Financial Services

Securities, Commodities, and Financial Services Sales Agents

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

A Day In The Life

Financial Services Industry

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Salary Breakdown

Securities, Commodities, and Financial Services Sales Agents

Average

$63,870

ANNUAL

$30.71

HOURLY

Entry Level

$37,790

ANNUAL

$18.17

HOURLY

Mid Level

$49,420

ANNUAL

$23.76

HOURLY

Expert Level

$101,750

ANNUAL

$48.92

HOURLY


Current Available & Projected Jobs

Securities, Commodities, and Financial Services Sales Agents

841

Current Available Jobs

13,050

Projected job openings through 2030


Sample Career Roadmap

Securities, Commodities, and Financial Services Sales Agents

Job Titles

Entry Level

JOB TITLE

Agent

Mid Level

JOB TITLE

Advisor

Expert Level

JOB TITLE

Director

Supporting Programs

Securities, Commodities, and Financial Services Sales Agents

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Northern Arizona University
  Flagstaff, AZ 86011      Certification

Northern Arizona University
  Flagstaff, AZ 86011      Certification

University of Arizona
  Tucson, AZ 85721-0066      Degree Program

Arizona State University
  AZ      Certification

Arizona State University
  AZ      Certification

Phoenix College
  Phoenix, AZ 85013-4234      Degree Program

Scottsdale Community College
  Scottsdale, AZ 85256-2626      Degree Program

Chandler-Gilbert Community College
  Chandler, AZ 85225-2479      Certification

GateWay Community College
  Phoenix, AZ 85034      Certification

Mesa Community College
  Mesa, AZ 85202-4866      Certification

Phoenix College
  Phoenix, AZ 85013-4234      Certification

Scottsdale Community College
  Scottsdale, AZ 85256-2626      Certification

Gateway Community College
  Phoenix, AZ 85034      Degree Program

Mesa Community College
  Mesa, AZ 85202-4866      Degree Program

Paradise Valley Community College
  Phoenix, AZ 85032-1200      Degree Program

Paradise Valley Community College
  Phoenix, AZ 85032-1200      Certification

Top Expected Tasks

Securities, Commodities, and Financial Services Sales Agents


Knowledge, Skills & Abilities

Securities, Commodities, and Financial Services Sales Agents

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

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Sales and Marketing

SKILL

Active Listening

SKILL

Critical Thinking

SKILL

Judgment and Decision Making

SKILL

Monitoring

SKILL

Active Learning

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Deductive Reasoning

ABILITY

Speech Clarity

ABILITY

Written Comprehension


Job Opportunities

Securities, Commodities, and Financial Services Sales Agents

  • Front Desk Patient Financial Services Representative Family Practice Goodyear
    Banner Health    Goodyear, AZ 85338
     Posted about 16 hours    

    **Primary City/State:**

    Goodyear, Arizona

    **Department Name:**

    Admin-Clinic

    **Work Shift:**

    Day

    **Job Category:**

    Revenue Cycle

    Great careers are built at Banner Health. We understand that talented health care professionals appreciate having options. We are proud to offer our team members many career and lifestyle choices throughout our network of facilities. Apply today, this could be the perfect opportunity for you.

    **Banner Health Center at Estrella** provides comprehensive care for family members of all ages. Our goal is to build lasting relationships with our patients and create personalized care plans to support each patient's specific health needs.

    As a **Front Desk Patient Financial Services Representative** on this team, we offer a customer-focused and friendly work environment with career growth opportunities. You'll have the opportunity to work directly with patients and with an engaged group of physicians and staff. A career with our team is great if you are just starting out or have many years of experience. If you are ready to be challenged, work in a positive environment and contribute to making a change in people's lives, then we are the perfect team for you.

    **Location:** Banner Health Center - 9780 S Estrella Pkwy Goodyear, AZ

    **Schedule:** 8:00am - 4:30pm

    At Banner Medical Group, you'll have the opportunity to perform a critical role in the community where you practice. Banner Medical Group provides both primary and specialty care throughout the communities in which Banner Health operates. We do this in a variety of settings - from smaller group practices like our Banner Health Clinics in Colorado and Wyoming, to large multi-specialty Banner Health Centers in the metropolitan Phoenix area. We currently have more than 1,000 physicians and more than 3,500 total employees in our group and are seeking others to enhance our ability to deliver our nonprofit mission of providing excellent patient care.

    POSITION SUMMARY

    This position coordinates a smooth patient flow process by answering phones, scheduling patient appointments, providing registration of patient and insurance information, obtaining required signatures following established processes, procedures and standards. This position also verifies insurance coverage, validates referrals and authorizations, collects patient liability and provides financial guidance to patients to maximize medical services reimbursement efforts. This also includes accurately posting patients at the point of service and releasing information in accordance with organizational and compliance policies and guidelines.

    CORE FUNCTIONS

    1. Performs registration/check-in processes, including but not limited to performing data entry activities, providing patients with appropriate information and intake forms, obtaining necessary signatures and generating population health summary.

    2. Verifies insurance eligibility benefits for services rendered with the payors and documents appropriately. Assists in obtaining or validating pre-certification, referrals, and authorizations

    3. Calculates and collects patient liability according to verification of insurance benefits and expected reimbursement. Explains and provides financial policies and available resources for alternative payment arrangements to patients and their families.

    4. Enters payments/charges for services rendered and performs daily payment/charge reconciliation in a timely and accurate manner. Balances cash drawer at the beginning and end of the day and prepares daily bank deposit with necessary paperwork sent to centralized billing for record purposes.

