Salary Breakdown
Personal Financial Advisors
Average
$92,180
ANNUAL
$44.32
HOURLY
Entry Level
$37,530
ANNUAL
$18.05
HOURLY
Mid Level
$64,100
ANNUAL
$30.82
HOURLY
Expert Level
$166,310
ANNUAL
$79.96
HOURLY
Supporting Programs
Personal Financial Advisors
Current Available & Projected Jobs
Personal Financial Advisors
Top Expected Tasks
Personal Financial Advisors
01
Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
02
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
03
Answer clients' questions about the purposes and details of financial plans and strategies.
04
Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
05
Manage client portfolios, keeping client plans up-to-date.
06
Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
07
Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
08
Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
09
Contact clients periodically to determine any changes in their financial status.
10
Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.
Knowledge, Skills & Abilities
Personal Financial Advisors
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
Psychology
SKILL
Active Listening
SKILL
Reading Comprehension
SKILL
Speaking
SKILL
Writing
SKILL
Critical Thinking
ABILITY
Oral Comprehension
ABILITY
Oral Expression
ABILITY
Speech Clarity
ABILITY
Written Comprehension
ABILITY
Inductive Reasoning
Job Opportunities
Personal Financial Advisors
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NA Enterprise Expansion Account Executive, Great Lakes/Midwest
Lucid Software Phoenix, AZ 85067Posted about 20 hoursLucid Software is the leader in visual collaboration and work acceleration, helping teams see and build the future by turning ideas into reality. Our products include the Visual Collaboration Suite (Lucidchart and Lucidspark) and airfocus. We hold true to our core values: innovation in everything we do, passion & excellence in every area, individual empowerment, initiative and ownership, and teamwork over ego. At Lucid, we value diverse perspectives and are dedicated to creating an environment and culture that is respectful and inclusive for everyone. Lucid is a hybrid workplace. We promote a healthy work-life balance by allowing employees to work remotely, from one of our offices, or a combination of the two depending on the needs of the role and team.
Since the company’s founding, Lucid Software has received numerous global and regional recognitions for its products, business, and workplace culture. These include being listed to the Forbes Cloud 100, Fast Company Most Innovative Companies, Fortune Best Workplaces in Technology, and PEOPLE’s Companies that Care. Lucid’s solutions are used by more than 100 million users across the globe, making Lucid the most used visual collaboration platform by the Fortune 500. Our customers include Google, GE, and NBC Universal, and we partner with leaders such as Google, Atlassian, and Microsoft.
Enterprise Account Executives (EAEs), lead the strategic business growth for existing Lucid customers across their assigned territories. In this role, EAEs will interface with Business Development Representatives (BDRs) to identify target markets and verticals while directing and participating in outbound prospecting efforts. Post prospect qualification, AEs will work directly with potential and existing customers to create business value across multiple personas, continually working to close sales opportunities. EAEs will also work hand-in-hand with Customer Success Managers (CSMs), to ensure renewals, drive expansion, and continual customer engagement.
**Responsibilities:**
+ Identify and close business in your assigned territory
+ Build a territory plan with equal focus on expansion, growth, and net new opportunities
+ Foster strong relationships across all target accounts and build new champions through strategic prospecting efforts
+ Handle complex negotiations that are mutually beneficial and strengthen customer relationships
+ Consult and advise large, strategic customers resulting in increased adoption, success, and enterprise-wide deployments
+ Work closely with and provide mentorship to your assigned development rep
+ Travel when needed (1-3 weeks a quarter recommended)
+ Other duties as assigned
**Requirements:**
+ 5+ years of sales closing experience in tech/SaaS (as an Account Executive, Account Manager, or similar role)
+ Based in the US Great Lakes/Midwest region
+ Proven track record of success (meeting/exceeding quotas)
+ Sales experience in enterprise software
+ Ability to project manage complex sales cycles with internal stakeholders (business development, CSM, solution engineers)
+ Knowledge of cloud applications and complex SaaS solutions
+ Strong interpersonal and presentation skills
+ Skilled in prospecting, territory planning, and team-selling
+ Exceptional verbal and written communication skills
**Preferred Qualifications:**
+ Expert user of sales enablement solutions (Salesforce, Outreach, etc.)
+ Detailed knowledge of and passion for SaaS applications
+ Strong technical background
+ Formal sales training
\#LI-MG1 #LI-Remote
We welcome diversity at Lucid and are dedicated to creating an environment and culture that is respectful and inclusive for everyone. We honor and support varying backgrounds, beliefs, and perspectives for the benefit of our business, our employees and our products. Lucid is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please email: talentacquisition@lucid.co.
