Sales Coordinator jobs at AssetMark - 971 jobs

Understanding customers' unique needs and recommending appropriate ACE products and services. Communicating effectively with customers, empathizing with their challenges, and building trust. Providing exceptional customer service to foster lasting re Sales Associate, Associate, Sales, Retail

Understanding customers' unique needs and recommending appropriate ACE products and services. Communicating effectively with customers, empathizing with their challenges, and building trust. Providing exceptional customer service to foster lasting re Sales Associate, Part Time, Associate, Sales, Retail

Understanding customers' unique needs and recommending appropriate ACE products and services. Communicating effectively with customers, empathizing with their challenges, and building trust. Providing exceptional customer service to foster lasting re Sales Associate, Bilingual, Associate, Sales, Retail

At ACE, you'll MAKE IT EASY for our customers by providing the best customer service! Educate customers on products Listen to customer needs Maintain store security Provide card services Process Money. Gram transactions Complete Bill Pay transactions Sales Associate, Part Time, Associate, Sales, Retail

Understanding customers' unique needs and recommending appropriate ACE products and services. Communicating effectively with customers, empathizing with their challenges, and building trust. Providing exceptional customer service to foster lasting re Sales Associate, Bilingual, Associate, Sales, Retail

About the Team The Virtual Preparatory Academy of Georgia is a statewide tuition-free online program serving grades K-10. Our online program curriculum offers rich and engaging content carefully designed to meet the standards required by the state of Georgia. At Virtual Preparatory Academy of Georgia, students are engaged in academics, participating in various activities and assessments appropriate to the courses being studied, including labs, journals, written assignments, discussions, group and individual projects, formative assessments, objective tests, and written exams. Please note - while this is an online school position and all instruction occurs virtually, travel and face to face attendance will be required several times per year to support in person state testing and student events. Eligibility: Open to residents of Georgia. About the Opportunity Provide input for the development of the MTSS Framework Implement the MTSS Framework Provide professional development to staff as requested Monitor the staff's implementation of the MTSS Framework Adhere to the parameters put forth in the MTSS Framework Maintain the MTSS Area of SharePoint or Google Drive to include the MTSS Framework, referrals forms, meeting forms, intervention resources for staff, and other necessary documents Communicate effectively with all members of the Virtual Prep Academy of Georgia staff about the MTSS Framework Collaborate on data collection and provide data analysis and tier recommendations for all students within the MTSS Framework Facilitate meaningful MTSS meetings with all stakeholders Facilitate the MTSS Team members, weekly meetings, and information Serve as a resource for research-based interventions during MTSS meetings Stay current with MTSS and alert leadership of any notable changes Maintain organized and accurate student records Maintain specialist class lists according to the parameters put forth in the MTSS Framework Always maintain confidentiality Complete documentation daily, which includes meeting notes and phone logs Completes MTSS monthly reports, as needed Attend team meetings and school-wide meetings Provide remediation, as needed Participate fully in all professional development opportunities Collaborate with General and Special Education teachers to develop individual academic plans Collaborate with Success Coaches on individual Success Plans Create and deliver family workshops as needed Provide instructional strategies to other members of the school when necessary Attend face-to-face events when necessary, such as beginning and end of year events and state testing Other responsibilities as deemed necessary and appropriate About You Experience implementing the RTI or MTSS process REQUIRED BA in education or related field Valid Georgia Teaching or Administrative Certificate At least 3 years teaching experience Ability to work independently to create a successful MTSS Program State and Federal Background Check Clearances Proficient in all programs associated with Microsoft Office and Outlook; must be highly proficient with Excel and data mining protocols; proficient in Google and related programs About Us "We believe that every child should be able to be anything they want in life, regardless of their birthplace and circumstances." - Ron Packard, CEO & Founder ACCEL Schools is a network of 80+ high-performing, public charter schools serving PK-12 students. We proudly advocate for school choice and work to address educational inequities throughout the United States. Our schools are inclusive and widely differ to reflect the unique values of the many urban, suburban, and rural communities we serve. Our brick-and-mortar, virtual, and hybrid schools specialize in closing educational gaps and offer innovative models such as career-technical education, sports training, bilingual programming, and more. We have been recognized and praised by legislators, authorizers, and researchers for providing exceptional education options to students in historically under-resourced communities. We offer the following benefits: Life benefits - time & peace of mind Paid time off Retirement contributions Optional Basic Life and AD&D insurance Voluntary life insurance (employee, spouse, child) Discounted childcare at Early Learning Academies locations Health benefits - stay well & thrive Medical, dental, and vision insurance Employee Assistance Program Voluntary short-term disability insurance Voluntary long-term disability insurance Career benefits - keep growing Career advancement opportunities throughout Pansophic Learning and our strong network of 4,000+ instructors and education professionals EQUAL EMPLOYMENT OPPORTUNITY It is our policy to abide by all federal, state and local laws prohibiting employment discrimination based solely on a person's race, color, religious creed, sex, national origin, ancestry, citizenship status, pregnancy, childbirth, physical disability, mental and/or intellectual disability, age, military status, veteran status (including protected veterans), marital status, registered domestic partner or civil union status, familial status, gender (including sex stereotyping and gender identity or expression), medical condition, genetic information, sexual orientation, or any other protected status except where a reasonable, bona fide occupational qualification exists. #LI-B1!