    5. Schedules office visits and procedures within the medical practice(s) and external practices as necessary. Maximizes reimbursement by scheduling patients in accordance with payor plan provisions. Confirms patient appointments for the following day as necessary and ensures patients are properly prepared for visits.

    6. Demonstrates proactive interpersonal communications skills while dealing with patient concerns through telephone calls, emails and in-person conversations. Optimizes patient flow by using effective customer service/communication skills by communicating to internal and external customers, care team, management, centralized services and HIMS.

    7. Assists in responding to requests for patient medical records according to company policies and procedures, and state and federal laws.

    8. Provides a variety of patient services to assist in patient flow including but not limited to escorting patients, taking vitals and patient history, assisting in patient treatment, distributing mail and fax information, ordering supplies, etc.

    9. Works independently under regular supervision and follows structured work routines. Works in a fast paced, multi-task environment with high volume and immediacy needs requiring independent decision making and sound judgment to prioritize work and ensure appropriateness and timeliness of each patient’s care. This position requires the ability to retain large amounts of changing payor information/knowledge crucial to attaining reimbursement for the services provided. Primary external customers include patients and their families, physician office staff and third party payors.

    MINIMUM QUALIFICATIONS

    High school diploma/GED or equivalent working knowledge.

    Requires knowledge of patient financial services, financial, collecting services or insurance industry experience processes normally acquired over one or more years of work experience. Requires the ability to manage multiple tasks simultaneously with minimal supervision and to work independently.

    Requires strong interpersonal, oral, and written communication skills to effectively interact with a wide range of audiences. Strong knowledge in the use of common office software, word processing, spreadsheet, and database software are required.

    Employees working at BUMG, BUMCT, or BUMCS in a Behavioral Health clinical setting that serves children must possess an Arizona Fingerprint Clearance Card at the time of hire and maintain the card for the duration of their employment.

    Employees working at Banner Scottsdale Sports Medicine, second floor must possess an Arizona Fingerprint Clearance Card at the time of hire and maintain the card for the duration of their employment.

    PREFERRED QUALIFICATIONS

    Work experience with the Company’s systems and processes is preferred. Previous cash collections experience is preferred.

    Additional related education and/or experience preferred

    **EEO Statement:**

    EEO/Female/Minority/Disability/Veterans (https://www.bannerhealth.com/careers/eeo)

    Our organization supports a drug-free work environment.

    **Privacy Policy:**

    Privacy Policy (https://www.bannerhealth.com/about/legal-notices/privacy)

    EOE/Female/Minority/Disability/Veterans

    Banner Health supports a drug-free work environment.

    Banner Health complies with applicable federal and state laws and does not discriminate based on race, color, national origin, religion, sex, sexual orientation, gender identity or expression, age, or disability


    Industry

    Health Sciences

    Employment Type

    Full Time

  • Front Desk Patient Financial Services Representative Orthopedics Glendale
    Banner Health    Glendale, AZ 85304
     Posted about 16 hours    

    **Primary City/State:**

    Glendale, Arizona

    **Department Name:**

    C/P-North Central Orthopedics

    **Work Shift:**

    Day

    **Job Category:**

    Revenue Cycle

    Great careers are built at Banner Health. We understand that talented health care professionals appreciate having options. We are proud to offer our team members many career and lifestyle choices throughout our network of facilities. Apply today, this could be the perfect opportunity for you.

    **Banner Orthopedics** offers a wide range of services and support designed with bone, joint and muscle health in mind. From minor treatments to advanced care, Banner Health's Orthopedic Programs are ready to help keep patients moving forward.

    As **Front Desk Patient Financial Services Representative** on our team, we offer a customer-focused and friendly work environment with career growth opportunities. You'll have the opportunity to work directly with patients and with an engaged group of physicians and staff. A career with our team is great if you are just starting out or have many years of experience. If you are ready to be challenged, work in a positive environment and contribute to making a change in people's lives, then we are the perfect team for you.

    **Location:** 5601 W Eugie Ave. Suite 100 Glendale, AZ 85304

    **Schedule:** Monday - Friday 8:00am - 5:00pm

    At Banner Medical Group, you'll have the opportunity to perform a critical role in the community where you practice. Banner Medical Group provides both primary and specialty care throughout the communities in which Banner Health operates. We do this in a variety of settings - from smaller group practices like our Banner Health Clinics in Colorado and Wyoming, to large multi-specialty Banner Health Centers in the metropolitan Phoenix area. We currently have more than 1,000 physicians and more than 3,500 total employees in our group and are seeking others to enhance our ability to deliver our nonprofit mission of providing excellent patient care.

    POSITION SUMMARY

    This position coordinates a smooth patient flow process by answering phones, scheduling patient appointments, providing registration of patient and insurance information, obtaining required signatures following established processes, procedures and standards. This position also verifies insurance coverage, validates referrals and authorizations, collects patient liability and provides financial guidance to patients to maximize medical services reimbursement efforts. This also includes accurately posting patients at the point of service and releasing information in accordance with organizational and compliance policies and guidelines.

    CORE FUNCTIONS

    1. Performs registration/check-in processes, including but not limited to performing data entry activities, providing patients with appropriate information and intake forms, obtaining necessary signatures and generating population health summary.

    2. Verifies insurance eligibility benefits for services rendered with the payors and documents appropriately. Assists in obtaining or validating pre-certification, referrals, and authorizations

    3. Calculates and collects patient liability according to verification of insurance benefits and expected reimbursement. Explains and provides financial policies and available resources for alternative payment arrangements to patients and their families.

