Financial Representative jobs in Houston, TX

S
Financial Sales Representative
  • Strategic Financial Solutions
  • Texas, TX OTHER
  • Overview

    Schedule: Monday-Friday, 10am-7pm EST - 10am-7pm CST

     

    Join an industry that directly benefits from the market we are in! Timing is everything. Does a job in an industry that is BOOMING get you excited?

     

    How about a role requiring hard work but has unlimited earning potential?   

     

    If the answers to these questions were “YES!” then you may have just found the right role.

     

    Strategic is looking for Financial Consultants to join our family of highly motivated, fun-loving individuals who care for one another and for our clients, and want to make as much money as possible.  

     

    As a Financial Consultant, you will listen and engage with our clients with an empathetic ear and consult with them in their quest for financial freedom. If you're looking to jumpstart or develop your career in sales in a fun, rapidly growing environment, we want to hear from you. Sound perfect? We think so!

     

    $100K Earning Potential 1st Year!! $45K Base Commissions!!

    Responsibilities

    • ZERO cold calling! Receive and work warm leads from interested and responsive clients
    • Maintain your pipeline and self-schedule to maximize consulting opportunities
    • Meet specified daily metrics and monthly targets
    • Empathize with clients to understand their financial situation and identify the option that is most appropriate for them and their families

    Qualifications

    • Minimum 2 years of previous sales or remote sales experience
    • Experience using CRM platforms and the ability to navigate between several systems simultaneously
    • A hunger for success, positive attitude and desire to learn
    • Strong active listening skills with a focused empathetic and consultative ear
    • Ability to work in a fast-paced environment
    • Sales experience is a plus
    • Willing to work evenings (maximizes your earning potential)
    • Bachelors or Associates Degree

     

    Employee Benefits:

    • Health, Vision, and Dental Insurance with company contribution
    • Paid Time Off, Volunteer Days, and Six Paid Holidays
    • 401(k) with company match
    • Employee Stock Ownership Program (ESOP)
    • Life Insurance
    • Short/Long Term Disability
    • Commuter Benefits
    • Gym benefits

     

    The Fun Stuff:

    • Ultra-Competitive pay structure: $45,000 plus commissions
    • Paid Training
    • Heavy emphasis on training and development through introductory and ongoing sales training as well as industry/professional training programs
    • Daily, weekly, and monthly team and individual contests and spiffs
    • Participation in Strategic Dreams program which makes several employee’s dreams come true each quarter
    • In Office and Off-Site Social Events

     

    A Little About Strategic:Strategic Financial Solutions is an award-winning financial services firm dedicated to helping people live a financially healthy life through the products and services we offer.

     

    We were recently named as one of the Best Companies to Work for in New York State for the 7th time. Additional honors include being named, two times, as one of the 50 fastest growing companies in New York City and to the prestigious Inc. 500 list as one of the 500 fastest growing companies in the United States. Strategic has offices in Manhattan and Buffalo, to house our rapidly growing family of over 800 associates. We are proud to be a 100% employee-owned company.  With a common goal in mind, our team shares in the financial rewards of Strategic’s success through long-term stock ownership. In June 2023 we proudly celebrated our 16th anniversary. 

     

    Strategic is committed to hiring, training, cultivating, promoting, and celebrating an environment where we have a welcoming and fulfilling place for all people to call home. Diversity of race, thought, sexual orientation, age, veteran status, religion, and disability will empower us to thrive as individuals, as teams, and as a company. 

     

    ***NOTE: further correspondence on your candidacy will come via email. Please be aware that emails may go to spam/promotions folders depending upon your account settings.

     

    Please mark @talent.icims.com as a safe sender to ensure recruiter emails don't go to spam​

     

  • 1 Month Ago

K
Client Service Representative/Paraplanner Park Place Financial
  • Kestra Financial Independent Advisor
  • Bellaire, TX FULL_TIME
  • We are an independent financial planning firm in Bellaire, Texas. The successful candidate will be a highly motivated self-starter who is interested in making a difference in the lives of clients. We ...
  • 24 Days Ago

A
Title representative
  • AmTrust Financial
  • Houston, TX FULL_TIME
  • Title Business Development Representative Job Locations US-NY-New York US-NY-Uniondale US-TX-Houston US-NY-New York Requisition ID 2024-16260 Category Title Position Type Regular Full-Time Overview Th...
  • Just Posted

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Sales Representative
  • PR Financial
  • Cypress, TX FULL_TIME
  • Are you tired of working to build someone else's dreams and not your own? Are you making less than 50k but know you're worth so much more? Are you miserable at your current job and know there must be ...
  • 8 Days Ago

P
Sales Representative
  • PR Financial
  • Cypress, TX FULL_TIME
  • Are you tired of working to build someone else's dreams and not your own? Are you making less than 50k but know you're worth so much more? Are you miserable at your current job and know there must be ...
  • 8 Days Ago

P
Sales Representative
  • PR Financial
  • Houston, TX FULL_TIME
  • Are you tired of working to build someone else's dreams and not your own? Are you making less than 50k but know you're worth so much more? Are you miserable at your current job and know there must be ...
  • 9 Days Ago

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0 Financial Representative jobs found in Houston, TX area

T
Financial Representative
  • The Western and Southern Life Insurance Company
  • Houston, TX
  • Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driv...
  • 4/26/2024 12:00:00 AM

S
Assistant Director of Finance - C. Baldwin Hotel, Curio Collection by Hilton
  • Sage Hospitality
  • Houston, TX
  • Why us?: Taking its inspiration from her-story, C. Baldwin honors Charlotte Baldwin Allen, wife of Augustus Chapman Alle...
  • 4/26/2024 12:00:00 AM

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Patient Financial Representative
  • LaSalle Network
  • Houston, TX
  • LaSalle Network is partnering with a top healthcare provider to hire an experienced Patient Financial Representative. If...
  • 4/23/2024 12:00:00 AM

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Supv Internal Revenue Agent (Special Enforcement Grp Mgr) MSP TEMP NTE 1 YR MBE, MBMP 12 Mo. ROSTER
  • Department Of The Treasury
  • Houston, TX
  • Duties WHAT IS THE SBSE - Small Business Self Employed DIVISION? A description of the business units can be found at: ht...
  • 4/23/2024 12:00:00 AM

L
Patient Financial Representative
  • Lasalle Network
  • Houston, TX
  • LaSalle Network is partnering with a top healthcare provider to hire an experienced Patient Financial Representative. If...
  • 4/22/2024 12:00:00 AM

D
Internal Revenue Agent (Fed State Local Gvmt Spec - Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • Houston, TX
  • Duties WHAT IS THE TAX EXEMPT & GOVERNMENT ENTITIES (TE/GE) DIVISION? A description of the business units can be found a...
  • 4/22/2024 12:00:00 AM

D
Internal Revenue Agent (Examiner) - 12-month Roster
  • Department Of The Treasury
  • Houston, TX
  • Duties WHAT IS THE TAX EXEMPT/GOVERNMENT ENTITIES (TEGE) DIVISION? A description of the business units can be found at: ...
  • 4/22/2024 12:00:00 AM

D
Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
  • Department Of The Treasury
  • Houston, TX
  • Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

Houston is located 165 miles (266 km) east of Austin, 88 miles (142 km) west of the Louisiana border, and 250 miles (400 km) south of Dallas. The city has a total area of 627 square miles (1,620 km2); this comprises 599.59 square miles (1,552.9 km2) of land and 22.3 square miles (58 km2) covered by water. The Piney Woods are north of Houston. Most of Houston is located on the gulf coastal plain, and its vegetation is classified as temperate grassland and forest. Much of the city was built on forested land, marshes, swamp, or prairie and are all still visible in surrounding areas.[citation need...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Representative jobs
$49,152 to $70,242
Houston, Texas area prices
were up 2.3% from a year ago

Financial Representative in Des Moines, IA
Review, verify and/or identify customer transactions to detect/prevent financial crimes activity, policy violations and suspicious situations in order to mitigate losses.
February 16, 2023
Financial Representative
Performs other duties as the supervisor may, from time to time, deem necessary.
October 14, 2022
Assist customers with account maintenance including printing temporary checks, accepting check orders, processing stop payments, accepting customer information (CIF) changes, transferring funds, etc.
November 30, 2022
Provide highest level of service by quickly and accurately identifying customer needs and articulating the appropriate solution to their questions and / or account-related issues.
January 14, 2023
Follows Bank procedures when performing transactions on teller machine and other required equipment such as encoder, CRT.
February 13, 2023
Handles all account maintenance, all service related member needs and communicates to higher authority, when necessary.
March 22, 2023
Prepare documentation for new accounts, loans and/or card issuance, ensuring adherence to legal requirements and Credit Union policies and procedures.
April 16, 2023
Participates in staff development programs, in support of the Credit Union's commitment to continuous improvement in sales, service, quality and teamwork.
May 13, 2023
Demonstrated financial responsibility, character, and general fitness such as to warrant a determination that the individual will operate honestly, fairly and efficiently.
May 15, 2023