32 direct sales jobs found in Dallas

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: Brief and in a few sentences statement of the reason the job exists.   This position will be responsible for two key activities within a territory - coaching/leading advisors and advisor teams and recruiting advisors and advisor teams. Advisor teams include senior advisors, associate advisors, RSMR's, sales assistants/coordinators.  Advisor managers will be responsible...

As a Lead Generation Associate for WTW’s North America Health and Benefits (H&B) business, you will deploy sales campaigns, tools and technology to identify, generate and cultivate potential clients. Collaborating with WTW H&B consulting, marketing, and sales colleagues you will support vital efforts to bolster the top of our sales pipeline with qualified leads. This is a rare opportunity to explore a career in sales operations at WTW. As a Lead Generation Associate, you will play a crucial role in bridging H&B North America’s Sales Operations with individual Market/Regional Sales leaders. Responsibilities include: Identify, Qualify and Develop Leads: Generate and develop leads that fit WTW’s ideal client profile through outbound and inbound sales activities; identify potential clients and foster relationships to drive business growth. Leverage data and tools to help sales teams identify and prioritize high-potential prospects; develop and pilot data-driven sales...

About this role: The focus is to provide analytics, financial analysis, and return on investment solutions primarily to self-funded and ASO clients.  In addition, you will also be responsible for managing a few entry level analysts. You will work with EB Sales Executives, Account Executives, and clients to assist with the delivery and presentation of cost management data and associated solutions that provide bottom line impact.  You will play a consultative role in large prospect RFP presentations and client renewal presentations where and when appropriate. In this role, you will: Consult with employers regarding their Health & Benefits strategy, including claim forecasting, plan design modeling, contribution setting, and reserve development, etc.  Provide feedback, coaching and accountability on a regular basis to analysts so they have an indication of their progress. Evaluate team member performance through the appraisal process on an annual basis. Lead...

Description Job Summary: The Treasury Management - Integrated Receivables Implementation & Support Manager is responsible for the successful setup, activation, and ongoing support of commercial treasury solutions. This role provides direct support to clients, Sales partners, and technical contacts, primarily focused on Integrated Receivables products, including eBill Present & Pay (EBPP) and Print & Mail, ensuring accurate configuration, documentation, and execution throughout the implementation lifecycle. The IR – Service & Onboarding Mgr owns end-to-end onboarding activities, establishes implementation milestones, tracks progress, and proactively identifies and resolves issues to ensure timely and successful client go-lives. This position requires demonstrated experience onboarding commercial treasury solutions and executing both technical and client-facing components of implementations, along...

Description The Treasury Management Service Specialist II – Specialized Mortgage Solutions (SMS) supports clients within the mortgage ecosystem by delivering high‑touch, specialized treasury management onboarding, implementation, and ongoing service support. This role focuses on residential and commercial mortgage servicers, mortgage originators, lenders, and related real estate organizations that require complex custodial, operating, and control account structures. The Specialist II partners closely with SMS Relationship Managers, Treasury Sales, Operations, Risk, Legal, and Product teams to ensure precise execution, regulatory adherence, and an exceptional client experience in a highly regulated and operationally complex environment. Hours for this role: (West Coast/PST: 9 AM – 6 PM PST) Key Responsibilities Client Onboarding & Implementation (SMS Focus) Manage end‑to‑end onboarding and ongoing...

At Swyfft, we're reshaping the way home insurance and commercial package products are priced and bound. We've created an insurance experience that's smart, instant, and designed to deliver unparalleled customer service. Our focus on lightning-fast quotes and seamless claims servicing is powered by cutting-edge technology and an Agent and Customer-centric approach that sets us apart in the industry. Joining Swyfft means becoming part of a dynamic team of forward-thinkers who thrive on moving fast and delivering exceptional products. We pride ourselves on fostering an environment where creativity and positive energy thrive. As we continue to grow and expand, we're on the lookout for experienced professionals like you to join us in transforming the insurance landscape. If you're passionate about leveraging technology to provide the best customer service experience and are ready to be a part of our journey, we welcome you to explore opportunities at Swyfft!...

The Associate Client Advocate (ACA) is responsible for supporting the client relationship and the strategy development and execution at the insurance program level, in conjunction with a Producer, GCA, or CA on Large or Complex accounts or for leading the client relationship and strategy development and execution on Middle Market house accounts.   The Associate Client Advocate coordinates WTW resources to provide service and placement to meet the client’s insurance and risk management needs.  The Associate Client Advocate has a strong connection to the client’s business and fundamental understanding of its industry and is the client’s primary contact for ongoing insurance needs. The Associate Client Advocate supports opportunities to maximize the profitability of existing clients by account rounding and may support new business efforts. The primary responsibility of the Associate Client Advocate is to provide an exceptional client experience, with a primary focus on direct client...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.  You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in...