    4. Enters payments/charges for services rendered and performs daily payment/charge reconciliation in a timely and accurate manner. Balances cash drawer at the beginning and end of the day and prepares daily bank deposit with necessary paperwork sent to centralized billing for record purposes.

    5. Schedules office visits and procedures within the medical practice(s) and external practices as necessary. Maximizes reimbursement by scheduling patients in accordance with payor plan provisions. Confirms patient appointments for the following day as necessary and ensures patients are properly prepared for visits.

    6. Demonstrates proactive interpersonal communications skills while dealing with patient concerns through telephone calls, emails and in-person conversations. Optimizes patient flow by using effective customer service/communication skills by communicating to internal and external customers, care team, management, centralized services and HIMS.

    7. Assists in responding to requests for patient medical records according to company policies and procedures, and state and federal laws.

    8. Provides a variety of patient services to assist in patient flow including but not limited to escorting patients, taking vitals and patient history, assisting in patient treatment, distributing mail and fax information, ordering supplies, etc.

    9. Works independently under regular supervision and follows structured work routines. Works in a fast paced, multi-task environment with high volume and immediacy needs requiring independent decision making and sound judgment to prioritize work and ensure appropriateness and timeliness of each patient’s care. This position requires the ability to retain large amounts of changing payor information/knowledge crucial to attaining reimbursement for the services provided. Primary external customers include patients and their families, physician office staff and third party payors.

    MINIMUM QUALIFICATIONS

    High school diploma/GED or equivalent working knowledge.

    Requires knowledge of patient financial services, financial, collecting services or insurance industry experience processes normally acquired over one or more years of work experience. Requires the ability to manage multiple tasks simultaneously with minimal supervision and to work independently.

    Requires strong interpersonal, oral, and written communication skills to effectively interact with a wide range of audiences. Strong knowledge in the use of common office software, word processing, spreadsheet, and database software are required.

    Employees working at BUMG, BUMCT, or BUMCS in a Behavioral Health clinical setting that serves children must possess an Arizona Fingerprint Clearance Card at the time of hire and maintain the card for the duration of their employment.

    Employees working at Banner Scottsdale Sports Medicine, second floor must possess an Arizona Fingerprint Clearance Card at the time of hire and maintain the card for the duration of their employment.

    PREFERRED QUALIFICATIONS

    Work experience with the Company’s systems and processes is preferred. Previous cash collections experience is preferred.

    Additional related education and/or experience preferred

    **EEO Statement:**

    EEO/Female/Minority/Disability/Veterans (https://www.bannerhealth.com/careers/eeo)

    Our organization supports a drug-free work environment.

    **Privacy Policy:**

    Privacy Policy (https://www.bannerhealth.com/about/legal-notices/privacy)

    EOE/Female/Minority/Disability/Veterans

    Banner Health supports a drug-free work environment.

    Banner Health complies with applicable federal and state laws and does not discriminate based on race, color, national origin, religion, sex, sexual orientation, gender identity or expression, age, or disability


    Industry

    Health Sciences

    Employment Type

    Full Time

  • Commercial Sales Manager
    AutoZone, Inc.    Mesa, AZ 85213
     Posted about 16 hours    

    The Commercial Sales Manager is responsible for driving the commercial sales within their AutoZone location. The CSM develops and maintains positive relationships with commercial customers by managing the acquisition and delivery of products, providing ongoing customer service, and maintaining expert knowledge on parts and inventory. The CSM exceeds customer’s expectation by delivering WOW! Customer Service to all AZ Commercial accounts by Living the Pledge everyday.

    Responsibilities

    + Achieve growth and hit sales targets by successfully maintaining and developing commercial sales. Develop new accounts through face to face and telephone contact with potential customers

    + Act as the primary contact for commercial customers; Actively maintain open lines of communication between AutoZone and commercial customers

    + Ensure efficient delivery of products by planning delivery routes and managing drivers. Ensures appropriate delivery documentation is generated for each delivery

    + Act as a consultative partner to commercial customers by maintaining expert knowledge on automotive parts and industry; Conduct research to guarantee the customer is offered the ‘right part for the right price’

    + Maintain records and billing for commercial accounts; processes returns and reconciles accounts

    + Visits commercial accounts and ensures accounts are serviced and deliveries are made as promised. Contribute to the AutoZone ‘one-team’ environment by assisting customers and AutoZoners with various aspects of the business

    + Build and maintain strong relationship with management team. Assists with training and developing drivers, commercial specialist, and other AutoZoners as directed by the SM or DM

    + Maintains a safe working environment while ensuring AutoZoners are implementing those practices including PPE (Personal Protective Equipment)

    + Follows proper accident and claim procedures. Complies with safe driving rules and procedures and ensures all Commercial Zoners have approved driver status

    + Properly maintains vehicle(s) and takes the necessary steps to report vehicle maintenance issues.

    Requirements

    + High School Diploma or equivalent

    + Basic knowledge of automotive parts is required

    + Effective leader with excellent communication skills, strong decision making abilities, and excellent selling skills

    + Ability to lift, load, and deliver merchandise

    + Ability to work a flexible schedule to meet the business needs, including holidays, evenings and weekend shifts

    Benefits at AutoZone

    AutoZone cares about people. That’s why AutoZone offers thoughtful benefits programs with one-on-one benefit guidance designed to improve AutoZoners’ physical, mental and financial wellbeing.

