Sales Executive
SWBCHouston, Texas, United States
Posted December 3, 2025
Full Time
About the Company
Headquartered in San Antonio, SWBC is a diversified financial services company co-founded in 1976 by Charlie Amato and Gary Dudley on the principles of providing excellent customer service and putting clients and their needs first. As an international financial services company, we provide quality products and services to help financial institutions, businesses, and individuals meet their goals. We are licensed to market and service a variety of financial products in all 50 states, offering solutions through several wholly-owned subsidiary corporations. What separates us from the rest: • We’re dedicated to security. • We consistently invest in technology. • We invest in our team members. • We have a strong marketing team. • We’re a relationship-based company. Follow us, and let’s move Forward. Together.
Job Description
SWBC is seeking a Sales Executive to generate new sales, identify and qualify prospects, and create opportunities for participation in requests for proposals (RFPs). The role involves forming strong business relationships with business owners and decision makers, and making a big difference for them by reducing their employer related liability and cost.
Requirements
- Directly involved in the sales and client relationship process for assigned accounts.
- Directly involved in the ongoing relationship management of assigned accounts and takes appropriate action for client profitability and retention.
- Involved in negotiation of pricing and terms and manages contracting with existing clients and prospects.
- Assists and supports product and marketing to develop new product concepts and marketing collateral materials.
- Represents company at various industry conferences.
- Remains current on industry changes and competition.
- Maintains travel and expense budget at or under division's target level.
- Minimum of 7 years in an executive level sales and/or sales management experience including 2 years in the PEO industry.
- Life and Health Group 1 Insurance License required.
- Working knowledge of personal computers to include MS Word and Excel.
Benefits
- Competitive overall compensation package
- Work/Life balance
- Employee engagement activities and recognition awards
- Years of Service awards
- Career enhancement and growth opportunities
- Leadership Academy and Mentor Program
- Continuing education and career certifications
- Variety of healthcare coverage options
- Traditional and Roth 401(k) retirement plans
- Lucrative Wellness Program