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<h3>Job Description:</h3><h3>Planning Consultant</h3>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!<h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>Certifications:</h3><h3>Category:</h3>Relationship ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Fidelity Investments

Planning Consultant - Greenwich, CT

H.O. Penn Machinery HIRING IMMEDIATELY Inside Sales Representative – Power Systems, Parts &amp; Service Newington, CT Pay: $60,000 - $70,000/year (dependent on relevant experience)&nbsp; Bonus Potential:&nbsp;10% Benefits:<ul><li>Medical/dental/vision insurance</li><li>401(k) with company match</li><li>Paid time off and company holidays&nbsp;</li><li>Company-provided cell phone, &amp; laptop</li></ul>Key&nbsp;qualifications:<ul><li>Minimum two years’ experience in a technical support/sales position preferred</li><li>Experience with supporting/advising/quoting electrical equipment (generator, ATS, switchgear) AC &amp; DC, and diesel engine maintenance a plus</li><li>Must be computer proficient, including MS Office (Excel, Word, Outlook)&nbsp;</li><li>Must be willing and able to work off-hours (nights and weekends) as needed to provide back up for off-hours emergency service calls</li><li>Must be willing to go to job sites as needed for customer support assistance alongside PSSR</li><li>Excellent interpersonal and communication skills</li></ul>ResponsibilitiesProvide inside assistance and sales support to the Generator Outside Sales Reps (PSSRs) and Field Service Department<ul><li>Generate and submit quotes for service reports and customer calls</li><li>Maintain and update oil and coolant sample reports to customers and notify customers and PSSRs of any problematic reports that require follow-up</li><li>Assist Field Service and PSSRs with scheduling customer appointments, new engine walk-through inspections, and new installation training and accompany PSSRs when needed</li><li>Assist PSSR’s sales efforts by researching internet sites and other sources for possible bids and repair work. Call and set appointments for PSSR’s for customers that have not had activity in the past year</li></ul>Assist Generator Outside Sales Reps (PSSRs) in providing field service of recognized superior value<ul><li>Assist supervisor with coordinating services and parts look-up and ordering&nbsp;</li><li>Handle phone calls by determining nature of calls, taking messages and direct to proper individuals or resolve in an appropriate manner</li><li>When a customer requires a technician, solicit proper information and convey to supervisor and/or technicians, ensuring efficient response</li><li>Assist with response to customer information inquires such as jobs status updates, invoice questions, projected completion dates, etc.</li></ul>Communicate with customers, the market, and our vendors in a manner that aligns with our corporate values<ul><li>Investigate and achieve resolution of customer concerns and complaints such as billing and credit issues with the Credit and Service Departments</li><li>Redirect or handle non-product support related phone calls such as those requiring technical assistance</li><li>Coordinate the beginning stages of customers’ concerns that many need the help of the Caterpillar Engine Product Support Representative</li></ul>Qualifications<ul><li>Minimum two years’ experience in a technical support/sales position preferred</li><li>Experience with supporting/advising/quoting electrical equipment (generator, ATS, switchgear) AC &amp; DC, and diesel engine maintenance a plus</li><li>Must be computer proficient, including MS Office (Excel, Word, Outlook)&nbsp;</li><li>Must be willing and able to work off-hours (nights and weekends) as needed to provide back up for off-hours emergency service calls</li><li>Must be willing to go to job sites as needed for customer support assistance alongside PSSR</li><li>Excellent interpersonal and communication skills</li></ul>Physical Requirements:<ul><li>Standing and/or sitting for prolonged periods of time</li><li>Hand coordination (typing and writing)</li><li>Frequent walking and potential need for climbing</li><li>Occasional forward bending and reaching</li><li>Carrying (up to 20lbs.)</li></ul>Reasonable accommodations made as needed. &nbsp;We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, national origin, ancestry, age, marital status, citizenship, sexual orientation, gender or gender status, disability, genetic information, otherwise qualified disabled or veteran status, or any other protected class as designated by Federal, State and/or local law.

