Business & Professional Industries

Securities, Commodities, and Financial Services Sales Agents

Buy and sell securities or commodities in investment and trading firms, or provide financial services to businesses and individuals.

Salary Breakdown

Securities, Commodities, and Financial Services Sales Agents

Average

$63,870

ANNUAL

$30.71

HOURLY

Entry Level

$37,790

ANNUAL

$18.17

HOURLY

Mid Level

$49,420

ANNUAL

$23.76

HOURLY

Expert Level

$101,750

ANNUAL

$48.92

HOURLY


Current Available & Projected Jobs

Securities, Commodities, and Financial Services Sales Agents

797

Current Available Jobs

12,690

Projected job openings through 2032


Sample Career Roadmap

Securities, Commodities, and Financial Services Sales Agents

Job Titles

Entry Level

JOB TITLE

Agent

Mid Level

JOB TITLE

Advisor

Expert Level

JOB TITLE

Director


Top Expected Tasks

Securities, Commodities, and Financial Services Sales Agents


Knowledge, Skills & Abilities

Securities, Commodities, and Financial Services Sales Agents

Common knowledge, skills & abilities needed to get a foot in the door.

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Sales and Marketing

SKILL

Active Listening

SKILL

Critical Thinking

SKILL

Judgment and Decision Making

SKILL

Monitoring

SKILL

Active Learning

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Deductive Reasoning

ABILITY

Speech Clarity

ABILITY

Written Comprehension


Job Opportunities

Securities, Commodities, and Financial Services Sales Agents

  • Financial Institutions Relationship Manager Senior – Annuity Operations
    USAA    Phoenix, AZ 85067
     Posted about 9 hours    

    **Why USAA?**

    At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

    Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

    **The Opportunity**

    USAA is seeking a talented Financial Institutions Relationship Manager Senior to manage and provides operational oversight of USAA’s external annuity distribution and select technology service providers. Responsible for delivering end-to-end operational, process, and service excellence through ongoing management and oversight of annuity operations, service and technology suppliers. Ensures timely and satisfactory resolution and communication of new business, post issue and service to include escalations, and exceptions.

    We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, Colorado Springs, CO, Tampa, FL, or Plano, TX. Relocation assistance is **not** available for this position.

    **What you’ll do:**

    + Monitors key distributor satisfaction and performance metrics to understand and apply data driven insights to inform business strategies to achieve business goals and operational efficiencies.

    + Participates as a subject matter expert on new distributor implementation and launch.

    + Participates in monthly operations business review meetings supplier and service provider firms to review service level targets, identify business trends and to uncover opportunities to develop operational and business process efficiencies.

    + Responsible for timely and appropriate resolution of escalations from external distribution partners.

    + Identifies opportunities to document and facilitate improvements to processes. Assists with developing functional policies, procedures, and guidelines.

    + Participates in periodic business review meetings with senior executives at distributor and/or supplier and service provider firms to foster relationships and uncover opportunities to develop operational efficiencies.

    + Responsible for new account implementation and business development with external distributors.

    + Identifies and manages business operational controls to ensure adherence to appropriate risk level.

    + Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

    **What you have:**

    + Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without Bachelor’s Degree)

    + 6 years of experience in annuity product sales, relationship management, and/or annuity operations.

    + 3 years of experience in annuity and/or life insurance distribution through full-service brokerage and bank broker dealer firms.

    + Excellent relationship management skills and demonstrated ability to influence decisions at all leadership levels.

    + Subject-matter-expert level of business acumen in the areas of annuity business operations, broker dealer sales processes and paperwork, sales suitability, industry practices and emerging trends required.

    + High level knowledge of investments, annuities and/or life insurance products.

    + Strong relationship management skills and demonstrated ability to influence decisions at senior leadership levels.

    + Strong issue resolution and follow-up skills.

    + Strong executive-level communication and interpersonal skills, with the ability to effectively navigate and mediate conflict and foster honest dialog.

