Top 1678 Financial representative Jobs in Katy Tx

Sales & Marketing Representative – Practice Management Software
Right Medical Billing —Katy, TX
- Full-time
- Spanish
- Up to 50% travel
- English
- Health insurance
- Dental insurance
Quick Apply
8d
Financial Advisor/Wealth Manager - Houston, TX
Florida Financial Advisors —Houston, TX
- From $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- 401(k)
Quick Apply
Insurance Sales Representative
State Farm Insurance - The Alrashed Agency —Katy, TX
- $40,000 - $65,000 a year
- Office
- US work authorization
- In-person
- Paid time off
- Parental leave
Quick Apply
INSIDE SALES REPRESENTATIVE
Trilogy Medwaste —Houston, TX
- $55,000 - $60,000 a year
- Full-time
- Marketing
- ERP systems
- Research
- Health insurance
- Dental insurance
Sales Representative
Uni Signs —Katy, TX
- From $50,000 a year
- Full-time
- Hybrid work
- Background check
- Spanish
- Construction site
- Mileage reimbursement
- Cell phone reimbursement
Quick Apply
Insurance Agent Representative
State Farm —Katy, TX
- $52,000 - $65,000 a year
- Full-time
- Hybrid work
- Background check
- Spanish
- US work authorization
- Paid time off
- Flexible schedule
Quick Apply
Branch Relationship Banker (Personal Banker) | Katy, TX
Amegy Bank —Katy, TX
- Full-time
- Basic math
- Mid-level
- Office
- Profit sharing
- Paid training
Teller - Katy (Part Time)
FIRST SERVICE CREDIT UNION —Katy, TX
- Part-time
- Office
- High school diploma or GED
- Travel
Quick Apply
Special Service Representative
SHELL FEDERAL CREDIT UNION —Katy, TX
- Overtime
- Writing skills
- Office
- High school diploma or GED
Full Time Teller I
SHELL FEDERAL CREDIT UNION —Katy, TX
- Full-time
- High school diploma or GED
- Computer skills
- Communication skills
Teller (Part Time) - Katy, Fry Road
PROSPERITY BANK —Katy, TX
- Part-time
- Basic math
- Office
- High school diploma or GED
Part Time Teller I (Opening Shift)
SHELL FEDERAL CREDIT UNION —Katy, TX
- Part-time
- High school diploma or GED
- Computer skills
- Communication skills
Part Time Teller I (Closing Shift)
SHELL FEDERAL CREDIT UNION —Katy, TX
- Part-time
- High school diploma or GED
- Computer skills
- Communication skills
Customer Service Associate - Part Time
Bass Pro Shops —Katy, TX
- Part-time
- No high school diploma
- Ability to climb stairs
- High school diploma or GED
- Paid holidays
- Dental insurance
6d
Pharmacy Customer Service Associate
Walgreens —Katy, TX
- $16 - $18 an hour
- Part-time
- Computer literacy
- Basic math
- Maintenance
- Continuing education credits
- Health insurance
13d
Personal Banker
Wellby Financial —Katy, TX
- Overtime
- Writing skills
- Basic math
- English
Patient Access Representative I/II - Katy
UTHealth Houston —Katy, TX
- Medical office experience
- High school diploma or GED
- Clinic
- Free parking
- Health insurance
2d
Customer Service Associate - Temporary
Walgreens —Katy, TX
- $15.00 - $17.50 an hour
- Temporary
- Maintenance
- English
- Cleaning
- Health insurance
- Dental insurance
Member Service Representative
Energy Capital Credit Union —Katy, TX
- $18 an hour
- Full-time
- Bilingual
- Microsoft Word
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
14d
Customer Service Associate I
Dollar Tree —Katy, TX
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Grocery store
- Health insurance
- Dental insurance

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financial representative jobs near katy tx

Sales & Marketing Representative – Practice Management Software

Right Medical Billing -
Katy, TX

Quick Apply

Job Details

Full-time
8 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off

Qualifications

Networking event prospecting
Practice management software
SaaS platforms
B2B sales
Social media engagement for prospecting

Full Job Description

We are seeking a driven and results-oriented Marketing & Sales Representative to promote and sell our practice management software and related medical billing solutions. This role is responsible for generating leads, building strong relationships with medical practices, and clearly demonstrating how our technology improves operational efficiency, revenue cycle performance, and administrative workflow.

Key Responsibilities

Lead Generation & Outreach

Identify, qualify, and develop leads within physician offices, clinics, and other healthcare practices.
Conduct targeted outreach through calls, emails, networking, and industry events.
Maintain a strong pipeline of prospective clients using CRM tools.

Product Demonstration & Sales

Conduct effective presentations and software demonstrations (virtual or in-person) tailored to practice needs.
Communicate the value and benefits of the practice management software and integrated medical billing services.
Prepare and deliver proposals, pricing, and customized solution recommendations.
Close sales and meet or exceed monthly/quarterly targets.

Marketing Support

Collaborate with the marketing team to create campaigns, materials, and messaging for lead generation.
Provide market feedback to improve product positioning and competitive strategy.
Represent the company at conferences, trade shows, webinars, and industry events.

Client Relationship Management

Build and maintain strong, lasting relationships with prospects and new clients.
Coordinate onboarding with internal teams to ensure a smooth transition after closing the sale.
Follow up with clients to gauge satisfaction and identify opportunities for upselling or referrals.

Market & Industry Knowledge

Stay current on healthcare regulations, billing requirements, and trends in practice management technology.
Monitor competitor offerings and provide feedback on market shifts.

Qualifications

Experience in medical software sales, practice management systems, or medical billing preferred.
Strong understanding of healthcare office workflows and revenue cycle management.
Excellent communication, presentation, and consultative selling skills.
Ability to explain technical software features in a clear, benefit-focused manner.
Self-motivated, goal-oriented, and comfortable working independently.
Proficiency with CRM platforms and Microsoft Office tools.

Preferred Skills

Experience selling SaaS or healthcare IT products.
Existing relationships with healthcare practices or providers.

Ability to travel locally for meetings and events.

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off

Experience:

Event Marketing: 1 year (Preferred)
Sales : 1 year (Required)

Language:

English and Spanish (Preferred)
Spanish (Preferred)

Ability to Commute:

Katy, TX 77450 (Required)

Ability to Relocate:

Katy, TX 77450: Relocate before starting work (Required)

Willingness to travel:

50% (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

financial representative jobs in katy tx

Sales & Marketing Representative – Practice Management Software

Financial Advisor/Wealth Manager - Houston, TX

Insurance Sales Representative

INSIDE SALES REPRESENTATIVE

Sales Representative

Insurance Agent Representative

Branch Relationship Banker (Personal Banker) | Katy, TX

Teller - Katy (Part Time)

Special Service Representative

Full Time Teller I

Teller (Part Time) - Katy, Fry Road

Part Time Teller I (Opening Shift)

Part Time Teller I (Closing Shift)

Customer Service Associate - Part Time

Pharmacy Customer Service Associate

Personal Banker

Patient Access Representative I/II - Katy

Customer Service Associate - Temporary

Member Service Representative

Customer Service Associate I

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

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