Who We're Looking For The Enterprise Sales Coordinator provides critical administrative and operational support to the Head of DSO Sales, enabling the sales leader to focus on strategic client relationships and revenue growth. This role combines client-facing responsibilities with behind-the-scenes coordination to ensure seamless execution of sales activities, client engagement initiatives, and team operations. Client Events Plan and execute client events including dinners, receptions, ski trips, and private gatherings Coordinate event logistics: venue selection, catering, invitations, RSVPs, and on-site management Manage event budgets and track expenses against allocated funds Develop and maintain event playbooks for consistent, high-quality execution Capture post-event follow-ups and ensure timely outreach to attendees Client Communications Draft and send client correspondence, including meeting follow-ups, thank you notes, and outreach emails Prepare personalized communications on behalf of the Head of DSO Sales Maintain client communication logs and ensure timely responses Coordinate multi-stakeholder communications for complex deals Client Gifting Manage the strategic gifting program including selection, procurement, and delivery Track gift budgets and maintain records for compliance purposes Source and curate high-quality, thoughtful gifts appropriate for executive-level clients Coordinate timing of gifts with key milestones (deal closings, holidays, client achievements) Calendar and Travel Management Manage the Head of DSO Sales calendar, scheduling meetings and protecting focus time Coordinate complex scheduling across multiple time zones and stakeholders Book and manage travel arrangements including flights, hotels, and ground transportation Prepare travel itineraries with meeting details, client background, and logistics Process and reconcile travel expenses in a timely manner Administrative Support Maintain CRM data accuracy and update opportunity records as needed Prepare meeting materials, agendas, and presentation decks Compile sales reports and client activity summaries Coordinate with internal teams (Marketing, Customer Success, Partnerships) on client-related initiatives Manage vendor relationships for events, gifts, and travel What You'll Need to Succeed 1+ years of experience in sales coordination, executive support, or client services Exceptional organizational skills with strong attention to detail Excellent written and verbal communication skills Proficiency in CRM systems (Salesforce/HubSpot), calendar tools, and travel booking platforms Ability to manage multiple priorities in a fast-paced environment Discretion and professionalism when handling confidential client information Proactive problem-solver with a client-service mindset Preferred Qualifications Experience in B2B SaaS, healthcare technology, or dental industry Familiarity with enterprise sales cycles and DSO (Dental Support Organization) landscape Event planning certification or demonstrated event management experience Experience supporting C-level executives What We Offer Competitive Benefit and Compensation Offerings Ongoing Training and Development Opportunities Unaccrued, Flexible PTO Remote Work

