Top 13989 Financial representative Jobs in Texas

Business Development Representative -Project Sales
James Lane Mechanical —Wichita Falls, TX
- 5 years
- Driver's License
- Travel
Quick Apply
Licensed Insurance Agent
Moursund Insurance Agency, Inc. —Round Mountain, TX
- Full-time
- Microsoft Word
- HIPAA
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
Licensed Insurance Agent
AmeriLife —Flower Mound, TX
- Full-time
- Mid-level
- Communication skills
- Opportunities for advancement
Quick Apply
7d
Licensed Insurance Agent
Jason Loftis Allstate Insurance —Midlothian, TX
- $53,000 - $100,000 a year
- Full-time
- Mid-level
- In-person
- Communication skills
- Paid time off
- Work from home
Quick Apply
Licensed Insurance Agent
Capitol Wealth Strategies —Austin, TX
- $50,000 - $120,000 a year
- Full-time
- Hybrid work
- Background check
- Bachelor of Science
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Sales Representative
Results Roofing LLC —McKinney, TX
- From $4,000 per sale
- Residential
- Driver's License
- Reliable transportation
- Flexible schedule
Quick Apply
Outside Sales Representative- Commission Only
Stronghouse Solutions —Houston, TX
- $50,000 - $200,000 a year
- Part-time
- No experience needed
- Driver's License
- Outdoor work
Quick Apply
Licensed Insurance Agent
AmeriLife —Rockwall, TX
- Full-time
- Mid-level
- Communication skills
- Opportunities for advancement
Quick Apply
7d
Licensed Insurance Sales Representative
Gary Edmonds Insurance Agency, Inc. —Dallas, TX
- $60,000 - $140,000 a year
- Full-time
- Mid-level
- Office
- Communication skills
Quick Apply
10d
Insurance Sales Agent
Farmers Insurance District 35-37 —San Marcos, TX
- $65,000 - $125,000 a year
- Full-time
- Background check
- Spanish
- Sales
- Disability insurance
- Health insurance
Quick Apply
14d
Inside Sales Representative
Bearing —Victoria, TX
- Full-time
- Background check
- Computer literacy
- Research
- Health insurance
- Dental insurance
Quick Apply
Insurance Sales Agent
Farmers Insurance District 35-37 —Leander, TX
- $65,000 - $125,000 a year
- Full-time
- Background check
- Spanish
- Sales
- Disability insurance
- Health insurance
Quick Apply
14d
Storm Sales Representative (Commercial Roofing)
Roofing Talent America —Round Rock, TX
- $50,000 a year
- Email
- Senior level
- Leadership
- Commercial
- Dental insurance
- Paid time off
Quick Apply
6d
Feed Sales Representative -South Texas Territory
Thomas Moore Feed —San Antonio, TX
- $55,000 - $150,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Sales
- Travel reimbursement
- Health insurance
Quick Apply
14d
Financial Advisor - Dallas/Tyler
Thrivent —Dallas, TX
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Outside Sales Representative
Mike's Westside Rental —Bryan, TX
- From $50,000 a year
- Full-time
- Background check
- Clean driving record
- Construction site
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor - Fort Worth, TX
Florida Financial Advisors —Fort Worth, TX
- From $100,000 a year
- Full-time
- Office
- In-person
- Business
- Health insurance
- 401(k)
Quick Apply
Customer Engagement Specialist - In-Store
Intuit —Dallas, TX
- Part-time
- Ability to walk for extended periods
- 3 years
- High school diploma or GED
- Employee stock purchase plan
- Health insurance
Leasing Associate/Lifestyle Services Coordinator
CHURCHILL ADMINISTRATIVE SERVICES, LLC —Longview, TX
- Full-time
- Clean driving record
- Mid-level
- Residential
Outside Sales Representative: Residential Internet
Sales Partnerships —Austin, TX
- $20.50 an hour
- Full-time
- Residential
- Driver's License
- Reliable transportation
- Paid training
- Paid time off
Quick Apply

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

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial representative jobs near texas

Financial Advisor jobs in Dallas, TX

Insurance Agent jobs in San Marcos, TX

Sales Representative jobs in McKinney, TX

Insurance Agent jobs in Leander, TX

Sales Representative jobs in Wichita Falls, TX

Outside Sales Representative jobs in Houston, TX

Outside Sales Representative jobs in Bryan, TX

Financial Advisor jobs in Fort Worth, TX

Engagement Specialist jobs in Dallas, TX

Insurance Agent jobs in Flower Mound, TX

Outside Sales Representative jobs in Austin, TX

Insurance Agent jobs in Dallas, TX

Inside Sales Representative jobs in Victoria, TX

Insurance Agent jobs in Rockwall, TX

Financial Advisor jobs in Sacramento, CA

Academic Advisor jobs in Maryland

Financial Advisor jobs in Minneapolis, MN

Service Advisor jobs in Chicago, IL

Financial Literacy jobs in Chicago, IL

Financial Advisor jobs in Lakeland, FL

Business Development Representative -Project Sales

James Lane Mechanical
Wichita Falls, TX

Quick Apply

Job Details

Qualifications

Bachelor's degree in mechanical engineering
Business development management
Contract documentation review
Customer communication
Construction sales
Pricing
Construction specifications
Contract review
Sales proposal development
Construction negotiation
Territory sales
Event coordination
5 years
Spreadsheets
Bachelor's degree in construction management
Mechanical Engineering
Bachelor's degree in business
HVAC sales
Driver's License
Bidding project phase
Construction plans
Proposal writing
Construction drawing review
Construction industry experience
Sales growth strategy
Industry trends
Managing sales clients
Territory management
Business alliance strategy
Estimating construction project budgets

Full Job Description

James Lane Mechanical, a Fidelity Company, is looking for an experienced Business Development Representative specializing in Project Sales who knows how to win work, build lasting relationships, and identify opportunities before they reach the market.
We're looking for someone with a strong background in commercial mechanical construction who can confidently engage with owners, developers, general contractors, and design teams while bringing valuable estimating and preconstruction expertise to the table.
In this role, you'll be responsible for driving revenue growth by developing new business opportunities, cultivating strategic partnerships, and preparing accurate, competitive mechanical estimates. If you thrive in a fast-paced environment, understand the commercial construction landscape, and have a track record of turning relationships into projects, you'll have the opportunity to make a significant impact on our continued growth.
What You'll Do

Build and maintain strong relationships with general contractors, construction managers, developers, owners, architects, engineers, and other industry partners.
Identify and pursue new commercial mechanical construction opportunities across healthcare, K–12 and higher education, industrial, institutional, government/military, correctional, data center, municipal, multifamily, and commercial markets.
Generate opportunities for negotiated work, design-build projects, and plan/spec work.
Develop and execute business development strategies to expand market presence and drive revenue growth.
Attend networking events, industry meetings, and client functions to increase company visibility and strengthen relationships.
Monitor market trends, construction activity, and upcoming bid opportunities.
Maintain CRM sales pipeline and prospect as necessary for new business.
Prepare detailed estimates for HVAC, plumbing, pipefitting, sheet metal, and fire protection construction projects.
Review plans, specifications, and contract documents to develop complete project scopes and accurate pricing.
Develop conceptual estimates, budget pricing, and scope narratives for plan/spec and negotiated pursuits; coordinate with estimating department on full quantity takeoffs.
Identify value engineering opportunities and cost-saving solutions.
Participate in pre-bid meetings, design reviews, and project interviews.
Collaborate closely with estimating, operations, and project management teams to ensure a seamless transition from award to execution.
Manage bid day coordination including invitation list strategy, addendum tracking, subcontractor/supplier solicitation, and bid-day logistics.
Write proposal letters, scope clarification narratives, and inclusions/exclusions addenda for plan/spec and negotiated submittals.
Conduct post-bid scope reviews and leveling calls with general contractors and construction managers.
Track and report on pipeline metrics including hit rate, backlog contribution, and revenue booked by project type and delivery method.

What You'll Bring to the Table

5+ years of experience in mechanical estimating, project management, business development, outside sales, or a combination of these disciplines.
Strong knowledge of HVAC, plumbing, process piping, and commercial mechanical construction practices.
Experience estimating commercial and industrial construction projects.
Bachelor's degree in Construction Management, Mechanical Engineering, Business, or a related field preferred, or equivalent experience.
Proven ability to develop relationships, uncover opportunities, and successfully secure new business.
Existing relationships with general contractors, developers, owners, or other industry stakeholders are highly valued.
Proficiency with estimating software, Microsoft Excel, CRM platforms, and related business tools.
Excellent communication, presentation, negotiation, and organizational skills.
Ability to analyze construction drawings, specifications, and project risks.
Valid driver's license and willingness to travel locally throughout the territory.

Why You'll Love It Here

Play a high-impact role that combines strategic business development with technical preconstruction expertise.
Work alongside experienced leadership, estimating, and operations teams in a collaborative environment where your expertise is valued.
Build long-term relationships while helping secure meaningful commercial projects throughout the region.
Enjoy the autonomy to grow your territory and make a direct impact on the company's continued success.
Join a respected organization with a strong reputation in commercial mechanical construction and opportunities for long-term career growth.

If you're an experienced construction sales professional looking for an opportunity where you can leverage both your business development skills and technical knowledge to make an immediate impact, we'd love to hear from you.

About Us:
James Lane Mechanical, A Fidelity Company, provides a full range of state-of-the-art HVAC/Mechanical services throughout the Wichita Falls and North Texas region. Our commercial clients include those in data & telecom facilities, education, financial, government, healthcare, hospitality, and churches.
A company focused on customer service and ethical business practices, James Lane Mechanical continues to deliver innovative industry technologies and services while staying committed to our mission of serving people with the right solutions.

Quick Apply

Refine Your Search

financial representative jobs in texas

Business Development Representative -Project Sales

Licensed Insurance Agent

Licensed Insurance Agent

Licensed Insurance Agent

Licensed Insurance Agent

Sales Representative

Outside Sales Representative- Commission Only

Licensed Insurance Agent

Licensed Insurance Sales Representative

Insurance Sales Agent

Inside Sales Representative

Insurance Sales Agent

Storm Sales Representative (Commercial Roofing)

Feed Sales Representative -South Texas Territory

Financial Advisor - Dallas/Tyler

Outside Sales Representative

Financial Advisor - Fort Worth, TX

Customer Engagement Specialist - In-Store

Leasing Associate/Lifestyle Services Coordinator

Outside Sales Representative: Residential Internet

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

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected