Financial Services

Securities, Commodities, and Financial Services Sales Agents

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

A Day In The Life

Financial Services Industry

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Salary Breakdown

Securities, Commodities, and Financial Services Sales Agents

Average

$63,870

ANNUAL

$30.71

HOURLY

Entry Level

$37,790

ANNUAL

$18.17

HOURLY

Mid Level

$49,420

ANNUAL

$23.76

HOURLY

Expert Level

$101,750

ANNUAL

$48.92

HOURLY


Current Available & Projected Jobs

Securities, Commodities, and Financial Services Sales Agents

888

Current Available Jobs

13,050

Projected job openings through 2030


Sample Career Roadmap

Securities, Commodities, and Financial Services Sales Agents

Job Titles

Entry Level

JOB TITLE

Agent

Mid Level

JOB TITLE

Advisor

Expert Level

JOB TITLE

Director

Supporting Certifications


 Arizona State University


 Chandler-Gilbert Community College (MCCCD)

 GateWay Community College (MCCCD)

 Mesa Community College (MCCCD)

 Northern Arizona University

 Northern Arizona University

 Paradise Valley Community College (MCCCD)


 Scottsdale Community College (MCCCD)

Top Expected Tasks

Securities, Commodities, and Financial Services Sales Agents


Knowledge, Skills & Abilities

Securities, Commodities, and Financial Services Sales Agents

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

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Sales and Marketing

SKILL

Active Listening

SKILL

Critical Thinking

SKILL

Judgment and Decision Making

SKILL

Monitoring

SKILL

Active Learning

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Deductive Reasoning

ABILITY

Speech Clarity

ABILITY

Written Comprehension


Job Opportunities

Securities, Commodities, and Financial Services Sales Agents

  • Retail Sales Consultant SURPRISE
    AT&T    Surprise, AZ 85379
     Posted about 2 hours    

    **Job Description:**

    JobTitle : Retail Sales Consultant SURPRISE
    JOBKEYJOBCODE : 16000025
    Wage Scale/Schedule/ Class/Level : Y6
    Time on Assignment (TOA) :
    Residency :
    Time in Title (TNT) :
    Job Family : CS
    Union Affiliation : Mobility Orange (Districts 1, 2-13, 4, 7, 9)
    Region : MBLT
    GENERAL DUTIES :

    The functions listed below are representative of duties performed by this job title. Duties generally include but are not limited to the following:

    **GENERAL ESSENTIAL FUNCTIONS WHICH ARE NORMALLY REQUIRED:**

    **Customer Experience and Sales**

    Possess a competitive spirit and desire to meet and exceed sales goals

    Stay up-to-date on the latest data/entertainment technology and devices, such as Wi-Fi, data devices, TV entertainment tools

    Understand customers' needs and help them discover how our products meet those needs

    Multi-task in a fast paced team environment

    Educate and engage customers through product demonstrations

    Interact with customers and provide prompt and courteous customer service to all customers

    VIEW FULL JOB BRIEF : https://bois.sbc.com:8443/WebReports/OpenDoc/OpenDocRedirect.aspx?Format=Crystal&Viewer=HTML&SIID=gJ78JM4eqNgR&Param0=S.122415&Param1=S.MBLT&Param2=S.1
    Test Name :
    TestApplicability :
    VIEW TESTING TIPS : http://ebiz.sbc.com/hronestop/index.cfm?fuseaction=Display&type=SelfDev17\_TestPrepTIPs
    Skill Code :
    Skill Name :
    SkillApplicability :
    ADDITIONAL JOB INFORMATION :
    PERFORMANCE/ATTENDANCE :

    **Weekly Hours:**

    40

    **Time Type:**

    Regular

    **Location:**

    USA:AZ:Surprise:13757 W Bell Rd:RET/RET

    **With our amazing wage opportunities, our average starting earnings per week begin at**

    $656.5

    It is the policy of AT&T to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, AT&T will provide reasonable accommodations for qualified individuals with disabilities.