This multi-use campus in partnership with the Dallas Cowboys, the city of Frisco and Frisco Independent School District features restaurants, retail space, entertainment venues and more. Omni Frisco Hotel is connected to The Ford Center, a 12,000-seat, domed, multi-purpose event center. The entire development is anchored by the Dallas Cowboys World Headquarters, which houses office space and the practice facility for the Dallas Cowboys and the Dallas Cowboys Cheerleaders. Located 20 minutes north of downtown Dallas and 25 minutes from both DFW International and Love Field Airport, the Omni Frisco Hotel features a bevy of amenities including Neighborhood Services, a restaurant featuring honest food and drink in the American tradition. Discover our luxury boutique, Charlotte Jones Collection featuring local designers, a chic coffee and wine bar in the lobby and an elevated pool bar and grill, The Edge, overlooking the 91-acre entertainment district dubbed The Star. The upscale Omni Frisco Hotel embodies true Texas charm and sophistication. Staying true to Omni's local color, this luxury hotel captures the energy and future of this vibrant North Texas city. Job Description Handles all administrative duties required by the Sales and Marketing Divisions in order to provide superior services to our guests. Responsibilities •Schedules and prioritizes work load to meet deadlines of all managers. •Types and distributes all correspondence, including letters, emails, proposals, contracts, etc. for assigned managers. Ensures that all correspondence is 100% accurate. •Maintains reader files. •Maintains account files and ensures that all information is included in file, i.e. post convention reports, letters, fax information, etc. •Checks own mailbox in the morning and afternoon. •Answers calls to sales office by third ring. •Ensures that all managers receive messages in a timely manner. (Messages to include name and phone, group or company name, number of caller, date and time call received.) •Enters group information (sites, resumes) in Access. •Enters work orders in Synergy as directed by managers. •Assists unassigned managers as needed. •Updates bulletin boards on assigned months. •Gathers materials and mails packages to clients as necessary. •Takes detailed inquiry leads and submits to appropriate manager. •Inputs amenities into Epitome for VIP clients and processes paperwork (amenity card, receipt signature from Room Service.) •Processes outgoing mail. •Covers for reception during lunch •Takes minutes at committee/assistant meetings as directed. •Participates in schedule rotation for late coverage on days the office closes early. Qualifications Must be able to work alone as well as work well with others. Must have good communication skills. Must be extremely computer savvy (Microsoft Word, Publisher, Outlook, Express, Excel). Previous knowledge of Delphi, Opera and Synergy preferred. Previous hotel experience preferred. Must have good organizational skills.

Practice Builders is a healthcare marketing and consulting firm offering services to medical, dental and healthcare practices as well as to hospitals and clinics. From practice marketing plans to healthcare Internet marketing. Since 1979, Practice Builders has helped over 16,000 practices achieve success. We're a company focused on medical, dental and healthcare practice marketing, online marketing solutions and staff training. We have helped practitioners achieve their goals in most healthcare specialties, with a strong focus on Medical practice marketing (medical advertising, medical brochures, medical website design, SEO for doctors, staff training and a host of other medical marketing services) Job Description The Inside Sales Representative's main responsibility is to foster new business growth. This is in Sparanburg or a Remote location. Essential Duties and Responsibilities Responsibilities include the following and any additional duties that may be assigned. To be successful, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Learn and understand Practice Builders' product portfolio Present features and benefits of all products and services to new customers. Work within an assigned area or account list to promote unsolicited business and grow sales and gross profits. Develop and maintain customer relationships. Qualify and ultimately close leads generated. Respond to new and existing customers and product inquiries. Make a minimum of 75 outbound calls daily. Ability to effectively use Salesforce.com. Work on specific tasks given by management in an effort to increase sales and profits. Required to maintain consistent and acceptable attendance according to the assigned schedule provided. Meet departmental goals and defined key performance indicators (KPIs). Qualifications High School Diploma Required (or equivalent) Bachelor's Degree preferred 3-5 years experience in an inside sales (telesales) or related position High-energy, positive attitude and a desire to succeed and grow in a professional sales environment Good working knowledge of Microsoft Office Knowledge of Salesforce.com is a plus Skills and Competencies: Successful sales track record, solid negotiation skills Understand buyer/decision maker types Exhibit effective selling, listening and verbal/presentation skills and the ability to assess and respond to customer needs Ability to work autonomously to complete your job responsibilities Ability to multi-task, organize and prioritize time, and meet deadlines Ability to community effectively (both verbal and written) to a variety of audiences Excellent problem-solving skills Possesses the ability to understand and follow instructions Ability to work collaboratively and well with teammates Ability to sit for an extended period of time Additional Information We are an Equal Opportunity Employer. This company does not and will not discriminate in employment and personnel practices on the basis of race, sex, age, handicap, religion, national origin or any other basis prohibited by applicable law. Hiring, transferring and promotion practices are performed without regard to the above listed items.

