Financial Representative
Finance Representative Job 16 miles from Stafford
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities, and apply today!
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
Financial Representative- Full Training
Finance Representative Job 16 miles from Stafford
Becoming a Financial Advisor
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Financial Advisor
Finance Representative Job 16 miles from Stafford
Cetera Investment Services is looking for a motivated individual to fill the role of a Financial Advisor for MidFirst Investment Services located at MidFirst Bank in Houston, TX. For more information, and to apply online, please scroll down.
What you will do:
The Financial Advisor position is responsible for meeting with current and potential bank customers to help determine the best way to serve those customers' investment planning goals.
The Financial advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include:
Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances
Advising the customer regarding the advantages, risks, and disadvantages of different products
Developing internal referral resources to identify customers
Identifying external prospects and expanding new client relationships
Identifying cross-sell opportunities, including opportunities to refer customers to other lines of bank representatives through proper customer profiling and needs-based selling
Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales
Maintaining all necessary licenses and registrations as required
Successfully completing all mandatory training in a timely manner
Maintaining superior and courteous service to promote products and expand customer relationships
Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism
What you need to have:
With a strong focus on sales and customer service, the Financial Advisor should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional requirements of this position include:
FINRA Series 7, 66, (65 and 63) (Required)
State Life & Health Insurance License of state where applying
Strong sales, marketing, and business development skills
2 years of experience in finance, insurance and/or banking
Cetera Investment Services
Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you'll have access to:
· A clear transition plan and timeline so you know what to expect, and when
· Our orientation course to give you an overview of all the tools and services available to you
· Assistance with account transfers and paperwork, and frequent updates on their status
· Help with communications to your current clients about your transition
· In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform
· New business cards, stationery, and email address
· An introduction to our vast marketing resources, so you can start using them with current and prospective clients
If you are interested in this position, please attach a copy of your resume with your application.
Financial Professional
Finance Representative Job 16 miles from Stafford
Are you a leader who has the following traits?
• Competitive
• Entrepreneurial
• Coachable
• Communicative
• Self-disciplined
• Authentic
If the answer is yes, consider becoming an insurance agent* to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.
What we're looking for...
We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.
What we offer...
Training and development
We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You'll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents.
Digital tools
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.
Products and solutions
Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions.
Human guidance
When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link ************************************************************ income-and-benefits.
About New York Life...
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.
Awards & Accolades...
We're proud of our financial strength.6
• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody's)
• AA+ Very Strong (Standard & Poor's)
We're proud of the help we've provided and continue to provide our clients.7
• 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies
• $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.
• $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.
• Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.8
* The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract.
1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.
2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company.
Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change.
3. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, which ever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a fulltime agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract.
4. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals priorto April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied.
5. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason.
6. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value.
7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023.
8. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation.
New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity AR10511A_052024 SMRU5021157 (Exp.05.30.2025)
Financial Advisor
Finance Representative Job 16 miles from Stafford
Are you an experienced financial professional looking for a role where you can focus on what truly matters-serving clients-without the pressure of constant lead generation? Selah Financial Services is seeking a Meeting Advisor to join our collaborative team and help manage our growing client base.
At Selah, we take a personalized, team-based approach to financial advising. Clients trust us during life's biggest transitions-starting a family, preparing for retirement, or navigating unexpected changes. Your role will be to guide them with care, expertise, and integrity.
Why This Role is Different:
No Cold Calling or Prospecting - Focus on advising, not selling
Existing Clients - Step into a book of business with ongoing demand
Team-Based Approach - Work alongside seasoned advisors in a supportive environment
Meaningful Impact - Help clients achieve their financial goals through a structured, personal approach
What You'll Do:
Conduct client meetings (annual reviews, financial planning sessions, transaction oversight)
Ensure top-tier client service by handling paperwork, transactions, and account updates
Collaborate with the team to maintain a 99%+ client retention rate
Stay compliant with industry regulations and firm best practices
What We're Looking For:
3+ years in the investment/insurance industry
Series 7 & 66 licenses required
BA/BS in Business, Finance, or related field (CFP , MBA, or CPA preferred)
Strong interpersonal skills and the ability to build lasting client relationships
Passion for client-first advising in a team-oriented setting
If you're ready to take your career to the next level-focusing on client relationships rather than sales targets-this could be the perfect opportunity.
Selah Financial Services is exclusively partnered with FireSeeds for this hiring process. All candidate inquiries and applications must be directed through us.
