Banking and Financial Services Jobs in The Woodlands, TX

About Goosehead

Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world-class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions, so we’re more than just a bit selective when it comes to hiring new team members. In 2012, we began franchising our business model. This role is for one of our successful franchise partners in Conroe, TX.

Job Summary

The team is responsible for new business revenue generation monthly and works to achieve these on an individual and team level. Account Executives are equipped with extensive training in Salesforce, sales process management, business development and more.

Principal Duties and Responsibilities

The primary responsibility of an Account Executive is to build a book of business through:

• Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry.
• Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk.

Compensation Summary

The first year’s earnings potential ranges from $53,000 - $90,000, varying based on performance. Our compensation package slightly varies by agency but offers uncapped new business commissions and renewal commissions year-over-year. Renewal commissions provide passive earnings and can exponentially increase your annualized income. Additionally, top performers can qualify for an annual President’s Club trip.

Experience and Education

• Passing the state licensing exam, once hired
• Legally authorized to work in the United States

Required Skills and Abilities

• Exceptional written and verbal communication
• Experience in a fast-paced work environment
• B2B or B2C sales experience or related college major
• Competitive attitude
• Networking abilities
• Entrepreneurial spirit
• Problem-solving mentality
• Self-motivated, hands on, self-starter mindset that can do the work
• Strong time management
• Strong attention to detail and organization

Benefits Summary

• High quality voluntary health, vision, dental insurance programs
• Paid holidays, vacation, and sick leave
• Benefit offerings vary per agency*

This job posting is for an opportunity at a Goosehead Insurance agency independently owned and operated by a local franchised Agency Owner. If you choose to apply for this position, you understand and acknowledge that your application and any information included with it will be submitted to the Agency Owner. If you are hired for this position, you also understand and acknowledge that the Agency Owner’s franchised business will be your employer, not Goosehead Insurance Agency, LLC, and that the Agency Owner is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling, and supervision.

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

Position Purpose

Integrate sales, operations, and supply chain information to lead the Sales & Operations Planning (S&OP) process, enabling demand planning, scenario analysis, and capacity evaluation. The role ensures an integrated production and supply plan that supports operational continuity, service level compliance, informed executive decision-making, and optimization of costs, inventories, and working capital.

Key Responsibilities

Planning & Data Integration

• Consolidate data from Sales, Operations, and Supply Chain for demand and supply planning.
• Validate accuracy, consistency, and timeliness of planning data.
• Maintain and update planning information in corporate systems and tools.
• Act as the central point of integration for planning-related decision-making.

Demand Planning & Scenario Analysis

• Analyze consolidated demand and identify trends and variations.
• Evaluate short- and mid-term planning scenarios considering business constraints (service level, efficiency, capacity, working capital).
• Identify risks related to demand fulfillment, service levels, and inventory.
• Develop and recommend planning scenarios to support management decisions.

Capacity, Inventory & Supply Analysis

• Analyze production capacity (equipment and workforce) versus projected demand.
• Evaluate finished goods and semi-finished inventory levels.
• Determine raw material and packaging requirements.
• Identify bottlenecks and operational constraints.

Integrated Production Planning

• Develop and update integrated production plans for copper production lines.
• Align capacity, inventory, and supply plans with approved S&OP decisions.
• Validate committed volumes and delivery dates with internal and external stakeholders.
• Coordinate execution of the plan with Operations, Purchasing, and Logistics.

S&OP Process Coordination

• Organize and facilitate weekly S&OP and cross-functional planning meetings.
• Prepare agendas, analytical reports, and planning scenarios.
• Ensure alignment between Sales, Operations, and Supply Chain.
• Follow up on agreements, action items, and required adjustments.

Performance Management & Reporting

• Develop and monitor planning and operational KPIs.
• Analyze deviations from the plan and their impact on service, cost, and inventory.
• Prepare integrated S&OP performance reports.
• Present insights, conclusions, and recommendations to management on a monthly basis.

Education (Texas Market Standard – Recommended)

Bachelor's degree preferred in Industrial Engineering, Supply Chain, Business, Operations, or a related field. Equivalent education and relevant experience will be considered.

Experience

• 2–3 years of experience in: Production Planning, S&OP / Demand Planning, Operations or Supply Chain Analysis
• Experience working with cross-functional teams (Sales, Operations, Finance).
• Experience in industrial or manufacturing environments preferred.

Technical Skills

• ERP systems (SAP preferred)
• Planning and analysis tools (MRP, APS, BI)
• Advanced Excel / data analysis tools
• KPI development and operational performance analysis

Languages

• Spanish – required

• English – required

Travel Requirements

• Availability to travel to Peru for training (short-term, company-sponsored)