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Financial Services Sales Executive

Insight Global
Plano, TX Full Time
POSTED ON 7/13/2026 CLOSED ON 8/4/2026

What are the responsibilities and job description for the Financial Services Sales Executive position at Insight Global?

Insight Global is looking for a Financial Services Sales Executive for a client of Insight Global here Plano, TX! Below is more information of what we're looking for in a candidate in the role:


***RELOCATION Available***


Required Skills & Experience:

  • Verified track record of success in a sales capacity
  • Sales experience, coming from either the Financial, Technical (SaaS included), or Pharmaceutical industry.
  • Series 65 - You will need to take and pass this before starting / or within your first couple of months on the job.


Nice to Have Skills & Experience:

  • Finance Major


Job Description:

Insight Global is looking for a Financial Services Sales Executive to join their team. This is a hunter sales role within the Wealth Management / Financial Services industry. Working through Salesforce CRM, making 150-200 dials a day to leads provided to them by the clients marketing team. Setting the initial meeting and taking clients through the full sales cycle, then passing off to service department. Our client is looking for Sales Executives from either the Financial, Technical (Software Sales included) or Pharmaceutical Sales industry.


***Compensation: up to $100k base

Exact compensation may vary based on several factors, including skills, experience, and education.

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law

Salary : $100,000

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