    AT&T will consider for employment qualified applicants in a manner consistent with the requirements of federal, state and local laws

    We expect employees to be honest, trustworthy, and operate with integrity. Discrimination and all unlawful harassment (including sexual harassment) in employment is not tolerated. We encourage success based on our individual merits and abilities without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability, marital status, citizenship status, military status, protected veteran status or employment status


    Employment Type

    Full Time

  • Digital Sales Representative - Global Enterprise Solutions
    ADP    Tucson, AZ 85702
     Posted about 3 hours    

    ADP is hiring a **Digital Sales Associate.**

    • Are you ready for your next best job where you can control your financial future – and achieve that perfect work-life balance you’ve been searching for?

    • Does access to the latest tools and technology to assist with sales excite you?

    • Are you looking to join a dynamic, inclusive team environment with a culture of collaboration and belonging?

    Yes? We had a feeling this could be a perfect match. Don’t just take our word for it… read on and see for yourself!

    As a **Digital Sales Associate** , you will sell ADP solutions, including payroll, tax, human resources, and benefits to new and existing clients using the latest digital technology. You will serve as a consultative business partner introducing ADP’s leading solutions to Chief Financial Officers, Human Resources and Payroll Administrators, Small Business Owners, and more at companies ranging from Fortune 100 organizations to small, innovative businesses. You’ll provide expert guidance and use your entrepreneurial spirit to build your book of business. In addition, we are known for our high-quality sales training and will teach you how to use the latest technology to set you up for success.

    To start, your leader will provide daily goals around the number of dials, talk-time, and appointments set – all to get you off to the best start possible. As you prove yourself and settle into the role, you’ll find autonomy, flexibility within your daily schedule, work-life balance (a set schedule Monday – Friday, no weekends!), and virtual appointments in a role that does not require travel. Let’s also not forget the uncapped commission, incentive trips, and promotional opportunities in a fun and friendly environment – all while gaining serious credibility as part of an industry-leading sales team in a stable and highly respected tech company.

    **A little about ADP:** We are a global leader in human resources technology, offering the latest AI and machine learning-enhanced payroll, tax, human resources, benefits, and much more. We believe our people make all the difference in cultivating an inclusive, down-to-earth culture that welcomes ideas, encourages innovation, and values belonging. We’ve received recognition as a global Best Places to Work and a recipient of many prestigious awards for diversity, equity, and inclusion, including a DiversityInc® Top 50 Company, Best CEO and company for women, LGBTQ+, multicultural talent, and more. As part of our deep DEI commitment, our CEO has joined the OneTen coalition to create one million jobs for Black Americans over the next ten years. Learn more about DEI at ADP on our YouTube channel: http://adp.careers/DEI\_Videos

    Ready to #MakeYourMark? **Apply now!**

    **To learn more about Sales at ADP, watch here:** http://adp.careers/Sales\_Videos

    **WHAT YOU’LL DO:** Responsibilities

    **Grow Our Business While Growing Yours.** You will work independently and collaboratively as part of various teams within your assigned geography to close sales, win business, and reach sales goals.

    **Turn Prospects into Loyal Clients and Raving Fans.** You will implement a sales strategy targeted to decision-makers and business owners to build a network and capture new business.

    **Deepen Relationships Across the ADP Family.** In addition to selling cloud-based human resources solutions, you will strategically cultivate additional business within existing accounts.

    **Collaborate Daily.** You will serve as a trusted advisor, partner, and ADP ambassador to your clients, internal partners, and overall network while demonstrating grace under pressure and the highest ethical standards.

    **TO SUCCEED IN THIS ROLE:** Required Qualifications

    **• Acumen Using New Tools.** You are a quick learner when it comes to learning new tools and technology. You believe in the power of leveraging insights and real-time data to assist clients and prospects throughout their buying journey.

    **• Positive Self-Starter.** You have an upbeat, persistent style and the ability to make a proactive, strategic outreach without fear of rejection. Ability to manage your time and present your ideas in a clear professional manner while leveraging go to market technology throughout the sales process.

    **• Continuous Learner.** You’re always learning, growing, and questioning what was done in the past to make things better.

    A college degree is great but not required. What’s more important is having the skills to do the job. If you don’t have a college degree, other acceptable experience includes:

    • Two or more years of previous sales experience or completion of a sales internship

    • Military experience – skills including teamwork, resilience, negotiation, trust-building, and a "never lose" mentality will help you build team and client relationships, identify solutions, and achieve success.

    **YOU’LL LOVE WORKING HERE BECAUSE YOU CAN:**

    • Be yourself in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights.

