Senior Sales Representative jobs at Lincoln Financial Group

If you have read my s before, this will be a refresher. For those of you who haven't read my s before, welcome to the party....I like to add a little humor, so you will see some comedy scattered in this . Allow me to introduce myself. My name is Tom Welke. I am Partner & VP at RSM Solutions Inc. So...guess what, this is an actual live person. So, no 'bots', just a real person. I have been recruiting talent for a while (23 years) and been in the tech sector since the 1990s. Due to all of this, I am going to be far more focused on 'fit' than anything else...a fit for you and a fit for the client. I am actually very good friends with the COO for this firm. He and I have been close personal friends for close to 15 years. The reason I mention this is that I know a little bit about these guys and what creates a good 'fit' here... So, what are those components of a good 'fit'. you might ask? Well here are a few characteristics: This is an environment where there is an expectation that you will not just do your best work...but want to do your best work. Everyone that you will interact with are also striving to do their best work as well. So, we are seeking that individual that doesn't just want a 'job' but is looking to elevate their career, learn from others, and share their knowledge. This is not a 'drama filled' environment. This role is not for that kind of person that feels like the world revolves around them. We have all meet salespeople that have a sense of 'bravado' (there is a less politically correct term for this)...this is not that kind of environment. So, I think you get what I am saying...confidence is one thing...being an (carefully placed explative) is another. This particular client manufactures MES (Manufacturing Execution System) Software that is used by firms both large and small (typically their customer base are typically firms with 500 employees or less) and are primarily focused in the Midwest in terms of its install base (these guys are based in Germany...nope it isn't SAP). This clients MIP (Manufacturing Integration Platform) and Advanced Planning and Scheduling System use AI to help complete this client's overall product portfolio. A great way to describe this firm is that they are smack dab in the middle of the "Smart Factory Revolution". With over 45 years of experience and 520 professionals across 13 locations, they empower manufacturing companies to optimize their production processes through innovative software solutions. Their software is used by over 1,100,000 people in 1,750 manufacturing companies worldwide. For this role, we are seeking a Account Exec / Account Manager that is already located in Chicago. In addition, I can only work with US Citizens or Green Card Holders for this role. If you are not located in Chicago, we would need you to be located in the midwest. This role is about 70% outside sales and 30% inside sales. This is a true 'hunter with hunger' role. There is no cap on commissions here as well. This role has uncapped commissions. If you are anything like me, my eyes get a little buggy when I see job descriptions with a zillion 'must haves', half of which don't exist. So, due to that, I am going to give you the high level bullet points. If you are interested and apply, I can share all of those bullets. However, this should give you a good idea of what we are looking for and what the responsibilities of the role are. Here are the key responsibilities: Lead Sales efforts to the mid-market manufacturing sector. Build a sales plan to provide integrated software and service solutions to meet prospect and existing customer needs as a strategic business partner. Drive all aspects of the sales cycle including, proposals, scoping, pricing and contract negotiations, etc. Develop proven metrics and reporting to drive the team to achieve success with our current and prospective customers Here is what we are seeking: Experience working for either an ERP or MES Software firm as an account executive. This ERP or MES experience is an absolute must have. If you have large scale implementation project sales experience with a Cognizant, IBM Global Services, Accenture, PWC, E&Y, etc, that would be great to see. Experience in business-to-business sales (especially in the manufacturing space), including prospecting, relationship management and closing complex deals for consulting-intense software solutions in the manufacturing industry, industrial automation, and logistics space (especially at the executive level). Strong technology skills, familiarity with value-added processes in the manufacturing industry. This should include the digitization needs of manufacturing companies and their processes.

What you'll do: This is not a 9-5, sit-behind-a-desk job. Instead, you will develop and execute creative sales and marketing plans designed to drive business to the community. Our sales team is highly collaborative and works together towards a common goal. The Sales Associate would work out of our The Reserve at Lake Conroe, located in Willis, TX. Your job will include: Selling, processing, and closing homes in accordance with company business plans. Showing homes and highlighting the features and benefits of the homes and the community. Approximately 85% of your time will be spent showing homes. Adhering to the company's selling philosophy when serving our customers while utilizing all selling and organizational tools provided to include accompanying them through model homes, undecorated models (which may be at various stages of construction), and/or available homesites. Providing timely and consistent follow-through with current customers from initial contact to after closing. Records must be maintained of all communication. Developing an in-depth knowledge of the competitive marketplace, including product, site, local community, sales, advertising, and demographics. Monitoring and recording daily customer traffic utilizing company designated tracking tools and sending “Thank You” notes to all potential customers along with continued follow up. Accomplishing required administrative tasks accurately, expertly, and in a timely manner, while handling priorities. Creating sales agreements which may include calculation of sales tax and monthly payment plans as well as running credit checks. Attending regular rally meetings to review sales and marketing strategies. Meeting with residents and buyers to list and sell homes and keeping a database of available homes for sale. Collaborating with the Community Manager, Regional Sales Manager and/or Regional Manager to develop the community sales and marketing plans. Participating in regional call campaigns and community events. As part of community outreach, building strong resident relations with ongoing communications and an all-encompassing attitude of courteous, respect, and customer service to self-generate sales. Experience & skills you need: Strong customer service and sales skills with a proven history of success. Strong interpersonal, written, and verbal communication skills when interacting with potential customers, sales leadership, and the operations team. Positive attitude, self-motivated, resourceful, professional, and capable of achieving goals. Ability to work in a fast paced and team-centered environment. Ability to work weekends on a regular basis. Strong math skills and the ability to calculate figures and amounts such as discounts, interest, and commissions. Ability to problem solve and be detail oriented. Understand and follow company established policies and procedures. Enjoy collaborating, being a team player with a strong work ethic, accepting constructive feedback, and following directions from a manager. Committed to self-development of sales, marketing, and technological advancements. Enjoy self-generating sales through outreach and marketing initiatives. Ability to use the Microsoft Office suite of products including Outlook and Excel. You have a valid driver's license and a clean driving record. This is required. Benefits:

What you'll do: This is not a 9-5, sit-behind-a-desk job. Instead, you will develop and execute creative sales and marketing plans designed to drive business to the community. Our sales team is highly collaborative and works together towards a common goal. The role would be working out of our community, Dolce Vita, located in Apache Junction, AZ. Selling, processing, and closing homes in accordance with company business plans. Showing homes and highlighting the features and benefits of the homes and the community. Approximately 85% of your time will be spent showing homes. Adhering to the company's selling philosophy when serving our customers while utilizing all selling and organizational tools provided to include accompanying them through model homes, undecorated models (which may be at various stages of construction), and/or available homesites. Providing timely and consistent follow-through with current customers from initial contact to after closing. Records must be maintained of all communication. Developing an in-depth knowledge of the competitive marketplace, including product, site, local community, sales, advertising, and demographics. Monitoring and recording daily customer traffic utilizing company-designated tracking tools and sending “Thank You” notes to all potential customers along with continued follow-up. Accomplishing required administrative tasks accurately, expertly, and in a timely manner, while handling priorities. Creating sales agreements, which may include the calculation of sales tax and monthly payment plans as well as running credit checks. Attending regular rally meetings to review sales and marketing strategies. Meeting with residents and buyers to list and sell homes, and keeping a database of available homes for sale. Collaborating with the Community Manager, Regional Sales Manager, and/or Regional Manager to develop the community sales and marketing plans. Participating in regional call campaigns and community events. As part of community outreach, building strong resident relations with ongoing communications and an all-encompassing attitude of courtesy, respect, and customer service to self-generate sales. Experience & skills you need: Strong customer service and sales skills with a proven history of success. Strong interpersonal, written, and verbal communication skills when interacting with potential customers, sales leadership, and the operations team. Positive attitude, self-motivated, resourceful, professional, and capable of achieving goals. Ability to work in a fast-paced and team-centered environment. Ability to work weekends regularly. Strong math skills and the ability to calculate figures and amounts such as discounts, interest, and commissions. Ability to problem solve and be detail-oriented. Understand and follow company company-established policies and procedures. Enjoy collaborating as a team player with a strong work ethic, accepting constructive feedback, and following directions from managers. Committed to self-development of sales, marketing, and technological advancements. Enjoy self-generating sales through outreach and marketing initiatives. Ability to use the Microsoft Office suite of products, including Outlook and Excel. You have a valid driver's license and a clean driving record. This is required.