Employment TypeFull Time
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J.P. Morgan Wealth Management - Private Client Advisor - Scottsdale, AZ
JPMorgan Chase Scottsdale, AZ 85258Posted about 20 hoursAt J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
**Job responsibilities**
+ Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
+ Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
+ Demonstrate a deep understanding of financial markets and sound business judgement
+ Exhibit unwavering integrity that points toward doing right by clients at every opportunity
+ Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
+ Provide a holistic view of clients' needs and financial coaching beyond investments
+ Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
**Required qualifications, capabilities, and skills**
+ At least 2 years in a Financial Advisor role or equivalent financial services experience
+ Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
+ Demonstrated ability and commitment to goals-based planning and advice
+ A valid and active Series 7
+ A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
+ A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
**Preferred qualifications, capabilities, and skills**
+ Certified Financial Planning (CFP®) certification is preferred
+ Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Employment TypeFull Time
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Account Executive, Surgery Ultrasound (Preferred Location: Cleveland, Columbus, Pittsburg or Cincinnati)
Fujifilm Phoenix, AZ 85067Posted about 20 hours**Position Overview**
This position is intended to sell Ultrasound imaging systems, options, and service contracts to prospective and existing customers in their assigned territory.
**Company Overview**
At FUJIFILM Healthcare Americas Corporation, we’re on a mission to innovate for a healthier world, and we need passionate, driven people like you to help us get there. Our cutting-edge healthcare solutions span diagnostic imaging, enterprise imaging, endoscopic and surgical imaging, as well as in-vitro diagnostics.
But we don’t stop at healthcare; our Non-Destructive Testing (NDT) team harnesses advanced radiography solutions to keep transportation infrastructure, aerospace, and oil and gas assets safe and running smoothly.
Ready to innovate, collaborate, and make a difference? Join us and bring your big ideas to life while working in a dynamic, flexible environment that fuels your creativity and drive.
Our headquarters is in Lexington, Massachusetts, an inspiring healthcare research hub in a historic town.
Fujifilm is globally headquartered in Tokyo with over 70,000 employees across four key business segments of healthcare, electronics, business innovation, and imaging. We are guided and united by our Group Purpose of “giving our world more smiles.” Visit: https://www.fujifilm.com/us/en/about/region/careers
**Job Description**
**Duties and responsibilities**
+ Work with Regional Managers to develop a calling strategy in order to maximize territory coverage and sales.
+ Prospect new customers and relationships in the hospital and private outpatient market to sell equipment and service contracts.
+ Develop and maintain a close working relationship with existing customers to ensure satisfaction with products and services, and to cross sell additional products and options.
+ Work Hospital Relations Manager, National and Government Accounts to develop relationships and implement hospital selling strategies/tactics with individual hospitals within hospital chains, IDNs, GPOs, and the VA and Military Centers.
+ Work with Sales Administration to generate quotes for new equipment and option sales.
+ Work with Product Managers to conduct product demonstrations and clinical presentations to prospective and existing customers.
+ Work with Ultrasound Marketing to develop business plans and market assessments for presentation to prospective and existing customers.
+ Continuous development of product knowledge and technical skills pertaining to Fujifilm ultrasound products and services.
+ Timely and accurate feedback on competitive products and pricing and changing market trends.
+ Timely and accurate reporting of all account contacts of all active accounts and prospects on the CRM tracking system.
+ Assist as required in the collection of accounts receivable, the renewal of service contracts and the resolution of product performance issues.
+ Remain current on industry trends and developments.
+ Attend RSNA and other local industry trade shows and conventions to develop sales leads and new relationships.
+ Comply with all applicable U.S. Food and Drug Administration (U.S. FDA) medical device regulatory requirements, applicable ISO 13485 standard requirements and all other applicable laws, regulations, and standards.
+ Comply with and pass all requirements for vendor credentialing as part of gaining access to hospitals and facilities to perform assigned job duties.
**Qualifications**
Experience
+ 4+ years previous sales experience in the hospital market, preferably selling diagnostic imaging equipment or related peripheral devices into the surgical space.
Educational Requirements
+ BA/BS required.
Special Skills or Other Job Requirements:
+ Strong ability to sell products based upon customer need; excellent sales presentation skills; strong ability to overcome customer objections and concerns; ability to quickly learn new products and services.
+ Strong ability to communicate at all levels including C-Level, Radiology Managers, Radiologists and Technicians; excellent verbal and written communication skills.