About Us Located on the iconic Sunset Strip, The Sun Rose West Hollywood is a newly rebranded, independent, award-winning hotel and a proud member of Preferred Hotels & Resorts. The property features 149 guest rooms and suites, a signature rooftop poolside restaurant by Wolfgang Puck, a full-service spa, and an intimate live music venue. Set on the former House of Blues site, The Sun Rose is writing its next great chapter with a guest experience rooted in design, cultural expression, and a strong sense of place. Delivering an experience that's magnetic, quietly bold, and unmistakably West Hollywood. Don't meet every single requirement of this job? At HEI we are dedicated to building a diverse and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we encourage you to still send in your information. You may be the perfect candidate for this or for other roles within our organization! We value U.S. military experience and invite all qualified military candidates to apply. Overview Assist the Sales Team in the administrative functions required for effective hotel sales and management. Essential Duties and Responsibilities Act as Liaison between Sales Manager(s) and clients in Sales Manager's absence. Take booking inquiry information via phone and prepare proper paperwork. Uses various computer word processing and other software packages to enter data, produce contracts, correspondence, forms, memorandum, and other documents. Answer telephone and respond to caller inquiries speaking in a clear and pleasant manner. Exercise decision making skills to direct caller's request. Accurately record messages for staff and distribute the written messages to the staff members in a timely manner. Distribute documents to appropriate persons and locations to ensure prompt processing of time sensitive information by hotel and supplier staff. Transport documents weighing up to 10 pounds to offices, mailrooms, and other locations throughout the hotel building. Retrieve documents from and place documents into proper receptacles located up to 6 feet high, such as mailboxes, file cabinets, etc. Handle individual reservations for VIP clients. Ensure that all arrangements, including upgrades, are handled properly, coordinating with other departments through oral and written instruction. Organize, file, and retrieve documents in appropriate binders in order to maintain essential records used in the department operation. Comply with attendance rules and be available to work on a regular basis. Perform any other job-related duties as assigned. Qualifications and Skills Hotel experience preferred. Basic administrative knowledge such as business letters, formats, and telephone etiquette. Ability to effectively deal with internal and external customers, some of whom will require high levels of patience, tact, and diplomacy. Ability to access and accurately input information into a computer using Microsoft Office Suite. Ability to follow written and verbal instructions. Ability to stand and/or sit and continuously perform essential job functions for duration of shift with or without reasonable accommodation. Ability to set-up and maintain filing systems. Effective verbal and written communication skills. Ability to adapt communication style to suit different audiences, such as effectively communicating with supervisors, coworkers, public etc. Compensation Salary Range: $31.90 - $31.90 Hourly Tipped/Service Charge Eligible? No Discretionary Performance Bonus Eligible? No Benefits HEI Hotels and Resorts is committed to providing a comprehensive benefit program that offers you choices for your physical, mental and financial wellness, creating value in your most important investment - you! For your physical and mental wellness we offer competitive Medical and Dental programs through Anthem Blue Cross Blue Shield as well as Vision insurance programs through EyeMed. Our Vacation, Sick and Holiday programs are available for you to rejuvenate with time off. HEI also provides pet insurance through the ASPCA. For your financial wellness, HEI provides a wide array of coverage, including Supplemental, Spousal and Child Life insurance as well as Short and Long-Term Disability plans. Our 401(k) Savings Plan with matching funds, and discounts through our 'YouDecide' and Hotel Room Discount programs provide additional incentives for choosing HEI as the employer of your future. Specific details and eligibility of these programs vary by location and employment status. HEI Hotels and Resorts 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, and other legally protected characteristics. Applicants with arrest or Conviction records will be considered for Employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance and the California Fair Chance Act.