What you'll do: This is not a 9-5, sit-behind-a-desk job. Instead, you will develop and execute creative sales and marketing plans designed to drive business to the community. Our sales team is highly collaborative and works together towards a common goal. The role would be working out of our community, Golf Vista Estates located in Monee, IL. Selling, processing, and closing homes in accordance with company business plans. Showing homes and highlighting the features and benefits of the homes and the community. Approximately 85% of your time will be spent showing homes. Adhering to the company's selling philosophy when serving our customers while utilizing all selling and organizational tools provided to include accompanying them through model homes, undecorated models (which may be at various stages of construction), and/or available homesites. Providing timely and consistent follow-through with current customers from initial contact to after closing. Records must be maintained of all communication. Developing an in-depth knowledge of the competitive marketplace, including product, site, local community, sales, advertising, and demographics. Monitoring and recording daily customer traffic utilizing company-designated tracking tools and sending “Thank You” notes to all potential customers along with continued follow-up. Accomplishing required administrative tasks accurately, expertly, and in a timely manner, while handling priorities. Creating sales agreements, which may include the calculation of sales tax and monthly payment plans as well as running credit checks. Attending regular rally meetings to review sales and marketing strategies. Meeting with residents and buyers to list and sell homes, and keeping a database of available homes for sale. Collaborating with the Community Manager, Regional Sales Manager, and/or Regional Manager to develop the community sales and marketing plans. Participating in regional call campaigns and community events. As part of community outreach, building strong resident relations with ongoing communications and an all-encompassing attitude of courtesy, respect, and customer service to self-generate sales. Experience & skills you need: Strong customer service and sales skills with a proven history of success. Strong interpersonal, written, and verbal communication skills when interacting with potential customers, sales leadership, and the operations team. Positive attitude, self-motivated, resourceful, professional, and capable of achieving goals. Ability to work in a fast-paced and team-centered environment. Ability to work weekends regularly. Strong math skills and the ability to calculate figures and amounts such as discounts, interest, and commissions. Ability to problem solve and be detail-oriented. Understand and follow company company-established policies and procedures. Enjoy collaborating as a team player with a strong work ethic, accepting constructive feedback, and following directions from managers. Committed to self-development of sales, marketing, and technological advancements. Enjoy self-generating sales through outreach and marketing initiatives. Ability to use the Microsoft Office suite of products, including Outlook and Excel. You have a valid driver's license and a clean driving record. This is required.

With 4,500+ employees and over 300,000 commercial, institutional, payments, and retail clients, we operate from more than 70 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets - focusing on innovation, human connection, and providing world-class products and services to all types of investors. Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth. Business Segment Overview Institutional: Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology. Job Purpose: StoneX is a publicly traded Fortune 50 company and one of the fastest-growing institutional dealers in the securities industry. Our U.S. Treasury business continues to expand globally, creating an opportunity for an experienced and driven sales professional to join our New York team. This individual will play a key role in growing client relationships and revenue across the U.S. rates market, with additional opportunity to expand our emerging G3 presence with relevant client counterparties. Responsibilities Serve as a principal driver of U.S. Treasury revenue production, managing client flows, risk positions, and trade execution with precision and urgency. Deliver consistent, high-touch service and market insights that deepen client engagement and reinforce our trusted counterparty status. Be a commercial leader on the desk, setting a high bar for client engagement, market insight, and execution excellence. This role requires a proactive, connected, and entrepreneurial mindset. Take ownership of alpha generation by developing and maintaining robust analytical models - spanning macro and micro-RV and cash-futures basis frameworks - for actionable use. Translate analysis into client-relevant trade ideas. Proactively originate, structure, and communicate marketable strategies that resonate with the client base, positioning the desk as a thought leader and first call on market moves. Employ a deliberate and disciplined risk management framework that optimizes capital efficiency and aligns trading decisions with broader franchise objectives. Deliver impactful market commentary to both the salesforce and institutional clients, providing differentiated perspectives on UST market dynamics, positioning trends, and central bank policy. Drive commercial engagement across regions and products, collaborating closely with partners in London, Singapore, and other trading teams to broaden the U.S. Treasury franchise. Act as a visible and active ambassador to clients, through regular dialogue, on-site visits, conference participation, and market events-building authentic relationships that generate inbound business and sustained wallet share. Deliver measurable impact from day one, bringing established client connectivity, market credibility, and the confidence to originate and execute meaningful risk and revenue. Exemplify a culture of accountability, integrity, and performance, adhering to firm compliance standards while contributing to a high-performing, client-driven team environment. Qualifications To land this role you will need: Education: BA or BS degree, preferably in finance, economics, or a related field. Experience: 4-10 years of experience in trading U.S. Treasuries, ideally in a sell-side capacity. A track record of success in maintaining a regularly profitable revenue profile. Ideal candidate will be well-versed in micro-RV trading strategies within the UST complex, including cash-futures basis trading. Proficiency in advanced Excel (incl. VBA) and familiarity with other programming languages is a plus. An entrepreneurial mindset, team-oriented attitude, and a proactive approach to problem-solving. Licenses: FINRA Series 7 and 63. Hiring Salary Range $150,000 - $200,000 (Salary to be determined by the education, experience, knowledge, skills and abilities of the applicant, internal equity and alignment with market data.) Subject to business performance and recommendations of management, this role may be eligible to participate in an incentive compensation plan. This compensation package, in addition to a full range of medical, financial, and/or other benefits, dependent on the position, is offered. Permanent, full-time, #LI-SD1

With 4,500+ employees and over 300,000 commercial, institutional, payments, and retail clients, we operate from more than 70 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets - focusing on innovation, human connection, and providing world-class products and services to all types of investors. Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth. Business Segment Overview Institutional: Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology. Job Purpose: StoneX is a publicly traded Fortune 50 company and one of the fastest-growing institutional dealers in the securities industry. Our U.S. Treasury business continues to expand globally, creating an opportunity for an experienced and driven sales professional to join our New York team. This individual will play a key role in growing client relationships and revenue across the U.S. rates market, with additional opportunity to expand our emerging G3 presence with relevant client counterparties. Responsibilities * Serve as a principal driver of U.S. Treasury revenue production, managing client flows, risk positions, and trade execution with precision and urgency. Deliver consistent, high-touch service and market insights that deepen client engagement and reinforce our trusted counterparty status. * Be a commercial leader on the desk, setting a high bar for client engagement, market insight, and execution excellence. This role requires a proactive, connected, and entrepreneurial mindset. * Take ownership of alpha generation by developing and maintaining robust analytical models - spanning macro and micro-RV and cash-futures basis frameworks - for actionable use. * Translate analysis into client-relevant trade ideas. Proactively originate, structure, and communicate marketable strategies that resonate with the client base, positioning the desk as a thought leader and first call on market moves. * Employ a deliberate and disciplined risk management framework that optimizes capital efficiency and aligns trading decisions with broader franchise objectives. * Deliver impactful market commentary to both the salesforce and institutional clients, providing differentiated perspectives on UST market dynamics, positioning trends, and central bank policy. * Drive commercial engagement across regions and products, collaborating closely with partners in London, Singapore, and other trading teams to broaden the U.S. Treasury franchise. * Act as a visible and active ambassador to clients, through regular dialogue, on-site visits, conference participation, and market events-building authentic relationships that generate inbound business and sustained wallet share. * Deliver measurable impact from day one, bringing established client connectivity, market credibility, and the confidence to originate and execute meaningful risk and revenue. * Exemplify a culture of accountability, integrity, and performance, adhering to firm compliance standards while contributing to a high-performing, client-driven team environment. Qualifications To land this role you will need: * Education: BA or BS degree, preferably in finance, economics, or a related field. * Experience: 4-10 years of experience in trading U.S. Treasuries, ideally in a sell-side capacity. * A track record of success in maintaining a regularly profitable revenue profile. * Ideal candidate will be well-versed in micro-RV trading strategies within the UST complex, including cash-futures basis trading. * Proficiency in advanced Excel (incl. VBA) and familiarity with other programming languages is a plus. * An entrepreneurial mindset, team-oriented attitude, and a proactive approach to problem-solving. * Licenses: FINRA Series 7 and 63. Hiring Salary Range $150,000 - $200,000 (Salary to be determined by the education, experience, knowledge, skills and abilities of the applicant, internal equity and alignment with market data.) Subject to business performance and recommendations of management, this role may be eligible to participate in an incentive compensation plan. This compensation package, in addition to a full range of medical, financial, and/or other benefits, dependent on the position, is offered. Permanent, full-time, #LI-SD1