No unsolicited resumes sent directly to Selah Financial Services will be considered, nor will they result in any placement fees.
Financial Advisor- Entry Level
Finance Representative Job 16 miles from Stafford
Catalyst Financial Group LLC is a financial advisory firm with a clear focus and mission: Changing the statistic one client at a time.
What are the statistics?
62% of American's live paycheck to paycheck
The average American has 4,000 in their savings account
The median American account balance has 35,000 in their retirement account
Only 58% of people own stock
Finances are the #1 cause of divorce in America
Together, we are a catalyst for change. With your help, we aim to make the world a better place through financial literacy and education.
We are looking for individuals who are passionate about impacting their community and making a difference. The ideal candidate possesses the ability to build deep, meaningful relationships, a strong work ethic, and a desire to be a part of something bigger than themselves.
A candidate for this position should be a self-starter, entrepreneurial in nature, a team player, coachable, and have a long-term vision.
Responsibilities (will be learned through our training program):
Provide support to clients
Build and maintain a portfolio of client assets
Meeting/onboarding prospective clients
Qualifications:
Bachelor's Degree (Any Major)
Interest in financial markets
Excellent interpersonal skills
Job Type: Full-time
Benefits:
Dental insurance
Health insurance
Vision insurance
Physical setting:
Office
Supplemental pay types:
Salary + Commission Pay
Ability to commute/relocate:
Houston, TX 77077: Reliably commute or planning to relocate before starting work (Required)
Work Location: In person
Project Finance Specialist
Finance Representative Job 16 miles from Stafford
Piper Maddox have been engaged on a search with a renewable energy investment firm that invest in clean energy tax credit projects.
They are backed by an established private equity firm that has a track record since the 1990s focusing primarily on energy companies supported by a management team with a multi-decade track record of executing similar types of tax equity investments.
The company is going through rapid growth, with the goal to deploy $1billion in investments in the next 18 months. This company has a small fast-paced start-up culture, providing the perfect platform for driven individuals to grow and develop.
They are looking for multiple headcount to build out the business -
Analyst
Associate
Manager
VP
You will be heavily focused on tax equity modelling and you will need to build and run very detailed and complex structuring and pricing exercises with multiple variables.
This is an in-office role based in Houston, TX. They offer a strong compensation package with up to 50% bonus plus other benefits.
If you are interested, please apply now!
Sales Representative
Finance Representative Job 16 miles from Stafford
TITLE: Sales Representative - HDD
DEPARTMENT: HDD Sales
REPORTS TO: HDD Sales Lead
Drillchem Drilling Solutions, a leading provider of drilling fluids, drilling fluid additives, and fluids expertise to the oil and gas industry, seeks an exceptional Account Representative for its Wellbore Stability division. This position is based in Houston, TX. The Sales Representative - HDD reports directly to the HDD Sales Lead in Houston.
OVERVIEW
The Sales Representative - HDD position is primarily responsible for marketing and selling Drillchem products and services and expanding Drillchem's market share through the development of new accounts and expanding business in current accounts.
RESPONSIBLITIES
Present and sell company products and services to current and potential clients in offices and in the field.
Prepare marketing plans and schedules to identify specific targets and establish sales goals.
Follow up on new leads and referrals resulting from field activity.
Identify sales prospects and contact these and other accounts as assigned.
Prepare presentations, proposals, and sales contracts.
Develop and maintain sales materials and current product knowledge.
Establish and maintain current client and potential client relationships.
Identify and resolve client concerns.
Prepare a variety of status reports, including itinerary, activity, closings, follow-up, and adherence to goals.
Communicate new product and service opportunities, special developments, information, or feedback gathered through field activity to appropriate company staff.
Perform product applications in the field with engineers at job sites.
Meet sales goals and objectives assigned by Sales Manager.
Other duties as assigned.
ADDITIONAL RESPONSIBILITIES
Participate in marketing events such as seminars, trade shows, and telemarketing events.
Follow-up for collection of payment.
Provide on-the-job training to new sales employees.
COMPENSATION STRUCTURE
Base salary plus commission
No cap on commission
Car allowance
Benefit Package (Health, Dental, & Vision)
EDUCATION AND QUALIFICATIONS
Bachelor's degree required.
2+ years of commission-based sales experience required.
Good computer skills, including the use of Microsoft Word and Excel.
