What are the responsibilities and job description for the Financial Services Representative position at Ambition Financial, LLC?
Job Title
Sales Representative – Financial Services (Hybrid/Remote Eligible) – McAllen, TX
Job Summary
Are you a motivated, results-driven salesperson in the McAllen area who thrives on building relationships and closing new business? We’re hiring a Sales Representative to join our dynamic team. You’ll drive sales growth by engaging potential clients, delivering compelling product demonstrations, and providing exceptional customer service. If you have a proactive mindset, love lead generation, and want to own your territory in the tech-forward financial services space, we’d love to meet you.
What You’ll Do
Conduct engaging product demonstrations highlighting features, benefits, and ROI for potential clients.
Generate and qualify leads through networking, outbound outreach, and referrals.
Manage and grow your assigned territory in the Rio Grande Valley to maximize revenue opportunities.
Build and nurture long-term relationships with new and existing customers.
Use Salesforce (or a similar CRM) to track activities, manage interactions, and report on performance.
Deliver top-tier customer service by addressing inquiries, resolving issues, and guiding clients through the sales process.
Collaborate with marketing and product teams to refine messaging and share market insights.
What We’re Looking For
Proven success in sales or financial services sales; outside sales experience a plus.
Strong ability to generate leads, qualify opportunities, and manage a sales pipeline.
Excellent communication (verbal and written) and relationship-building skills.
Comfortable working independently and as part of a team in a fast-paced environment.
Familiarity with Salesforce (or other CRM software) is a plus.
Results-oriented with a track record of meeting or exceeding targets.
Why Join Us
Impactful work: help clients solve real problems with innovative solutions.
Growth opportunities: clear path to leadership and expanded responsibilities.
Collaborative culture: supportive teammates and mentorship.
Competitive compensation: base salary uncapped commission, plus benefits.
Flexible work arrangements: hybrid or remote options; reasonable travel if needed (local travel in the McAllen/Pharr/Edinburg area).
Compensation & Benefits
Commission/bonus structure: $72,000-$110,000
Location: McAllen, TX or remote with near-market focus
How to Apply
If you’re passionate about financial services and ready to contribute to our success, apply today. Please include:
Your resume
A brief cover note highlighting a recent sales win and how you generated it
Any relevant certifications (e.g., industry accreditations)
Job Type: Full-time
Pay: $70,000.00 - $112,000.00 per year
People with a criminal record are encouraged to apply
Ability to Commute:
- Edinburg, TX 78541 (Required)
Ability to Relocate:
- Edinburg, TX 78541: Relocate before starting work (Required)
Work Location: In person
Salary : $70,000 - $112,000