+ Strong ability to develop long-term business relationships; strong listening skills; ability to interact with other departments to support the servicing of the customer.
+ Strong ability to structure sales that meet customer requirements including product specifications and price; and to resolve problems in a timely, efficient and complete manner.
+ Strong ability to manage and execute multiple projects at the same time; organize work, self and support staff as necessary.
+ Strong desire to succeed; ability to work with support staff to encourage maximum teamwork and customer service.
+ Ability to monitor and maintain required reports, including, but not limited to, call tracking, order tracking and reporting on business related expenses.
+ Good knowledge of Microsoft Office Suite, including PowerPoint.
+ Ability to travel extensively within an assigned geographic territory.
+ Access to a late model automobile for business use.
+ Valid drivers’ license with a safe a driving record is required.
**Physical requirements**
The position requires the ability to perform the following physical demands and/or have the listed capabilities:
+ Usual office and clinical working conditions.
+ Ability to safely drive a full-size commercial van.
+ Ability to lift up to 35 pounds unassisted into Ultrasound van.
+ Ability to push/pull ultrasound systems weighing up to 350 pounds and set on casters (wheels).
+ Frequently required to sit; talk; or hear.
+ Manual dexterity needed to operate iPad/PC systems.
+ Frequently use fingers to type and do other fine motor tasks.
+ Occasionally required to stand; walk, handle, or feel; reach with hands and arms; and stoop; kneel; or crouch.
+ Specific vision abilities required by this job include close vision, distance vision and depth perception.
+ Ability to use personal, public, and air transportation as needed.
**Travel**
+ Frequent (up to 75%) travel may be required based on business need.
*\#LI-Remote
_In the event that COVID-19 vaccine mandates issued by the federal government, or by state or local government become effective and enforceable, the Company will require that the successful candidate hired for positions covered under relevant government vaccine mandate(s) be fully vaccinated against COVID-19, absent being granted an accommodation due to medical or sincerely held religious belief or other legally required exemption._
_Applicants to positions where vendor credentialing or other similar requirements exist to enter facilities will be required to comply with the credentialing requirements of the facilities, including complying with vaccine requirements._
_For all positions, the Company encourages vaccination against COVID-19 and requires that the successful candidate hired be willing to test for the COVID-19 virus periodically and wear a face covering indoors as required, absent being granted an accommodation due to medical or sincerely held religious belief or other legally required exemption._
**EEO Information**
Fujifilm is committed to providing equal opportunities in hiring, promotion and advancement, compensation, benefits, and training regardless of nationality, age, gender, sexual orientation or gender identity, race, ethnicity, religion, political creed, ideology, national, or social origin, disability, veteran status, etc.
**ADA Information**
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to our HR Department (hcushr.department@fujifilm.com or (330) 425-1313).
**Job Locations** _US-Remote_
**Posted Date** _1 month ago_ _(4/25/2025 10:18 AM)_
**_Requisition ID_** _2025-33213_
**_Category_** _Sales_
**_Company (Portal Searching)_** _FUJIFILM Healthcare Americas Corporation_
Employment TypeFull Time
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Wealth Management Associate - AZ, Phoenix, Scottsdale (2678)
Equitable SCOTTSDALE, AZ 85258Posted about 20 hoursWealth Management Associate - AZ, Phoenix, Scottsdale (2678) ( PIN\_15039 )
**Primary Location** : UNITED STATES-AZ-SCOTTSDALE
**Other Locations** : UNITED STATES-AZ-Phoenix
**Organization** : Equitable Advisors
**Description**
**Equitable Advisors** is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
**Role Highlights**
+ **Client Engagement** : Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
+ **Financial Strategy Development** : Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
+ **Product and Service Consultation** : Discuss financial products and services tailored to clients' unique situations
+ **Location** : In-office presence required
+ **Work-Life Balance** : Flexible schedule to maximize productivity and personal time
**Qualifications**
**Skills & Experience**
+ **Education** : Bachelor's degree or equivalent skills and work experience
+ **Licensing** : State Life & Health, SIE, Series 7, Series 66
+ **Personal Attributes** : values-driven with a track record of success and accomplishment
+ **Communication Skills** : excellent interpersonal and communication abilities with strong self-confidence
+ **Mindset** : entrepreneurial spirit with a desire to positively impact others' lives
+ **Collaboration** : ability to work with and learn from top performers
+ **Work Authorization** : must be authorized to work in the United States
**Training & Development**
+ **FINRA Sponsorship** : provided for required FINRA licensing
+ **Preliminary Employment Period (PEP)** : comprehensive 120-day hands-on training
+ **Virtual University** : access to Equitable Advisors' Virtual University for continuous learning
+ **Mentorship** : opportunities for joint work and mentorship
+ **Personalized Coaching** : Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
+ **Leadership Development** : access to Leadership Development School for those with management ambition
+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program
**Compensation & Benefits**
+ **Sign-On Payment** : Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
+ **Stable Pay** : Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
+ **Commissions and Bonus** : In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
+ **Benefits** : Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
**Our Impact & Culture**
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
**Req ID:** PIN\_15039
Employment TypeFull Time
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Account Executive, OEM Sales
Confluent Phoenix, AZ 85067Posted about 20 hoursWith Confluent, organizations can harness the full power of continuously flowing data to innovate and win in the modern digital world. We have a purpose that drives us to do better every day – we're creating an entirely new category within data infrastructure - data streaming. This technology will allow every organization to create experiences and use the power of data in ways that profoundly impact the way we all live. This impact is our purpose and drives us to do better every day.