    • Belong by joining Business Resource Groups where you can connect globally with networks and allies who share common interests and experiences.

    • Grow your career in an agile, fast-paced environment with plenty of opportunities to progress.

    • Continuously learn. Ongoing training, development, and mentorship opportunities for even the most insatiable learner.

    • Be your healthiest. Best-in-class benefits start on Day 1 because healthy associates are happy ones.

    • Balance work and life. Resources and flexibility to more easily integrate your work and your life.

    • Focus on your mental health and well-being. We’re here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another.

    • Join a company committed to giving back and generating a lasting, positive impact upon the communities in which we work and live.

    • Get paid to pay it forward. Company-paid time off for volunteering for causes you care about.

    What are you waiting for? **Apply today!**

    jobs.adp.com

    **BONUS POINTS FOR THESE:** Preferred Qualifications

    • Prior quota-carrying experience

    • Demonstrated ability to successfully build a network via social platforms

    • Experience with video platforms

    **Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP:** ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP’s operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.

    **Ethics at ADP:** ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click https://jobs.adp.com/life-at-adp/ to learn more about ADP’s culture and our full set of values.


    Employment Type

    Full Time

  • Direct Sales Representative
    Summit Business Group    Cave Creek, AZ 85331
     Posted about 5 hours    

    Company: Summit Business Group Position: Direct Sales Representative Number Of Openings: 1 Territory Sales About Us: Summit Business Group is a rapidly growing insurance agency committed to providing outstanding supplemental benefits plans to small and medium-sized businesses and their employees. With a focus on excellence and leadership, we are seeking an enthusiastic Direct Sales Representative to join our dynamic and competitive team. The Day To Day Role: As a Direct Sales Representative at Summit Business Group, you will have the freedom to plan your own work schedule and set your working hours each week. Because your primary goal is to establish connections with business owners and key decision-makers at small and medium-sized businesses within your sales territory through in-person sales calls, the hours that you work should/will reflect times when these businesses are open. Unlike traditional office-based roles, you will spend the majority of your day out in the field, cold calling using our Custom Salesforce CRM, building rapport with potential clients, and delivering compelling product presentations. You will be expected to close sales during your initial meetings or schedule follow-up appointments for closure. As part of your role at Summit Insurance, you will be responsible for maintaining strong client relationships through prompt and effective communication. This includes responding to client calls, texts, and emails, addressing their inquiries, and providing guidance throughout the claims process, ensuring a seamless and supportive experience during their time of need. Beyond being a reliable resource for client inquiries, you will also proactively check in with your clients, demonstrating genuine care for their well-being, and actively seeking opportunities to enhance their insurance coverage with additional lines of protection that align with their individual needs. Your dedication to exceptional customer service and your ability to identify opportunities for tailored insurance solutions will be key in providing our clients with the comprehensive protection they deserve. Qualifications: Proven work experience in sales or similar customer facing role Experience in an outside sales position is a plus Door to door sales or business to business experience preferred Ability to manage the full training cycle, including in-person activities and web-based learning Hands-on experience with e-learning platforms Excellent organizational, communication, and presentation skills Compensation and Benefits: Comprehensive training, including virtual classroom and hands-on sales training in your assigned territory Weekly draw pay, short sales cycle with commissions paying out typically within a week, bonus eligibility on day 1. Major medical benefits available after the first 90 days Quarterly and annual incentive trips, cash bonuses, stock share bonuses, and lifetime-vested renewal commissions Advancement and promotions based on individual performance Ongoing professional development, advanced sales training, and leadership training Increased schedule flexibility once you have an established book of business Collaborate with like-minded, driven individuals in a family-like culture Additional Position Qualifications: Health Life general lines license or willingness to obtain within 90 days of job offer (Summit provides a study course and also offers licensing reimbursement for the fees the state charges) Bachelors degree or a minimum of 4 years of professional (post-high school) work experience. Candidates within 6 months or less of degree completion will be considered, as will candidates with less than 4 years of professional work experience who have relevant or specialized outside sales experience. Valid Drivers License Ability to pass a background check. Embark on a New Journey: If youre ready to break free from the ordinary and step into a role where your unique spirit leads to success, we invite you to apply and join the Summit Business Group. We are redefining insurance sales, and were dedicated to equal opportunity employment and fostering a diverse workplace. We look forward to speaking with you! www.yoursummitinsurance.com Find out more about a career with us by visiting our website at www.altitudecrew.com. We look forward to speaking with you soon!