    + 10% travel may be required

    **What sets you apart:**

    + US military experience through military service or a military spouse/domestic partner

    + 3 or more years technical experience working with Zinnia Solution (Formerly Annuity Net), Firelight, DTCC, iPipeline

    + 3 or more years annuity operations experience with working knowledge of annuity products and the third-party distribution sales process

    + 3 or more years of experience in annuity operations support and service, preferably within a broker-dealer or insurance company utilizing third-party annuities distribution.

    + 2 or more years of experience working with a business process outsourced (BPO) firm.

    **Compensation range:** The salary range for this position is: **$114,080 - $218,030.**

    **USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).**

    **Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

    Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

    The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

    **Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

    For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.

    _Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._

    _USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._

    **If you are an existing USAA employee, please use the internal career site in OneSource to apply.**

    **Please do not type your first and last name in all caps.**

    **_Find your purpose. Join our mission._**

    USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.

    USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself – you just need to share our passion for serving our more than 13 million members.

    USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

    California applicants, please review our HR CCPA - Notice at Collection (https://statmcstg.usaa.com/mcontent/static\_assets/Media/enterprise\_hr\_cpra\_notice\_at\_collection.pdf) here.

    USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.


    Employment Type

    Full Time

  • Internal Sales Consultant
    Vanguard    Scottsdale, AZ 85258
     Posted about 9 hours    

    Vanguard is seeking a motivated and dynamic Internal Sales Consultant with:

    + Strong sales aptitude and a natural ability to engage with financial advisors across various channels (phone, web meetings, email).

    + A proactive, growth-oriented mindset—someone eager to learn, take initiative, and contribute to a high-performing team.

    + Genuine curiosity about people, their advisory practices, and how they make decisions.

    + Exceptional communication skills, with the ability to build rapport and convey value clearly and confidently.

    + A team-first attitude, with a proven ability to collaborate effectively with sales teams and leadership to move opportunities forward.

    + Entrepreneurial thinking, with a knack for managing a territory like a business and nurturing top client relationships.

    + Sound judgment and thoughtful decision-making, especially in dynamic or ambiguous situations.

    + Accountability and follow-through, with a track record of delivering results in a fast-paced environment.

    Responsibilities

    + Coordinate follow-up from sales executives and other crew. Respond to medium-complexity inquiries from potential and current clients. Partner with the sales team to understand the service requirements of existing and new clients.

    + Coordinate activities between service providers to proactively improve the client experience. Develop presentation materials for clients, advisors, conferences, and internal meetings. Respond to client or prospect inquiries in the sales executive's absence.

    + Conduct market research on competitors, including fund offerings, product and service analysis, fees, and marketing approaches. Coordinate relationships between Sales, Relationship Management, Client Services, Compliance, Operations, and other teams to ensure client needs are met and new business is supported.

    + Participate in special projects and perform other duties as assigned.

    Qualifications

    + Minimum 2 years of wholesaling experience required.

    + Three years of related work experience preferred.

    + Undergraduate degree or equivalent combination of training and experience.

    + Progress toward CFP, CFA, or other investment-related certification preferred.

    + This role requires a regulatory license and/or registration (e.g., FINRA, state, SFC), determined by Compliance based on role-specific duties.

    Training & Career Path

    You will receive comprehensive training on how to sell the Vanguard way. Upon successful completion of the program and demonstrated performance, you will be eligible to join a territory as an Internal Sales Consultant.

    Special Factors

    Sponsorship

    Vanguard is not offering visa sponsorship for this position.

    About Vanguard

    At Vanguard, we don't just have a mission—we're on a mission.

    To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

    How We Work

    Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.


    Employment Type

    Full Time

  • Sales Representative - Outbound B2B
    TTEC    Tempe, AZ 85282
     Posted about 9 hours    

    Your potential has a place here with TTEC’s award-winning employment experience. As a **Sales Representative - Outbound B2B working in our site in Tempe, AZ** , you’ll be a part of bringing humanity to business. #experienceTTEC.

    Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work® certification in the United States says it all!