Inside Sales Representative – Power Systems, Parts & Service

<h3>Job Description:</h3>With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategiesThe Expertise We’re Looking For<ul><li>FINRA Series 7 &amp; 63 required prior to hire</li><li>Series 65 and/or 66 and state registrations required within 3 months of hire</li><li>Experience with High Net Worth clients</li><li>A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it</li></ul>The Purpose of Your RoleWe fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.The Skills You Bring<ul><li>You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele</li><li>Remarkable knowledge of investment products</li><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs</li></ul>The Value You Deliver<ul><li>No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning</li><li>Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments</li></ul><h3>Our Investments in You</h3>We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our <a href="https://go.fidelity.com/ggbzd" target="_blank">benefit programs(opens in a new tab)</a> are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:<ul><li>We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements</li><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://youtu.be/g4cxE1KfmJ4" target="_blank">Benefits at Fidelity Investments(opens in a new tab)</a></li><li>Click here for a story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt(opens in a new tab)</a></li></ul><h3>How Your Work Impacts the Organization</h3>Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!<h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Financial Consultant - Stamford, CT

<h3>Job Description:</h3><h3>Investment Consultant</h3>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</li><li>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</li></ul>The Skills You Bring<ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Investment Consultant - Greenwich, CT

H.O. Penn Machinery HIRING IMMEDIATELY Sales Engineer – Power Systems Newington, CT Pay: Base Salary up to $100,000/year (dependent on relevant experience)&nbsp; Uncapped commission potential Benefits:<ul><li>Medical/dental/vision insurance</li><li>401(k) with company match</li><li>Paid time off and company holidays&nbsp;</li><li>Company-provided cell phone, laptop, &amp; vehicle&nbsp; </li></ul>Key&nbsp;qualifications:<ul><li>5+ years of previous direct business to business sales experience required, preferably in an industrial-type market</li><li>Experience working in a power-related field (generators) is preferred (will consider experience or an equivalent related education-experience combination)</li><li>Must have industrial/construction industry experience working with general contractors, electrical contractors, or mechanical contractors</li><li>PC Proficient (including high proficiency utilizing Microsoft Office and other software)</li><li>Proficiency with CRM systems to track all sales contacts, meetings, opportunities, proposals, and orders</li><li>Excellent communication skills, both written and verbal</li><li>Clean &amp; valid driver's license required&nbsp;(this is an outside sales position) </li></ul>Responsibilities Successfully sell H.O. Penn Power Systems (EPG) products and services.<ul><li>Produce targeted sales volume and gross profit</li><li>Directly sell to end users and contractors</li><li>Influence end users, consultants, and architects to specify/apply the use of H.O. Penn Power Systems Products, related equipment &amp; services</li><li>Provide reports on sales activity and coverage </li></ul>Engage in promotional and marketing efforts that result in growth for H.O. Penn Power Systems and related equipment and services.<ul><li>Seek new applications for existing products</li><li>Seek new products for existing and new markets</li><li>Develop and employ market information related to new and existing customers</li><li>Seek and coordinate customer opportunities for all H.O. Penn products and services (Parts, Service, New and Used Equipment) </li></ul>Coordinate between customers associated with H.O. Penn support departments and Power Systems Management to ensure successful installations.<ul><li>Submit project worksheets and all required paperwork completely and in a timely fashion</li><li>Assist Credit Dept. with collecting all past-due invoices and follow-up on collection of funds retained until successful project completion</li><li>Coordinate with project manager to ensure timely and satisfactory response to customers’ inquiries</li><li>Follow Caterpillar’s procedures to obtain product pricing, Special Rating requests, and technical information</li><li>Maintain ongoing communication throughout the entire project with the Project Management team </li></ul>Qualifications<ul><li>5+ years of previous direct business to business sales experience required, preferably in industrial-type market</li><li>Experience working in a power-related field (generators) is preferred (will consider experience or an equivalent related education-experience combination)</li><li>Must have industrial/construction industry experience working with general contractors, electrical contractors, or mechanical contractors</li><li>PC Proficient (including high proficiency utilizing Microsoft Office and other software)</li><li>Proficiency with CRM systems to track all sales contacts, meetings, opportunities, proposals, and orders</li><li>Excellent communication skills, both written and verbal</li><li>Clean &amp; valid driver's license required&nbsp;(this is an outside sales position) </li></ul>Physical Requirements:<ul><li>Standing and/or sitting for prolonged periods of time</li><li>Hand coordination (typing and writing)</li><li>Frequent walking and potential need for climbing</li><li>Occasional forward bending and reaching</li><li>Carrying (up to 20lbs.) </li></ul>Reasonable accommodations made as needed. &nbsp;We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, national origin, ancestry, age, marital status, citizenship, sexual orientation, gender or gender status, disability, genetic information, otherwise qualified disabled or veteran status, or any other protected class as designated by Federal, State and/or local law.

5 Sales Jobs in Connecticut