Sales Executive/Territory Manager

Houston, TX

Full Time

Sales

Experienced

Job Title: Sales Executive/Territory Manager
Location: Houston, TX
Specialty: B2B Sales - Financial Services, Investment Opportunities
Job Summary:
Our client is looking for a highly motivated and experienced Sales Representative/Territory Manager to join their team in Houston, TX. In this role, you will be responsible for selling financial services and investment opportunities to high-net-worth individuals within the Texas region. The ideal candidate has a proven track record in sales, a deep understanding of financial principles, and preferably a background in the military or athletics.
Responsibilities:

Drive sales of financial services and investment opportunities to high-net-worth individuals.
Develop and manage a robust pipeline of prospects within the Houston area.
Build and maintain strong client relationships to ensure repeat business and referrals.
Achieve and exceed sales targets, consistently being a top producer in the territory.
Collaborate with internal teams to ensure client satisfaction and successful product delivery.
Attend industry events and networking opportunities to increase brand visibility and generate leads.
Stay informed on market trends, competitor activities, and regulatory changes impacting financial services.

Qualifications:

7-14 years of sales experience with a proven track record of being a top producer.
Strong knowledge of finance and investment products.
Bachelor's degree in Finance, Accounting, or a related field; MBA or graduate of a top school is a plus.
Former military experience or background as a college/professional athlete is highly desirable.
Excellent communication and negotiation skills.
Ability to travel within the Texas region, with minimal overnight stays (approximately 10% travel).
Experience in B2B sales within industries such as IT, payroll/tax services, or corporate finance is a plus.

Compensation and Benefits:

Base salary: $175,000
Total compensation package: $250,000 - $300,000 in the first year
Competitive commission structure, expenses covered, and full benefits package
Significant earning potential with average annual income exceeding $750,000 after the first year
Opportunity to join a well-established team with a 20+ year relationship with Bernstein Wealth Management

Our client is eager to fill two or more positions by September, making this an exciting opportunity for a sales "rock star" to join a dynamic and successful team. Apply today to be part of this industry-leading firm!

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