distinct advantage. Benefits of Working in ICON: Our success depends on the quality of our people. That’s why we’ve made it a priority to build a culture that rewards high performance and nurtures talent. We offer very competitive salary packages. And to keep them competitive, we regularly benchmark them against our competitors. Our annual bonuses reflect delivery of performance goals – both ours and yours. We also provide a range of health-related benefits to employees and their families and offer competitive retirement plans – and related benefits such as life assurance – so you can save and plan with confidence for the years ahead. But beyond the competitive salaries and comprehensive benefits, you’ll benefit from an environment where you are encouraged to fulfil your sense of purpose and drive lasting change. ICON is an equal opportunity and inclusive employer and is committed to providing a workplace free of discrimination and harassment. All qualified applicants will receive equal consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or in order to perform the essential functions of a position, please let us know through the form below.


    Employment Type

    Full Time

  • Account Executive
    ICON Clinical Research    Phoenix, AZ 85067
     Posted about 2 hours    

    Title: Account Executive Location: Remote (US based) ICON plc is a world-leading healthcare intelligence and clinical research organization. From molecule to medicine, we advance clinical research providing outsourced services to pharmaceutical, biotechnology, medical device and government and public health organizations. With our patients at the center of all that we do, we help to accelerate the development of drugs and devices that save lives and improve quality of life. Our people are our greatest strength, are at the core of our culture, and the driving force behind our success. ICON people have a mission to succeed and a passion that ensures what we do, we do well. Job Summary: The Account Executive is a manager of client relationships by developing knowledge of the client's business objectives, goals, markets and needs in order to deliver appropriate solutions. The focus of the position is providing industry knowledge, program planning, consultation & client recommendations, budget & performance guarantee management, up-selling and revenue & activity forecasting. Job Description: Serve as primary interface to assigned clients, responsible for overall relationship and satisfaction. Provide ongoing consultation on all aspects of program/product/service strategy and incentives. Accurately manage client billing, revenue and activity forecasting, performance guarantees and annual budget/contract renewals. Provide regular reports to clients on budget, delivery timelines, activity, evaluation, program/product/service recommendations and strategic plans. Work with Client Service team to develop client-specific work-plan. Monitor the program/product/service delivery to ensure contract requirements and client expectations are met. Communicate client needs in a timely and effective manner to Client Service team and other appropriate departments. Track projects through completion and implementation. Manage relationships with clients' other vendor partners as appropriate. Provide support to Sales team on issues such as strategy and program/product/service design. Consult with Sales team on customer contract negotiations regarding program/product/service delivery timelines, statements of work and investment schedules. Coordinate with Director and Sales Representative or similar to identify up-sell opportunities with existing customers. Stay abreast of industry trends; responsible for consulting with clients on trends. Provide client feedback to subject matter experts and Client Service teams for development and process improvement. Participate in internal developmental and administrative committees and in external professional organizations, as appropriate. Prepare monthly, quarterly and annual or ad hoc reports on client performance statistics with both qualitative and quantitative data. Develop and maintain knowledge of competitors in the market and other third-party vendors in existing client base. Provide feedback to Marketing, Product Development, Research and all appropriate cross-functional departments regarding client and market needs and competitive data. Use the time reporting system; signing and reporting all exception time on a weekly basis. Complete other administrative tasks, such as travel and expense reporting or similar, in a timely manner. Perform responsibilities in a professional manner, meeting the Company’s mission and goals. Benefits of Working in ICON: Our success depends on the knowledge, capabilities and quality of our people. That’s why we are committed to developing our employees in a continuous learning culture – one where we challenge you with engaging work and where every experience adds to your professional development.At ICON, our focus is to provide you with a comprehensive and competitive total reward package that comprises, not only an excellent level of base pay, but also a wide range of variable pay and recognition programs. In addition, our best in class employee benefits, supportive policies and wellbeing initiatives are tailored to support you and your family at all stages of your career - both now, and into the future.ICON, including subsidiaries, is an equal opportunity and inclusive employer and is committed to providing a workplace free of discrimination and harassment. All qualified applicants will receive equal consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or in order to perform the essential functions of a position, please let us know through the form below


    Employment Type

    Full Time

  • Account Executive
    ICON Clinical Research    Phoenix, AZ 85067
     Posted about 2 hours    