    **W** **hat You’ll be Doing**

    Are you results-focused and love to help others? Do you have a passion to maximize sale opportunities? In this role, you’ll work effectively to service, enhance and build relationships with current and future customers. Focused on achieving revenue quotas, you’ll provide professional customer service to commercial, public sector or consumer customers. Whether it’s getting answers for customers quickly, consulting on products with compassion or resolving their issues with a smile, you’ll be the difference between their customer experience being just average or an exceptional one.

    **During a Typical Day, You’ll**

    + Bring your passion for negotiating and strong product and brand knowledge, to handle objections and rebuttals during customer interactions

    + Effectively recommend, quote, and negotiate product knowledge with customers while identifying and handling all sales opportunities

    **What You Bring to the Role**

    + 1 year or more of sales experience

    + High school diploma or equivalent

    + Comfortable with decision-making by assessing the situation, researching potential solutions, and making recommendations before escalating to the next level

    + Computer experience

    + Ability to work onsite in the office is an essential function of the job

    **What You Can Expect**

    + Business-to-Business hours with a Monday – Friday schedule so you can take your weekends back

    + Potential to build your skills and knowledge as a brand ambassador for our client’s iconic brand

    + Supportive of your career and professional development

    + An inclusive culture and community-minded organization where giving back is encouraged

    + A global team of curious lifelong learners guided by our company values

    + 40,000 annual salary commission

    + And we have a healthy benefits package based on your position that could include PTO, tuition reimbursement, and health and wellness incentives.

    Visit https://www.ttecjobs.com/en/us-employee-benefits for more information.

    **A Bit More About Your Role**

    We’re committed to ensuring you have the skills and support to be successful in your role throughout your career. From your first day in training, through individualized webcam-enabled, engagement and coaching, on into 1000s of free courses to support your career growth wherever that may take you. And we know that you bring with you the one necessary ingredient that can’t be taught – a caring and supportive nature that will shine through as you help customers. Our TTEC community is here for you as one dynamic, global family.

    You'll report to Team Lead. You'll contribute to the success of the customer experience and the overall success of the team.

    **About TTEC**

    Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you.

    TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.

    **Job:** _Sales / Business Development_

    **Title:** _Sales Representative - Outbound B2B_

    **Location:** _AZ-Tempe_

    **Requisition ID:** _045YK_


    Employment Type

    Full Time

  • Inbound Sales Representative
    TTEC    Tempe, AZ 85282
     Posted about 9 hours    

    Your potential has a place here with TTEC’s award-winning employment experience **.** As **Inbound Sales Representative working** **onsite in Tempe, AZ** , you’ll be a part of bringing humanity to business. #experienceTTEC

    Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work® certification in the United States says it all!

    **What You’ll be Doing**

    Are you results-focused and love to help others? Do you have a passion to maximize sale opportunities? In this role, you'll engage in inbound consultative sales for small business clients, working closely with cross-functional teams to present solutions that save customers time and money, enabling them to focus on what matters most. Whether it’s getting answers for customers quickly, consulting on products with compassion or resolving their issues with a smile, you’ll be the difference between their customer experience being just average or an exceptional one.

    **During a Typical Day, You’ll **

    + Leverage your passion for goal setting and persuasive negotiation skills to connect with sophisticated customers and close larger deals using consultative written communication.

    + Collaborate with new and existing accounting professionals to assess their needs and recommend tailored solutions.

    + Drive sales by engaging with accounting partners, offering a comprehensive suite of solutions designed for small to mid-market businesses.

    **What You Bring to the Role**

    + 1 year or more of sales experience

    + Recognize customer needs, apply business acumen and sales expertise to address challenges, and explain solutions while seeking growth opportunities and making informed decisions.