Who we Are? Intersection is an experience-driven Out of Home media and technology company that delivers programming, consumer amenities, and advertising to cities. From free internet access to way-finding to real-time information, our products make city life easier and more sustainable. We further enrich cities with experiential programming that inspires and engages people throughout their day. With valuable, diverse audiences in America's top cities, we provide innovative, data-driven solutions for brands to reach urbanites at scale. What is the Role? Intersection is seeking an upbeat, energetic, and self-motivated Sales Coordinator to join the Client Success Team and work in our Los Angeles Office. This is a fast-paced, detail-oriented, and varied role that is perfect for someone who has experience in sales support within the media/advertising world. The ideal candidate will have outstanding interpersonal and customer service skills, have a drive to learn and the ability to perform sales support responsibilities and thrive within a team environment. Above all, this individual will provide full support to their Sales Account Executive(s), improve the sales cycles by aiding to activate new processes to ensure we live by "The Intersection Way" - maintaining a collaborative and consultative effort with our Clients. What you will accomplish: Within your first month: * You will build strong relationships with your Manager, the Account Executives and Account Manager that they support * You will onboard/train with one of the Client Success Sales Ambassadors * You will take a deep dive into learning Intersections media and advertising offerings * You will be a Mentee to other Sales Coordinators to learn the process and systems used within the sales support organization * You will be exposed to all departments within Intersection and experience how they are part of the sales cycle Within your first three-six months: * You will be able to support your Account Executives/Account Managers by generating and processing contracts, proposals, and presentations that enable Intersection to scale rapidly * You will gain exposure and have daily communication with our Clients/Agencies * You will manage all inventory requests, inventory holds, market avails, media plans / proposals for your Account Executives/Account Managers book of business * You will generate targeting maps and visuals for RFP responses * You will handle invoicing requests / billing inquiries * You will own the pre-sale lifecycle of a contract: initial market research to contract creation and execution, to artwork / specification requests, track production process * You will research and document competitive requests * Develop a reputation for being a solid resource and will develop the foundational knowledge of our business model and the various media products and assets * You will be a "go-to" person who gets stuff done accurately and on time, whether it's printing materials, setting up meetings with our clients, or building sales decks from scratch * You will be communicating over email / by phone with internal resources (charting, ad ops, inventory, & account teams) and our Clients to ensure a smooth & positive customer service experience * You will be a member of a great team at Intersection! You're a great fit for this role because: * You have a degree from an Accredited Institution * You have 1-2+ years relevant work experience in a customer-facing customer success, account management or strategic consulting organization * You can multi-task a number of different items * You enjoy collaborating with people to get work done, but know when to take ownership of a task * You demonstrate a high level of accountability for both your work and the work of your team * You have strong attention to detail and can spot and fix errors * You work fast but thoughtfully, and make suggestions for efficiencies along the way * You have knowledge of Adobe and Microsoft Office Suite and do not mind busy work utilizing these tools for RFPs Total Cash compensation: $50,000 - $52,000 At Intersection we celebrate every voice that makes us unique and every perspective that makes us grow. It's our shared responsibility to create an equitable environment where every employee contributes to the culture of the company. Our products and offerings impact cities across the world and it's our goal to represent the diversity and differences that make cities special. We will be relentless in that pursuit, because together we are better. We encourage applications from all qualified individuals without regard to race, religion, creed, color, national origin, nationality, citizenship status, ancestry, age, sex, marital status, domestic partnership status, civil union status, affectional or sexual orientation, gender identity or expression, genetic predisposition or carrier status, military status/service, veteran status, mental or physical disability, and all other legally protected characteristics.