One Confluent. One team. One Data Streaming Platform.
Data Connects Us.
**About the Role:**
Confluent is seeking a highly motivated and results-oriented Embedded Sales Executive to drive revenue growth in the United States. This role focuses on acquiring, building and managing strategic partnerships with Managed Service Providers (MSPs) and Cloud Service providers to embed Confluent's streaming platform within their offerings. The successful candidate will be a proven sales professional with a strong track record of building revenue streams, specifically within the data infrastructure space.
**What You Will Do:**
+ Drive ISV Embedded Sales Motion: Develop and execute a regional go-to-market strategy to identify key ISVs and CSPs that align with Confluent's strategic goals and focus on embedding Confluent within these companies
+ Define Clear Objectives: Target segments, and key performance indicators (KPIs), and create targeted sales campaigns utilizing direct sales, digital marketing, and partner channels to drive awareness and interest in Confluent's embedded solutions.
+ Execute and Close New Opportunities: Engage with key stakeholders within target organizations to understand their pain points and business objectives, presenting tailored solutions that demonstrate the value of embedding Confluent's platform.
+ Negotiation: Negotiate terms and conditions to finalize partnership agreements, collaborate with internal teams for alignment on product capabilities and messaging, and provide ongoing support and resources to ensure partner success and smooth integration.
+ Hunt for New Opportunities: Proactively prospect and develop a robust sales pipeline. Identify and qualify potential partners based on their market reach, technical capabilities, and alignment with Confluent's strategic objectives.
+ Build Strategic Partnerships: Cultivate strong, long-term relationships with key decision-makers within target MSPs and cloud service providers. Negotiate mutually beneficial partnership agreements that drive revenue growth for both organizations.
+ Evangelize Confluent's Platform: Clearly articulate the value proposition of Confluent's streaming platform to technical and business audiences within partner organizations. Showcase the benefits of embedding Kafka and Confluent for their customers.
+ Develop Compelling Sales Presentations: Create and deliver persuasive presentations that highlight the revenue-generating potential of partnering with Confluent. Tailor presentations to the specific needs and priorities of each potential partner.
+ Collaborate with Partners: Work closely with partner organizations to develop joint go-to-market plans, co-marketing initiatives, and sales enablement programs.
+ Stay Ahead of the Curve: Maintain a deep understanding of the evolving data streaming landscape, emerging technologies, and competitive dynamics.
**What You Will Bring:**
+ Proven Embedded Sales Experience: Demonstrated success in selling embedded software solutions, ideally within the data infrastructure, database, open source, messaging, or big data space. Specific experience working with MSPs and/or tertiary cloud service providers is highly preferred.
+ Hunter Mentality: A proactive and results-oriented approach to sales with a proven ability to identify, qualify, and close new business opportunities.
+ Strong Technical Acumen: A solid understanding of data streaming concepts, Kafka, and the Confluent platform. Ability to effectively communicate technical value to both technical and business audiences.
+ Executive Presence: Confidence and credibility to engage with senior-level executives within partner organizations.Excellent Communication and Presentation Skills: Ability to clearly articulate complex technical concepts and deliver compelling sales presentations.
+ Strong Negotiation Skills: Proven ability to negotiate favorable partnership agreements that align with Confluent's business objectives.Experience in a High-Growth Environment: Prior experience working in a fast-paced, dynamic startup or high-growth technology company.
+ Existing Relationships with MSPs and Cloud Service Providers (Preferred): Established network of contacts within the target partner ecosystem.
**Come As You Are**
At Confluent, equality is a core tenet of our culture. We are committed to building an inclusive global team that represents a variety of backgrounds, perspectives, beliefs, and experiences. The more diverse we are, the richer our community and the broader our impact. Employment decisions are made on the basis of job-related criteria without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other classification protected by applicable law.
At Confluent, we are committed to providing competitive pay and benefits that are in line with industry standards. We analyze and carefully consider several factors when determining compensation, including work history, education, professional experience, and location. This position has an annual estimated salary of $158,900 - $186,750, a competitive equity package and is also eligible for additional commission and/or bonus pay. The actual pay may vary depending on your skills, qualifications, experience, and work location. In addition, Confluent offers a wide range of employee benefits. To learn more about our benefits click HERE (https://confluentbenefits.com/) .
Click HERE (https://www.confluent.io/legal/confluent-candidate-privacy-notice/) to review our Candidate Privacy Notice which describes how and when Confluent, Inc., and its group companies, collects, uses, and shares certain personal information of California job applicants and prospective employees.
\#LI-Remote
Employment TypeFull Time
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Account Executive, CoStar Data & Analytics – Phoenix, AZ
CoStar Realty Information, Inc. Phoenix, AZ 85067Posted about 20 hoursAccount Executive, CoStar Data & Analytics – Phoenix, AZ
Job Description
**Who is CoStar Group?**
**CoStar Group (NASDAQ: CSGP)** is a leading global provider of commercial and residential real estate information, analytics, and online marketplaces. Included in the S&P 500 Index and the NASDAQ 100, CoStar Group is on a mission to digitize the world’s real estate, empowering all people to discover properties, insights and connections that improve their businesses and lives.
We have been living and breathing the world of real estate information and online marketplaces for over 35 years, giving us the perspective to create truly unique and valuable offerings to our customers. We’ve continually refined, transformed and perfected our approach to our business, creating a language that has become standard in our industry, for our customers, and even our competitors. We continue that effort today and are always working to improve and drive innovation. This is how we deliver for our customers, our employees, and investors. By equipping the brightest minds with the best resources available, we provide an invaluable edge in real estate.
**Why CoStar?**
+ **Proven Success** : 90%+ average customer renewal rate and consistent 10%+ year-over-year growth.
+ **High Rewards** : Competitive base salary with uncapped commissions, exceptional benefits, and exclusive incentives like our annual President’s Club retreat at a luxury destination for top performers.
+ **Career Development** : Comprehensive onboarding and training experience with a clear path for growth, where top performers enjoy long-term career advancement.
+ **Innovative Tools** : Access to industry-leading products that give you a competitive edge.
**Role Overview**
As an Account Executive, you will be responsible for selling new business while managing and growing your client portfolio through the value of CoStar products. This is a consultative role that empowers you to build relationships, engage new clients, and oversee the entire sales process from start to finish.
**Key Responsibilities**
+ **Sell New Business:** Identify and pursue new business opportunities by promoting the value of our product to the commercial real estate industry and beyond.
+ **Account Management:** Effectively manage and expand your portfolio of clients, ensuring ongoing satisfaction and growth tailored solutions.
+ **\#1 Commercial Real Estate Brand:** Develop expertise in CoStar’s products and the commercial real estate market.
+ **End-to-End Sales Process:** Leverage your expertise through the full sales cycle, including prospecting, product demonstrations, closing, onboarding, training, and renewing clients.
+ **Building Relationships:** Conduct in-person meetings and deliver product demos to brokers, owners, corporations, investors, and other commercial real estate professionals.
+ **Brand Ambassador:** Represent CoStar at industry events and cultivate long term relationships and a professional network.
**Basic Qualifications**
+ 3 + years of successful B2B outside sales experience required.
+ Bachelor’s degree from an accredited not-for-profit University or College required.
+ A track record of commitment to prior employers.
+ Proven track record of exceeding sales targets.
+ Demonstration of commitment to prior employers
+ Experienced in client management and post-sale.
+ Candidates must possess a current and valid driver’s license.
+ Satisfactory completion of a Driving Record/Driving Abstract check prior to start.
**Preferred Qualifications**
+ 5 + years of successful outside sales experience in a B2B environment selling data, research, and analytic platforms or tools, commercial real estate, financial services, business intelligence, marketing, information providers, or related experience preferred. (Client-facing experience in the commercial real estate industry is strongly preferred.)
+ Strong consultative selling skills with a proven ability to build rapport and trust with clients.
