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Business Development Representative - Financial Sales
- Houston, Texas, United States
- Houston, Texas, United States
Über
Why You’ll Love Working Here Our award‑winning culture prioritizes employee growth, recognition, and empowerment. We encourage a sense of ownership and provide opportunities for personal and professional development. Shamrock was named one of America’s “Most Loved Workplaces” by Newsweek in 2025.
Benefits
Training and Development: Ongoing training and professional development opportunities.
Medical: Fully paid healthcare, dental and vision premiums for employees and eligible dependents; gym benefits.
Financial: Generous company 401(k) contributions and employee stock ownership after one year.
Work‑Life Balance: Competitive PTO and work‑from‑home opportunities after an introductory period.
About the Role Business Development Representative – RTS and Shamrock Trading Corporation. This sales role focuses on supporting and managing new and existing accounts for RTS Financial. The ideal candidate is self‑motivated, dynamic, ambitious, and outgoing.
What You’ll Do
Work closely with sales teams to set up new business and ensure successful onboarding.
Build and maintain strong, long‑lasting relationships through clear communication.
Analyze existing client accounts to identify, upsell and cross‑sell sales growth opportunities.
Negotiate spreads and maximize profitability on all business.
Ensure the timely and successful delivery of requests and solutions according to client needs and objectives.
Communicate the status of all client relationships clearly and timely.
Participate in strategic planning, including corporate positioning, competitive analysis, customer segment selection and penetration plans.
Assist in product marketing, including product launch management, new business development, presentations, sales tools and competitive analysis.
Continually refine all processes as necessary to stay in front of customers in relevant industries.
Track metrics for all programs and activities.
Other duties as assigned.
What You’ll Bring
Bachelor’s degree preferred, and/or 2+ years of customer service or account management experience.
Excellent computer skills (Salesforce and Microsoft Office Suite).
Ability to multi‑task and thrive in a fast‑paced environment.
Critical thinking and negotiation skills.
Strong interpersonal communication skills, both written and verbal.
What Will Put You Ahead
Desire to work in a competitive sales and team environment.
Attention to detail and a goal‑driven mindset.
Passion to learn and build relationships.
Self‑motivated personality with confidence to seek guidance and direction as needed.
Bilingual skills.
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Sprachkenntnisse
- English
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