DISCLAIMER
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
Investment & Finance Specialist
Finance Representative Job 16 miles from Stafford
About the Role:
We are seeking a highly skilled Investment & Finance Specialist to drive financial strategy, investment decisions, and stakeholder engagement in energy transition projects. This role is crucial for evaluating market trends, regulatory policies, and investment opportunities, ensuring financial sustainability and strategic growth.
The ideal candidate has a strong finance and investment background, deep knowledge of energy markets and policies, and a proven track record in M&A, financial structuring, and external partnerships.
Key Responsibilities:
✅ Lead investment analysis, financial modeling, and risk assessments for energy transition projects.
✅ Identify business opportunities by evaluating market trends, government policies, and incentive structures.
✅ Develop and manage relationships with investors, financial institutions, and strategic partners.
✅ Support M&A, joint ventures, and funding strategies for new projects.
✅ Conduct economic and regulatory impact assessments to guide corporate strategy.
✅ Engage with policymakers, industry associations, and key stakeholders to align business interests.
✅ Prepare and present financial reports, investment recommendations, and strategic insights to senior management.
Qualifications & Experience:
📌 5+ years of experience in investment analysis, financial structuring, and business strategy.
📌 Strong background in corporate finance, M&A, and capital investment projects.
📌 Expertise in energy transition markets, policies, and regulatory frameworks.
📌 Proven ability to manage external partnerships and stakeholder relations.
📌 Experience working with government agencies, policymakers, and industry groups (preferred).
📌 Exceptional communication, negotiation, and analytical skills.
📌 Bachelor's degree in Finance, Economics, Business, or a related field (MBA preferred).
Why Join Us?
🌍 Impact: Play a key role in advancing sustainable energy investments.
🤝 Strategic Influence: Work closely with investors, policymakers, and corporate leaders.
📈 Growth Opportunities: Be part of a fast-evolving industry with strong career progression.
Sales Representative
Finance Representative Job 16 miles from Stafford
:
Crown Equipment Corporation, one of the world's largest lift truck manufacturers, offers local support on a global scale with more than 15 manufacturing facilities worldwide and more than 500 retail locations in over 80 countries. Our global sales and service network provides our customers with a local resource for a wide variety of quality material handling equipment, fleet management solutions, warehouse products and support services to meet their needs anytime, anywhere.
Sales Representative
This is an entry level position, and the primary objective is to develop into an Account Representative, Aftermarket Sales Representative, Account Manager, or other commissioned sales positions.
Job Responsibilities:
Sell select products in a geographical territory and/or assigned accounts.
May work in a team approach and assist other sales positions with territory management and communication.
Participate in corporate and local campaigns.
Make sales calls to qualify prospects in person and over the telephone. Generate leads. Involvement in information gathering efforts and/or tracking and follow-up of leads and inquiries.
Participate in training activities locally, in the field, and occasionally at the New Bremen, Ohio corporate headquarters.
Collaborate with various departments within the branch.
Qualifications:
High School diploma or equivalent. Bachelor's degree in business management, marketing, entrepreneurship, professional selling, or related business program is a plus.
Strong communication, organizational, and time management skills.
Strong problem-solving capabilities, strong sense of responsibility and self-motivation, and ability to work in a team environment.
Intermediate computer skills including a working knowledge of Microsoft Office Suite.
Valid driver's license, good driving record, and the ability to safely operate lift trucks for product demos.
E-Commerce Sales Representative
Finance Representative Job 16 miles from Stafford
About Petrovalve:
At Petrovalve, our mission is to create the best buyer experience in our industry. With 45 years of expertise in industrial valves, we're modernizing the way industrial valve customers buy online through our growing e-commerce division. We're looking for a driven and customer-focused E-Commerce Sales Representative to help our customers transition to online purchasing while delivering a seamless and efficient buying experience.
About the Role:
As an E-Commerce Sales Representative, you'll be the first point of contact for inbound customer inquiries, guiding them through our online purchasing process, providing accurate quotes, and following up to close sales. Many of our customers are new to buying industrial valves online, so you'll play a key role in onboarding and supporting them through their first purchases. You'll also ensure smooth order processing with minimal handoffs, keeping communication clear, efficient, and customer-friendly.
Key Responsibilities:
Educate and onboard industrial valve customers who are new to e-commerce, helping them place their first order on Petrovalve.com.
Respond to inbound inquiries via phone and email, ensuring prompt and professional service.
Assist customers in selecting the right valve for their needs.
Provide accurate quotations and proactively follow up to close sales.
Ensure product availability and communicate lead times clearly.
Guide industrial valve customers through the checkout process, reducing friction in online transactions.