    Some of these benefits include:

    + Competitive pay and paid time off

    + Unrivaled company culture

    + Medical, dental, vision, life, and short- and long-term disability insurance options

    + Health Savings and Flexible Spending Accounts with wellness rewards

    + Exclusive Discounts and Perks, including AutoZone In-store discount

    + 401(k) with Company match and Stock Purchase Plan

    + AutoZoners Living Well Program for mental and physical health

    + Opportunities for career growth and tuition reimbursement

    Eligibility and waiting period requirements may apply; benefits for Autozoners in Puerto Rico, Hawaii or the U.S. Virgin Islands may differ. Learn more about all that AutoZone has to offer at careers.autozone.com

    An ONLINE APPLICATION is REQUIRED. Click the Apply button to complete your application. For step-by-step instructions on how to apply visit careers.autozone.com/candidateresources

    Fair Chance Statement: An applicant’s criminal record is not a disqualification from employment and will be considered individually based on factors such as the relationship between the position sought and the criminal offense, the nature of the offense and the time elapsed since the offense, and any other relevant information. This includes compliance with the San Francisco Fair Chance Ordinance, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the New York City Fair Chance Act and the Philadelphia Fair Chance Hiring Act.

    As permitted by state or local law, AutoZone may consider certain offenses to be relevant to positions responsible for conducting or overseeing financial transactions on behalf of AutoZone, driving company vehicles and/or supervision of minors.

    Philadelphia Fair Chance poster:
    https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf

    Please note: We continuously accept applications for this position. Our hiring managers frequently review submissions and will contact you if we think you are a good fit for our team.

    AutoZone, and its subsidiary, ALLDATA are equal opportunity employers. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other legally protected categories.


    Employment Type

    Full Time

  • Branch Relationship Banker (Personal Banker) - Scottsdale Road & 101/Phoenix (AZ)
    Zions Bancorporation    Phoenix, AZ 85067
     Posted about 22 hours    

    At National Bank of Arizona, we’re a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn’t changed. At NBAZ, the possibilities are endless – come for the job, stay for a career.

    NBAZ is looking for an experienced Branch Relationship Banker to join Arizona’s #1 Community Bank in our Scottsdale Road & 101/Phoenix branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!

    Essential Functions:

    + Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues.

    + Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.

    + Responsible for making appropriate referrals for other bank products and services, including commercial lending products.

    + Follows up with clients as needed.

    + May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans.

    + Responsible to resolve customer service issues.

    + Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.

    + May be responsible for processing cash transactions and other customer service duties within the branch.

    + Other duties as assigned.

    Qualifications:

    + High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications.

    + Previous experience in a financial sales representative-oriented role preferred.

    + Working knowledge of mathematical calculations and standard banking products, services and transactions.

    + Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications.

    + Proven customer service, interpersonal and communication skills, both verbal and written.

    + Effective selling, cross-selling and referral skills.

    + Solid mathematical, problem-solving and negotiation skills.

    + Solid interpersonal & relationship building skills.

    + Strong attention to detail and time management.

    + Proficient in basic computer skills.

    + Bilingual proficiency in English and Spanish languages, is preferred.

    + This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act.

    Schedule: Monday – Friday: 8:15 AM – 6:15 PM; 40 hours/week

    Benefits:

    + Medical, Dental and Vision Insurance - START DAY ONE!

    + Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.

    + Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.

    + Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.

    + 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.

    + Mental health benefits including coaching and therapy sessions.

    + Tuition Reimbursement for qualifying employees.

    + Employee Ambassador preferred banking products.

    Req ID: 066697

    Equal Opportunity Employer

    It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

    If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.

    Click here to view applicable Federal, State and/or local employment law posters.


    Employment Type

    Full Time

  • Advanced Inside Sales Representative
    Wolters Kluwer    Phoenix, AZ 85067
     Posted about 22 hours    

    Job Posting

    Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled with content and services that customers need to make decisions with confidence. Every day, our customers make critical decisions to help save lives, improve the way we do business, build better judicial and regulatory systems. We help them get it right.

    **Who We Are:** **Wolters Kluwer: The world is a big place, find your place here.**

    **What We Offer: **

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

    **What You'll be Doing:**

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

    **Key Tasks: **

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

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

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

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

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

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

    + Bachelor's degree from an accredited college/university

    + 3+ years of inside business-to-business sales or account management experience; preferably selling complex professional services

    + Strong self-motivation and time management skills

    + A competitive nature

    + Consultative sales experience

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

    + Experience analyzing data and identifying ways to improve processes

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

    + Possess a valid driver's license

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

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

    + Experience selling complex solutions in the legal/compliance field

    We are an incredibly supportive team that truly enjoys what we do and who we do it with. We play a key role within WK and assist in driving the daily success. If you have a passion for making a true difference within an organization, while working alongside a genuinely caring and supportive team, we highly encourage you to apply. #Bethedifference

    **Additional Information:**

    Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including **Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave** . Full details of our benefits are available at https://www.mywolterskluwerbenefits.com/index.html

    **Diversity Matters:** Wolters Kluwer strives for an inclusive company culture in which we attract, develop, and retain diverse talent to achieve our strategy. As a global company, having a diverse workforce is of the utmost importance. We've been recognized by employees as a European Diversity Leader in the Financial Times, as one of Forbes America’s Best Employers for Diversity in 2022, 2021 and 2020 and as one of Forbes America’s Best Employers for Women in 2021, 2020, 2019 and 2018. In 2020, we placed third in the Female Board Index, and were recognized by the European Women on Boards Gender Diversity Index. Wolters Kluwer and all of our subsidiaries, divisions and customer/departments is an Equal Opportunity / Affirmative Action employer.

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

    **The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. They’re not intended to be an exhaustive list of all duties and responsibilities and requirements.**

    **Compensation:**

    Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $63,150 - $87,250

    This role is eligible for Commission.

    **Additional Information** :

    Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.

    EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.


    Employment Type

    Full Time

  • Associate Sales Manager - North America
    Veralto    Phoenix, AZ 85067
     Posted about 23 hours    

    **Imagine yourself…**

    + Owning your ambition and fueling your career growth.

    + Joining a company with a proven track record of success and an exciting future.

    + Contributing to a brighter, more sustainable future.

    At Hach (www.hach.com), a Veralto company, we ensure water quality for people around the world, and every team member plays a vital role in that mission. Our founding vision is to make water analysis better—faster, simpler, greener and more informative. We accomplish this through teamwork, customer partnerships, passionate experts, and reliable, easy-to-use solutions.

    As part of our team and the broader Veralto network, you’ll be part of a unique work environment where purpose meets possibility: where you’ll make an immediate, measurable impact on a global scale by enabling the world’s everyday water needs, and where you’ll have opportunities to foster your professional development and fuel your career growth.

    Motivated by the highest possible stakes of climate change and global health, we’re working together within a rapidly digitizing industry to find innovative technologies that guarantee the safety of our water and our environment.

    More about us: https://www.hach.com/about-us

    **We offer:**

    + Professional onboarding and training options

    + Powerful team looking forward to working with you

    + Health benefits starting day one

    + 401(k)

    Reporting to the Division Sales Manager, the Associate Sales Manager position is responsible for proactively engaging new and existing customers within a defined geographic territory to drive market penetration and accelerate growth.

    In this role, you will develop strategies to increase YOY revenue by engaging in-person & virtually to build funnel, prospect for new accounts, manage target accounts, and pursue projects. To be successful in this role, you will need to quickly build customer rapport and establish trust and credibility through a consultative selling style. You will develop close relationships with team members throughout the organization as you support and contribute to the overall Sales Strategy.

    This position will be **remote** with up to **40% travel** , covering **Arizona, Hawaii, and parts of California & Nevada** .

    **In this role, a typical day will look like:**

    + Managing and growing a sales territory with a challenging, yet achievable growth target

    + Engaging clients and prospects via phone or in-person to identify sales opportunities for closure using funnel management techniques, for the development and growth of individual sales territory (cross-selling, up-selling, providing quotes, etc.)

    + Populating and maintaining the highest standards of data integrity in Salesforce

    + Collaborating with other Sales team members and cross-functional departments to improve processes & leverage the best resources

    **Essential Requirements:**

    + Bachelor’s degree required - a degree in a science-related field is a bonus!

    + 3+ years of direct sales experience

    + Demonstrated ability to listen to and seek out solutions to customer needs

    + Hands-on experience managing a CRM (we use Salesforce)

    + Ability to handle technical questions relating to the products

    Hach is proud to be part of the Water Quality segment of Veralto (NYSE: VLTO), a $5B global leader dedicated to ensuring access to clean water, safe food and medicine, and trusted essential goods. When you join Veralto’s vibrant global network of 16,000 associates, you join a unique culture and work environment where purpose meets possibility: where the work you do has an everyday impact on the resources and essentials we all rely on, and where you’ll have valuable opportunities to deepen your skillset, pursue your ambitions, and grow your career. Together, we’re Safeguarding the World’s Most Vital Resources™—and building rewarding careers along the way.

    **US ONLY** **:**

    The below range reflects the range of possible compensation for this role at the time of this posting. We may ultimately pay more or less than the posted range. This range may be modified in the future. An associate’s position within the salary range will be based on several factors, including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs.

    The compensation range for this role is $70,000.00 - $85,000.00 USD per year. This job is also eligible for Bonus Pay.

    We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance and 401(k) to eligible employees.

    Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

    US residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.

    Veralto Corporation and all Veralto Companies are committed to equal opportunity regardless of race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity, or other characteristics protected by law. We value diversity and the existence of similarities and differences, both visible and not, found in our workforce, workplace and throughout the markets we serve. Our associates, customers and shareholders contribute unique and different perspectives as a result of these diverse attributes.

    The EEO posters are available **here (https://www.dol.gov/agencies/ofccp/posters)** .

    We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us at [email protected] to request accommodation.

    **Unsolicited Assistance**

    We do not accept unsolicited assistance from any headhunters or recruitment firms for any of our job openings. All resumes or profiles submitted by search firms to any employee at any of the Veralto companies (https://www.veralto.com/our-companies/) , in any form without a valid, signed search agreement in place for the specific position, approved by Talent Acquisition, will be deemed the sole property of Veralto and its companies. No fee will be paid in the event the candidate is hired by Veralto and its companies because of the unsolicited referral.

    Veralto and all Veralto Companies are committed to equal opportunity regardless of race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity, or other characteristics protected by law. We value diversity and the existence of similarities and differences, both visible and not, found in our workforce, workplace and throughout the markets we serve. Our associates, customers and shareholders contribute unique and different perspectives as a result of these diverse attributes.


    Employment Type

    Full Time

  • Retail Sales Consultant
    Vanguard    Scottsdale, AZ 85258
     Posted about 23 hours    

    Duties and Responsibilities

    1. Probes potential leads to ascertain the extent of the opportunity, obstacles, and the depth of information required. Drives the interaction and identifies need for guidance/advice based on consultative dialogue with client. Provides required situational guidance/advice, or positions and offers managed advice service consultation. Sets clear expectations and follows up with client to ensure implementation of advice delivered through managed consultation.

    2. Identifies client's non-Vanguard assets, conducts advanced needs analysis of client's financial situation, identifies comparable Vanguard products/services, and provides client with Vanguard's value proposition to win additional business. Utilizes in-depth market knowledge to provide information on products and services and follows up with clients and prospects that have not committed.

    3. Drives conversion of sales leads generated from internal business partners. Initiates contact with clients and prospects considering Vanguard as their financial service provider as appropriate. Ensures execution of specific reason for outreach. Continually broadens conversations with client to identify additional related investment needs and potential need for guidance/advice.

    4. Educates clients to develop a comprehensive financial understanding of the prospect's/client's investment goals and by narrowing Vanguard fund choices into asset/sub-asset classes. Educates clients on Vanguard financial planning services, philosophies, rationale, and positions appropriate products and services based upon the uncovered client needs.

    5. Manages and progresses a book of clients and prospects that have not yet committed to the sale, understanding client and prospect buying, consolidation, and timing needs. Prioritizes and manages interactions, classifying clients based on the complexity of request and client need.

    6. Supports external clients/prospects and internal referral partners by responding to questions and requests regarding the asset transfer and rollover process related to the committed sale. Acts as a partner to money movement specialists and advisors in supporting the client and sales process.

    7. Participates in special projects and performs other duties as assigned.

    Qualifications

    + Broad knowledge of Vanguard funds, products and services and markets expected.

    + Ability to deliver an exceptional client relationship management experience.

    + Experience and comfort in dealing with ambiguity and ability to apply conceptual thinking.

    + Minimum of two years related work experience. Two years experience as sales professional preferred.

    + Securities Industry Essentials (SIE) exam is required prior to staring in this role.

    + Series 7/63 and 65/66 (or ability to obtain within department guidelines).

    + Undergraduate degree or equivalent combination of training and experience.

    + Excellent oral and written communication skills.

    + Excellent problem solving skills.

    + Strong time management skills.

    + Comfort with web, email, social media channels in which clients engage with Vanguard.

    Special Factors

    Vanguard is not offering visa sponsorship for this position.

    If you are offered and accept this position, and you do not have the necessary FINRA licenses for the role, then you must obtain the required licenses within the specified period of time. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving into this licensed role, you will be asked to provide authorization for Vanguard to conduct a credit and criminal check in accordance with the FINRA regulations.

    About Vanguard

    We are Vanguard. Together, we’re changing the way the world invests.

    For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

    We want to make success accessible to everyone. This is our opportunity. Let’s make it count.

    Inclusion Statement

    Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”

    We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.

    When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

    Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

    Future of Work

    This role follows the hybrid model where crew work remotely Mondays and Fridays and are in the office on Tuesdays, Wednesdays, and Thursdays.

    During the pandemic, we transitioned to a work from home model for the majority of our crew and we continue to interview, hire, and on-board future crew remotely.

    As we have developed the path forward, we have taken a thoughtful approach that both maximizes the advantages of working remotely and the many benefits of coming together and collaborating in a shared workspace. We believe that in-person interactions among our crew are important for preserving our unique culture and advantageous for the personal development of our crew.

    When our Crew return to the office, many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).

    The working model that your role falls into will be communicated to you in the interview process – please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.

    The salary range for this position is $60,000-$70,000.

    Special Factors

    Sponsorship

    Vanguard is not offering visa sponsorship for this position.

    About Vanguard

    At Vanguard, we don't just have a mission—we're on a mission.

    To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

    Our commitment to diversity, equity, and inclusion

    Vanguard’s commitment to diversity, equity, and inclusion (DEI) is central to our ability to deliver on our mission. We aspire to create a work environment that is inclusive, equitable, and diverse—one that enables our employees, whom we call crew, to thrive and bring their best selves to work every day on behalf of our clients.

    Cultivating DEI lifts our entire organization, and everyone shares accountability for our progress—from our senior leaders who lay the foundation and set the example for inclusive behaviors to crew who are growing in their personal DEI learning experiences.

    Together, we’re on a mission. We are fueled by the value of diverse voices and connected through friendships and a culture of care—for our clients, our communities, and each other.

    Vanguard’s DEI journey has no finish line. Our commitment is enduring, and we remain focused on the path ahead. To learn more about Vanguard goals and progress toward DEI, download our Diversity, Equity, and Inclusion Report (https://corporate.vanguard.com/content/corporatesite/us/en/corp/who-we-are/we-care-about/diversity-equity-inclusion.html) .

    How We Work

    Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.


    Employment Type

    Full Time

  • Account Manager - Supply
    Trane Technologies    Phoenix, AZ 85067
     Posted about 23 hours    

    At Trane Technologies TM and through our businesses including Trane ® and Thermo King ® , we create innovative climate solutions for buildings, homes, and transportation that challenge what’s possible for a sustainable world. We're a team that dares to look at the world's challenges and see impactful possibilities. We believe in a better future when we uplift others and enable our people to thrive at work and at home. We boldly go.

    **What's in it for you:**

    Be a part of our mission! As a world leader in creating comfortable, sustainable, and efficient environments, it's our responsibility to put the planet first. For us at Trane Technologies, sustainability is not just how we do business—it is our business. Do you dare to look at the world's challenges and see impactful possibilities? Do you want to contribute to making a better future? If the answer is yes, we invite you to consider joining us in boldly challenging what's possible for a sustainable world.

    Trane Technologies is hiring an **Account Manager** - Join our Team and Drive Business Growth! Are you passionate about building strong customer relationships and driving revenue growth? Trane, a renowned leader in heating and cooling homes in the most sustainable way possible, is seeking an ambitious and results-driven Account Manager to join our dynamic team. As an Account Manager at Trane, your primary responsibility will be to develop and maintain customer relationships. By doing so, you will ensure maximum revenues through strategic account penetration, including finding, generating, and developing new customers while retaining current ones.

    **Thrive at work and at home: **

    + **Benefits** kick in on **DAY ONE** for you _and_ your family, including health insurance and holistic wellness programs that include generous incentives – **WE DARE TO CARE** !

    + **Family building benefits** include fertility coverage and adoption/surrogacy assistance.

    + **401K** **match** up to 6%, plus an additional 2% core contribution = up to **8%** company contribution.

    + **Paid time off,** including in support of **volunteer** and **parental leave** needs.

    + Educational and training opportunities through company programs along with **tuition** **assistance** and **student debt support** .

    + Learn more about our benefits here (https://careers.tranetechnologies.com/global/en/benefits) !

    **Where is the work:**

    This position is designated as remote, with work to be performed in the Phoenix metropolitan area.

    **What you will do:**

    + Generate budgeted sales; manage mix and pricing to achieve margin goals and grow market share in assigned territory.

    + Develop and execute an account specific business plan to identify the long term, mutual support requirements required to facilitate a strong, profitable, and successful partnership.

    + Identifies customers’ problems and/or needs and creates a dynamic action plan designed to meet them.

    + Ascertains market opportunities and market sales data.

    + Attend sales meetings and report sales activity, new account development, services, promotion, etc.

    + Daily territory travel required with some overnight travel.

    **What you will bring:**

    + 4+ years of demonstrated experience in Business Development in lieu of degree. or Associate’s Degree (AA)

    + Successful experience in Business Development and Sales

    + CRM/Salesforce experience is preferred

    + DL NUMBER - Driver License, Valid and in State Must possess a valid driver’s license for a minimum of 12 months, with no major or frequent traffic violations included, but not limited to: DUI, Hit & Run, License Suspension, Reckless/Careless Driving or multiple smaller infractions or preventable collisions in the previous 3 years. within 1 Year Required

    **Compensation:**

    Base Salary starts at $65,000 and up based on experience and will include an incentive. Total compensation for this role will include a commission/incentive plan.

    Disclaimer: This base pay range is based on US national averages. Actual base pay could be a result of seniority, merit, geographic location where the work is performed.

    **Equal Employment Opportunity:**

    We offer competitive compensation and comprehensive benefits and programs. We are 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, pregnancy, age, marital status, disability, status as a protected veteran, or any legally protected status.


    Employment Type

    Full Time

  • Technical Sales Representative
    Syensqo    Tempe, AZ 85282
     Posted about 24 hours    

    Job ID

    31584

    **Technical Sales Representative**

    Regular

    Tempe - AZ, United States of America (https://www.google.com/maps/place/Tempe - AZ,United States of America) My candidate profile

    **Important EEO information related to opening in the US**

    Syensqo is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected characteristics. Click on the links to read the "Know Your Rights" poster (https://www.dol.gov/sites/dolgov/files/OFCCP/regs/compliance/posters/pdf/22-088\_EEOC\_KnowYourRights.pdf) **.** We will not discriminate or retaliate against applicants who inquire about, disclose, or discuss their compensation or that of other applicants. For more information, please read the "Pay Transparency Nondiscrimination Provision" poster (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf) **.**

    Syensqo is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [email protected] ([email protected]) and let us know the nature of your request and your contact information.

    Read more

    Syensqo is all about chemistry. We’re not just referring to chemical reactions here, but also to the magic that occurs when the brightest minds get to work together. This is where our true strength lies. In you. In your future colleagues and in all your differences. And of course, in your ideas to improve lives while preserving our planet’s beauty for the generations to come.

    **Mining Solutions is the global leader in specialty mining reagents for mineral processing, solvent extraction, industrial minerals and alumina process chemicals. It has a portfolio of unique technologies delivering strong customer value. We provide dedicated on-site technical service and applications expertise to support our customers’ needs. We do these by strong customer relationships and ongoing collaborations to solve the most demanding industry challenges.**

    **The person in this position will have a leading role in the realization of the Mineral Processing business growth objectives for North America.**

    **Job Description**

    + The candidate’s primary objective is to provide best-in-class technical service and customer support in the use of our products and to ensure the achievement of the commercial objectives of the Mineral Processing business

    + Apply and safeguard the application of Syensqo safety regulations in all circumstances

    + Support new prospects and existing business by conducting lab work to explore new opportunities with both New Product Introductions (NPI) and existing products

    + Manage current business and lead/support trial activities including NPI and existing products.

    + Ensure and maintain multi-level contact at customer sites, in a planned and disciplined manner so as to facilitate the timely execution of project plans through sound commercial relationships.

    + Take the lead to collect customer data, conduct analysis and provide recommendations to advance projects and/or exploit new opportunities

    + Support customers and other sales representatives in resolving non-routine technical issues and troubleshooting.

    + Ensure compliance to internal reporting requirements including but not limited to: call reports, monthly highlights, trial proposals, trial reports, commercial performance reports

    + Comply with Solvay policies such as code of conduct, anti-bribery, antitrust, business travel expense guidelines.