    + High school diploma or equivalent

    + Computer experience

    + Ability to work onsite in the office is an essential function of the job

    **What You Can Expect **

    + Business-to-Business hours with a Monday to Friday schedule so you can take your weekends back

    + Supportive of your career and professional development

    + An inclusive culture and community minded organization where giving back is encouraged

    + A global team of curious lifelong learners guided by our company values

    + Base wage starting at $22.50 per hour plus performance bonus opportunities

    + And we have a healthy benefits package based on your position that could include PTO, tuition reimbursement,

    + health and wellness incentives.

    Visit https://www.ttecjobs.com/en/us-employee-benefits for more information

    **A Bit More About Your Role**

    We’re committed to ensuring you have the skills and support to be successful in your role throughout your career. From your first day in training, through individualized webcam-enabled, engagement and coaching, on into 1000s of free courses to support your career growth wherever that may take you. And we know that you bring with you the one necessary ingredient that can’t be taught – a caring and supportive nature that will shine through as you help customers. Our TTEC community is here for you as one dynamic, global family.

    You'll report to Team Lead. You'll contribute to the success of the customer experience and the overall success of the team.

    **About TTEC**

    Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you.

    TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.

    **Job:** _Sales / Business Development_

    **Title:** _Inbound Sales Representative_

    **Location:** _AZ-Tempe_

    **Requisition ID:** _045YL_


    Employment Type

    Full Time

  • VP, Relationship Manager
    Synchrony    Phoenix, AZ 85067
     Posted about 9 hours    

    Job Description:

    **Role Summary/Purpose:**

    The VP, Relationship Manager for the Ashley Licensee Network will serve as a senior leader responsible for managing and expanding Synchrony's partnership with Ashley's independently owned retail licensees. This leader will drive growth strategies, optimize program performance, and deepen strategic engagement through portfolio oversight, client advocacy, and business development. The role requires strong relationship management experience, financial acumen, and comfort navigating a complex, decentralized retail ecosystem.

    This individual will collaborate closely with Ashley corporate leadership, internal cross-functional teams (Client Services, Risk, Marketing, Product, and Legal), and independent licensee owners to drive strategic initiatives, solve partner challenges, and grow Synchrony's footprint across underpenetrated markets. The ideal candidate is a commercially driven, data-oriented leader with a proactive and relationship-first mindset.

    **_Our Way of Working_**

    **_We're proud to offer you choice and flexibility. At Synchrony, our way of working allows you to have the option to work from home, near one of our Hubs or come into one of our offices. Occasionally you may be required to commute to our nearest office for in person engagement activities such as business or team meetings, training and culture events._**

    **Essential Responsibilities:**

    + Lead strategic planning, engagement, and execution across the Ashley licensee portfolio, driving growth and profitability.

    + Cultivate relationships with key licensee partners and Ashley corporate leaders to align on business priorities and performance goals.

    + Serve as a trusted advisor, facilitating quarterly business reviews and communicating program performance insights and opportunities.

    + Develop and execute business development strategies to support fragmented market growth and expand Synchrony's presence across new dealers.

    + Collaborate with internal teams to resolve issues, ensure operational excellence, and deliver on partner expectations.

    + Leverage data and analytics to guide decision-making and uncover portfolio trends and risks.

    + Support partner onboarding, marketing integrations, and credit program adoption to drive penetration and volume growth.

    + Represent Synchrony's value proposition through consultative discussions, performance storytelling, and insight-driven recommendations.

    + Maintain adherence to internal program methodology and documentation standards.

    + Responsible for end-to-end ownership of assigned initiatives, including planning, budgeting, reporting, and execution.

    + Perform other duties and/or special projects as assigned.

    **Qualifications/Requirements:**

    + Bachelor's degree required.

    + 8-10+ years of experience in client relationship management, account leadership, or business development, ideally in financial services, retail, or technology.

    + Minimum 5 years of experience managing complex programs or client portfolios with cross-functional dependencies.

    + Demonstrated success building strategic relationships and delivering measurable outcomes in a fragmented or decentralized partner environment.

    + Strong understanding of retail credit, merchant economics, and consumer financing.

    + Ability to analyze business performance metrics, identify trends, and translate insights into actionable strategies.