    Employment Type

    Full Time

  • Entry Level Direct Sales Representative
    Summit Business Group    Lake Havasu City, AZ 86406
     Posted about 5 hours    

    Summit is on the lookout for an individual to join our team in an Entry Level Direct Sales position. This role is tailored for someone who has at least 5 years of previous full-time work experience in any profession. At Summit, we value a proactive approach, where initiative and ambition are met with endless opportunities for growth and recognition. Position Overview: As an Entry Level Direct Sales Associate at Summit, youll be the driving force in forging new relationships with business owners and key decision-makers across small to medium-sized businesses. Once fully trained, your day will largely be spent on the move, independently navigating your sales territory, engaging directly with clients, and demonstrating why Summits insurance solutions are ahead of the curve. Your ability to connect, understand client needs, and deliver solutions will be crucial. You will not only initiate and close sales on the spot, but also expertly schedule follow-ups to ensure client commitment and satisfaction. Who Thrives Here: Individuals who are self-starters, thriving under autonomy and eager to drive their own success. Those accustomed to a high level of responsibility, demonstrating a track record of professional excellence and reliability. Athletes or people who are naturally competitive, understand the value of teamwork, and are motivated by setting and surpassing benchmarks. Candidates who are resilient, not deterred by challenges, and capable of turning every obstacle into a stepping-stone towards success. Compensation and Benefits: A competitive weekly draw pay with commission and bonuses from the start. Comprehensive health benefits, including Blue Cross/Blue Shield, available after 60 days. Access to quarterly and annual incentives such as trips, cash bonuses, and stock options. Short sales cycle, typically less than 3 business days. CRM and classroom and field training. Licensing reimbursement (of state fees) If youre ready to step into a role where your ambition and drive are matched by the potential for professional growth and achievement, Summit is ready to welcome you. Together, well strive to reach new heights, ensuring that our collective efforts translate into personal and professional successes. Join us at Summit, where your career journey ascends. Visit us at:https://www.yoursummitinsurance.com/ Find out more about a career with us by visiting our website at www.altitudecrew.com. We look forward to speaking with you soon!


    Employment Type

    Full Time

  • Branch Relationship Banker (Personal Banker) - River & Campbell/Tucson (AZ)
    Zions Bancorporation    Tucson, AZ 85702
     Posted 1 day    

    At National Bank of Arizona, we’re a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 35 years later, our approach hasn’t changed. At NBAZ, the possibilities are endless – come for the job, stay for a career.

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

    Essential Functions:

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

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

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

    + Follows up with clients as needed.

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

    + Responsible to resolve customer service issues.

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

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

    + Other duties as assigned.

    Qualifications:

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

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

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

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

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

    + Effective selling, cross-selling and referral skills.

    + Solid mathematical, problem-solving and negotiation skills.

    + Solid interpersonal & relationship building skills.

    + Strong attention to detail and time management.

    + Proficient in basic computer skills.

    Schedule: Monday – Friday: 8:00 AM – 5:00 PM; 40 hours/week

    Benefits:

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

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

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

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

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

    + Mental health benefits including coaching and therapy sessions.

    + Tuition Reimbursement for qualifying employees.

    + Employee Ambassador preferred banking products.

    Req ID: 064587

    Equal Opportunity Employer

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

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

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


    Employment Type

    Full Time

  • Account Manager, UberEats (Phoenix)
    Uber    Phoenix, AZ 85067
     Posted 1 day    

    **About the role**

    Uber Eats is looking for sharp, highly motivated individuals to join our Small-to-Medium Sized Business (SMB") Account Management Team in Arizona. This role will focus on post-sales for the SMB segment and help merchants turn potential into reality. This position is critical to driving sustainable growth for merchants, retaining high value accounts, and providing a consultative approach to help businesses to improve operations. By expanding services and developing strategic partnerships, the account manager creates mutually beneficial revenue growth for both merchants and Uber Eats.