Use HubSpot CRM, Magento, and Prophet 21 ERP to manage customer interactions and orders.
Resolve customer issues independently, maintaining high levels of satisfaction.
Maintain a transactional yet friendly approach-efficient, solution-driven, and customer-first.
What Makes You a Great Fit:
Comfortable with technology - Able to navigate CRM, e-commerce, and ERP platforms with ease.
Competitive and driven - Motivated to follow up on quotes and convert them into sales.
Adaptable to change - Thrives in a growing and evolving digital sales environment.
Strong communicator - Able to clearly explain product details, order statuses, and checkout steps.
Problem-solver - Takes initiative to resolve customer concerns independently.
Success Metrics:
Revenue and order volume generated through Petrovalve.com.
Conversion rate on quoted orders.
Customer satisfaction and response times.
Why Join Petrovalve?
Be part of an industry transformation - Help shape the future of e-commerce in industrial sales.
No unnecessary handoffs - Own the customer relationship from inquiry to order completion.
Work with a supportive team that values efficiency, adaptability, and customer satisfaction.
Career growth opportunities as our e-commerce division expands.
If you're ready to help industrial valve customers transition to online purchasing and be part of a company that prioritizes the best buyer experience in the industry, we want to hear from you!
Petrovalve is a Houston-based company that has been serving customers since 1980.
We offer a competitive salary with monthly bonus potential along with the following benefits:
401(k)
Dental Insurance
Health Insurance
Paid time off
Paid holidays
Vision insurance
Apply now and join Petrovalve's growing E-Commerce team!
Sales Representative (Fresh Grad)
Finance Representative Job 16 miles from Stafford
SBH Kibing Solar New Materials (M) Sdn Bhd is a solar glass manufacturer located in Sabah State, Malaysia, under the Kibing Group, one of the leading glass manufacturers in Asia. Kibing Group, founded in 1988 and listed in the Shanghai Stock Exchange, has more than 17,000 employees and 26 high-quality float glass production lines. In 2022, SBH Kibing Solar New Materials (M) Sdn Bhd was established in Sabah State with a significant investment for downstream products of silica sand and photovoltaic glass, contributing to job creation in the region.
Role Description
1. Responsible for client development in markets such as the United States and North America region;
2. Maintain relationships with existing clients;
3. Conduct market research and analysis in foreign markets, optimize sales strategies, and provide data for company decision-making;
4. Responsible for negotiating monthly orders and following up on orders;
5. Handle other related daily management tasks.
Qualifications
1. Bachelor's degree or above, any major, with a strong enthusiasm for foreign trade;
2. Proficient in English as a working language, with strong communication and coordination skills;
3. Strong ability to work under pressure, adaptable to long-term business trips domestically and internationally;
4. Mandarin Proficiency (optional).
Sales Representative, Iron Specialist, Women's Health - Houston East
Finance Representative Job 16 miles from Stafford
Shield is looking for self-motivated, passionate, and results-driven sales professionals looking to join an exciting and entrepreneurial organization. Be part of this rewarding journey as we build a great company together.
Join our best-in-class commercial team as we revolutionize the iron deficiency and anemia market in the US. The field team will relaunch ACCRUFeR (ferric maltol), the only FDA-approved oral iron replacement therapy for adults with iron deficiency. With over 15 million patients who suffer from ID/IDA in the US, ACCRUFeR offers a unique opportunity to address a previously unmet medical need, delivering meaningful solutions to patients in need.
This territory is called Houston East and covers Lufkin, Jasper and Beaumont
Driving sales through the promotion of ACCRUFeR to targeted HCPs focusing on Women's Health and Iron deficiency
Develop and execute dynamic territory management plan tailored to the customer.
Develops pre-& post-call planning strategy based on customer segmentation.
Successful in a compliant manner -ethical sales practices and required regulations
Challenges status quo of current therapy and treatment options
Patients and customers first - shows urgency in meeting customer needs
Creatively leverages available assets and collateral to drive awareness of ACCRUFeR.
Actively listens, observes, and solicits feedback to improve patient outcomes.
Engage internal and alliance partners to maximize success.
The minimum qualifications for this role are:
BS or BA degree required.
Clinically adept with a minimum of 1-3 years pharmaceutical or medical sales.
Experience in the Women's Health Care market preferred.
Demonstrated business acumen with a total office call approach.
Ability to work independently and collaboratively as a team member to deliver results.
Strong verbal, interpersonal and listening skills.
Travel is required for business, may include overnights.
