Top 857 Financial representative Jobs in Conroe, Tx

Business Solutions Advisor - Conroe Financial Center
Bank of America —Conroe, TX
- Full-time
- Bilingual
- Mid-level
- Office
4d
Veterinary Specialty Client Services Representative
The Woodlands Animal Cancer and Referral Center —Spring, TX
- $17.94 - $20.00 an hour
- Overtime
- Background check
- Sales
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Sales Representative
Shanon Salsbury-State Farm Agent —Montgomery, TX
- $45,000 - $120,000 a year
- Full-time
- Background check
- Sales
- Salesforce
- Health insurance
- 401(k)
Quick Apply
Insurance Sales Representative
Shelby Caldwell Agency- Farmers Insurance —Magnolia, TX
- $29,500 - $85,000 a year
- Full-time
- Background check
- In-person
- Communication skills
- Paid training
- Paid time off
Quick Apply
7d
Fiber Sales Representatives & Sales Teams Needed – Nationwide Travel Opportunities $400+ Per Sale |
Connexus Brands —Conroe, TX
- $3,500 - $6,000 a week
- Full-time
- Mid-level
- Travel
- In-person
Quick Apply
10h
Entry Level Sales Representative
Ion Solar —Spring, TX
- $75,000 - $112,000 a year
- Full-time
- Driver's License
- Military encouraged
- In-person
- Paid training
Quick Apply
Sales Representative - Canvassing
Limitless Electric —Spring, TX
- $50,000 - $115,000 a year
- Part-time
- Bilingual
- Supervising experience
- Leadership
- Paid training
- On-the-job training
Quick Apply
10d
Insurance Sales Representative
Farmers Insurance - Durham Agency —Houston, TX
- $36,000 - $80,000 a year
- Full-time
- Background check
- In-person
- Associate's degree
- Paid time off
Quick Apply
Territory Sales Representative - Houston
First Cash, Inc. —Houston, TX
- Email
- Bilingual
- Mid-level
- Driver's License
Quick Apply
$500 - $1500 Weekly Base Pay - Entry Level or Advanced - Roofing Sales Representative
Trophy Exteriors —Conroe, TX
- $50,000 - $350,000 a year
- Full-time
- No experience needed
- Driver's License
- In-person
- Paid training
- Parental leave
Quick Apply
4h
Financial Services Professional - Hybrid Remote (TX)
Bankers Life —Spring, TX
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Experienced Roofing Sales Representative / Home Services Pro
Bumble Roofing of The Woodlands —The Woodlands, TX
- $80,000 - $100,000 a year
- Full-time
- Background check
- Sales
- Mid-level
Quick Apply
7h
Membership Sales Representative
National Federation of Independent Business (NFIB) —Spring, TX
- $80,000 - $200,000 a year
- Full-time
- Entry level
- Under 1 year
- Paid training
- Mileage reimbursement
Quick Apply
7d
Entry Level Insurance Sales Agent - Hybrid Remote (TX)
Bankers Life —Spring, TX
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- No experience needed
- Organizational skills
- Entry level
Quick Apply
Outside Sales Representative – Residential Fix and Flip Real Estate
NetWorth Realty USA —The Woodlands, TX
- $150,604 a year
- Full-time
- Residential
- In-person
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Licensed Insurance Sales Representative
Farmers Insurance Group —Kingwood, TX
- $45,000 - $65,000 a year
- Full-time
- Background check
- Office
- In-person
- Health insurance
- Paid time off
Quick Apply
Sales Representative
BSR ROOFING —Willis, TX
- $85,000 - $250,000 a year
- Full-time
- Sales
- Customer service
- Driver's License
Quick Apply
Licensed Insurance Sales Agent (Remote)
Jerry —Texas
- $100,000 - $150,000 a year
- 8 hour shift
- Remote
- Background check
- Sales
- Customer service
- Health insurance
- Dental insurance
Quick Apply
9h
AT&T Sales Representative
Blue Peak Management —The Woodlands, TX
- From $900 a week
- Full-time
- Background check
- Office
- Residential
Quick Apply
12d
Insurance Agent (Base salary + Uncapped commissions)
Comparion Insurance Agency —Conroe, TX
- $55,000 - $65,000 a year
- Full-time
- Office
- Banking
- Entry level
- Paid training
- Health insurance

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financial representative jobs near conroe, tx

Business Solutions Advisor - Conroe Financial Center

Bank of America -
Conroe, TX

Apply Now

Job Details

Full-time
4 days ago

Qualifications

Financial sales
Financial services customer support
Customer relationship building
Phone communication
High school diploma or GED
Managing clients in a customer support role
Customer relationship management
Initial Contact (sales skills)
Prospecting
Telemarketing
Customer interaction during outreach

Full Job Description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.

Responsibilities:

Recommends financial advice and guidance that align with client financial goals and needs
Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience

Required Qualifications:

Has demonstrated experience and proven success with business-to-business sales and/or small business banking
Has strong communication skills with the ability to effectively influence clients
Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution
Has a proven sales track record
Can build productive partnerships and working relationships
Is experienced with outbound phone sales

Desired Qualifications:

Experience with financial information, spreadsheets and financial skills
Experience with in-person customer service and sales
Experience working with small business clients
Experience meeting or exceeding goals
A working knowledge of small business products and services
Bilingual skills

Skills:

Client Management
Client Solutions Advisory
Customer and Client Focus
Referral Identification
Risk Management
Client Experience Branding
Credit Documentation Requirements
Credit and Risk Assessment
Pipeline Management
Referral Management
Attention to Detail
Collaboration
Issue Management
Prospecting
Relationship Building

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

Apply Now

Refine Your Search

financial representative jobs in conroe, tx

Business Solutions Advisor - Conroe Financial Center

Veterinary Specialty Client Services Representative

Sales Representative

Insurance Sales Representative

Fiber Sales Representatives & Sales Teams Needed – Nationwide Travel Opportunities $400+ Per Sale |

Entry Level Sales Representative

Sales Representative - Canvassing

Insurance Sales Representative

Territory Sales Representative - Houston

$500 - $1500 Weekly Base Pay - Entry Level or Advanced - Roofing Sales Representative

Financial Services Professional - Hybrid Remote (TX)

Experienced Roofing Sales Representative / Home Services Pro

Membership Sales Representative

Entry Level Insurance Sales Agent - Hybrid Remote (TX)

Outside Sales Representative – Residential Fix and Flip Real Estate

Licensed Insurance Sales Representative

Sales Representative

Licensed Insurance Sales Agent (Remote)

AT&T Sales Representative

Insurance Agent (Base salary + Uncapped commissions)

I want to receive the latest job alert for financial representative in conroe, tx

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