About Us Welcome to Hotel Crescent Court, where historic charm meets modern luxury. Our mission is to provide an unparalleled hospitality experience where tradition blends seamlessly with contemporary comfort, enriching each guest's journey with Dallas's rich culture. Nestled in the heart of Uptown Dallas, our hotel invites guests to indulge in our world-class spa, renowned dining options, and serene pool, all just steps away from the city's arts, shopping, and entertainment districts-and the iconic trolley. Following a transformative $30 million renovation, Hotel Crescent Court epitomizes the pinnacle of Texas luxury living. For our associates, we offer an environment that fosters growth, development, and excellence. At Hotel Crescent Court, we prioritize your well-being so you can focus on delivering exceptional experiences for our guests. From complimentary parking and meals during shifts to monthly associate celebrations, we provide an array of perks to ensure a rewarding and fulfilling workplace. Joining our team means becoming part of a legacy of hospitality where your potential is nurtured, and your contributions are celebrated. Don't meet every single requirement of this job? At HEI we are dedicated to building a diverse and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we encourage you to still send in your information. You may be the perfect candidate for this or for other roles within our organization! We value U.S. military experience and invite all qualified military candidates to apply. Overview Assist the Sales Team in the administrative functions required for effective hotel sales and management. Essential Duties and Responsibilities Act as Liaison between Sales Manager(s) and clients in Sales Manager's absence. Take booking inquiry information via phone and prepare proper paperwork. Uses various computer word processing and other software packages to enter data, produce contracts, correspondence, forms, memorandum, and other documents. Answer telephone and respond to caller inquiries speaking in a clear and pleasant manner. Exercise decision making skills to direct caller's request. Accurately record messages for staff and distribute the written messages to the staff members in a timely manner. Distribute documents to appropriate persons and locations to ensure prompt processing of time sensitive information by hotel and supplier staff. Transport documents weighing up to 10 pounds to offices, mailrooms, and other locations throughout the hotel building. Retrieve documents from and place documents into proper receptacles located up to 6 feet high, such as mailboxes, file cabinets, etc. Handle individual reservations for VIP clients. Ensure that all arrangements, including upgrades, are handled properly, coordinating with other departments through oral and written instruction. Organize, file, and retrieve documents in appropriate binders in order to maintain essential records used in the department operation. Comply with attendance rules and be available to work on a regular basis. Perform any other job-related duties as assigned. Qualifications and Skills Hotel experience preferred. Basic administrative knowledge such as business letters, formats, and telephone etiquette. Ability to effectively deal with internal and external customers, some of whom will require high levels of patience, tact, and diplomacy. Ability to access and accurately input information into a computer using Microsoft Office Suite. Ability to follow written and verbal instructions. Ability to stand and/or sit and continuously perform essential job functions for duration of shift with or without reasonable accommodation. Ability to set-up and maintain filing systems. Effective verbal and written communication skills. Ability to adapt communication style to suit different audiences, such as effectively communicating with supervisors, coworkers, public etc. Compensation Tipped/Service Charge Eligible? Yes Discretionary Performance Bonus Eligible? No Benefits HEI Hotels and Resorts is committed to providing a comprehensive benefit program that offers you choices for your physical, mental and financial wellness, creating value in your most important investment - you! For your physical and mental wellness we offer competitive Medical and Dental programs through Anthem Blue Cross Blue Shield as well as Vision insurance programs through EyeMed. Our Vacation, Sick and Holiday programs are available for you to rejuvenate with time off. HEI also provides pet insurance through the ASPCA. For your financial wellness, HEI provides a wide array of coverage, including Supplemental, Spousal and Child Life insurance as well as Short and Long-Term Disability plans. Our 401(k) Savings Plan with matching funds, and discounts through our 'YouDecide' and Hotel Room Discount programs provide additional incentives for choosing HEI as the employer of your future. Specific details and eligibility of these programs vary by location and employment status. HEI Hotels and Resorts 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, and other legally protected characteristics.