The STS Tax Senior, State and Local Tax, applies industry knowledge and experience to clients by assisting in providing advice related to tax implications of their business objectives, recommend alternate courses of action, as well as identify different methods of complying with tax regulations. Additional responsibilities include applying knowledge to understand potential tax issues, evaluate and select alternative actions to lessen tax burden and cost of compliance, recognize and communicate potential risks, identify potential changes in the tax policy and apply new policies to tax compliance and assist in handling routine questions from federal or state agencies. This role also serves as primary contact for the clients, as needed, including but not limited to preparing and presenting presentations to clients and potential clients. Job Duties: Research: * Identifies when research is needed; frames issues to be researched; identifies sources of all information including information tending to contradict preferred positions, analyzes facts and authorities, and reports the analysis * Demonstrates an in-depth level of understanding of various tax authorities * Applies firm and professional standards for preparation of WTA and tax returns * Develops and maintains relationships with in-state and out-of-state Department of Tax (DOT)/Department of Revenue (DOR) personnel Tax Compliance: * Ensures clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens * Tracks availability and filing requirements regarding client-related information * Applies tax compliance knowledge with a high degree of accuracy and efficiency * Utilizes knowledge of preparation and issues to price services and sell related services * Develops service in accordance with SOX rulings * Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements * Conducts detailed review of tax returns, and identifies basic, complex and advanced issues throughout the engagement * Communicates with clients to gather information when applicable * Prepares and reviews taxability matrices for client transactions assuring timely review and accuracy of returns Tax Consulting: * Develops, recommends, and implements methods to maximize client benefits, especially by decreasing clients' current and future taxes * Considers the applicability of all state tax consulting sub-specialties for each client, conferring with other STS consultants, when appropriate * Interprets existing and new law and client facts to maximize benefits * Involves other state tax sub-specialty subject matter experts, when appropriate * Applies workplans for tax consulting projects performed for clients * Ensures client service teams comply with firm policy regarding WTA checklist * Develops consultative selling skills * Provides assistance with exam support * Assists in managing client expectations * Informs Core Tax Services leadership of state tax opportunities for clients Tax Controversy: * Reviews assessment notices * Monitors client expectations regarding issues of controversy * Handles routine questions from federal or state agencies with assistance Tax Related Software: * Utilizes GoSystems, tax research databases and other tax-related software in the completion of assigned tasks * Trains staff on all current software tools Tax Specialization: * Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation * Manages specialization services efficiently * Involves and works with firm specialists when client and proposal work relates to areas in which the firm has specialists * Organizes and conducts internal CPE training sessions in area of specialization Accounting for Income Taxes - SFAS109: * Reviews basic tax provisions ASC740-10: * Applies firm policies, standards and BDO Tax Quality Manual regarding FAS 109 and FIN 48 * Assists others in learning and applying FAS 109 and FIN 48 * Reviews tax provisions * Communicates with Assurance counterparts to timely plan tax accrual reviews Strategy Development: * Introduces and develops new or improved ideas to advance the position of clients, the firm, or firm personnel by reducing taxes or expenses or providing non-tax benefits. * Reviews studies of tax implications and offers client alternative courses of action * Assists with research of potential tax strategies as well as implementation * Understands documentation associated with tax strategies * Identifies and leverages lesions learned on prior projects and offers input on how to improve * Suggests marketing approaches for new ideas * Discusses simple tax strategies with client * Builds client relationships, marketing, networking and business development * Provides technical client service to multi-state companies with state and local income/franchise tax issues including research, planning, and controversy work * Assists multi-state companies with state and local income/franchise tax planning, consulting, negotiation of settlements, voluntary disclosure agreements and state income/franchise tax audit representation (i.e., protests, refund claims and appeals) * Makes high-level decisions regarding filing and preparation, and handles questions from federal and state agencies * Economically and productively manages projects including billing and accounts receivable responsibilities * Educates and advises professionals regarding state and local tax law as well as developing their careers Other duties as required Supervisory Responsibilities: * Supervises work assignments of STS SALT Associates, as appropriate * Provides periodic performance feedback to and participates in the annual performance evaluation for STS SALT Associates, as appropriate * Acts as a mentor to and assists in the professional development of STS SALT Associates, as appropriate Qualifications, Knowledge, Skills and Abilities: Education: * Bachelors degree ,required * Masters degree in Accounting/Taxation or J.D., preferred Experience: * Two (2) or more years state and local/multistate experience, required License/Certifications: * CPA certification or other relevant certification, preferred Software: * Proficient in the use of Microsoft Office Suite, specifically Excel and Word, preferred * Ability to use standard tax applications and research tools, preferred Language: * N/A Other Knowledge, Skills & Abilities: * Excellent verbal and written communication skills * Strong analytical and research skills * Solid organizational skills * Ability to meet project deadlines with a focus on details * Ability to successfully multi-task while working independently or within a group environment * Capable of building and maintaining strong relationships with internal and client personnel * Advanced knowledge of all tax return forms * Excellent people development and delegation skills * Ability to encourage a team environment on engagements * Executive presence and ability to act as primary contact on assigned engagements * Basic understanding of tax compliance * Ability to successfully interact with professionals at all levels * Working knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services * Working knowledge of sources of relevant information utilized in tax filings * Working knowledge and understanding of cause and effect for taxable conditions on clients and the potential tax issues * Possesses excellent decision-making skills * Ability to create written tax advice * Basic understanding of the ability to represent the client before any tax authority on contested issues Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $73,500 - $131,250 Maryland Range: $73,500 - $131,250 NYC/Long Island/Westchester Range: $73,500 - $131,250 Washington DC Range: $73,500 - $131,250

The STS Tax Senior, State and Local Tax, applies industry knowledge and experience to clients by assisting in providing advice related to tax implications of their business objectives, recommend alternate courses of action, as well as identify different methods of complying with tax regulations. Additional responsibilities include applying knowledge to understand potential tax issues, evaluate and select alternative actions to lessen tax burden and cost of compliance, recognize and communicate potential risks, identify potential changes in the tax policy and apply new policies to tax compliance and assist in handling routine questions from federal or state agencies. This role also serves as primary contact for the clients, as needed, including but not limited to preparing and presenting presentations to clients and potential clients. Job Duties: Research: Identifies when research is needed; frames issues to be researched; identifies sources of all information including information tending to contradict preferred positions, analyzes facts and authorities, and reports the analysis Demonstrates an in-depth level of understanding of various tax authorities Applies firm and professional standards for preparation of WTA and tax returns Develops and maintains relationships with in-state and out-of-state Department of Tax (DOT)/Department of Revenue (DOR) personnel Tax Compliance: Ensures clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens Tracks availability and filing requirements regarding client-related information Applies tax compliance knowledge with a high degree of accuracy and efficiency Utilizes knowledge of preparation and issues to price services and sell related services Develops service in accordance with SOX rulings Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements Conducts detailed review of tax returns, and identifies basic, complex and advanced issues throughout the engagement Communicates with clients to gather information when applicable Prepares and reviews taxability matrices for client transactions assuring timely review and accuracy of returns Tax Consulting: Develops, recommends, and implements methods to maximize client benefits, especially by decreasing clients' current and future taxes Considers the applicability of all state tax consulting sub-specialties for each client, conferring with other STS consultants, when appropriate Interprets existing and new law and client facts to maximize benefits Involves other state tax sub-specialty subject matter experts, when appropriate Applies workplans for tax consulting projects performed for clients Ensures client service teams comply with firm policy regarding WTA checklist Develops consultative selling skills Provides assistance with exam support Assists in managing client expectations Informs Core Tax Services leadership of state tax opportunities for clients Tax Controversy: Reviews assessment notices Monitors client expectations regarding issues of controversy Handles routine questions from federal or state agencies with assistance Tax Related Software: Utilizes GoSystems, tax research databases and other tax-related software in the completion of assigned tasks Trains staff on all current software tools Tax Specialization: Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation Manages specialization services efficiently Involves and works with firm specialists when client and proposal work relates to areas in which the firm has specialists Organizes and conducts internal CPE training sessions in area of specialization Accounting for Income Taxes - SFAS109: Reviews basic tax provisions ASC740-10: Applies firm policies, standards and BDO Tax Quality Manual regarding FAS 109 and FIN 48 Assists others in learning and applying FAS 109 and FIN 48 Reviews tax provisions Communicates with Assurance counterparts to timely plan tax accrual reviews Strategy Development: Introduces and develops new or improved ideas to advance the position of clients, the firm, or firm personnel by reducing taxes or expenses or providing non-tax benefits. Reviews studies of tax implications and offers client alternative courses of action Assists with research of potential tax strategies as well as implementation Understands documentation associated with tax strategies Identifies and leverages lesions learned on prior projects and offers input on how to improve Suggests marketing approaches for new ideas Discusses simple tax strategies with client Builds client relationships, marketing, networking and business development Provides technical client service to multi-state companies with state and local income/franchise tax issues including research, planning, and controversy work Assists multi-state companies with state and local income/franchise tax planning, consulting, negotiation of settlements, voluntary disclosure agreements and state income/franchise tax audit representation (i.e., protests, refund claims and appeals) Makes high-level decisions regarding filing and preparation, and handles questions from federal and state agencies Economically and productively manages projects including billing and accounts receivable responsibilities Educates and advises professionals regarding state and local tax law as well as developing their careers Other duties as required Supervisory Responsibilities: Supervises work assignments of STS SALT Associates, as appropriate Provides periodic performance feedback to and participates in the annual performance evaluation for STS SALT Associates, as appropriate Acts as a mentor to and assists in the professional development of STS SALT Associates, as appropriate Qualifications, Knowledge, Skills and Abilities: Education: Bachelors degree ,required Masters degree in Accounting/Taxation or J.D., preferred Experience: Two (2) or more years state and local/multistate experience, required License/Certifications: CPA certification or other relevant certification, preferred Software: Proficient in the use of Microsoft Office Suite, specifically Excel and Word, preferred Ability to use standard tax applications and research tools, preferred Language: N/A Other Knowledge, Skills & Abilities: Excellent verbal and written communication skills Strong analytical and research skills Solid organizational skills Ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Capable of building and maintaining strong relationships with internal and client personnel Advanced knowledge of all tax return forms Excellent people development and delegation skills Ability to encourage a team environment on engagements Executive presence and ability to act as primary contact on assigned engagements Basic understanding of tax compliance Ability to successfully interact with professionals at all levels Working knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services Working knowledge of sources of relevant information utilized in tax filings Working knowledge and understanding of cause and effect for taxable conditions on clients and the potential tax issues Possesses excellent decision-making skills Ability to create written tax advice Basic understanding of the ability to represent the client before any tax authority on contested issues Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $73,500 - $131,250 Maryland Range: $73,500 - $131,250 NYC/Long Island/Westchester Range: $73,500 - $131,250 Washington DC Range: $73,500 - $131,250

