1mo
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Client Support & Benefits Representative
Dallas, Texas, United States
RemoteFull Time, Part Time
Requires (or willingness to obtain) an insurance license, strong communication and interpersonal skills, self-motivation, time management, and basic CRM/computer skills.
CRM
1w
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Client Services Representative
Dallas, Texas, United States
OnsiteFull Time
1+ YOEProvide frontline customer service, manage multi-line phones, assist with client logistics, process training documents, support TSA and visa processes, and use MS Office; 1-2 years customer service/hospitality/admin experience preferred.
MS Office Suite, FSI app, FlightBag, FlightSafety App, ROT dashboard
1w
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Senior Representative, Client Experience
Westlake, Texas, United States
OnsiteFull Time
Client-service experience supporting financial firm clients via phone, resolving transactions and issues; college degree preferred; strong communication, problem-solving, and systems knowledge including mainframe and web-based platforms.
4w
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Client Service Representative II
Dallas, Texas, United States
$17-$23/hr OnsiteFull Time
1+ YOEHS diploma/GED plus 1–2 years related experience; customer-facing; computer literacy; ability to multitask, lift up to 50 lbs, stand for long periods, obtain customer-required clearances, and drive between sites as needed.
2w
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Sales Support Representative
Texas or Fort Worth
HybridFull Time
2+ YOE2+ years in client success/inside sales or sales support; strong phone and written communication; experience qualifying leads and supporting sales; proficiency with Salesforce, HubSpot, Microsoft Dynamics, Microsoft Office or Google Workspace.
Salesforce, HubSpot, Microsoft Dynamics, Microsoft Office, Google Workspace
2w
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Sales Support Representative
Texas or Fort Worth
HybridFull Time
2+ YOE2+ years in client success, customer service, inside sales or sales support; strong phone and written communication; experience qualifying leads and supporting sales; proficiency with CRM systems and MS Office/Google Workspace; organized and detail-oriented.
Salesforce, HubSpot, Microsoft Dynamics, Microsoft Office, Google Workspace
1mo
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Sales Representative & Trainer – Leadership Opportunity (In-Person | Local Territory)
Crowley, Texas, United States
$85k-$105k/yr FieldFull Time, Contract
Coach and train new sales representatives, build client relationships, present to groups, manage appointments and follow-ups, obtain Life & Health insurance licensing (support provided).
4d
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Junior Sales Representative
Crowley, Texas, United States
$65k-$85k/yr FieldFull Time
Empathetic, self-driven communicator capable of conducting needs-based consultations, presenting and enrolling clients in supplemental insurance; willing to participate in training and obtain licensing support.
1w
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Operations Manager, Client Experience
Westlake or Smithfield
OnsiteFull Time
2+ YOEManage and develop Transaction Service Representatives supporting custody brokerage workflows; require brokerage operations experience, Series 7 registration, strong people management and communication skills.
3d
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Territory Sales Representative
Fort Worth, Texas, United States
$60k-$100k/yr FieldFull Time
Conduct face-to-face meetings across an assigned territory, obtain Life & Health license within 30 days (support provided), build client relationships, generate leads, and maintain records.
2w
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Outside Sales Representative
Mansfield, Texas, United States
$70k-$90k/yr FieldFull Time, Contract
Outside sales role working with small and mid-sized businesses; consultative selling, client support, CRM use, reliable transportation, willingness to obtain Health & Life insurance license within 90 days; bachelor\u0002s or 4 years sales experience preferred.
CRM
2w
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Entry Level Insurance Representative - Training Provided
Mansfield, Texas, United States
FieldContract
0+ YOENo prior insurance experience required; valid driver’s license and reliable transportation required; self-motivated with client-service focus; training and licensing support provided.
1w
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Consumer Investments - Financial Services Representative I (Fort Worth, TX)
Fort Worth, Texas, United States
OnsiteFull Time
Provides client support and product education, resolves complex inquiries, triages requests, and refers clients to specialists; strong communication, time management, and Microsoft Office skills; high school diploma or GED required.
Microsoft Office
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