    **What You'll Do**

    + Manage and expand a book of business that consists of the highest value local restaurant groups in Arizona

    + Collaborate with your accounts and unlock growth and expansion opportunities

    + Educate the merchants on the value of in-app marketing, Ads, and other product offerings

    + Improve merchant reliability and delivery order accuracy by troubleshooting store operations issues

    + Maintain merchant retention and facilitate brand expansion

    + Develop a strong Uber-first mentality to achieve both personal KPIs and business goals

    + Collaborate cross-functionally with Operations, Sales, and Support to problem solve merchant difficulties

    + Act as an ambassador of Uber Eats' mission, brand, and product

    **Basic Qualifications**

    + At least 3 years of experience in sales, operations, account management, or similar functions where you have had full responsibility to grow a book of business and hit specific monthly, quarterly and annual goals (quota)

    **Preferred Qualifications**

    + Experience dealing with integration/POS related issues

    + Experience in quantitative data analysis, deep measurable insights, modeling, and sophisticated test plan

    + Experience navigating the customer lifecycle including prospecting new contacts within an existing client organization

    + Self-starter attitude and ability to thrive in a fast-paced, autonomous team environment

    + Strong interpersonal skills, with the ability to clearly frame a value proposition, probe for objections, remove obstacles, and eliminate barriers to gain commitment

    + Willingness to hustle, roll-up sleeves, and get in the weeds with our highest value partners in order to hit quarterly and annual revenue, retention, and adoption targets

    + Ability to think strategically and analyze restaurant needs to both unlock opportunities and creatively problem-solve

    + Demonstrate time management and organizational skills with the ability to multitask and prioritize based on impact

    + Effective internal and external communication

    + Experience in SQL

    + CRM experience (Salesforce experience a plus)

    + Google Suite Experience is highly preferred

    For Phoenix, AZ-based roles: The base salary range for this role is USD$70,500 per year - USD$78,500 per year. You will be eligible to participate in Uber's bonus program, and may be offered an equity award & other types of comp. You will also be eligible for various benefits. More details can be found at the following link https://www.uber.com/careers/benefits.

    Uber is proud to be an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you have a disability or special need that requires accommodation, please let us know by completing this form- https://docs.google.com/forms/d/e/1FAIpQLSdb_Y9Bv8-lWDMbpidF2GKXsxzNh11wUUVS7fM1znOfEJsVeA/viewform


    Employment Type

    Full Time

  • Strategic Alliance Sales Director (CRE): D&A
    PwC    Phoenix, AZ 85067
     Posted 1 day    

    **Specialty/Competency:** IFS - Clients & Markets

    **Industry/Sector:** Not Applicable

    **Time Type:** Full time

    **Travel Requirements:** Up to 60%

    A career in Sales and Marketing will provide you with the opportunity to focus on positioning a distinctive PwC brand in the marketplace and drive long term revenue growth for the Firm. You’ll focus on designing, developing, and implementing communication programmes and media events to promote and sell the PwC’s brand and services as well as contribute to and evaluating our pricing strategies in the marketplace.

    Our Business Development team supports PwC and its clients by developing sales strategies, executing tactics, and securing the resources required to close sales opportunities. As part of the team, you’ll be managing sales pursuits and the sales pipeline, helping the account team in identifying, qualifying and closing sales leads, and coordinating the utilisation of all account management methodology and business development tools.

    To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

    As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

    + Support team to disrupt, improve and evolve ways of working when necessary.

    + Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations.

    + Identify gaps in the market and spot opportunities to create value propositions.

    + Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments.

    + Create an environment where people and technology thrive together to accomplish more than they could apart.

    + I promote and encourage others to value difference when working in diverse teams.

    + Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders.

    + Influence and facilitate the creation of long-term relationships which add value to the firm.

    + Uphold the firm's code of ethics and business conduct.

    **Job Requirements and Preferences** :

    **Basic Qualifications** :

    **Minimum Degree Required** :

    General Education Development (GED)

    **Minimum Years of Experience** :

    8 year(s) of sales, marketing or PwC expeirence

    **Preferred Qualifications** :

    **Degree Preferred** :

    Bachelor Degree

    **Preferred Fields of Study** :

    Business Administration/Management, Marketing, Economics, Computer and Information Science

    **Additional Educational Preferences** :

    Other business related fields of study may be considered.