Proficiency in Excel, Word and Outlook.
Must live within geography of responsibility or within reasonable driving distance.
Valid Driver's License and acceptable driving record.
Proficiency in speaking, comprehending, reading, and writing English is required.
At Shield, we offer highly competitive salaries, benefits, and an inclusive environment where you can use your experiences, perspectives and skills to help make an impact on the lives of others.
Shield is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, gender expression, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations
Entry Level Sales Representative
Finance Representative Job 16 miles from Stafford
Entry-Level Sales Representative
Location: Memorial Area - Onsite | Full-Time
Are you looking to start your sales career in a fast-growing business? Do you enjoy helping customers and problem-solving? If so, we have the perfect opportunity for you! Good news, no industry experience needed-full training provided!
About Us
Our client is a rapidly expanding industrial e-commerce company, providing high-quality materials to customers across various industries. As our business grows, we need a dedicated Entry-Level Sales Representative to assist with inbound customer inquiries, quotes, and sales support.
What You'll Do
Respond to inbound calls and emails from customers looking to purchase materials or request quotes
Provide product information, pricing, and order details in a professional and timely manner
Build relationships with customers by understanding their needs and offering solutions
Collaborate with the sales team to ensure smooth order processing
Learn and stay up to date on products and pricing
Follow up on leads and inquiries to help drive sales growth
What We're Looking For
Strong communication skills (written and verbal)
A positive, customer-first attitude and strong attention to detail
Coachability and a willingness to learn - no prior industry experience required!
Ability to work independently and as part of a team in a fast-paced environment
Basic computer skills and ability to quickly learn new systems
Why Join Us?
Full training provided - no prior industry experience needed
Small business feel, big business growth - be part of a supportive and expanding team
Competitive pay, commission and benefits
If you're ready to launch your sales career in a thriving industry, we'd love to hear from you! Apply today!
Sales Representative, Houston
Finance Representative Job 16 miles from Stafford
The Company
EndoscopyMD has been providing surgical equipment repair for more than 25 years with a reputation for quality and a well-established network of repair facilities across the United States. As we set ambitious goals to double our revenue-and then double again-we're looking for driven, dynamic sales professionals to grow with us. We are a tight knit, entrepreneurial team operating in a fast-moving healthcare environment. Our employees aren't afraid to experiment, fail and grow together on the way to bigger wins. As EndoscopyMD grows - so too will your career path.
Customers depend on EndoscopyMD to have safe and fully functional surgical equipment to ensure procedures remain on schedule. Since our first flexible endoscope repair agreement in 1999, we've expanded to service a comprehensive range of surgical equipment, including rigid and semi-rigid endoscopes, surgical cameras, power equipment, and other biomedical equipment. For 25 years, EndoscopyMD has helped healthcare facilities reduce downtime and contain costs through transparent and efficient surgical equipment repair services.
The Role:
Are you a health care sales professional with a hunter mentality who is tired of working as a small fish in a huge pond? We are looking for an established Sales Representative with a proven track record of building new business in their territory. The successful candidate will be self-motivated, unafraid to pioneer a territory and driven to exceed sales quotas. They will work smart by leveraging territory and prospect knowledge, prioritizing those doors that are most likely to benefit from our partnership.
Why You'll Love This Role
· Make Your Mark: You'll be the face of EndoscopyMD in your territory, owning your market and building long-term relationships with key decision-makers in ASCs, hospitals, and GI practices.
· Drive Meaningful Impact: Your work ensures healthcare providers have fully functional surgical equipment to deliver the best patient care - maintaining procedure schedules and reducing costly downtime.
· Career Growth on Your Terms: Our ambitious growth plans and willingness to invest in employees means you have a clear path for advancement with full control over your success.
· A Tight-Knit, Supportive Team: We're not a big corporation - you're not just a number here. Expect mentorship, collaboration, and the ability to help shape our future.
What You'll Do
· Own Your Territory: Identify, target, and win new business within ASCs, hospitals, and GI practices.
· Leverage Your Network: Use your existing relationships to open doors and close deals while consistently adding new prospects.
· Sell Smart, Win Big: Build and manage a robust sales pipeline in HubSpot CRM - from prospecting to closing multi-year service agreements.
· Be the Trusted Expert: Understand the competitive landscape, market pricing, and key players to position EndoscopyMD as the preferred repair partner.
· Grow & Expand Accounts: Cross-sell, upsell, and turn one-time transactions into long-term partnerships.