    Position: Account Executive (Bioanalytical) Location: Remote (Northeast region) At ICON, it’s our people that set us apart. Our diverse teams enable us to become a better partner to our customers and help us to fulfil our mission to advance and improve patients’ lives.Our ‘Own It’ culture is driven by four key values that bring us together as individuals and set us apart as an organization: Accountability & Delivery, Collaboration, Partnership and Integrity. We want to be the Clinical Research Organization that delivers excellence to our clients and to patients at every touch-point. In short, to be the partner of choice in drug development.That’s our vision. We’re driven by it. And we need talented people who share it.If you’re as driven as we are, join us. You’ll be working in a dynamic and supportive environment, with some of the brightest and the friendliest people in the sector, and you’ll be helping shape an industry.The Overview: The Account Executive is a manager of client relationships by developing knowledge of the client's business objectives, goals, markets and needs in order to deliver appropriate solutions. The focus of the position is providing industry knowledge, program planning, consultation & client recommendations, budget & performance guarantee management, up-selling and revenue & activity forecasting. Description: Serve as primary interface to assigned clients, responsible for overall relationship and satisfaction. Provide ongoing consultation on all aspects of program/product/service strategy and incentives. Accurately manage client billing, revenue and activity forecasting, performance guarantees and annual budget/contract renewals. Provide regular reports to clients on budget, delivery timelines, activity, evaluation, program/product/service recommendations and strategic plans. Work with Client Service team to develop client-specific work-plan. Monitor the program/product/service delivery to ensure contract requirements and client expectations are met. Communicate client needs in a timely and effective manner to Client Service team and other appropriate departments. Track projects through completion and implementation. Manage relationships with clients' other vendor partners as appropriate. Provide support to Sales team on issues such as strategy and program/product/service design. Consult with Sales team on customer contract negotiations regarding program/product/service delivery timelines, statements of work and investment schedules. Coordinate with Director and Sales Representative or similar to identify up-sell opportunities with existing customers. Stay abreast of industry trends; responsible for consulting with clients on trends. Provide client feedback to subject matter experts and Client Service teams for development and process improvement. Participate in internal developmental and administrative committees and in external professional organizations, as appropriate. Prepare monthly, quarterly and annual or ad hoc reports on client performance statistics with both qualitative and quantitative data. Develop and maintain knowledge of competitors in the market and other third-party vendors in existing client base. Provide feedback to Marketing, Product Development, Research and all appropriate cross-functional departments regarding client and market needs and competitive data. Use the time reporting system; signing and reporting all exception time on a weekly basis. Complete other administrative tasks, such as travel and expense reporting or similar, in a timely manner. Perform responsibilities in a professional manner, meeting the Company’s mission and goals. You will need:To be successful in this role you should have a solutions sales background with a minimum track record of 5 years success, preferably in a Biotechnology or Pharmaceutical environment.You will also have a Bachelor's Degree in Life Sciences, Technology or a related discipline.Knowledge of and experience in the area of clinical trials would also be a distinct advantage.Benefits of Working in ICON:Our success depends on the quality of our people. That’s why we’ve made it a priority to build a culture that rewards high performance and nurtures talent.We offer very competitive salary packages. And to keep them competitive, we regularly benchmark them against our competitors. Our annual bonuses reflect delivery of performance goals – both ours and yours.We also provide a range of health-related benefits to employees and their families and offer competitive retirement plans – and related benefits such as life assurance – so you can save and plan with confidence for the years ahead.But beyond the competitive salaries and comprehensive benefits, you’ll benefit from an environment where you are encouraged to fulfil your sense of purpose and drive lasting change.ICON is an equal opportunity and inclusive employer and is committed to providing a workplace free of discrimination and harassment. All qualified applicants will receive equal consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or in order to perform the essential functions of a position, please let us know through the form below.


    Employment Type

    Full Time

  • Retail Relationship Banker - Tempe, AZ
    BMO Financial Group    Tempe, AZ 85282
     Posted about 7 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

  • Employee Benefits Account Manager
    AssuredPartners    Scottsdale, AZ 85258
     Posted about 8 hours    

    Duley Bolwar Pederson, an AssuredPartners team, in Scottsdale, Arizona is adding to our Employee Benefits Team! We have an incredible group of experienced Employee Benefits professionals that provide a variety of consultative services to our clients.

    As an Employee Benefits Account Manager, you will work collaboratively with our sales team to provide exceptional day-to-day service to our customers. We work across all coverage lines, have access to a variety of markets and always look to provide thoughtful solutions to our customers and their employees.

    The Ideal Candidate

    + An excellent problem solver, you thrive on making customers happy and coming up with great solutions

    + You have a strong sense of team work, and you are highly dependable

    We are interested in bringing on individuals, preferably that have employee benefits experience, as well as those interested in starting a career in employee benefits! We are happy to train and promote from within!

    If this sounds like you, we invite you to keep reading and apply!

    + Manage day-to-day service including claims, billing, eligibility, and service issues.

    + Properly set expectations for issue resolution, monitor progress and communicate outcomes.

    + Makes every effort to keep BenefitPoint, systems and databases up to date to reflect regular client communication.

    + Conducts quarterly service status calls to assigned book of business clients.

    + Conducts implementation activities for new and existing clients and attends meetings with key members of the client team.

    + Oversees installation of the group on renewal.

    + Assists in completion and processing of applications; Schedules, prepares for and conducts open enrollment meetings.

    + Collects forms/data/schedules for regulatory compliance.

    + Finalizes enrollment with carrier and report results to AE and producer.

    + 2+ years of employee benefits insurance or related experience.

    + Active Life and Health license, or willingness to obtain within 90 days of employment.

    AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.

    We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

    Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

    AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!

    ID: 2022-11442

    External Company URL: www.assuredptr.com

    Street: 14805 N 73rd St


    Employment Type

    Full Time

  • Mid-Enterprise Account Executive
    Anaplan    Phoenix, AZ 85067
     Posted about 8 hours    

    Here at Anaplan, we have reinvented how companies see, plan, and run their businesses. Our platform allows our customers to uncover new insights, connect their strategy to their plans, and work in ways they had not previously thought possible. We’re growing fast, constantly innovating, and couldn’t be prouder to help our customers move forward with confidence in a sophisticated and changing world.

    We are looking for forward-thinking people who put customer experience at the forefront of every decision. Individuals who thrive on challenges and are ready to grasp the opportunity of a lifetime. Because we fundamentally believe every colleague brings outstanding value to our whole. We are a workplace where each person feels seen, heard, and valued, and can contribute their unique talent to our collective effort. We believe that for ourselves and for our customers.

    Anaplan is hiring an upbeat, persistent, **Mid Enterprise Account Executive** with a hunter attitude, who is collaborative and driven, and has a passion to win big! As an Account Executive, you will be part a core account team for our Mid Enterprise segment. The primary objective is to uncover, qualify, and close opportunities within your assigned region.

    **What You’ll Be Doing**

    + Outbound prospecting into Anaplan’s Mid Enterprise Segment using (phone, email, social, etc.) to engage with prospects and customers to articulate the value of Anaplan in meeting their business goals

    + Research, question and listen to our customers to fully understand needs and present solutions to fulfill their requirements

    + Drive complex sales cycles to improve our customer’s investment with Anaplan

    + Develop and accelerate strong business relationships with key decision makers and influencers within your accounts

    + Work collaboratively within the ecosystem of partners to qualify, understand business drivers, provide business outcome focused solutions and close deals to meet quota

    + Provide accurate and timely revenue forecasting and CRM updates

    **You Have:**

    + 4 year college degree

    + 2+ years of successful sales experience with a proven record exceeding quota (B2B, SaaS space preferred)

    + Experience calling into accounts and establishing relationships with business decision makers

    + Ability to understand a 10K, 10Q/annual reports and translate key points into an Anaplan solution for your strategic accounts

    + Proven record to close over the phone

    + A strong attention to detail and excellent listening skills

    + Passion, energy and the will to overcome any obstacle in order to succeed

    + Ability to manage time effectively as well as manage multiple concurrent sales cycles

    + Experience selling into Sales, Supply Chain, Finance, HR, Marketing, and IT, with a clear understanding of their individual inner workings and how they work with one another

    + Ability to engage your customer in a conversation that allows you to uncover and translate business pains and challenges into a value proposition that Anaplan can deliver

    + Alignment with Anaplan’s Values; Open, Authentic, Inclusive, Creative, Tenacious, Collaborative

    **Bonus Points**

    + Analytical knowledge of SFDC, Altify, Marketo, and Engagio

    + Account Planning experience –i.e. Altify, MEDPICC, Miller Heiman

    \#LI-Remote

    **Our Commitment to Diversity and Inclusion**

    Build your job in a place that thrives on diversity, inclusion, and belonging. We believe in maintaining a hiring and working experience in which all people are respected and valued, regardless of gender identity or expression, sexual orientation, religion, ethnicity, age, neurodiversity, disability status, citizenship, or any other aspect which makes people unique. We hire you for who you are, and we want you to bring your true self to work every day!

    We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive equitable benefits and all privileges of employment. Please contact us to request accommodation.

    **COVID-19**

    Protecting the health and safety of our communities, including our employees and of those considering a career at Anaplan, is our highest priority. We continue to closely monitor the evolving situation, and we appreciate your understanding and flexibility with any related changes to our interviewing process.


    Employment Type

    Full Time


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