    + Strong presentation, storytelling, and executive communication skills.

    + Experience with financial planning, process governance, and change management is a plus.

    **Desired Characteristics:**

    + Strategic thinker with a bias toward action and a 'get-it-done' mindset.

    + Results-driven, collaborative, and comfortable operating in ambiguity.

    + Strong operational acumen with a proactive, problem-solving approach.

    + Exceptional influencing and negotiation skills across internal and external stakeholders.

    + Highly analytical with sound judgment and an ability to simplify complex issues.

    + Familiarity with tools such as Salesforce, Power BI, and MS Office Suite; knowledge of project management platforms like Planview or JIRA is a plus.

    + Ability to manage multiple priorities, adapt to shifting needs, and work independently with minimal direction.

    + Superior written and verbal communication skills with a focus on managing partner expectations and delivering high-value engagements.

    **Grade/Level: 12**

    The salary range for this position is **110,000.00 - 185,000.00** USD Annual and is eligible for an annual bonus based on individual and company performance.

    Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge.

    Salaries are adjusted according to market in CA, NY Metro and Seattle.

    **Eligibility Requirements:**

    + You must be 18 years or older

    + You must have a high school diploma or equivalent

    + You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process

    + You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.

    + New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations).

    Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

    **Our Commitment:**

    When you join us, you'll be part of a diverse, inclusive culture where your skills, experience, and voice are not only heard-but valued. We celebrate the differences in all of us and believe that our individual, unique perspectives is what makes Synchrony truly a great place to work. Together, we're building a future where we can all belong, connect and turn ideals into action. Through the power of our 8 Diversity Networks+ (https://www.synchronycareers.com/our-culture/#diversity) , with more than 60% of our workforce engaged, you'll find community to connect with an opportunity to go beyond your passions.

    This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status.

    **Reasonable Accommodation Notice:**

    + Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.

    + If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at 1-866-301-5627. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time

    **Job Family Group:**

    Sales


    Employment Type

    Full Time

  • PubSec Microsoft Account Executive
    SHI    Phoenix, AZ 85067
     Posted about 9 hours    

    **About Us**

    **Since 1989, SHI International Corp. has helped organizations change the world through technology. We’ve grown every year since, and today we’re proud to be a $15 billion global provider of IT solutions and services.**

    **Over 17,000 organizations worldwide rely on SHI’s concierge approach to help them solve what’s next.** **But the heartbeat of SHI is our employees – all 6,000 of them.** **If you join our team, you’ll enjoy:**

    + **Our commitment to diversity, as the largest minority- and woman-owned enterprise in the U.S.**

    + **Continuous professional growth and leadership opportunities.**

    + **Health, wellness, and financial benefits to offer peace of mind to you and your family.**

    + **World-class facilities and the technology you need to thrive – in our offices or yours.**

    **Job Summary**

    The PubSec Microsoft Account Executive is tasked with mastering SHI's value proposition to exceed revenue and profit goals by developing strategic sales approaches and cultivating relationships with both existing and new customers. This role involves identifying sales opportunities, collaborating with internal support teams and external partners, and effectively communicating SHI's comprehensive portfolio of solutions tailored to customer objectives. Additionally, the Account Executive is responsible for building market awareness through participation in industry events and maintaining a competitive edge by staying informed on industry trends.

    **Role Description**

    + Master SHI’s value proposition to consistently exceed revenue and profit goals, and develop penetrating sales strategies and pricing proposals.

    + Cultivate relationships with existing customers and establish new ones through targeted sales techniques, including cold calling, meetings, and networking.

    + Identify and create opportunities in the sales pipeline to achieve sales targets, develop business with existing customers, and establish new customers using targeted sales techniques.

    + Collaborate with sales management to identify and manage sales opportunities, aiming to meet or exceed quarterly and annual targets.

    + Build proactive partnerships with internal SHI support teams and external industry partners to drive business and maintain joint selling initiatives.

    + Understand customer’s business objectives, IT priorities, and initiatives to provide tailored solutions.