· Partner with Operations & Customer Service: Ensure every client has a seamless experience, reenforcing EndoscopyMDs reputation for white-glove customer service.
· Home Office extensive Travel: Live in the territory, meet clients face-to-face, attend industry events, and own your success on the road.
What You Bring to the Table
· 3 - 7 years of proven success in healthcare sales, preferably selling services, medical devices, or related products into ASCs, hospitals, or GI/Endoscopy facilities.
· A strong existing network of decision-makers in your territory.
· A true hunter mentality - you love the chase, embrace challenges, and hit your numbers.
· Excellent communication & presentation skills-you can influence and persuade with confidence, both in person and leading virtual meetings.
· A competitive drive with the discipline to execute.
· Ability to travel extensively, build relationships and close deals.
· A Bachelor's degree and a clean driver's license.
What You'll Get
· Competitive base salary + commissions.
· Auto allowance
· 401k with company match.
· Comprehensive health, dental, and vision insurance.
· Structured training & ongoing support.
Full-Time Entry-Level Sales Representative
Finance Representative Job 16 miles from Stafford
Full-Time Entry-Level Sales Representative - Galleria - Houston, TX
Are you ready to launch a sales career that not only builds your skills but also fast-tracks your professional growth? Do you thrive in dynamic environments and love a challenge? If so, this Entry-Level Sales Representative role in Houston is your opportunity to shine!
We're looking for driven, ambitious, and outgoing individuals eager to make an impact in sales. No prior experience? No problem! We provide comprehensive training to ensure you develop the expertise needed to excel in sales, leadership, and business development.
Why Join Our Sales Team?
We don't just offer a job-we provide a career path with unlimited potential in the sales industry.
Expert Sales Training - Learn sales strategies, negotiation techniques, and customer engagement from top sales professionals.
Career Growth & Promotion - We promote from within, meaning your hard work in sales leads directly to leadership and management opportunities.
Dynamic & Supportive Team Culture - Join a high-energy, goal-driven team where every sales rep is supported and celebrated.
Competitive Compensation + Performance-Based Incentives - The more you sell, the more you earn-our top sales reps enjoy uncapped commissions.
What You'll Gain in This Role:
Confidence & Communication Skills - Master the art of persuasive communication and relationship-building in sales.
Problem-Solving & Adaptability - Learn how to navigate objections and close deals effectively as a sales professional.
Leadership & Business Development - Gain insights into sales management and strategy, paving the way for future promotions.
Networking & Industry Knowledge - Connect with industry leaders and sharpen your expertise in sales and marketing.
Ideal Candidate for the Entry-Level Sales Representative Role:
We're looking for people who bring energy, passion, and a competitive spirit to our sales team!
Personable & Charismatic - Strong communication and people skills are essential for a sales representative.
Ambitious & Goal-Oriented - You set big goals and work hard to crush them in sales.
Resilient & Adaptable - You see challenges as opportunities to learn and grow in your sales career.
Team Player with Leadership Potential - Collaboration is key in sales, and leadership opportunities are available for top performers.
Your Day-to-Day as a Sales Representative:
Engage with Customers- Build lasting relationships with customers and deliver exceptional sales experiences.
Consultative Selling - Identify client needs and tailor sales solutions that add value.
Drive Revenue & Close Deals - Learn the art of effective sales presentations and negotiation tactics.
Ongoing Development & Training - Sharpen your sales skills and stay ahead in the industry with continuous learning.
Qualifications:
Education - High school diploma or equivalent; college graduates encouraged to apply.
Experience - No prior sales experience required-our sales training program will prepare you for success.
Attitude - A positive mindset, strong work ethic, and hunger for growth in your sales career.
About the Company - Monarch Strategies, founded in 2023 and based in Houston, Texas, is committed to providing comprehensive marketing, fundraising, and management services to organizations working on behalf of causes that matter. Our clients range from those supporting vulnerable populations, such as women, children, and the homeless, to those advocating for animal welfare, environmental preservation, and essential community services. At Monarch Strategies, we believe in the power of collective action, and we are passionate about helping our clients amplify their mission and reach.
Ready to Take the Next Step?
If you're eager to start a sales career with unlimited growth potential, apply today to become a Sales Representative in Houston!
We are an equal opportunity employer and value diversity in our workplace.
🚀 Apply now and take the first step toward a high-energy, rewarding career in sales!
Biotech Sales Rep. (TX)
Finance Representative Job 16 miles from Stafford
Responsibilities:
Be responsible for the sales of research products within a defined territory.
Meet and/or exceed territory sales goals. Expand customer base within assigned territory.
Maintain and develop good relationships with customers.
Perform sales calls with all customers and potential customers in the assigned territory.
Strive to proactively address customer inquiries and make our best efforts to resolve their problems.
Stay informed about our competitors' activities and gather relevant information about competing products that are relevant to us.
Positively always represent Vazyme throughout customer locations.
Qualification:
Associate or bachelor's Degree, preferably in biology or life science.
Proven sales experience and understanding of the sale process.
Be able to interface with customers and possess strong building skills.
Be self-motivated with the ability to work independently.
Have excellent listening, written, and oral communication skills.
Bilingual in Mandarin is a must.
Sales Representative
Finance Representative Job 22 miles from Stafford
We are delighted to be supporting our client, a global leader in diagnostic, measurement and monitoring technology in the energy industry, with their search for a high performing Sales Representative.
As the Sales Representative, you will be responsible for identifying, engaging, and developing new business opportunities for radiation detection instruments within the oil & gas industry.
This role focuses on prospecting and outreach to key decision-makers in drilling, refining, pipeline operations, and NDT services, ensuring they are aware of radiation monitoring solutions.
The role requires a self-motivated sales professional with strong prospecting and closing skills. While experience in B2B sales in the oil & gas sector is preferred, it is not a requirement.
Candidates with prior target-driven sales experience, particularly those with a track record of contacting and closing deals with new customers, are encouraged to apply. Full training on products and industry applications will be provided.
Key Responsibilities
Prospecting & Lead Generation:
Identify and engage potential customers in the oil & gas industry, including HSE managers, Radiation Protection teams, drilling contractors, NDT service providers, and operations leaders.
Conduct outreach via calls, emails, LinkedIn, and networking to introduce solutions.
Schedule and attend face-to-face or virtual meetings to discuss customer needs.
Sales & Business Development:
Present radiation detection instruments and their benefits for NORM monitoring, pipeline inspections, well logging, and hazardous area operations.
Develop an understanding of customer pain points and recommend appropriate solutions.
Build and maintain strong relationships to drive repeat business and referrals.
Work closely with internal stakeholders (e.g., sales, product specialists, and technical teams) to support customer requirements.
Pipeline & Performance Management:
Maintain an organized sales pipeline and follow-up process using CRM tools.
Track sales performance metrics and contribute to achieving revenue targets.
Regularly report on progress, key wins, and challenges.
Required Qualifications & Experience
Proven experience in B2B sales within the oil & gas sector.
Strong ability to identify, engage, and close new business opportunities.
Excellent communication and relationship-building skills.
Ability to manage a sales pipeline, follow up on leads, and work independently.
Prior knowledge of radiation detection is not required-full training will be provided.
What We Offer
Competitive salary with performance-based commission.
Full training on radiation detection technology and oil & gas applications.
Opportunities for career growth.
A supportive team environment with collaboration across departments.
Sales Representative
Finance Representative Job 19 miles from Stafford
Showroom Sales Representative - Tile & Flooring Industry
Job Type: Full-Time
About us:
Katy Tile & Marble has been a trusted name in the remodeling industry for over 30 years, specializing in high-quality shower and kitchen remodels, flooring materials, and expert installation services. Our vision is to remain the go-to one-stop shop for homeowners and businesses seeking top-tier craftsmanship and exceptional customer service. Despite the rise of large retailers, our commitment to quality, attention to detail, and personalized service have allowed us to thrive and expand.
Job Summary:
The Inside Sales Representative educates customers on flooring options such as wood, carpet, and laminate, as well as tile for walls, backsplashes, and showers. They also provide guidance on natural stone surfaces, including quartz, granite, and porcelain slabs for countertops. By showcasing products in the showroom, they help customers visualize and plan their kitchen and bathroom remodels, ensuring a seamless and informed selection process.
Primary Responsibilities:
Sales & Customer Interaction:
· Generate sales through showroom interactions, inbound calls, website leads, and proactive proposal follow-ups.
· Educate customers on tile, flooring, and remodeling materials, ensuring they understand product benefits and installation requirements.
· Maintain a strong understanding of company products, services, and industry trends to provide expert recommendations.
· Enhance the company's reputation by delivering exceptional customer service and expertise.
· Conduct site visits to assess project needs and provide tailored product recommendations.
Project & Order Management:
· Continuously stay up to date on new, discontinued, back orders/supply issues, or out of stock products to ensure appropriate communication with the customer.