Building at Check At Check, we make paying people simple . In doing that, we're not just building our own business- we're building payroll businesses together with every one of our partners. As the inventors of embedded payroll, we're redefining how people get paid and making it easier for payroll businesses to launch, grow, and thrive. Check out the full story | Tune in. Check is far more than just API infrastructure. We're a springboard for building and scaling payroll businesses. Our Team Payroll is broken. Come fix it alongside a team that's as passionate as you are! At Check, you'll use creative problem-solving, critical thinking, and grit to impact every business we build. We view problems to solve and jobs to be done as opportunities to contribute to the solution; we ignore conventional role boundaries in favor of the unique strengths and value each builder brings to our team and to our mission. Join us if you're ready to roll up your sleeves and redefine payroll. Let's simplify the complex, make a real impact, and create a better future for businesses of every size. The Work As Head of Sales & Growth, you will lead Check's Sales and Growth teams across the full lifecycle-driving new partner acquisition and scaling post-sales growth. You'll set the vision and drive the strategy, structure, and execution that enable Check and our partners to grow together. This is a strategic and hands-on role for a leader who pairs commercial thinking with product curiosity. You'll use partner and market insights to shape strategy, inform the roadmap, and drive meaningful growth for our partners and for Check. In this role, you will: Lead Check's Sales and Growth teams, fostering collaboration, accountability, and shared success across new partner acquisition and post-sales expansion. Serve as executive sponsor for key prospects and partners, driving engagement and alignment across the full partner lifecycle. Act as the voice of the partner in shaping Check's roadmap-advocating for partner needs, surfacing insights, and helping define the company's strategic priorities. Establish clarity and narrative around partner performance and pipeline, ensuring internal visibility into where we're winning, where we're at risk, and what actions drive faster revenue growth. Translate product improvements into compelling external messaging, strengthening how Check communicates new capabilities to both prospects and partners. Bring a CRO mindset to accelerate revenue growth, balancing strategic influence with hands-on execution. Tools for the job Many backgrounds could fit this role, but ideal candidates will have some or all of the following: 8+ years of experience in partnerships, business development, or strategic account management, ideally in fintech, SaaS, or platform infrastructure A strong track record of driving joint growth initiatives and influencing product and go-to-market strategies A background that blends strategy and execution, such as experience in management consulting, product management, or GTM strategy Experience leading and developing a high-performing team of managers and senior individual contributors across Sales and Growth Commercial instincts and comfort owning forecasts and performance metrics Strong analytical and storytelling skills that help simplify complexity for partners and internal teams Curiosity for technical products and how they create business value A collaborative, grounded leadership style that balances strategy and execution We build best when we come together on level ground. Travel and Office Policy The Check team is distributed across the US, with offices in New York City and San Francisco. While we embrace remote work, time together in person is where we do our best work. We offer ample opportunities and encourage employees to attend team off-sites, events, and hackathons a couple of times a year! We expect all employees to attend our annual 3-day company retreat in the fall. For our in-office and hybrid employees, our offices are open all week. We provide meals on Tuesdays and Thursdays, and the team hosts regular happy hours, game nights, etc. What we offer: (Variable) For full-time employees, Check offers company-sponsored medical, dental, vision, short-term/long-term disability, and basic life insurance coverage, effective on their first day of work. We also provide stock options, flexible PTO and sick leave, up to 16 weeks of fully paid parental leave for all new parents, flexible return-to-work, 9 annual holidays, a 401 (k) retirement plan, and a $100 monthly stipend for home internet and mobile phone expenses. The actual annual salary for this role is dependent on each candidate's experience, qualifications, and work location: The expected range in San Francisco, NYC, LA, and Seattle is between $200,500 and $220,550, with performance-based compensation also varying between $86,000 to $96,000. For all other locations, the expected range is between $170,500 and $187,550, with performance-based compensation also varying between $73,000 to $83,000. We accept applications on an ongoing basis with no specified deadline. Remote work at Check requires the ability to perform all responsibilities without distraction or disruption, while maintaining quality, effective communication, and productivity. Check is proud to be an Equal Opportunity employer. We do not discriminate based on race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, provided they are consistent with applicable federal, state, and local laws. Check is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. Check participates in E-Verify and will provide the federal government with Form I-9 information from all new employees to confirm that they are authorized to work in the U.S. Check does not use E-Verify to pre-screen applicants.

