UNKNOWN

ADAPTED_NOW

o Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. o Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.   Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.  As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have• Required Qualifications:o A valid and active FINRA Series 7 license required  o Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.  Preferred Qualifications:o Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.  o Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.  o Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planningo Ability to adapt and implement change as the market and business conditions evolve  o Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situationo Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.  What’s in it for you:At Schwab, we’re committed to empowering our employees’ personal and professional success. Our flexible work options, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.  We offer a competitive benefits package that takes care of the whole you – both today and in the future:  o Base salaryo 401(k) with company match and Employee stock purchase plan  o Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service  o Paid parental leave and family building benefits  o Tuition reimbursement  o Health, dental, and vision insuranceInvestment Professionals Compensation | Charles SchwabPursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration processWhy work for us?At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.We offer a competitive benefits package to our full-time employees that takes care of the whole you – both today and in the future:• 401(k) with company match and Employee stock purchase plan• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions• Paid parental leave and family building benefits• Tuition reimbursement• Health, dental, and vision insurance

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member <a href="http://www.sipc.org/" target="_blank">SIPC</a>) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

Charles Schwab

VP, Financial Consultant

Ivy Exec

OTHER

FEED

This position combines customer relationship management, project oversight, and operational coordination, with a strong emphasis on client acquisition and service excellence. We are hiring a Project Manager to support the end-to-end client experience in residential and commercial roofing projects.

Job Type: Full-Time Compensation: Commission (details to be discussed) Reports To: General Manager / Sales Manager<hr/>Position Summary We are hiring a Project Manager to support the end-to-end client experience in residential and commercial roofing projects. This position combines customer relationship management, project oversight, and operational coordination, with a strong emphasis on client acquisition and service excellence. This is a performance-based role, ideal for individuals who are driven, self-motivated, and thrive in fast-paced, client-facing environments. <hr/>Key Responsibilities Client Engagement & Sales Development<ul><li> Generate, track, and follow up on leads consistently. </li><li>Develop and maintain a detailed client database. </li><li>Create and implement strategic outreach and follow-up plans to support sales efforts. </li><li>Conduct phone outreach to both new and existing clients.</li><li> Explain contracts and scopes of work, resolving any client concerns or questions. </li><li>Assist customers with the insurance claims process; minimum requirements of inspection and claims filed to be determined by General Manager. </li><li>Meet with insurance adjusters at the customer's property to advocate for claim approvals. </li></ul>Project Oversight & Field Work<ul><li>Conduct on-site roof inspections, take photographs, and upload findings to CRM.</li><li> Review loss reports and assist customers in signing scopes or contracts. </li><li>Participate in the build process and perform final quality walk-throughs. </li><li>Monitor material delivery and check product quality as needed. </li><li>Collect completion photos and submit all required documentation for invoicing and production. </li></ul>Administrative & CRM Management<ul><li>Enter all customer and prospect information accurately into CRM (e.g., Acculynx). </li><li>Complete and manage paperwork related to contracts, repairs, ITEL sample collection, and production. </li><li>Follow up on outstanding leads, documentation, and collections as needed. </li><li>Maintain clean, organized digital and physical workspaces.</li></ul><hr/>Core Competencies & Expectations Professionalism <ul><li>Dress and present yourself professionally at all times. </li><li>Communicate clearly via phone, email, and in-person interactions. </li><li>Ask thoughtful questions and be prepared with clear, concise answers. </li></ul>Autonomy & Initiative<ul><li> Be proactive in identifying and solving problems independently. </li><li>Take ownership of responsibilities and complete tasks without repeated follow-up. </li></ul>Efficiency & Time Management<ul><li>Prioritize high-impact tasks and manage time effectively. </li><li>Maintain punctuality and preparation for all appointments, meetings, and job-site visits. </li><li>Complete work accurately and quickly without sacrificing quality. </li></ul>Team Contribution & Culture <ul><li> Build collaborative relationships with colleagues and customers. </li><li>Respect the perspectives and strengths of every team member. </li><li>Maintain a clean and tidy workstation and convey professionalism through tone and body language. </li></ul><hr/>Qualifications <ul><li>Prior experience in sales encouraged but not required. </li><li>Strong ability to learn sales processes. </li><li>Comfortable with roofing-related tasks, including roof inspections and minor repairs. </li><li>Competency with Microsoft Office (Excel, Word, Outlook).</li><li> Proficiency with CRM systems or willingness to learn quickly. </li><li>Strong written and verbal communication skills. </li><li>Valid driver's license and reliable transportation required.</li></ul><hr/>What We Offer<ul><li>Performance-driven compensation plan with growth opportunity. </li><li>Training and support to help you succeed in both sales and project management. </li><li>A professional, supportive, and fast-paced team environment.</li><li> Opportunities to take on leadership and higher responsibility roles over time.</li></ul> Job Posted by ApplicantPro

IBC Roofing

Roofing Sales Consultant

Talent Acquisition

If you’re eager to learn and implement our proven techniques to grow your career, have previous experience in customer-facing roles, and have reliable transportation, let’s talk. We partner with our customers to find the best Verizon plans and services for their needs while expanding their ability to stay connected.

YEAR

Cellular Sales:
 Cellular Sales is Growing! Average and High-End Sales Consultants earn $45000 – $100000 +/ year Are you determined to grow your job into a career, in a fast-paced thriving environment? Cellular Sales is the one, a company that provides a rewarding career with a family atmosphere. You bring the desire to achieve and an exceptional attitude. Cellular Sales will provide benefits, development, and a culture that values diversity and inclusion. Are you ready to take control of your income and represent the best? We’re Verizon’s premier retail partner and have received multiple Agent of the Year awards. With nearly 800 stores across 40 states, we have 30-year reputation for providing unmatched in-person customer experiences. We’re always expanding and looking for smart, driven, positive people to join our team of 7,000+.  Why Join Cellular SalesOur wireless sales consultants help others connect, work, watch, game, and stream with the latest devices. We partner with our customers to find the best Verizon plans and services for their needs while expanding their ability to stay connected. We listen to their concerns, and make sure they leave informed and satisfied with their visit. For the communities we serve, we get to actively build relationships and trust.  What We OfferWe give you the tools and support to succeed, along with great incentives to perform well and continue improving. Here’s what you’ll get when you join us:<ul><li>Life-Changing Income: The highest commissions in the industry</li><li>First rate health benefits: Including health/vision/dental, and life insurance.</li><li>Security for your future: 401(k) with ROTH option to save for retirement.</li><li>Performance Incentives: Top performers receive trips, gifts, and prizes.</li><li>Growth and Development: Gain invaluable knowledge, insight, and mentorship from our experienced sales leaders</li><li>Advancement Opportunities: We promote from within and encourage growth</li><li>Outstanding Company Culture: A healthy community that fosters collaboration and mutual success</li><li>Community Involvement: Impact the lives of people where you live through local events and volunteering</li></ul> ResponsibilitiesAs a sales Consultant, you will service the customer’s needs, make recommendations based on their specifications.<ul><li>Develop new consumer and business accounts</li><li>Provide outstanding service during and after the sale</li><li>Recommend changes in products and services</li><li>Stay current on the newest technology products and services</li></ul> What We Are Looking For<ul><li>Driven, enthusiastic people with a positive attitude</li><li>Willingness to learn and utilize proven techniques to grow your business</li><li>Effective verbal, written, and interpersonal skills</li><li>Self-motivated to successfully manage responsibilities</li><li>Strong negotiating and follow-up skills</li><li>Understanding of new technology products and services</li></ul> If you’re eager to learn and implement our proven techniques to grow your career, have previous experience in customer-facing roles, and have reliable transportation, let’s talk. Opportunity awaits, apply today!

Learning Consultant Jobs in Wilmington, NC

Charles Schwab

IBC Roofing

Cellular Sales Verizon Authorized Retailer

Similar Job Searches