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In this fully remote role, you will be the first point of contact for prospective clients, helping them understand our products and guiding them toward solutions that fit their financial goals. We are looking for a motivated and coachable entry-level sales representative to join our growing financial services team.

ABOUT THE ROLE We are looking for a motivated and coachable entry-level sales representative to join our growing financial services team. In this fully remote role, you will be the first point of contact for prospective clients, helping them understand our products and guiding them toward solutions that fit their financial goals. No prior finance experience is required — we provide full training and ongoing mentorship. <div> </div>WHAT YOU WILL DO - Prospect and qualify leads through outbound calls, emails, and social outreach - Conduct virtual discovery calls to understand client needs and present appropriate financial products - Manage your pipeline using our CRM and maintain accurate activity records - Meet or exceed weekly and monthly sales activity targets and revenue quotas - Collaborate with senior representatives and sales leadership to refine your approach - Stay current on product offerings, compliance requirements, and industry developments <div> </div> <h3>Requirements</h3>WHAT WE ARE LOOKING FOR - High school diploma or GED required - 0–2 years of professional experience in sales, customer service, or a client-facing role - Strong verbal and written communication skills - Self-motivated with the ability to manage your schedule and hit goals independently - Comfortable working in a remote environment with video calls and digital tools - Reliable internet connection and a quiet, professional workspace - Must be able to obtain any required state or federal financial licenses independently shortly after hire <div> </div>NICE TO HAVE - NOT MANDATORY - Experience with CRM software (Salesforce, HubSpot, or similar) - Familiarity with financial products such as insurance, investments, or loans - Bilingual skills — Spanish or other languages a plus <div> </div>EQUAL OPPORTUNITY EMPLOYER We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, or any other characteristic protected by law. <div> </div> <h3>Benefits</h3>WHAT WE OFFER - Full benefits available: medical, dental, and vision insurance - Structured onboarding and ongoing sales coaching - Clear path to promotion into senior sales, account management, or team lead roles - Remote-first culture with a collaborative and supportive team <div> </div>HOW TO APPLY Submit your resume and a brief note about why you are interested in a career in financial sales. No cover letter required. We review applications on a rolling basis and aim to respond within 5 business days. <div> </div>

Oak Ridge Recruiting

Entry Level Sales Agent

Communication Skills

Customer Relations

Customer Relationship Management (CRM)

Customer Relationship Management (CRM) Systems

Customer Support/Service

Digital Video

Exceeded Sales Goal

Finance

Financial Services

High School Diploma

Insurance

Leadership

Loans

Mentoring

Multilingual

Needs Assessment

Presentation/Verbal Skills

Record Keeping

Regulatory Compliance

Revenue Planning

Sales

Sales Management

Sales Pipeline

Sales Promotions

Sales Prospecting

Sales Qualification

Salesforce.com

Schedule Development

Spanish Language

Team Lead/Manager

Team Player

Training/Teaching

Writing Skills

Zoho

As a member of the Digital Engineering Solutions team, the Design Practice group will also collaborate closely the business units project delivery teams and discipline experts to identify, prioritize and advance design practice initiatives. In addition, during employment individuals may be required by CDM Smith or a CDM Smith client to successfully complete additional background checks, including motor vehicle record as well as drug testing.

44560BRRequisition ID:44560BRBusiness Unit:CORJob Description:CDM Smith is seeking a Design Practice Manager to join our Digital Engineering Solutions team. This individual will lead the Design Practice group, helping to drive the firm's digital transformation through the strategic implementation of digital design tools, technologies and processes. This group plays a key role in advancing digital enablement programs and technology execution plans that enhance design workflows across our architecture, engineering, and construction (AEC) disciplines. This role also involves collaborating with cross-functional teams to ensure seamless integration of various technologies and communicating effectively with stakeholders to drive project success. This position is ideal for someone who has demonstrated excellence in digital design technologies and processes, has applied them across a variety of AEC practices, and thrives on identifying, developing, and establishing standards, workflows, and training programs. The Design Practice Manager will lead rollout efforts and champion adoption across the organization. As a member of the Digital Engineering Solutions team, the Design Practice group will also collaborate closely the business units project delivery teams and discipline experts to identify, prioritize and advance design practice initiatives. This includes translating strategic objectives and operational challenges into actionable insights that align with broader digital strategies.The ideal candidate will have a proven record in the field of design practice, with a mindset of continuous learning and curiosity leading to tangible results.Under the direction of the Digital Practice Leader, the duties and responsibilities for this position include:• Working on the cutting edge of digital tools and technologies, developing standards, processes and workflows for applications by Autodesk and Bentley, and other design applications and plug-ins that can benefit the AEC practices at CDM Smith.• Maintaining consistent and documented standards, processes, workflows, and best practices for CDM Smith's AEC digital tools and technologies in alignment with the broader digital enablement strategy Ability to communicate thoughts and technical ideas in an accessible and easy-to-understand manner.• Eagerness to learn and work as part of a multidisciplinary team across a global practice.• Display excellent interpersonal skills to build quality relationships with the team and across the organization.• Assist on initiatives and efforts, as part of a collaborative team, with your digital tools and technologies expertise.• Assist with the development of documentation, standards, best practices, and workflows for design practice hardware/software and digital tools and technologies in use across the business.• Manage and oversee a team of design practice specialists, aligning the group to the Digital Engineering Solutions team's goals and objectives along with the Digital Practice Leader. This further includes providing guidance, instruction, training, and leadership skills to inspire the group to perform at their optimum, working efficiently together and maximizing the team's potential.• Motivate and inspire a team of design practice specialists by creating an environment that promotes positive communication, encourages bonding of group members (both within the area of design technology and across the broader team as a whole), and demonstrates flexibility.• Manages staff, evaluates performance, mentors, approves paid time off (PTO) and training, ensures human resources (HR) policies are followed and makes recommendations regarding staffing decisions.• Present to both internal and external audiences as needed.• Assist the business with marketing, communications, and business development descriptions and activities from a technology perspective as needed.• Assist with internal and external website descriptions as needed.• Perform other duties as required.#LI-LP1#LI-REMOTEJob Title:Manager, Design PracticeGroup:COREmployment Type:RegularMinimum Qualifications:• Bachelor's degree.• 10 years of related experience with at least 2 of those years in a supervisory or leadership capacity.• Equivalent additional directly related experience will be considered in lieu of a college degree.Domestic and/or international travel may be required. The frequency of travel is contingent on specific duties, responsibilities, and the essential functions of the position, which may vary depending on workload and project demands.Preferred Qualifications:• Experience with Civil 3D, including corridor modeling, grading, pipe networks, and plan production workflows for transportation infrastructure projects.• Proficiency in Bentley design tools such as OpenRoads Designer, MicroStation, and InRoads, with a strong understanding of their application in roadway and civil site design.• Familiarity with DOT requirements and digital deliverables for transportation projects using Civil 3D and Bentley tools.• Understanding of low-code/no-code computational design applications for implementing quality assurance frameworks including reliability, security, and scalability.EEO Statement:We attract the best people in the industry, supporting their efforts to learn and grow. We strive to create a challenging and progressive work environment. We provide career opportunities that span a variety of disciplines and geographic locations, with projects that our employees plan, design, build and operate as diverse as the needs of our clients. CDM Smith is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, pregnancy related conditions, childbirth and related medical conditions, sexual orientation, gender identity or gender expression), national origin, age, marital status, disability, veteran status, citizenship status, genetic information or any other characteristic protected by applicable law.Why CDM Smith?:Check out this video and find out why our team loves to work here! (Join Us! CDM Smith – where amazing career journeys unfold.Imagine a place committed to offering an unmatched employee experience. Where you work on projects that are meaningful to you. Where you play an active part in shaping your career journey. Where your co-workers are invested in you and your success. Where you are encouraged and supported to do your very best and given the tools and resources to do so. Where it's a priority that the company takes good care of you and your family.Our employees are the heart of our company. As an employer of choice, our goal is to provide a challenging, progressive and inclusive work environment which fosters personal leadership, career growth and development for every employee. We value passionate individuals who challenge the norm, deliver world-class solutions and bring diverse perspectives. Join our team, and together we will make a difference and change the world.Job Site Location:United States - NationwideAgency Disclaimer:All vendors must have a signed CDM Smith Placement Agreement from the CDM Smith Recruitment Center Manager to receive payment for your placement. Verbal or written commitments from any other member of the CDM Smith staff will not be considered binding terms. All unsolicited resumes sent to CDM Smith and any resume submitted to any employee outside of CDM Smith Recruiting Center Team (RCT) will be considered property of CDM Smith. CDM Smith will not be held liable to pay a placement fee.Amount of Travel Required:0%Assignment Category:Fulltime-RegularVisa Sponsorship Available:No - We will not support sponsorship, i.e. H-1B or TN Visas for this positionSkills and Abilities:• Experience leading and managing a team of staff. Team-oriented, positive, collaborative and reliable. Proven leadership capabilities with the ability to organize, plan, prioritize, and to manage time and changing priorities.• Expert knowledge and proven ability in the area of AEC design technologies and processes. Inquisitive, with a desire to ask questions to gain a deeper understanding of business issues. Passionate about helping AEC business lines drive their success in using design technology and processes.• Excellent written and oral communication skills with the ability to communicate well with people from both technical and non-technical backgrounds. Ability to listen, build rapport, and credibility as a strategic and diplomatic partner with our business units.• Innovative and able to apply critical thinking skills to generate new solutions/ideas that create value and improve processes.• Detail oriented with the ability to assist with executing highly complex or specialized projects.Background Check and Drug Testing Information:CDM Smith Inc. and its divisions and subsidiaries (hereafter collectively referred to as “CDM Smith”) reserves the right to require background checks including criminal, employment, education, licensure, etc. as well as credit and motor vehicle when applicable for certain positions. In addition, CDM Smith may conduct drug testing for designated positions. Background checks are conducted after an offer of employment has been made in the United States. The timing of when background checks will be conducted on candidates for positions outside the United States will vary based on country statutory law but in no case, will the background check precede an interview. CDM Smith will conduct interviews of qualified individuals prior to requesting a criminal background check, and no job application submitted prior to such interview shall inquire into an applicant's criminal history. If this position is subject to a background check for any convictions related to its responsibilities and requirements, employment will be contingent upon successful completion of a background investigation including criminal history. Criminal history will not automatically disqualify a candidate. In addition, during employment individuals may be required by CDM Smith or a CDM Smith client to successfully complete additional background checks, including motor vehicle record as well as drug testing.Pay Range Minimum:$122,595Pay Range Maximum:$214,510Additional Compensation:All bonuses at CDM Smith are discretionary and may or may not apply to this position.Work Location Options:Fully Remote or Hybrid Work Options may be considered for successful candidate.Additional Pay Range Information:The pay range for this position is listed above. This pay range is a good faith estimate representative of all experience levels for this position based on the geographic location assigned to the position. Please note that pay ranges vary based on geographic location. In addition to geographic location, the company considers several other factors when extending an offer including but not limited to the role, function and associated responsibilities, the candidate's work experience, education/training and key skills.Massachusetts Applicants:It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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Entry Level Sales Agent Oak Ridge Recruiting

Manager, Design Practice CDM Smith

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