Building at Check At Check, we make paying people simple . In doing that, we're not just building our own business- we're building payroll businesses together with every one of our partners. As the inventors of embedded payroll, we're redefining how people get paid and making it easier for payroll businesses to launch, grow, and thrive. Check out the full story | Tune in. Check is far more than just API infrastructure. We're a springboard for building and scaling payroll businesses. Our Team Payroll is broken. Come fix it alongside a team that's as passionate as you are! At Check, you'll use creative problem-solving, critical thinking, and grit to impact every business we build. We view problems to solve and jobs to be done as opportunities to contribute to the solution; we ignore conventional role boundaries in favor of the unique strengths and value each builder brings to our team and to our mission. Join us if you're ready to roll up your sleeves and redefine payroll. Let's simplify the complex, make a real impact, and create a better future for businesses of every size. The Work As Head of Sales and Growth, you will lead Check's Sales and Growth teams across the full lifecycle-driving new partner acquisition and scaling post-sales growth. You'll set the vision and drive the strategy, structure, and execution that enable Check and our partners to grow together. This is a strategic and hands-on role for a leader who pairs commercial thinking with product curiosity. You'll use partner and market insights to shape strategy, inform the roadmap, and drive meaningful growth for our partners and for Check. In this role, you will: Lead Check's Sales and Growth teams, fostering collaboration, accountability, and shared success across new partner acquisition and post-sales expansion. Serve as executive sponsor for key prospects and partners, driving engagement and alignment across the full partner lifecycle. Act as the voice of the partner in shaping Check's roadmap-advocating for partner needs, surfacing insights, and helping define the company's strategic priorities. Establish clarity and narrative around partner performance and pipeline, ensuring internal visibility into where we're winning, where we're at risk, and what actions drive faster revenue growth. Translate product improvements into compelling external messaging, strengthening how Check communicates new capabilities to both prospects and partners. Bring a CRO mindset to accelerate revenue growth, balancing strategic influence with hands-on execution. Tools for the job Many backgrounds could fit this role, but ideal candidates will have some or all of the following: 8+ years of experience in partnerships, business development, or strategic account management, ideally in fintech, SaaS, or platform infrastructure A strong track record of driving joint growth initiatives and influencing product and go-to-market strategies A background that blends strategy and execution, such as experience in management consulting, product management, or GTM strategy Experience leading and developing a high-performing team of managers and senior individual contributors across Sales and Growth Commercial instincts and comfort owning forecasts and performance metrics Strong analytical and storytelling skills that help simplify complexity for partners and internal teams Curiosity for technical products and how they create business value A collaborative, grounded leadership style that balances strategy and execution We build best when we come together on level ground. Travel and Office Policy The Check team is distributed across the US, with offices in New York City and San Francisco. While we embrace remote work, time together in person is where we do our best work. We offer ample opportunities and encourage employees to attend team off-sites, events, and hackathons a couple of times a year! We expect all employees to attend our annual 3-day company retreat in the fall. For our in-office and hybrid employees, our offices are open all week. We provide meals on Tuesdays and Thursdays, and the team hosts regular happy hours, game nights, etc. What we offer: (Variable) For full-time employees, Check offers company-sponsored medical, dental, vision, short-term/long-term disability, and basic life insurance coverage, effective on their first day of work. We also provide stock options, flexible PTO and sick leave, up to 16 weeks of fully paid parental leave for all new parents, flexible return-to-work, 9 annual holidays, a 401 (k) retirement plan, and a $100 monthly stipend for home internet and mobile phone expenses. The actual annual salary for this role is dependent on each candidate's experience, qualifications, and work location: The expected range in San Francisco, NYC, LA, and Seattle is between $200,500 and $220,550, with performance-based compensation also varying between $86,000 to $96,000. For all other locations, the expected range is between $170,500 and $187,550, with performance-based compensation also varying between $73,000 to $83,000. We accept applications on an ongoing basis with no specified deadline. Remote work at Check requires the ability to perform all responsibilities without distraction or disruption, while maintaining quality, effective communication, and productivity. Check is proud to be an Equal Opportunity employer. We do not discriminate based on race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, provided they are consistent with applicable federal, state, and local laws. Check is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. Check participates in E-Verify and will provide the federal government with Form I-9 information from all new employees to confirm that they are authorized to work in the U.S. Check does not use E-Verify to pre-screen applicants.

Description: The Senior Sales Representative plays a key role in driving business growth with a focus on Frac Pressure Control operations. Success in this role requires a strong understanding of Fracing methods, including Zipper Frac and Simul-Frac, as well as expertise in related equipment such as plug valves, frac valves, choke manifolds, and hydraulic control systems. This individual must have hands-on experience in frac and valve sales, with the ability to speak the language of the field and build strong relationships with both customers and operations teams. Leveraging technology to improve communication, reporting, and customer engagement is also essential. Additionally, this role supports the promotion and delivery of One X's integrated, multi-service solutions across all completions business lines. How We Support You You'll enjoy benefits that support your health, your future, and your time away from work. Health & Wellness: Medical, dental, and vision coverage. We provide $50,000 in company-paid life insurance and employer-paid short- and long-term disability coverage. Additional voluntary life insurance is available for you and your family. Plan for the Future: Our 401(k) plan is open to all employees 18 and older, start saving for retirement right away. Time to Recharge: Competitive PTO accrual, starting from your first day, plus 10 paid holidays (that includes two floating days to use when you need them most). We believe in investing in our people, because when you're supported, you can do your best work. Requirements: Understand and effectively communicate technical aspects of fracturing operations, including Zipper Frac, Simul-Frac, and related service offerings. Leverage expertise in valve management systems and digital wellhead platforms, to support solution-based selling and customer engagement. Develop and maintain strong relationships with existing and potential clients. Support cross-functional collaboration, promoting One X's full suite of multi-service offerings across completions business lines. Maintain a strong presence in the field, staying current on operational trends, customer needs, and competitive activity. Collaborate with field operations to ensure smooth service execution and address any customer concerns. Negotiate pricing, contracts, and service terms to align with company objectives and market conditions. Conduct site visits to assess operational needs and ensure customer satisfaction. Gather customer feedback and provide insights to management for continuous service improvement. Maintain accurate records of customer interactions, contracts, and service agreements. Provide regular sales forecasts and performance reports to management. Work closely with the internal sales team to align strategies, share market insights, and coordinate outreach efforts. Collaborate with sales leadership to identify growth opportunities and optimize service offerings. Assist in developing sales presentations, proposals, and customer engagement strategies. Support sales meetings, training sessions, and internal communications to ensure alignment across teams. Strong daily presence contacting client field offices and office building locations. High degree of accountability with all field and office sales efforts and networking with existing and potential clients. Attend local industry events to network and stay engaged with industry trends. Required to work in the office and attend at least one sales meeting weekly in person. Qualifications: 5+ years of experience in oilfield services sales, with a focus on Frac Pressure Control operations. High School Diploma or equivalent required. A Bachelor's degree in Business, Engineering, or a related field is a plus. Hands-on knowledge of valve management technologies, including real-time valve control, frac automation, and wellhead safety systems. Strong technical understanding and ability to speak the customer's language in the field. Be able to work and act in a professional manner and exercise independent judgment in the resolution of administrative problems. Proven ability to close deals and negotiate favorable contract terms. Willingness to travel extensively regionally with occasional overnight stays as needed. Behavioral Competencies: Attention to detail is a must. The ability to communicate clearly and effectively is required. Understand the general operation of all office equipment such as a computer, printer, copier, and calculator/10-key. The ability to use Microsoft Word, Excel, Outlook, and other software programs to meet the needs of the position is essential. Demonstrated ability to work in a fast-paced environment where responsibilities frequently change. Ability to work both independently and as part of a team. Work Environment: Ability to work in a field-based environment, including exposure to extreme weather conditions and remote locations. Must comply with all safety standards and wear required PPE in field operations. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Must have a valid driver's license and maintain a clean driving record. Candidates must be legally authorized to work and reside in the U.S. Must pass and maintain client-required random drug tests. Must pass a background investigation. EEO Statement: One X provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.

Full-time Description The Senior Sales Representative plays a key role in driving business growth with a focus on Frac Pressure Control operations. Success in this role requires a strong understanding of Fracing methods, including Zipper Frac and Simul-Frac, as well as expertise in related equipment such as plug valves, frac valves, choke manifolds, and hydraulic control systems. This individual must have hands-on experience in frac and valve sales, with the ability to speak the language of the field and build strong relationships with both customers and operations teams. Leveraging technology to improve communication, reporting, and customer engagement is also essential. Additionally, this role supports the promotion and delivery of One X's integrated, multi-service solutions across all completions business lines. How We Support You You'll enjoy benefits that support your health, your future, and your time away from work. Health & Wellness: Medical, dental, and vision coverage. We provide $50,000 in company-paid life insurance and employer-paid short- and long-term disability coverage. Additional voluntary life insurance is available for you and your family. Plan for the Future: Our 401(k) plan is open to all employees 18 and older, start saving for retirement right away. Time to Recharge: Competitive PTO accrual, starting from your first day, plus 10 paid holidays (that includes two floating days to use when you need them most). We believe in investing in our people, because when you're supported, you can do your best work. Requirements Understand and effectively communicate technical aspects of fracturing operations, including Zipper Frac, Simul-Frac, and related service offerings. Leverage expertise in valve management systems and digital wellhead platforms, to support solution-based selling and customer engagement. Develop and maintain strong relationships with existing and potential clients. Support cross-functional collaboration, promoting One X's full suite of multi-service offerings across completions business lines. Maintain a strong presence in the field, staying current on operational trends, customer needs, and competitive activity. Collaborate with field operations to ensure smooth service execution and address any customer concerns. Negotiate pricing, contracts, and service terms to align with company objectives and market conditions. Conduct site visits to assess operational needs and ensure customer satisfaction. Gather customer feedback and provide insights to management for continuous service improvement. Maintain accurate records of customer interactions, contracts, and service agreements. Provide regular sales forecasts and performance reports to management. Work closely with the internal sales team to align strategies, share market insights, and coordinate outreach efforts. Collaborate with sales leadership to identify growth opportunities and optimize service offerings. Assist in developing sales presentations, proposals, and customer engagement strategies. Support sales meetings, training sessions, and internal communications to ensure alignment across teams. Strong daily presence contacting client field offices and office building locations. High degree of accountability with all field and office sales efforts and networking with existing and potential clients. Attend local industry events to network and stay engaged with industry trends. Required to work in the office and attend at least one sales meeting weekly in person. Qualifications: 5+ years of experience in oilfield services sales, with a focus on Frac Pressure Control operations. High School Diploma or equivalent required. A Bachelor's degree in Business, Engineering, or a related field is a plus. Hands-on knowledge of valve management technologies, including real-time valve control, frac automation, and wellhead safety systems. Strong technical understanding and ability to speak the customer's language in the field. Be able to work and act in a professional manner and exercise independent judgment in the resolution of administrative problems. Proven ability to close deals and negotiate favorable contract terms. Willingness to travel extensively regionally with occasional overnight stays as needed. Behavioral Competencies: Attention to detail is a must. The ability to communicate clearly and effectively is required. Understand the general operation of all office equipment such as a computer, printer, copier, and calculator/10-key. The ability to use Microsoft Word, Excel, Outlook, and other software programs to meet the needs of the position is essential. Demonstrated ability to work in a fast-paced environment where responsibilities frequently change. Ability to work both independently and as part of a team. Work Environment: Ability to work in a field-based environment, including exposure to extreme weather conditions and remote locations. Must comply with all safety standards and wear required PPE in field operations. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Must have a valid driver's license and maintain a clean driving record. Candidates must be legally authorized to work and reside in the U.S. Must pass and maintain client-required random drug tests. Must pass a background investigation. EEO Statement: One X provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.