· Process and enter customer orders using the company's computerized order processing system, timely, accurately, and efficiently.
· Keep showroom pricing and material displays updated according to vendor pricing catalogs.
Coordination & Compliance:
· Act as a liaison between customers, contractors, and installation crews to ensure seamless project execution.
· Maintain compliance with company standards and protocols in all aspects of sales and project management.
· Uphold Katy Tile and Marble's mission to provide a high-quality customer experience tailored to each client's unique needs.
Eligibility Requirements
· 2-5 years of experience in the flooring & interior remodeling industry.
· Functional Skills: Exceptional customer service skills with the ability to provide individualized service. Self-starter who proactively finds solutions to meet our customer needs with an ability to multi-task in handling various methods of customer interaction/needs (in person, phone, other). Good attention to detail and accuracy with processing orders. Good math skills to calculate pricing, discounts, interest, along with the ability to apply concepts of basic algebra. Ability to interpret various written technical instructions and diagrams with several abstract and concrete variables.
· Technology Aptitude/Other: Basic computer skills working within a Microsoft Windows environment with solid data entry skills.
· Language Skills: Good written and excellent verbal communication skills to work with our customers (in person or by telephone) and to communicate with all levels of the organization.
· Ability to drive a company truck to check on jobs in a case by case basis.
Work Schedule
· Monday to Friday 09 am to 05 pm
· Saturday (Rotation Schedule) 09 am to 12 pm *Two weekends of each month
· A half day off during the week to compensate for weekend work.
· Sundays Off
Physical/Sensory Requirements
Physical Work - Ability exert 30 - 60 pounds of force occasionally, and or 20-30 pounds of force frequently, and/or greater than negligible up to 20 pounds of force constantly to lift, carry push, pull, or otherwise move objects. The employee is often required to use their hands and fingers, to handle or feel. The employee is frequently required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl.
NOTE: All duties and responsibilities listed are considered to be essential job functions and requirements, and are subject to possible modification to reasonably accommodate individuals with disabilities. Marginal functions of the position (those that are incidental to the performance of fundamental job duties) have not been included. However, the omission of specific statements of duties does not exclude them from the position if the work is similar, related or logical assignment to the position.
This job description does not constitute an employment agreement between the employer and the employee and is subject to change by the employer as the needs of the business and requirement of the job change.
Compensation & Benefits:
· Annual Salary: $70,000 - $80,000 (commensurate with experience).
· Bonus Structure: Performance-based in a case by case and commission for leads generated and closed by candidate.
· 80 hrs. annualized paid vacation (full-time associates)
· 4 paid holidays per year (full-time hourly store associates only)
Door to Door Sales Representative
Finance Representative Job 16 miles from Stafford
About the job
Close deals, lead a team, and earn monthly BONUSES!
We need an Aggressive, Driven, “Nothing-gets-in-my-way” type of go-getter to drive performance in the field. You'll work in the South Houston Area. It's fun! It's a money maker. And you get to be part of a motivated team and drive performance daily.
WHAT YOU'LL BE DOING | THE ROLE
Beat our monthly lead generation goals by driving our door-to-door campaigning strategy. GET US LEADS EVERYDAY!
Maintain an expert level of knowledge of our sales system and products at all times to ensure customers receive an excellent experience.
WHAT'S IN IT FOR YOU | THE BENEFITS
Performance Bonuses Paid out Monthly!
Weekly Base Pay!
Top performers can fast-track into leadership positions
Support from management, and the owner
Weekly Training from talented managers and skilled canvassers from the field to achieve daily/weekly/monthly lead generation targets.
Growth opportunities in a high-growth company
WHO WE ARE | THE COMPANY
Renewal by Andersen of Houston is the full-service window replacement division of 120-year-old Andersen Corporation, the most trusted family of window brands in America. We're locally owned and are the largest, and fastest growing home improvement company in Houston!
Renewal by Andersen values diversity and is an Equal Opportunity Employer committed to fostering an inclusive workplace. Join us in creating a Different and Better experience for homeowners across the nation.
***MUST BE 18 OR OLDER***
Job Type: Part-time
Pay: $17.00 - $25.59 per hour
Expected hours: 20 -40 per week
Benefits:
Flexible schedule
Health insurance
On-the-job training
Opportunities for advancement
Referral program
Compensation Package:
Bonus opportunities
Commission pay
Hourly pay
Monthly bonus
Schedule:
Monday to Friday
Weekends as needed
Experience:
Sales: 1 year (Preferred)