How will this role impact First Command? First Command was founded in 1958 by a retired military officer who was passionate about helping service members and their families strengthen their financial security. The company is seeking a leader who shares this passion for our mission. This role involves building and maintaining relationships with our field-force, providing product knowledge and support on all our products, and supporting the achievement of sales targets. The Internal Sales Support Specialist works closely with our product and solution leads to track results, follow-up and find opportunities and drive education and production results. What will the employee do in this role? Plan and execute three (3) proactive calls, one-on-one's, virtual trainings each day. Enter all activities and cases in Salesforce- the same week they are executed. Partner with the DSC on a Division Sales Plan using data to accelerate advisor penetration, drive the planning process, and grow sales in protection, investments, and banking. Lead with the First Command holistic planning process and position solutions in the context of that process and client needs. Act as an “ambassador” in the home office and with the field for the First Command vision, the holistic planning process, and the Integrated Sales structure and operating model. Build trust and deep partnerships with District Advisors and advisors. Build trust and a productive working relationship with your Division Sales Consultant. Collaborate with the DSCs to deliver a systematic follow-up process for all training workshops, district events and sales meetings etc. Create Salesforce campaigns that align with each of these events. Partner closely with the Solution-Leads, Product Management, and the Division Sales Consultant to deliver sales strategies to the DAOs, District Advisors and advisors. Partner closely with the Solution-Leads and the Internal Specialists to leverage opportunity lists of clients, and advisors for in-field sales initiatives. Partner with the DSCs to leverage the thought leadership and wholesaling horsepower of partner firms to drive sales in the region. Partner with the DSCs on content for division education workshops and own the follow-up for these events. Partner with the DSCs on content for District Client events and own the follow-up for these events. Stay current on industry trends, new product development, and industry best practices. Source learning and accreditation opportunities that will help expand your subject matter expertise and your sales skills. Always represent First Command in the highest possible manner and ensure all sales activities comply with industry regulations and company policies. What skills & qualifications do you need? Should have strong interpersonal and relationship-building skills. They must be able to establish rapport with financial advisors and clients to effectively promote products and services. A deep understanding of products, funds, or financial services offered by the First Command is crucial. This includes staying updated on product features, benefits, and market trends. Effective communication is essential for explaining complex financial products in a clear and concise manner. This includes both written and verbal communication skills. Being able to identify and address client needs, objections, or concerns is a valuable skill in this role. Analyzing sales data and performance metrics is important for refining sales strategies and identifying areas for improvement. Education Bachelor's degree in business or finance preferred (EX07 & EX08) and required (EX09) Work Experience EX07 - 1+ years' experience EX08 - 5+ years' experience EX09 - 10+ years' experience Experience analyzing and reporting on product performance, user feedback, market trends, and competitive analysis. Experience within the financial services industry is particularly advantageous. Roles such as financial advisor, financial consultant, or junior analyst can provide a strong foundation in understanding investment products and financial markets. Proficiency in ACE/Sales Support and other emerging technology. Strong professionalism and ethical foundation. Certifications Series 6, 63, 65, and Life and Heath (EX07-EX09) Required Knowledge, Skills and Abilities Any experience that provides in-depth knowledge of the specific investment products or financial services offered by the hiring organization is a significant advantage. Experience in roles that require strong customer service and interpersonal skills is beneficial. Customer service representatives, client relationship managers, or similar positions can help develop the necessary client-facing skills. Experience working in cross-functional teams or roles that require collaboration. Prior experience in sales is highly valuable. #LI-NC1 #LI-Hybrid

About this role: Wells Fargo is seeking a... In this role, you will: * Support the Mortgage Retail Sales team with administrative, marketing, and sales tasks * Build or maintain relationships with current and prospective customers * Perform administrative, transactional, operational, or customer support tasks related to mortgage sales * Receive direction from consultants or managers related to Mortgage Retail Sales functional area * Build relationships with current and prospective customers * Interact with customers and individuals within the Mortgage Retail Sales functional area on a wide range of information related to mortgage sales, selling process, etc. * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Required Qualifications for Europe, Middle East & Africa only: * Experience in Mortgage Retail Sales, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Job Expectations: * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $23.56 - $29.81 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 26 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**About this role:** Wells Fargo is seeking a... **In this role, you will:** + Support the Mortgage Retail Sales team with administrative, marketing, and sales tasks + Build or maintain relationships with current and prospective customers + Perform administrative, transactional, operational, or customer support tasks related to mortgage sales + Receive direction from consultants or managers related to Mortgage Retail Sales functional area + Build relationships with current and prospective customers + Interact with customers and individuals within the Mortgage Retail Sales functional area on a wide range of information related to mortgage sales, selling process, etc. + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Required Qualifications for Europe, Middle East & Africa only:** + Experience in Mortgage Retail Sales, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** **Job Expectations:** + This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $23.56 - $29.81 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 26 Jan 2026 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-516585