+ A keen interest in the commercial real estate market and a willingness to develop expertise in CoStar’s product suite.
+ Demonstrated success in managing client portfolios and driving revenue growth.
+ Excellent communication, negotiation, and problem-solving abilities.
+ A results-driven mindset with a focus on customer satisfaction and market knowledge.
**Ideal Traits of Our Account Executives**
+ **Ambitious:** Thrive in a competitive, fast-paced environment and are motivated by uncapped earning potential.
+ **Adaptable:** Quick to learn and apply new concepts in a constantly evolving suite of products.
+ **Engaging:** Excellent communicator with a client-focused approach, tailoring information to the relevant audience.
+ **Curious** : Ask insightful questions, demonstrate strong listening skills, and are eager to learn from customers and colleagues.
+ **Customer-Centric:** Provide valuable insights and take ownership of client requests, managing them to a successful outcome.
**What’s In It For You?**
If you are a driven professional looking for a high-growth, high-reward career, CoStar Group offers the ideal opportunity. Be part of a best-in-class company with strong year-over-year growth that invests in your success. Enjoy a rewarding atmosphere where you can learn, excel, and grow.
When you join CoStar Group, you’ll experience a collaborative and innovative culture working alongside the best and brightest to empower our people and customers to succeed.
We offer you generous compensation and performance-based incentives. CoStar Group also invests in your professional and academic growth with internal training, tuition reimbursement, and an inter-office exchange program.
Our benefits package includes (but is not limited to):
+ Comprehensive healthcare coverage: Medical / Vision / Dental / Prescription Drug
+ Life, legal, and supplementary insurance
+ Virtual and in person mental health counseling services for individuals and family
+ Commuter and parking benefits
+ 401(K) retirement plan with matching contributions
+ Employee stock purchase plan
+ Paid time off
+ Tuition reimbursement
+ On-site fitness center and/or reimbursed fitness center membership costs (location dependent)
+ Access to CoStar Group’s Diversity, Equity, & Inclusion Employee Resource Groups
+ Complimentary gourmet coffee, tea, hot chocolate, fresh fruit, and other healthy snacks
**CoStar Group** is an Equal Employment Opportunity Employer; we maintain a drug-free workplace and perform pre-employment substance abuse testing.
**Sponsorship**
We welcome all qualified candidates who are currently eligible to work full-time in the United States to apply. However, please note that CoStar Group is not able to provide visa sponsorship for this position.
\#LI-MM4
CoStar Group is an Equal Employment Opportunity Employer; we maintain a drug-free workplace and perform pre-employment substance abuse testing
CoStar Group (NASDAQ: CSGP) is a leading global provider of commercial and residential real estate information, analytics, and online marketplaces. Included in the S&P 500 Index and the NASDAQ 100, CoStar Group is on a mission to digitize the world’s real estate, empowering all people to discover properties, insights and connections that improve their businesses and lives.
We have been living and breathing the world of real estate information and online marketplaces for over 37 years, giving us the perspective to create truly unique and valuable products and services. We’ve continually refined, transformed and perfected our approach to our business, creating a language that has become standard in our industry and for our customers. This is how we deliver for our customers, our employees, and investors. By equipping the brightest minds with the best resources available, we provide an invaluable edge in real estate.
CoStar is committed to creating a diverse environment and is proud to be an equal opportunity workplace and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. CoStar is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access www.costargroup.com/careers as a result of your disability. You can request reasonable accommodations by calling 1-855-840-1715 or by sending an email to recruiting@costargroup.com .
Employment TypeFull Time
-
Financial Advisor - Career Change Opportunity
Edward Jones Glendale, AZ 85304Posted 2 days**Job Overview**
This job posting is anticipated to remain open for 30 days, from 05-Jun-2025. The posting may close early due to the volume of applicants.
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
**We'll give you the support you need. Our team will be there every step of the way, providing:**
+ Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
+ Salary for the first five years as you begin to build your practice²
+ A firm-provided branch office in the community
+ Branch office support to help lighten the load so you can focus on your clients
+ A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
**You can also expect...**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A compensation package that includes opportunities for commissions, profit sharing and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
+ A culture of continuous improvement and professional development
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .
**Compensation:**
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation (https://careers.edwardjones.com/career-areas/new-financial-advisor/compensation/)
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
**Skills/Requirements**
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
**What characteristics would make you a successful financial advisor?**
+ An interest in financial services/markets and how they work
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Can you see yourself...**
+ Learning to be a financial advisor through our comprehensive training program?