Full-time Description The Senior Sales Representative plays a key role in driving business growth with a focus on Frac Pressure Control operations. Success in this role requires a strong understanding of Fracing methods, including Zipper Frac and Simul-Frac, as well as expertise in related equipment such as plug valves, frac valves, choke manifolds, and hydraulic control systems. This individual must have hands-on experience in frac and valve sales, with the ability to speak the language of the field and build strong relationships with both customers and operations teams. Leveraging technology to improve communication, reporting, and customer engagement is also essential. Additionally, this role supports the promotion and delivery of One X's integrated, multi-service solutions across all completions business lines. How We Support You You'll enjoy benefits that support your health, your future, and your time away from work. Health & Wellness: Medical, dental, and vision coverage. We provide $50,000 in company-paid life insurance and employer-paid short- and long-term disability coverage. Additional voluntary life insurance is available for you and your family. Plan for the Future: Our 401(k) plan is open to all employees 18 and older, start saving for retirement right away. Time to Recharge: Competitive PTO accrual, starting from your first day, plus 10 paid holidays (that includes two floating days to use when you need them most). We believe in investing in our people, because when you're supported, you can do your best work. Requirements Understand and effectively communicate technical aspects of fracturing operations, including Zipper Frac, Simul-Frac, and related service offerings. Leverage expertise in valve management systems and digital wellhead platforms, to support solution-based selling and customer engagement. Develop and maintain strong relationships with existing and potential clients. Support cross-functional collaboration, promoting One X's full suite of multi-service offerings across completions business lines. Maintain a strong presence in the field, staying current on operational trends, customer needs, and competitive activity. Collaborate with field operations to ensure smooth service execution and address any customer concerns. Negotiate pricing, contracts, and service terms to align with company objectives and market conditions. Conduct site visits to assess operational needs and ensure customer satisfaction. Gather customer feedback and provide insights to management for continuous service improvement. Maintain accurate records of customer interactions, contracts, and service agreements. Provide regular sales forecasts and performance reports to management. Work closely with the internal sales team to align strategies, share market insights, and coordinate outreach efforts. Collaborate with sales leadership to identify growth opportunities and optimize service offerings. Assist in developing sales presentations, proposals, and customer engagement strategies. Support sales meetings, training sessions, and internal communications to ensure alignment across teams. Strong daily presence contacting client field offices and office building locations. High degree of accountability with all field and office sales efforts and networking with existing and potential clients. Attend local industry events to network and stay engaged with industry trends. Required to work in the office and attend at least one sales meeting weekly in person. Qualifications: 5+ years of experience in oilfield services sales, with a focus on Frac Pressure Control operations. High School Diploma or equivalent required. A Bachelor's degree in Business, Engineering, or a related field is a plus. Hands-on knowledge of valve management technologies, including real-time valve control, frac automation, and wellhead safety systems. Strong technical understanding and ability to speak the customer's language in the field. Be able to work and act in a professional manner and exercise independent judgment in the resolution of administrative problems. Proven ability to close deals and negotiate favorable contract terms. Willingness to travel extensively regionally with occasional overnight stays as needed. Behavioral Competencies: Attention to detail is a must. The ability to communicate clearly and effectively is required. Understand the general operation of all office equipment such as a computer, printer, copier, and calculator/10-key. The ability to use Microsoft Word, Excel, Outlook, and other software programs to meet the needs of the position is essential. Demonstrated ability to work in a fast-paced environment where responsibilities frequently change. Ability to work both independently and as part of a team. Work Environment: Ability to work in a field-based environment, including exposure to extreme weather conditions and remote locations. Must comply with all safety standards and wear required PPE in field operations. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Must have a valid driver's license and maintain a clean driving record. Candidates must be legally authorized to work and reside in the U.S. Must pass and maintain client-required random drug tests. Must pass a background investigation. EEO Statement: One X provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.

Description: The Senior Sales Representative plays a key role in driving business growth with a focus on Frac Pressure Control operations. Success in this role requires a strong understanding of Fracing methods, including Zipper Frac and Simul-Frac, as well as expertise in related equipment such as plug valves, frac valves, choke manifolds, and hydraulic control systems. This individual must have hands-on experience in frac and valve sales, with the ability to speak the language of the field and build strong relationships with both customers and operations teams. Leveraging technology to improve communication, reporting, and customer engagement is also essential. Additionally, this role supports the promotion and delivery of One X's integrated, multi-service solutions across all completions business lines. How We Support You You'll enjoy benefits that support your health, your future, and your time away from work. Health & Wellness: Medical, dental, and vision coverage. We provide $50,000 in company-paid life insurance and employer-paid short- and long-term disability coverage. Additional voluntary life insurance is available for you and your family. Plan for the Future: Our 401(k) plan is open to all employees 18 and older, start saving for retirement right away. Time to Recharge: Competitive PTO accrual, starting from your first day, plus 10 paid holidays (that includes two floating days to use when you need them most). We believe in investing in our people, because when you're supported, you can do your best work. Requirements: Understand and effectively communicate technical aspects of fracturing operations, including Zipper Frac, Simul-Frac, and related service offerings. Leverage expertise in valve management systems and digital wellhead platforms, to support solution-based selling and customer engagement. Develop and maintain strong relationships with existing and potential clients. Support cross-functional collaboration, promoting One X's full suite of multi-service offerings across completions business lines. Maintain a strong presence in the field, staying current on operational trends, customer needs, and competitive activity. Collaborate with field operations to ensure smooth service execution and address any customer concerns. Negotiate pricing, contracts, and service terms to align with company objectives and market conditions. Conduct site visits to assess operational needs and ensure customer satisfaction. Gather customer feedback and provide insights to management for continuous service improvement. Maintain accurate records of customer interactions, contracts, and service agreements. Provide regular sales forecasts and performance reports to management. Work closely with the internal sales team to align strategies, share market insights, and coordinate outreach efforts. Collaborate with sales leadership to identify growth opportunities and optimize service offerings. Assist in developing sales presentations, proposals, and customer engagement strategies. Support sales meetings, training sessions, and internal communications to ensure alignment across teams. Strong daily presence contacting client field offices and office building locations. High degree of accountability with all field and office sales efforts and networking with existing and potential clients. Attend local industry events to network and stay engaged with industry trends. Required to work in the office and attend at least one sales meeting weekly in person. Qualifications: 5+ years of experience in oilfield services sales, with a focus on Frac Pressure Control operations. High School Diploma or equivalent required. A Bachelor's degree in Business, Engineering, or a related field is a plus. Hands-on knowledge of valve management technologies, including real-time valve control, frac automation, and wellhead safety systems. Strong technical understanding and ability to speak the customer's language in the field. Be able to work and act in a professional manner and exercise independent judgment in the resolution of administrative problems. Proven ability to close deals and negotiate favorable contract terms. Willingness to travel extensively regionally with occasional overnight stays as needed. Behavioral Competencies: Attention to detail is a must. The ability to communicate clearly and effectively is required. Understand the general operation of all office equipment such as a computer, printer, copier, and calculator/10-key. The ability to use Microsoft Word, Excel, Outlook, and other software programs to meet the needs of the position is essential. Demonstrated ability to work in a fast-paced environment where responsibilities frequently change. Ability to work both independently and as part of a team. Work Environment: Ability to work in a field-based environment, including exposure to extreme weather conditions and remote locations. Must comply with all safety standards and wear required PPE in field operations. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Must have a valid driver's license and maintain a clean driving record. Candidates must be legally authorized to work and reside in the U.S. Must pass and maintain client-required random drug tests. Must pass a background investigation. EEO Statement: One X provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.