About this role: Wells Fargo is seeking a... In this role, you will: Support the Mortgage Retail Sales team with administrative, marketing, and sales tasks Build or maintain relationships with current and prospective customers Perform administrative, transactional, operational, or customer support tasks related to mortgage sales Receive direction from consultants or managers related to Mortgage Retail Sales functional area Build relationships with current and prospective customers Interact with customers and individuals within the Mortgage Retail Sales functional area on a wide range of information related to mortgage sales, selling process, etc. This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Required Qualifications for Europe, Middle East & Africa only: Experience in Mortgage Retail Sales, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Job Expectations: This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $23.56 - $29.81 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 29 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**About this role:** Wells Fargo is seeking a Mortgage Retail Sales Coordinator (SAFE). **In this role, you will:** + Support the Mortgage Retail Sales team with administrative, marketing, and sales tasks + Build or maintain relationships with current and prospective customers + Perform administrative, transactional, operational, or customer support tasks related to mortgage sales + Receive direction from consultants or managers related to Mortgage Retail Sales functional area + Build relationships with current and prospective customers + Interact with customers and individuals within the Mortgage Retail Sales functional area on a wide range of information related to mortgage sales, selling process, etc. + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Excellent verbal, written, and interpersonal communication skills + Mortgage industry experience + Customer service experience + A BS/BA degree or higher + 6+ months of experience navigating multiple computer systems, applications and utilizing search tools to find information + Knowledge and understanding of business development and marketing + Bilingual speaking, reading and writing proficiency in Spanish/English preferred **Job Expectations:** + This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary **Posting End Date:** 7 Feb 2026 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-514169

About this role: Wells Fargo is seeking a Mortgage Retail Sales Coordinator (SAFE). In this role, you will: * Support the Mortgage Retail Sales team with administrative, marketing, and sales tasks * Build or maintain relationships with current and prospective customers * Perform administrative, transactional, operational, or customer support tasks related to mortgage sales * Receive direction from consultants or managers related to Mortgage Retail Sales functional area * Build relationships with current and prospective customers * Interact with customers and individuals within the Mortgage Retail Sales functional area on a wide range of information related to mortgage sales, selling process, etc. * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Excellent verbal, written, and interpersonal communication skills * Mortgage industry experience * Customer service experience * A BS/BA degree or higher * 6+ months of experience navigating multiple computer systems, applications and utilizing search tools to find information * Knowledge and understanding of business development and marketing * Bilingual speaking, reading and writing proficiency in Spanish/English preferred Job Expectations: * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Posting End Date: 7 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Do you want to become a member of a highly successful sales team, working in one of the fastest-growing industries in the country? Alliance Funding is looking for highly-motivated and energetic individuals who can keep up in our fast-paced selling environment. Located in Orange, CA our business-to-business Inside Sales Professionals are responsible for selling a diversified range of financing and leasing solutions to small and mid-sized businesses. Our enthusiastic and driven sales professionals focus on prospecting new business opportunities, speaking with decision-makers, analyzing need and effectively deliver value-add solutions. This sought after sales position provides an opportunity to earn what you're worth. Job Description Responsibilities: 1. Using company provided leads, you will prospect and identifying qualified buyers for company products. 2. Analyze need and credit worthiness to deliver appropriate financial solutions. 3. Collaborate with Company departments to efficiently complete client transactions. 4. Strong willingness to initiate, establish and nurture meaningful business relationships over the phone. Please Note: You will be required to make 150 outbound calls per day to business owners. Compensation, Benefits and Training Package 1. 12-month training program 2. Competitive Base Salary DOE $2,000 - $2,500 + Uncapped Commissions 3. Un-capped commission plan and possible residual income 4. Comprehensive Medical, Dental, Vision and 401(k) after 90-days of employment 5. Average Income Year 1: 35-50K, Year 2: 60-75K Year 3: $100K+ Qualifications Requirements: 1. High school diploma/GED required, BS/BA preferred 2. Positive and enthusiastic and hard-working demeanor 3. Ability to adapt to change in a highly dynamic work environment 4. Outstanding written and verbal communication Preferred Skills and Qualifications 1. 6 months inside sales experience 2. Proficient in Microsoft Office; Excel, Word, Outlook 3. Experience with conceptual, consultative value-based selling 4. Experience working in a performance based environment Additional InformationAll your information will be kept confidential according to EEO guidelines.