    + Position and effectively communicate SHI’s portfolio of products, solutions, services, and capabilities to customers and partners.

    + Be aware of SHI’s industry competition and how to properly showcase our offerings and defend SHI’s value to win new business.

    + Foster successful cross-department relationships and engage with extended SHI support teams for identifying new business opportunities and leveraging support resources.

    + Build market awareness of SHI through participation in local/regional industry events, organizations, and affiliations.

    + Continuously educate oneself to remain current on industry trends, products, and market conditions.

    **Behaviors and Competencies**

    + Business Acumen: Can evaluate market trends and competitive landscape to identify opportunities and risks.

    + Closing Deals: Can develop and implement a strategic plan for closing deals, identifying high-value opportunities and using advanced negotiation techniques to secure successful outcomes.

    + Consultative Sales: Can proactively seek out potential customers, initiate sales conversations, and contribute innovative ideas to improve the sales process.

    + Interpersonal Skills: Can communicate effectively, build relationships, resolve conflicts, and influence others in significant situations.

    + Listening: Can actively engage in listening by asking clarifying questions and providing feedback that shows a deep understanding of the conversation.

    + Negotiation: Can proactively seek out negotiation opportunities, initiate discussions, and contribute to conflict resolution.

    + Organization: Can effectively coordinate multiple projects, delegate tasks where appropriate, and employ advanced organizational tools and methods.

    + Presenting: Can design and deliver engaging presentations, adapting the content and style to suit the audience, context, and medium.

    + Professionalism: Can proactively seek out challenges, initiate projects, and contribute to a professional work environment.

    + Prospecting: Can develop and implement a strategic prospecting plan, identifying high-value potential customers and using advanced techniques to initiate contact and build relationships.

    + Self-Motivation: Can proactively seek out challenges, initiate self-development projects, and contribute to personal or professional innovative ideas.

    + Time Management: Can consistently use time effectively, balance multiple tasks, and meet deadlines.

    **Skill Level Requirements**

    + Ability to excel in a team selling environment - Intermediate

    + Ability to continually meet or exceed sales targets - Intermediate

    + Expertise in client relationship building and new business development - Intermediate

    + Proficiency in account management - Intermediate

    + Proficiency in project management - Intermediate

    + Understanding of business operations and strategy - Intermediate

    **Other Requirements**

    + Completed Bachelor’s Degree or relevant work experience required

    + Minimum 3-5 years of successful sales experience

    + Minimum 50% time outside of an office setting meeting with existing and potential customers

    + Travel to customer sites within dedicated territory

    + Travel to SHI, Partner, and Customer Events

    + Currently hold or have the ability to obtain required sales and/or technical certifications within first 90 days of employment

    The estimated annual pay range for this position is $80,000 - $200,000 which includes a base salary and bonus. The compensation for this position is dependent on job-related knowledge, skills, experience, and market location and, therefore, will vary from individual to individual. Benefits may include, but are not limited to, medical, vision, dental, 401K, and flexible spending.

    Equal Employment Opportunity – M/F/Disability/Protected Veteran Status


    Employment Type

    Full Time

  • Preneed Sales Representative
    Security National Life Insurance Company    Tucson, AZ 85702
     Posted about 9 hours    

    The Job:

    As a Sales Representative you will be the face of the funeral home in the community. Your job will be to educate families on the value of prearranging using our proven system. Daily interaction with customers face-to-face, via telephone, and email to introduce our product based on their needs.

    Educate customers on our funding options, help them select the right plan for them, process the paperwork, and close the deal! Generate leads through our proven marketing system.

    We offer:

    + A rewarding career of which you can be proud with growth opportunities

    + Realistic 1st year $60-90K with above average commissions paid daily

    + A product everyone needs

    + No credit turndowns

    + A great work environment with a flexible schedule

    You offer:

    + Sales experience preferred but not necessary

    + Life Insurance license or openness to obtain

    + Ability to pass a background check

    + Willingness to follow our proven system

    + A passion for meeting and helping others

    Bilingual Salesperson a Plus!

