Account Vp Financial Institution Sales

Account Vp Financial Institution Sales


Account Vp Financial Institution Sales

Details of the offer

SWBC has been recognized as one of the Best Companies to Work for in Texas and has an exciting opportunity for the right individual to join an energetic and seasoned team, with an established and expanding national firm.

Headquartered in San Antonio, SWBC is a diversified financial services company providing a wide range of insurance, mortgage, and investment services to financial institutions, businesses, and individuals. With offices across the country, SWBC is committed to providing quality products, outstanding service, and customized solutions in all 50 states.


Markets and sells company products and services and maintains current clients.

Calls, visits, and follows up with contacts at existing and potential clients to market and sell products and services.

Develops sales campaigns in alignment with company goals.

Reviews market analysis information to determine customer needs, volume potential, and pricing.

Assists clients with problems that arise regarding their products and service.

Trains clients on existing products and assists in the implementation of new products.

Composes correspondence to clients and prospects to keep them updated on services and products.

Gathers data and requests proposals from carriers and analyzes proposals and presents proposals to clients.

Prepares periodic sales reports for management.

Attends chapter meetings and conferences.

Assists with the renewal of contracts on existing accounts.


Must have an Associate?s Degree or equivalent.

Must have at least one (1) year outside sales experience or related.

Must have excellent communication and presentation skills.

Must have basic knowledge of word processing and spreadsheets.

Must have a valid driver?s license and an excellent driving record.

Must be able to travel locally and nationally by car or plane.


SWBC is a Substance-Free Workplace and requires pre-employment drug testing.

Please note, SWBC does not hire tobacco users as allowed by law.

SWBC offers an excellent employee benefits package that includes: 401(k) with company match, medical/dental, Life, Long Term Disability, Accidental Death and Dismemberment, and Long Term Care insurance policies. SWBC also provides opportunities for professional growth. To learn more about SWBC, visit our website at .

Source: Jobsxl


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