    **Preferred Knowledge/Skills** :

    Demonstrates thought leader-level abilities with, and/or a proven record of success directing efforts including:

    + Exhibiting extensive knowledge of professional services selling and the ability to build and sustain long term relations with Technology Alliances and clients to drive revenue;

    + Showcasing success in an individual contributor sales role for a professional services and or technology solution organization;

    + Understanding of the structure, key issues, language, and environment of one or more industry/sector groups with an ability to discuss and explain current and emerging issues within one or more industry sectors, including services and technology applicable to those needs and effectively engage with executive level clients and with technology-focused PwC resources;

    + Utilizing extensive experience and demonstrating effectiveness and success across sales competencies;

    + Demonstrating complex Alliance management and team selling;

    + Initiating sales calls and contacts; pursuing prospects to secure meetings; winning referrals and exploring sales opportunities;

    + Soliciting information from Alliances and clients to effectively qualify and scope opportunities;

    + Playing an active role in discussing and developing solutions with client teams and clients;

    + Understanding client business issues and matching them to service capabilities/revenue opportunities;

    + Leading and coaching complex sales processes through effective targeting of buyers and influencers;

    + Overcoming objections and obstacles to win the business, develop and execute a targeted relationship and account development strategy;

    + Utilizing sales cycle methodology, account, and relationship development methodology;

    + Demonstrating relationship effectiveness, including the ability to establish and develop long-term Alliance, PwC Account Team, and client relationships;

    + Effectively representing both Alliance and client needs to establish appropriate solutions are brought to the client;

    + Building trust with the Alliance;

    + Successfully navigating a complex internal organization consisting of dozens of distinct capabilities and practices;

    + Thriving in an unstructured and evolving team and organizational environment;

    + Demonstrating personal effectiveness, including a proven ability to accomplish and exceed goals within challenging, complex organizations;

    + Projecting executive presence and professionalism sufficient to interact with C-level executives and senior partners;

    + Remaining tenacious and undeterred by criticism and setbacks; and,

    + Meeting significant targets and goals with minimal oversight and direction on a daily, weekly, or even monthly basic.

    Learn more about how we work: https://pwc.to/how-we-work

    PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

    All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

    For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

    Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

    For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information: https://pwc.to/payrange-v1-ifsdirector

    \#LI-Remote


    Employment Type

    Full Time

  • Relationship Manager I - Business Banking
    PNC    Sun City, AZ 85372
     Posted 1 day    

    **Position Overview**

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Manager I - Business Banker within PNC's Business Banking organization, you will be based in the Glendale, AZ market.

    PNC Business Bankers provide cash flow solutions to businesses with annual sales from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage your business acumen to facilitate cash flow conversations with clients and prospects. Additionally, you will manage the on-going sales cycle to optimize the cash flow of our business customers so they can achieve their goals. PNC's targeted small business segments are Retail, Agricultural, Healthcare, Manufacturing, Professional Services, Wholesale and Women in Business. As a Relationship Manager in Business Banking you will develop and cultivate Center of Influence (COI) relationships to meet and exceed sales goals and business objectives. You will work with internal services partners to on-board and expand the business portfolio.

    **Job Description**

    + Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision.

    + With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.

    + Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.

    + Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.

    + Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.

    + As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.

    PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

    + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

    + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

    **Qualifications**

    Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

    **Competencies**

    Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Prospecting., Selling., Tech Savvy

    **Work Experience**

    Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

    **Education**

    Bachelors

    **Certifications**

    No Required Certification(s)

    **Licenses**

    No Required License(s)

    **Benefits**

    PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

    In addition, PNC generally provides the following paid time off, depending on your eligibility*: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

    To learn more about these and other programs, including benefits for full time and part-time employees, visit pncbenefits.com > New to PNC.

    _*For more information, please click on the following links:_

    Time Away from Work (https://www.pncbenefits.com/timeaway.html)

    _PNC Full-Time Benefits Summary_

    PNC Part-Time Benefits Summary (https://www.pncbenefits.com/ft-benefits-overview.html)

    **Disability Accommodations Statement**

    If an accommodation is required to participate in the application process, please contact us via email at [email protected] . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

    At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

    **Equal Employment Opportunity (EEO)**

    PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

    **California Residents**

    Refer to the California Consumer Privacy Act Privacy Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC\_CCPA\_Privacy\_Disclosure\_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.


    Employment Type

    Full Time

  • Relationship Manager I - Business Banking
    PNC    Sun City West, AZ 85375
     Posted 1 day    

    **Position Overview**

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Manager I - Business Banker within PNC's Business Banking organization, you will be based in the Glendale, AZ market.

    PNC Business Bankers provide cash flow solutions to businesses with annual sales from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage your business acumen to facilitate cash flow conversations with clients and prospects. Additionally, you will manage the on-going sales cycle to optimize the cash flow of our business customers so they can achieve their goals. PNC's targeted small business segments are Retail, Agricultural, Healthcare, Manufacturing, Professional Services, Wholesale and Women in Business. As a Relationship Manager in Business Banking you will develop and cultivate Center of Influence (COI) relationships to meet and exceed sales goals and business objectives. You will work with internal services partners to on-board and expand the business portfolio.

    **Job Description**

    + Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision.

    + With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.

    + Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.

    + Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.

    + Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.

    + As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.

    PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

    + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

    + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

    **Qualifications**

    Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

    **Competencies**

    Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Prospecting., Selling., Tech Savvy

    **Work Experience**

    Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

    **Education**

    Bachelors

    **Certifications**

    No Required Certification(s)

    **Licenses**

    No Required License(s)

    **Benefits**

    PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

    In addition, PNC generally provides the following paid time off, depending on your eligibility*: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

    To learn more about these and other programs, including benefits for full time and part-time employees, visit pncbenefits.com > New to PNC.

    _*For more information, please click on the following links:_

    Time Away from Work (https://www.pncbenefits.com/timeaway.html)

    _PNC Full-Time Benefits Summary_

    PNC Part-Time Benefits Summary (https://www.pncbenefits.com/ft-benefits-overview.html)

    **Disability Accommodations Statement**

    If an accommodation is required to participate in the application process, please contact us via email at [email protected] . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

    At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

    **Equal Employment Opportunity (EEO)**

    PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

    **California Residents**

    Refer to the California Consumer Privacy Act Privacy Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC\_CCPA\_Privacy\_Disclosure\_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.


    Employment Type

    Full Time

  • Relationship Manager I - Business Banking
    PNC    Glendale, AZ 85304
     Posted 1 day    

    **Position Overview**

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Manager I - Business Banker within PNC's Business Banking organization, you will be based in the Glendale, AZ market.

    PNC Business Bankers provide cash flow solutions to businesses with annual sales from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage your business acumen to facilitate cash flow conversations with clients and prospects. Additionally, you will manage the on-going sales cycle to optimize the cash flow of our business customers so they can achieve their goals. PNC's targeted small business segments are Retail, Agricultural, Healthcare, Manufacturing, Professional Services, Wholesale and Women in Business. As a Relationship Manager in Business Banking you will develop and cultivate Center of Influence (COI) relationships to meet and exceed sales goals and business objectives. You will work with internal services partners to on-board and expand the business portfolio.

    **Job Description**

    + Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision.

    + With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.

    + Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.

    + Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.

    + Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.

    + As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.

    PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

    + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

    + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

    **Qualifications**

    Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

    **Competencies**

    Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Prospecting., Selling., Tech Savvy

    **Work Experience**

    Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

    **Education**

    Bachelors

    **Certifications**

    No Required Certification(s)

    **Licenses**

    No Required License(s)

    **Benefits**

    PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

    In addition, PNC generally provides the following paid time off, depending on your eligibility*: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

    To learn more about these and other programs, including benefits for full time and part-time employees, visit pncbenefits.com > New to PNC.

    _*For more information, please click on the following links:_

    Time Away from Work (https://www.pncbenefits.com/timeaway.html)

    _PNC Full-Time Benefits Summary_

    PNC Part-Time Benefits Summary (https://www.pncbenefits.com/ft-benefits-overview.html)

    **Disability Accommodations Statement**

    If an accommodation is required to participate in the application process, please contact us via email at [email protected] . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

    At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

    **Equal Employment Opportunity (EEO)**

    PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

    **California Residents**

    Refer to the California Consumer Privacy Act Privacy Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC\_CCPA\_Privacy\_Disclosure\_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.


    Employment Type

    Full Time


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