    Who we are?

    Security National Life was founded in 1965 out of Salt Lake City. We are an insurance company, representing funeral homes. We focus on providing the best customer experience by providing sales both in office and in the comfort of the families’ home.

    Powered by JazzHR


    Employment Type

    Full Time

  • Preneed Sales Representative
    Security National Life Insurance Company    Phoenix, AZ 85067
     Posted about 9 hours    

    The Job:

    As a Sales Representative you will be the face of the funeral home in the community. Your job will be to educate families on the value of prearranging using our proven system. Daily interaction with customers face-to-face, via telephone, and email to introduce our product based on their needs.

    Educate customers on our funding options, help them select the right plan for them, process the paperwork, and close the deal! Generate leads through our proven marketing system.

    We offer:

    + A rewarding career of which you can be proud with growth opportunities

    + Realistic 1st year $60-90K with above average commissions paid daily

    + A product everyone needs

    + No credit turndowns

    + A great work environment with a flexible schedule

    You offer:

    + Sales experience preferred but not necessary

    + Life Insurance license or openness to obtain

    + Ability to pass a background check

    + Willingness to follow our proven system

    + A passion for meeting and helping others

    Bilingual Salesperson a Plus!

    Who we are?

    Security National Life was founded in 1965 out of Salt Lake City. We are an insurance company, representing funeral homes. We focus on providing the best customer experience by providing sales both in office and in the comfort of the families’ home.

    Powered by JazzHR


    Employment Type

    Full Time

  • Preneed Sales Representative
    Security National Life Insurance Company    Yoma, AZ
     Posted about 9 hours    

    The Job:

    As a Sales Representative you will be the face of the funeral home in the community. Your job will be to educate families on the value of prearranging using our proven system. Daily interaction with customers face-to-face, via telephone, and email to introduce our product based on their needs.

    Educate customers on our funding options, help them select the right plan for them, process the paperwork, and close the deal! Generate leads through our proven marketing system.

    We offer:

    + A rewarding career of which you can be proud with growth opportunities

    + Realistic 1st year $60-90K with above average commissions paid daily

    + A product everyone needs

    + No credit turndowns

    + A great work environment with a flexible schedule

    You offer:

    + Sales experience preferred but not necessary

    + Life Insurance license or openness to obtain

    + Ability to pass a background check

    + Willingness to follow our proven system

    + A passion for meeting and helping others

    Bilingual Salesperson a Plus!

    Who we are?

    Security National Life was founded in 1965 out of Salt Lake City. We are an insurance company, representing funeral homes. We focus on providing the best customer experience by providing sales both in office and in the comfort of the families’ home.

    Powered by JazzHR


    Employment Type

    Full Time

  • Preneed Sales Representative
    Security National Life Insurance Company    Mesa, AZ 85213
     Posted about 9 hours    

    The Job:

    As a Sales Representative you will be the face of the funeral home in the community. Your job will be to educate families on the value of prearranging using our proven system. Daily interaction with customers face-to-face, via telephone, and email to introduce our product based on their needs.

    Educate customers on our funding options, help them select the right plan for them, process the paperwork, and close the deal! Generate leads through our proven marketing system.

    We offer:

    + A rewarding career of which you can be proud with growth opportunities

    + Realistic 1st year $60-90K with above average commissions paid daily

    + A product everyone needs

    + No credit turndowns

    + A great work environment with a flexible schedule

    You offer:

    + Sales experience preferred but not necessary

    + Life Insurance license or openness to obtain

    + Ability to pass a background check

    + Willingness to follow our proven system

    + A passion for meeting and helping others

    Bilingual Salesperson a Plus!

    Who we are?

    Security National Life was founded in 1965 out of Salt Lake City. We are an insurance company, representing funeral homes. We focus on providing the best customer experience by providing sales both in office and in the comfort of the families’ home.

    Powered by JazzHR


    Employment Type

    Full Time


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