The Senior Sales Consultant reports to the Executive Director, Value-Based & Care Coordination. Generates sales for Beacon Health System and has direct responsibility for sales business, planning, budgeting, reporting, and evaluation functions MISSION, VALUES and SERVICE GOALS * MISSION: We deliver outstanding care, inspire health, and connect with heart. * VALUES: Trust. Respect. Integrity. Compassion. * SERVICE GOALS: Personally connect. Keep everyone informed. Be on their team. Provides sales leadership for Beacon : * Develops and executes a defined sales strategy to grow both new clients and cross selling existing client base for all Beacon and all network products such as Community Health Alliance, Beacon ACO and Quality Health Alliance (QCA) Products in the region. * Market & Sell all Beacon Health System products including on site clinics, wellness, telehealth, etc. * Works with Executive Director of Value Based/Care Coordination on Product Development and launch of new employer based products. * Works collaboratively with service line leaders to ensure clients get exceptional experience. * Manages all client communications. * Coordinates and responds to all client/prospect RFPs fully articulating the Beacon or Network value proposition for the client. * Performs market research on needed services and reports feedback to the executive team. * Responsible for Growth within BHS, working with employers and physicians to develop relationship products/services that will link people to BHS. * Develops an effective sales and physician liaison team that effectively cross sells all of Beacon Services. * Shows year over year growth. * Utilize reporting tool for the sales department i notes and documentation, utilizing the reports and automated reporting . * Responsible for Monthly/quarterly reporting. * Identifying marketing trends and responding appropriately. * Builds relationships with key clients and maintains list of prospects. * In accordance with Beacon's growth plan, builds and develops high performing, professional sales team, focused on customer acquisition, achieving customer goals, and retention. * Playing a key role in the implementation of strategic directions, goals, and objectives consistent with system-wide plans and direction. * Creating opportunities to consult, influence, advise, interpret, and coordinate initiatives and to provide problem resolution or gain support of others, as appropriate, to ensure achievement of goals and objectives. Performs other functions to maintain personal competence and contribute to the overall effectiveness of the department by: * Completing other job-related assignments and special projects as directed. ORGANIZATIONAL RESPONSIBILITIES Associate complies with the following organizational requirements: * Attends and participates in department meetings and is accountable for all information shared. * Completes mandatory education, annual competencies and department specific education within established timeframes. * Completes annual employee health requirements within established timeframes. * Maintains license/certification, registration in good standing throughout fiscal year. * Direct patient care providers are required to maintain current BCLS (CPR) and other certifications as required by position/department. * Consistently utilizes appropriate universal precautions, protective equipment, and ergonomic techniques to protect patient and self. * Adheres to regulatory agency requirements, survey process and compliance. * Complies with established organization and department policies. * Available to work overtime in addition to working additional or other shifts and schedules when required. Commitment to Beacon's six-point Operating System, referred to as The Beacon Way: * Leverage innovation everywhere. * Cultivate human talent. * Embrace performance improvement. * Build greatness through accountability. * Use information to improve and advance. * Communicate clearly and continuously. Education and Experience * The knowledge, skills and abilities as indicated below are normally acquired through the successful completion of a Master's Degree in Business or Health Administration. * 3-5 years of management experience which includes administrative service experience, retail sales and operational experience, including responsibility for fiscal and human resource management or comparable experience gained through 5-7 years of experience in multi-unit retail management is required. * Must have a valid State Driver's license. Must be licensed in the State of Indiana for Life and Health, and have nonresident license in any applicable state. Knowledge & Skills * Requires a thorough knowledge and understanding of trends in retail sales operations. * Demonstrates well developed management skills necessary to operate a business. * Requires a philosophical commitment and hands-on experience with total quality management programs and knowledge of re-engineering methodologies and programs with demonstrated success in these areas. * Demonstrates excellent interpersonal skills, including team building, negotiation, sales, and consultation. * Requires excellent written, verbal, and presentation skills. * Requires proficient use of a computer. * Requires significant travel commitment which may include nights, weekend and holidays as appropriate. Working Conditions * Works in an office environment. * Daily travel within the region. Physical Demands * Requires the physical ability and stamina to perform the essential functions of the position.

The Channel Sales Representative - Dealer & Contractor Relations is responsible for originating new loan volume by building and maintaining a robust network of referral partnerships. Core channels include auto dealers, solar installers, home improvement contractors, and Accessory Dwelling Unit (ADU) builders. In addition, the role proactively expands into other referral sources that can drive loan growth - such as green energy providers, small business vendors, and community-based organizations. This position strengthens the Credit Union's lending footprint by cultivating referral pipelines, diversifying lending sources, and broadening community visibility. As a field-based sales representative, the representative serves as the Credit Union's ambassador, equipping partners with training, resources, and support to generate consistent, high-quality financing opportunities that align with member needs and the organization's growth goals. This position reports directly to the Director of Indirect Lending. Consistently meet or exceed sales goals for new loan originations through a variety of referral channels. Maintain a strong presence across multiple referral channels by spending approximately 50-70% of work time in the field, including onsite partner visits, community events, and trade shows. Field visits will occur regularly within assigned territories to strengthen relationships and generate new business opportunities. Participation in community and industry events is expected to enhance visibility, expand the referral network, and promote the Credit Union's products and services. Identify, secure, and onboard new referral sources across multiple industries, including but not limited to dealers, contractors, energy providers, and community partners. Expand the Credit Union's reach by continuously exploring new partnership opportunities that align with member financing needs. Serve as the primary relationship manager for assigned referral partners. Build strong, trust-based relationships through regular communication, site visits, and follow-up. Deliver partner education on Credit Union loan programs, application processes, and member benefits. Represent the Credit Union in professional associations, business groups, and industry gatherings. Provide expert guidance to referral partners on program eligibility, credit union requirements, and loan submission processes. Conduct due diligence for new partners and maintain compliance with ongoing monitoring standards. Ensure adherence to all laws, regulations, and Credit Union policies. Partner with underwriting, operations, and lending teams to ensure seamless loan processing and superior member experience. Share competitive intelligence and feedback with management to influence product enhancements and market strategies. Register with the National Mortgage Licensing System (NMLS) to originate home equity applications and assist with first mortgage loan requests. Other duties as assigned by Lending leadership. Education, Experience & Skills High school diploma or equivalent required. Bachelor's degree in business, Marketing, Finance, or related field preferred. Three (3) to five (5) years of experience in sales, territory/channel management, or relationship development, preferably in financial services or industries tied to lending partnerships. Background in consumer lending, indirect lending, or vendor/contractor referral networks strongly preferred. Proven and successful track record of achieving results, goals, and key performance indicators (KPIs), specifically achieving or exceeding sales goals. Ability to develop new markets and establish trusted relationships across diverse industries. Working knowledge of consumer lending products and underwriting practices is desirable. Salary Range & Schedule This position is a Grade 10, with a salary range of $68,000 to $74,000 with opportunity to earn incentives The anticipated pay rate for new hires is between the low-end and midpoint of the range, depending on experience The pay rates listed above are based upon the geographic location of our Administrative Offices in Modesto, CA using the greater Central Valley area for our pay range calculations Full Time, exempt position. Schedule will be based around business operating hours. Flexibility to occasionally work early or late hours, typically with advance notice

An exciting opportunity exists to join the ProAssurance family of companies! Our mission is powerful and simple: We protect others. Choosing a place to apply your talents is an important decision for anyone. You have plenty of options. Why choose ProAssurance?At ProAssurance, we sell a pledge, and that pledge is delivered by our team members. We are seeking individuals who value integrity, leadership, relationships, and enthusiasm-and want to build their career with a great company where they can be their authentic self and feel valued, recognized, and rewarded for their contributions. ProAssurance specializes in healthcare professional liability, products liability for medical technology and life sciences, legal professional liability, and workers' compensation insurance. We are an industry-leading specialty insurer, with job opportunities in much of the contiguous United States.This position supports our medical professional liability line of business. Preference is for this position to be based near our Mechanicsburg PA office (hybrid) or elsewhere in Pennsylvania (remote); however, we will also consider qualified candidates located elsewhere in the Northeast US (not limited to the states listed) for a remote work arrangement. 2+ years medical professional liability underwriting experience is required. The primary responsibility is to provide support the MPL underwriting strategy by underwriting business that will produce an underwriting profit. The Standard Underwriter will review submissions and identify exposure and risk, determine accurate classifications and rates, and may answer questions concerning a policy status or billing for policies. Under the guidance of Underwriting Management, the Standard Underwriter will analyze applications and screen applicants based on certain criteria and ensure that policy transactions such as renewals or quotes are issued, and changes are recorded correctly. What you'll do: 60% - Evaluate risk through the review of new and renewal business, determining risk acceptance, pricing terms, and conditions. Perform underwriting functions in accordance with established standards, guidelines, rates, and coverage forms filed and approved by law in the state of responsibility. Gather and analyze relevant financial data to identify and evaluate risk. Examine risk profile and loss history and take necessary steps to ensure that each risk is appropriately classified and priced. Create new and renewal business indications and quotes. Approve underwriting transactions and bind coverage within authority; provide analysis and file documentation to support decisions. Determine applicable surcharges, discounts, or credits. 15% - Participate in committee and department meetings. Prepare underwriting reports and reviews as requested by management. 10% - Work with internal sales and marketing to foster and maintain insured relationships, identify prospects, and other opportunities for business development. 5% - Request Risk Management referrals as indicated. 5% - Work with Underwriting Techs to foster efficient and accurate service to our agents and insureds. 5% - Some overnight travel required for meetings with insureds and to national trade shows or conferences. Perform special projects as directed by management. What we're looking for: Bachelor's degree in risk management and insurance or another business field. Minimum of eight years insurance experience in lieu of degree. Minimum of two years of medical professional liability underwriting experience required. Completion or progress towards an insurance or professional liability designation (e.g., RPLU, CPCU, AINS) desired. Resident P&C insurance agents license may be required (can be obtained within one year from employment start date). Understanding of insurance and medical terminology and insurance and underwriting principles required. Proficiency with Microsoft Office Suite. Excellent organizational and interpersonal skills; ability to work well within a team environment. Self-motivated and able to accomplish multiple tasks in a timely manner. Accomplished written and verbal communication skills. Critical thinking/problem solving skills required. #LI-Remote We are committed to providing a dynamic and inclusive environment where everyone can do their best work and grow personally and professionally. For that reason, we partner with The Predictive Index (PI) - an organization equally committed to improving the working lives of people, to help us hire the best talent by providing additional insight about one's work style. The position you applied to requires completion of two assessments prior to being scheduled to interview with a hiring manager. A Talent Acquisition team member may review your application and contact you before the assessment is complete. These assessments are Behavioral and Cognitive (internal candidates will only receive the Behavioral assessment), and each assessment takes less than 12 minutes to complete. After submitting your application, you will receive two emails from The Predictive Index inviting you to complete each of these assessments (please check your SPAM or Junk email folder if you do not see these emails in your inbox). Position Salary Range $56,446.00 - $93,145.00 The salary range displayed represents the entirety of the pay grade for this position. Most candidates will start in the bottom half of the range. Factors that may be used to determine your actual salary include your specific skills, how many years of experience you have, your location and comparison to other team members already in this role. Build your career with us and enjoy access to a best-in-class benefits program.

Apply now Work Type: Office Working Employment Type: Permanent : * Head of Solutions Sales for India and South Asia, Markets, directly reporting into Head of Corporate Sales, India, and South Asia. The role will also have direct coverage responsibility for large International Corporates with a focus on structured solutions. * As Solution Sales Head, be responsible, directly and through the team, for driving origination of Structured Solution Sales transactions for all client segments including International Corporates, Commercial Bank, Global Subsidiaries Companies (MNCs) and Public Sector entities. * It is a multi-asset sales mandate across Rates & Currencies, Commodities, Credit Derivatives, Structured Finance and Structured Investments for India, Bangladesh and Sri Lanka. * It would entail constant engagement with clients, as a trusted partner, on bespoke financial markets solutions to enable them to manage their financial markets related risks, financing and liquidity needs better. These may include discussions around Risk management, Tactical market moves, Regulatory aspects, Economic and Macro factors, hedging solutions etc. * The role would entail direct coverage responsibility of select Large Clients in India, in addition to managing a team, with the objective of achieving Client Income targets. * Engagement with broader Corporate Sales team in South Asia and across the globe is critical for success to originate better and deliver best in class client solutions. This role also requires strong collaboration with Markets Structuring team, across the globe, as well as trading / XVA teams, to take the deals to execution. * This role shall entail engagement with Coverage bankers, Banking / Financing teams, M&A, Credit Risk, Market Risk, Legal, Compliance teams * Expert level understanding and extensive experience of Rates & Currencies derivatives. Superior understanding of corporate client's needs and application around Commodities, Credit Markets, structured financing and investments. Good understanding of concepts and application of XVA in a large global bank is a key requirement for the job. Key Responsibilities Strategy * Maintain awareness and understanding of the Group's business strategy and model appropriate to the role * Involvement with GAMS on accounts and engagement with FAMs where applicable to promote business. * Manage, maintain and improve origination across assigned existing. Business * As Solution Sales Head, be responsible, directly and through the team, for driving origination of Structured Solution Sales transactions for all client segments including International Corporates, Commercial Bank, Global Subsidiaries Companies (MNCs) and Public Sector entities. * It is a multi-asset sales mandate across Rates & Currencies, Commodities, Credit Derivatives, Structured Finance and Investments for India, Bangladesh and Sri Lanka. * It would entail constant engagement with clients, as a trusted partner, on bespoke financial markets solutions to enable them to manage their financial markets related risks, financing and liquidity needs better. These may include discussions around Risk management, Tactical market moves, Regulatory aspects, Economic and Macro factors, hedging solutions etc. * The role is likely to entail direct coverage responsibility of select Large Clients in India, in addition to managing a team, with the objective to achieving Client Income targets. * Engage with Corporate Sales team at large, is a prerequisite, in South Asia and across the globe, to leverage their existing relationships to originate and deliver structured and bespoke deals. This role also requires strong collaboration with Markets Structuring team, across the globe, as well as trading / XVA teams, to take the deals to execution. * This role shall entail engagement with Coverage bankers, Banking / Financing teams, M&A, Credit Risk, Market Risk, Legal, Compliance teams. * Awareness and understanding of the wider business, economic and market environment in which the Group operates. Processes * Ensure adherence in letter and spirit to all internal and external regulations, and established operations, credit, processes etc. * Bound by Code of Conduct of the Bank. People & Talent * Lead through example and build the appropriate culture and values. Set appropriate tone and expectations from peers and work in collaboration with risk and control partners. * Set and monitor job descriptions and objectives for direct reports and provide feedback and rewards in line with their performance against those responsibilities and objectives. Risk Management * Ensuring Here for Good approach to all internal and external activities * Ensure business is conducted in a controlled, compliant manner and within Group and Markets Code of Conduct Governance * Awareness and understanding of the regulatory framework, in which the Group operates and the regulatory requirements and expectations relevant to the role. * Responsible for delivering "effective governance" capability to challenge fellow executives effectively and willingness to work with any Regulatory & Business Conduct * Display exemplary conduct and live by the Group's Values and Code of Conduct. * Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. * Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. * Lead the portfolio of clients to achieve the outcomes set out in the Bank's Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.] * * Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. Key stakeholders * Corporate Sales team * Structuring, Trading and XVA * CCR, Credit Risk, Market Risk * Coverage Bankers, Banking/ Financing, M&A Teams * Legal * Compliance * Operations Skills and Experience * Client Relationship Management * Markets * Industry Knowledge * Knowledge of Customers * Knowledge of Product Line * Managing Change * Planning: Tactical, Strategic Qualifications * Education MBA, Chartered Accountant, Chartered Financial Analyst * Languages English, Hindi Competencies Action Oriented Collaborates Courage Customer Focus Decision Quality Develops Talent Drives Vision & Purpose Gives Clarity & Guidance Instills Trust Manages Ambiguity Strategic Mindset Nimble Learning Technical Competencies: This is a generic competency to evaluate candidate on role-specific technical skills and requirements About Standard Chartered What we offer Apply now Information at a Glance * * * * *

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 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation