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SWBC

Diversified financial services: insurance, mortgage, investments

PEO Sales Executive

Account ExecutiveConfirmed live in the last 24 hours
Full-timeHouston, TX, USANo salary listedIn-person

About the Job

Requirements

  • A high school diploma or General Educational Development (GED) credential is required.
  • A bachelor's degree in Marketing, Business Administration, Management, or a related field is required.
  • At least seven years of executive-level sales and/or sales management experience, including at least two years in the professional employer organization (PEO) industry, is required.
  • A Life and Health Group 1 Insurance License is required.
  • Demonstrate deep and broad business acumen.
  • Demonstrate proven strategic relationship management at the executive level.
  • Have strong interpersonal, organizational, verbal, and written communication skills.
  • Have strong leadership, negotiation, influencing, and presentation skills.
  • Have analytical and problem-resolution skills.
  • Have working knowledge of personal computers, including Microsoft Word and Microsoft Excel.
  • Work independently as a strong team builder who drives results.
  • Have working knowledge of the PEO industry, including workers' compensation insurance benefits, human resources outsourcing, payroll, and administration of health and ancillary insurance benefits.
  • Be able to sit for long periods while developing sales requirements or performing similar duties.
  • Be willing to travel locally and/or nationally.
  • Pass pre-employment drug testing.
  • Not use tobacco, as allowed by law.

Responsibilities

  • Generate new sales, including cold calling and networking; identify and qualify prospects; and create opportunities to participate in requests for proposals.
  • Directly participate in the sales and client relationship process for assigned accounts.
  • Manage ongoing relationships with assigned accounts and take appropriate action to support client profitability and retention.
  • Negotiate pricing and terms and manage contracting with existing clients and prospects.
  • Assist and support product and marketing teams in developing new product concepts and marketing collateral materials.
  • Represent the company at various industry conferences.
  • Remain current on industry changes and competition.
  • Maintain travel and expense spending at or below the division's target level.

About the Company

SWBC

Diversified financial services: insurance, mortgage, investments

SWBC (Southwest Business Corporation) is a diversified financial services provider offering a broad mix of products for individuals, businesses, and financial institutions. For individuals, it delivers personal insurance, mortgage services, and wealth management. For businesses, it provides business insurance and employee benefits consulting. It also partners with financial institutions to support mortgage management and consumer lending. The company operates as a one-stop shop for financial needs, earning revenue from service fees, commissions on insurance products, and investment-related returns. Unlike firms focused on a single niche, SWBC combines insurance, mortgage, and investment services with consulting, risk management, and lending support to create a comprehensive suite of financial solutions.

Company size
11-50
Company stage
Not listed
Total funding
Not listed
Headquarters
San Antonio, TX
Founded
1976

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