+ Delivering personalized investment and financial solutions to your clients?
+ Taking ownership of your business's growth and success?
+ Meeting professional and personal objectives as they relate to building your practice?
+ Working in and positively impacting your local community?
**Skills/Requirements**
**Candidates should have at least one of the four qualifications bullets listed below:**
+ A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
+ Financial services and/or sales experience
+ Financial services registration, licensing, or certification
+ Professional and/or military career progression
**Licensing:**
+ SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
+ FINRA registrations required within three months. State insurance licenses will be required.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm\_source=DIRECT) .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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-USFATA
Employment TypeFull Time
-
Financial Advisor - Career Change Opportunity
Edward Jones Chandler, AZ 85286Posted 2 days**Job Overview**
This job posting is anticipated to remain open for 30 days, from 05-Jun-2025. The posting may close early due to the volume of applicants.
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
**We'll give you the support you need. Our team will be there every step of the way, providing:**
+ Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
+ Salary for the first five years as you begin to build your practice²
+ A firm-provided branch office in the community
+ Branch office support to help lighten the load so you can focus on your clients
+ A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
**You can also expect...**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A compensation package that includes opportunities for commissions, profit sharing and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
+ A culture of continuous improvement and professional development
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .
**Compensation:**
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation (https://careers.edwardjones.com/career-areas/new-financial-advisor/compensation/)
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
**Skills/Requirements**
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
**What characteristics would make you a successful financial advisor?**
+ An interest in financial services/markets and how they work
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Can you see yourself...**
+ Learning to be a financial advisor through our comprehensive training program?
+ Delivering personalized investment and financial solutions to your clients?
+ Taking ownership of your business's growth and success?
+ Meeting professional and personal objectives as they relate to building your practice?
+ Working in and positively impacting your local community?
**Skills/Requirements**
**Candidates should have at least one of the four qualifications bullets listed below:**
+ A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
+ Financial services and/or sales experience
+ Financial services registration, licensing, or certification
+ Professional and/or military career progression
**Licensing:**
+ SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
+ FINRA registrations required within three months. State insurance licenses will be required.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm\_source=DIRECT) .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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-USFATA
Employment TypeFull Time
-
Account Executive, Bank Partnerships - Merchant Services
Deluxe Remote, AZPosted 2 daysFor this REMOTE opportunity you MUST reside in one of the following states: AZ, GA, IA, PA, TX, VA, WI
WHO YOU ARE:
Are you a relationship driven sales professional who thrives in a collaborative environment? Do you excel at turning warm referrals into loyal customers through thoughtful engagement and value-driven conversations? Are you motivated by helping partners succeed and skilled at managing a steady pipeline, analyzing data, and closing deals? Are you proud of your ability to deliver a seamless experience from the first conversation through onboarding and support?
ABOUT US:
Deluxe Merchant Services+ is a complete payment processing solution that accepts a wide range of payment methods, simplifies PCI compliance and deposits money in your bank account while delivering smooth checkout experience. We are an industry-leading payment processing company that provides our partners and merchants with powerful in-store, online, and mobile payment solutions. Our technology is paired with the latest in payment security and backed by superior customer service. We help business pay, get paid, optimize, and grow.
Follow us on LinkedIn (http://www.linkedin.com/company/deluxe/posts/?feedView=all)
RESPONSIBILITIES:
The Account Executive is responsible for fostering relationships with our Financial Institution (FI) partners.
+ Manage and prioritize soft leads from financial institution partners (primarily warm referrals)
+ Reach out to referred business and non-business customers to understand their needs and present tailored merchant services solutions
+ Maintain and update a pipeline of leads using CRM tools to track progress, follow-ups, and next steps
+ Conduct discovery calls and meetings to qualify leads and gather business information
+ Analyze customer statements to identify savings opportunities and prepare pricing comparisons and proposals
+ Present merchant services offerings clearly and persuasively, highlighting benefits for the customer’s business
+ Negotiate pricing and terms and guide the customer through the decision-making process
+ Complete and submit paperwork, ensuring all documentation is accurate and compliant
+ Coordinate implementation and onboarding, working with internal teams to set up merchant accounts and schedule customer training
BASIC QUALIFICATIONS: (Required)
+ Bachelor's Degree in related a field and 0 years experience; OR HS/GED AND 4 years of relevant experience
+ Must be 18 years of age or older
Benefits
In line with our commitment to employee wellbeing, our total rewards benefits package is designed to support the physical, financial, and emotional health of our employees, tailored to meet their unique and evolving needs. Our approach considers our employees’ whole selves, ensuring they can thrive both in and outside of work. Here are some of the benefits we offer, which may vary based on role, location, or hours worked:
+ Healthcare (Medical, Dental, Vision)
+ Paid Time Off, Volunteer Time Off, and Holidays
+ Employer-Matched Retirement Plan
+ Employee Stock Purchase Plan
+ Short-Term and Long-Term Disability
+ Infertility Treatment, Adoption and Surrogacy Assistance
+ Tuition Reimbursement
These benefits are designed to enhance the health, protect the financial security, and provide peace of mind to our employees and their families.
Deluxe Corporation is an Equal Employment Opportunity employer: All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, disability, sex, age, ethnic or national origin, marital status, sexual orientation, gender identity or presentation, pregnancy, genetics, veteran status or any other status protected by state or federal law.
Please view the electronic EEO is the Law Poster (http://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) which serves to inform you of your equal employment opportunity protections as part of the application process.
Reasonable Accommodation for Job Seekers with a Disability: If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to deluxecareers@deluxe.com .
Employment TypeFull Time
-
Account Executive, Bank Partnerships - Merchant Services
Deluxe Remote, AZPosted 2 daysFor this REMOTE opportunity you MUST reside in one of the following states: AZ, GA, IA, PA, TX, VA, WI
WHO YOU ARE:
Are you a relationship driven sales professional who thrives in a collaborative environment? Do you excel at turning warm referrals into loyal customers through thoughtful engagement and value-driven conversations? Are you motivated by helping partners succeed and skilled at managing a steady pipeline, analyzing data, and closing deals? Are you proud of your ability to deliver a seamless experience from the first conversation through onboarding and support?
ABOUT US:
Deluxe Merchant Services+ is a complete payment processing solution that accepts a wide range of payment methods, simplifies PCI compliance and deposits money in your bank account while delivering smooth checkout experience. We are an industry-leading payment processing company that provides our partners and merchants with powerful in-store, online, and mobile payment solutions. Our technology is paired with the latest in payment security and backed by superior customer service. We help business pay, get paid, optimize, and grow.
Follow us on LinkedIn (http://www.linkedin.com/company/deluxe/posts/?feedView=all)
RESPONSIBILITIES:
The Account Executive is responsible for fostering relationships with our Financial Institution (FI) partners.
+ Manage and prioritize soft leads from financial institution partners (primarily warm referrals)
+ Reach out to referred business and non-business customers to understand their needs and present tailored merchant services solutions
+ Maintain and update a pipeline of leads using CRM tools to track progress, follow-ups, and next steps
+ Conduct discovery calls and meetings to qualify leads and gather business information
+ Analyze customer statements to identify savings opportunities and prepare pricing comparisons and proposals
+ Present merchant services offerings clearly and persuasively, highlighting benefits for the customer’s business
+ Negotiate pricing and terms and guide the customer through the decision-making process
+ Complete and submit paperwork, ensuring all documentation is accurate and compliant
+ Coordinate implementation and onboarding, working with internal teams to set up merchant accounts and schedule customer training
BASIC QUALIFICATIONS: (Required)
+ Bachelor's Degree in related a field and 0 years experience; OR HS/GED AND 4 years of relevant experience
+ Must be 18 years of age or older
Benefits
In line with our commitment to employee wellbeing, our total rewards benefits package is designed to support the physical, financial, and emotional health of our employees, tailored to meet their unique and evolving needs. Our approach considers our employees’ whole selves, ensuring they can thrive both in and outside of work. Here are some of the benefits we offer, which may vary based on role, location, or hours worked:
+ Healthcare (Medical, Dental, Vision)
+ Paid Time Off, Volunteer Time Off, and Holidays
+ Employer-Matched Retirement Plan
+ Employee Stock Purchase Plan
+ Short-Term and Long-Term Disability
+ Infertility Treatment, Adoption and Surrogacy Assistance
+ Tuition Reimbursement
These benefits are designed to enhance the health, protect the financial security, and provide peace of mind to our employees and their families.
Deluxe Corporation is an Equal Employment Opportunity employer: All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, disability, sex, age, ethnic or national origin, marital status, sexual orientation, gender identity or presentation, pregnancy, genetics, veteran status or any other status protected by state or federal law.
Please view the electronic EEO is the Law Poster (http://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) which serves to inform you of your equal employment opportunity protections as part of the application process.
Reasonable Accommodation for Job Seekers with a Disability: If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to deluxecareers@deluxe.com .
Employment TypeFull Time
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