    **Qualifications**

    **A successful candidate will:**

    + Possess a Bachelor degree in Chemical Engineering, metallurgy or chemistry.

    + A range of experience levels will be considered, but we require at a minimum 3 years experience in either a Laboratory / Plant Process (flotation concentrator) experience. Both are equally critical in the role.

    + Be a self-motivator with skills in problem solving

    + Lab hands on skills to conduct lab trials are highest priority

    + Demonstrate good technical and commercial sense with a high focus on value selling

    + Desire to build excellent customer relationships while promoting Solvay products for the benefit of the client

    **Additional considerations for a successful candidate:**

    + Communicate effectively in written and spoken English

    + Be a strong team player with focus on deadline targets and achieving goals

    + Demonstrate a proactive personality, taking initiative to identify and convert opportunities into new sales

    + Be comfortable with working remotely

    + Willing to travel or be on customer site up to 50% of his/her time; travel will change according to the customers‘ requirements

    + Able to operate in a global/virtual organization.

    **We Offer**

    + A flexible work schedule combining business trips with a home office environment.

    + A great international teamwork type environment

    + Physical capability to periodically lift up to 50 lbs and to cover plant trials as needed

    + A broad range of responsibilities and the opportunity to develop career aspiration

    **You will get:**

    + Competitive salary and benefits package. The U.S. base salary range reasonably expected to be paid for this position is $84,960.00 to $110,000.00 per year. Since actual compensation packages are based on a variety of factors unique to each candidate we may ultimately pay more or less than the posted base salary range. Total compensation for this role also includes bonus and/or other incentives.

    + 16, or more, weeks of maternity/paternity and co-parenting leave, according to local regulations

    + Training platform for all employees

    + Free language courses (24 languages available)

    + Free well-being sessions (physical and psychological)

    About us

    + Syensqo is a science company developing groundbreaking solutions that enhance the way we live, work, travel and play. Inspired by the scientific councils which Ernest Solvay initiated in 1911, we bring great minds together to push the limits of science and innovation for the benefit of our customers, with a diverse, global team of more than 13,000 associates. Our solutions contribute to safer, cleaner, and more sustainable products found in homes, food and consumer goods, planes, cars, batteries, smart devices and health care applications. Our innovation power enables us to deliver on the ambition of a circular economy and explore breakthrough technologies that advance humanity.

    + At Syensqo, we seek to promote unity and not uniformity. We value the diversity that individuals bring and we invite you to consider a future with us, regardless of background, age, gender, national origin, ethnicity, religion, sexual orientation, ability or identity. We encourage individuals who may require any assistance or accommodations to let us know to ensure a seamless application experience. We are here to support you throughout the application journey and want to ensure all candidates are treated equally. If you are unsure whether you meet all the criteria or qualifications listed in the job description, we still encourage you to apply.

    \#REMOTE

    \#LI-REMOTE

    \#LI-TS1

    \#MIDDLE


    Employment Type

    Full Time

  • Sr Sales Account Manager - CPA Centric
    Paychex    Phoenix, AZ 85067
     Posted 1 day    

    Overview

    Selling Company's products and services by developing new clients and increasing the client base to increase profits in the Core Sales, Human Resources Services Sales, Major Market Sales, or Health and Benefits organizations within select high profile National and Regional Accounting Firms . Acts as primary point(s) of contact and key advocate for specified new and existing clients of the firms, both internally and externally with Partner. Assumes responsibility for selling, and onboarding client deliverables. Drives the business results for assigned firms in territory .

    Responsibilities

    + Prospecting for new clients within specified firms, utilizing telephone, direct mail, seminars, in-person meetings or other marketing programs as directed by Business Development Management. Scheduling appointments and visiting potential & current referral sources to secure/extract referrals to end users.

    + Serves as coordination and communication channel lead for internal Paychex departments. Acts as liaison with Field Sales, Business Development, Marketing, Product Development, Finance, Service, and Corporate to resolve client issues concerning payroll and ancillary products to ensure client satisfaction and profitability requirements; expediting the resolution of customer problems or complaints.

    + Presents Paychex products and services to final decision makers and end users within the prospect universe to grow client base within specified firms. Presentations may be in conjunction with additional sales teams (i.e.: 401K) and/or sales engineering at the prospect’s work site and/or virtually . Meets or exceeds sales/revenue objectives through new client growth or increased revenue from existing clients.

    + Analyzes customer needs and interests to determine which products are appropriate and refers to appropriate party as necessary.

    + Builds strong relationships with specified firms and provides quality service to retain and grow client base. Seeks creative ways to refocus clients on product offerings, unique solutions, integrations, and ancillary opportunities to prioritize client retention.

    + Provides educational marketing and training to specified firms, as well as Account specific training to internal sales partners, to ensure firm clients obtain full, consistent value from Paychex. Ensures Service Level Agreements are met. .

    + Develops and maintains advanced technical knowledge of Paychex systems, product offerings, and processes, as well as industry and account specific knowledge, to act as subject matter expert for specified firms.

    + Completes, review, and submits accurate new business paperwork as required to onboard clients, forecasts accurate sales results, weekly activity, product and account level, and expense reports by agreed upon dates set by Business Development Management to provide accurate analysis of activity and sales results for specified firms.

    Qualifications

    + H.S. Diploma - Required

    + Bachelor's Degree - Preferred

    + 3 years of experience in Relevant sales/marketing experience.


    Employment Type

    Full Time


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