Description Summary: The Portfolio Manager - Investor Real Estate is designated for those underwriters with the greatest responsibility for the most complex business loan relationships, and those with the highest credit exposure within the business segment. Duties and Responsibilities: Supports Business Banking production by maintaining an individual pipeline of work. Reviews all financial and credit application information to make sound credit decisions. Credits would typically include those with moderate to high complexity. Utilizes single approval authority.  Periodic and timely receipt, analysis, dissemination, and recordation of required financial information Ongoing assessment of risk factors, not inherent in the financial information; Sensitivity analysis Timely updating of risk ratings and adjustment to the system of record, as appropriate Identification of potential problem loans and/or...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.  You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in...

Description Apply Today – Training Classes Begins Aug and September 2026!   Are you ready to launch a rewarding career in insurance sales? We’re seeking motivated, people-focused individuals to join our Inside Sales Representative team. Secure your spot early for our upcoming 2026 training cohorts and take the first step toward a meaningful, growth‑oriented role.   Key Date: Unlicensed Class: August 24, 2026 Licensed Class: September 8, 2026   Start your journey with us and build a career where your talent and passion for helping others truly make an impact.   As an Inside Sales Representative at Liberty Mutual, you’ll have the tools, training and support you need to succeed from day one. Plus, you’ll enjoy: Generous earning potential Paid licensing and training opportunities Comprehensive benefits Flexible work arrangements Strong work-life balance And more!   Why Liberty Mutual?...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: We are seeking a highly organized, detail-oriented, and proactive Sales Support Representative to support our Sales team. This role combines the responsibilities of proposal management with key sales support tasks. The ideal candidate will have a strong background in quoting and proposal development, excellent time management skills, and a collaborative mindset. This role is central to the success of...

Job Description: As Hallmark continues to grow, we strive to find talented, innovative and creative professionals to join our team. We offer very competitive compensation and benefit packages combined with a team atmosphere that encourages independent initiative and professional growth. Position Summary: Reviews all policy information and applies critical thinking skills to determine if risk meets the Company’s underwriting guidelines and to ensure the policy is rated correctly.  Job Duties Reviews new business policies, endorsements, and renewal policies for accuracy, correct rating, and compliance with program underwriting guidelines. Processes cancellations and non-renewals of unacceptable risks within state statutory requirements and program underwriting guidelines. Reviews discount proofs to validate discount qualification. Processes correspondence from agents, policy holders, and loss payees/additional interests. Reviews, investigates and processes...

Job Description: As Hallmark continues to grow, we strive to find talented, innovative and creative professionals to join our team. We offer very competitive compensation and benefit packages combined with a team atmosphere that encourages independent initiative and professional growth. Position Summary: Reviews all policy information and applies critical thinking skills to determine if risk meets the Company’s underwriting guidelines and to ensure the policy is rated correctly.  Job Duties Reviews new business policies, endorsements, and renewal policies for accuracy, correct rating, and compliance with program underwriting guidelines. Processes cancellations and non-renewals of unacceptable risks within state statutory requirements and program underwriting guidelines. Reviews discount proofs to validate discount qualification. Processes correspondence from agents, policy holders, and loss payees/additional interests. Reviews, investigates and processes...

Description Summary: As an Area Customer Experience Specialist (ACES), you will provide a best-in-class experience to both customers and colleagues, supporting branches within a region during their time of need. Providing multi-branch support helps you to gain additional experience and exposure to customer interactions that will enhance your knowledge and skills and allow you to be an excellent resource for branch colleagues across the region. Colleagues on the ACES team will have the opportunity to travel between local branches and will need to be adaptable to work in different locations that can change daily. Dependability is a key component of the role and colleagues on the ACES team must have access to reliable transportation to facilitate working in multiple branches. ACES will be culture carriers, creating impact into each branch that they visit. One of the many benefits of this role includes having a...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.  You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in...

Job Description Job Title: Sr. Wealth Advisor Compensation: $240,000 per year (1-year draw) Location: DFW, Texas Department: Private Wealth Sales Reports To: Vice President Private Wealth Sales Management Job Type: Full-Time About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. About HUB Retirement & Private Wealth (RPW):  We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all. We are the perfect fit if you: Enjoy team collaboration Thrive in a healthy company culture that recognizes success Want to learn and grow your current skill set Are seeking a...

Description Manages medium/large and complex portfolios based on client and corporate investment objectives. Works closely with the customer to monitor investment performance and recommend a strategy. Responsible for ongoing customer service and joint sales calls with business development staff. Must keep current on related market trends. May have supervisory responsibility for less experienced employees. Basic Qualifications:   Bachelors Degree 5 or more years of Investments/Analyst experience      Exempt Status: (Yes   = not eligible for overtime pay) ( No   = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams...

Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.  You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in...