Sales Jobs in Plano Tx Remote

Company Description

Bedrock Logistics LLC was established in 2003 to optimize transportation services using a combination of internal fleets, contract carriers, and logistics expertise. Since becoming an independent, debt-free 3rd Party Logistics Provider in 2012, Bedrock has expanded into a team of over 100 professionals. Utilizing a state-of-the-art Transportation Management System (TMS) and an extensive network of over 45,000 carriers, the company delivers high-quality LTL, Truckload, Freight Forwarding, and International services across North America. Driven by a commitment to exceeding customer expectations while maintaining cost efficiency, Bedrock Logistics continues to grow and provide exceptional value to its clients. For more information, visit our website at Description

This is a full-time, on-site role for a Sales Account Manager based in Dallas, TX. The Sales Account Manager will cultivate and maintain strong client relationships, ensure customer satisfaction, generate leads, and manage accounts effectively. Daily responsibilities include identifying new business opportunities, developing tailored solutions, managing customer inquiries, collaborating with internal teams, and meeting sales targets to grow the company’s client base.

Qualifications

• Strong Customer Satisfaction and Customer Service skills
• Experience with Account Management and Lead Generation
• Excellent Communication skills, both written and verbal
• Ability to build and maintain relationships with clients and partners
• Proven sales abilities and goal-oriented mindset
• Previous experience in the transportation, logistics, or supply chain industries is a plus
• Proficiency in using CRM tools and Transportation Management Systems (TMS) is preferred
• Bachelor's degree in Business, Marketing, Logistics, or a related field is desirable

What we offer:

• COMPETITIVE BASE SALARY + COMMISSION
• A support system of experienced peers and management to help you along the way.
• A full back office to help make your life easier.
• No restrictions on sales regions, commodities or equipment.
• Training and ongoing career development to make sure you never stop growing.
• PTO
• Health, dental and vision coverage
• 401K

Job title: Internal Sales Executive

Location: Plano, TX

Hours: 40+ Hours

Working Pattern: 1 day remote 4 days in office

Step into a sales career with A-SAFE, a global leader in industrial safety solutions, where innovation meets opportunity.

As an Internal Sales Executive, you’ll play a key role in driving revenue growth by proactively engaging prospects, nurturing leads, and supporting the full sales cycle from initial contact to close. Working closely with external sales and cross-functional teams, you’ll manage pipelines, coordinate follow-ups, and ensure a seamless customer experience. This role is ideal for someone who thrives in a fast-paced environment, enjoys building relationships over the phone and email, and takes pride in turning opportunities into measurable results.

How you will make an impact:

• You will proactively generate and qualify new leads, keeping the sales pipeline strong and consistently moving opportunities forward.
• You will build meaningful relationships with prospects and customers, turning conversations into long-term partnerships.
• You will collaborate closely with external sales and cross-functional teams to ensure seamless handovers and a smooth customer journey.
• You will maintain accurate CRM records and reporting, providing clear visibility that supports smarter business decisions.
• You will identify upsell and cross-sell opportunities, driving incremental revenue and account growth.
• You will respond quickly and professionally to inquiries, creating a positive customer experience that strengthens brand reputation

What we are looking for:

• Strong communication skills with the confidence to engage prospects and build relationships over phone, email, and virtual meetings.
• A proactive, self-motivated mindset with the drive to generate leads and move opportunities through the pipeline.
• Excellent organizational skills with the ability to manage multiple accounts, follow-ups, and priorities in a fast-paced environment.
• Experience using CRM systems and maintaining accurate, detailed records to support reporting and forecasting.
• A collaborative approach, working effectively with external sales and cross-functional teams to deliver results.
• Resilience and a results-oriented attitude, with a passion for hitting targets and contributing to revenue growth.

Benefits:

• Comprehensive Medical Coverage — Three Cigna medical plan options (HSA Open Access Plus, Open Access Plus–Base, and Open Access Plus–Buy Up) allowing you to choose the plan that best fits your health needs and budget.
• Employer-Funded FSA Contribution — A-Safe contributes $500 each year to your Flexible Spending Account, helping reduce out-of-pocket healthcare costs.
• Automatic Basic Life & Disability Coverage — Employer-provided life insurance and short/long-term disability coverage at no cost to you, offering financial protection for you and your family.

About us:

Our story started in 1984, when A-SAFE set out to solve real workplace safety problems with better, more innovative products. Today, our solutions protect people, assets and operations for brands globally.

We remain a family-owned business, built on strong values and long-term relationships. If you want to know what we stand for, you can learn more about our story and values.

Our HQ in Elland, Halifax, is home to cutting-edge manufacturing technology and modern offices that reflect the quality of what we do. You can take a virtual look around with our 3D tour.

A-SAFE has grown organically over the years and now supports more than 6,000 customers across 50 countries. We are proud to work with global names such as Amazon, Coca Cola and BMW. You can explore more of our Customer Success Stories here.

If you require the application form in an alternative format or need adjustments during the recruitment process, please contact us at

Join a winning team of innovative thinkers, seasoned mortgage professionals, and financial experts. Build your career at Planet—recognized as a Top Mortgage Employer by National Mortgage Professional.

Job Summary

The Closer Specialist prepares settlement statements and closing documents, understanding and complying with escrow instructions, conducting closings and handling funds placed through the Company’s escrow account.

Essential Duties and Responsibilities

• Manages the entire real estate transaction process according to sales contracts, lender instructions, company requirements, and other written instructions.
• Reviews title commitments, sales contracts and other documents relating to residential real estate transactions for compliance and accuracy.
• Prepares Closing Disclosures/HUD-1 Settlement Statements, conveyance and other settlement documents necessary to complete closing transactions.
• Examines and clears requirements on title commitments and lender closing instructions.
• Obtains and prepares information needed to close a transaction.
• Works closely and coordinates closing transactions with clients, lenders, realtors, staff, and any other relevant parties to ensure a proper timely closing transaction.
• Balances the closing disclosure or HUD-1 Settlement Statements, reviews funds received and coordinates proper disbursement of closing funds.
• Performs other duties as assigned.

Position Requirements

Education

• Associates degree or equivalent related work experience required.
• High school diploma or equivalent required.

Experience

• Minimum 2 years closing experience.

Functional/Technical Skills

• Customer service oriented, with the strong drive to meet goals.
• Excellent product knowledge, client relations, and presentation skills.
• Strong follow up skills.
• Attention to detail.
• Retail Closings and multi-state experience

Environmental/Physical Demands

Work is typically performed in a standard office environment. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sustain predictable work attendance, communicate with others, frequently required to stand, walk, sit, and use arms, hands and fingers to reach, handle or touch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus. Pursuant to the Americans with Disabilities Act, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of an employee. The Company reserves the right to amend or modify this document at any time and without notice.

Benefits

Our benefits package includes 3 comprehensive Cigna or Kaiser medical plans, dental, and vision insurance. We provide short term and long-term disability insurance, basic life insurance, 401(k), and 11 employer paid holidays. In addition, we offer supplemental benefits to include life insurance, critical illness and accident plans.

Planet Home Lending does not accept unsolicited resumes or candidate submissions from recruiters or employment agencies. In the absence of an enforceable, fully executed agreement for a specified position, Planet Home Lending has no obligation to pay any compensation or recruiter fee of any kind. In the event a recruiter, agency or other similar third-party submits a resume or candidate without a valid binding agreement, Planet Home Lending explicitly reserves the right to pursue and hire those candidate(s) without any obligation or compensation to the referring party. Any unsolicited resumes, referrals, or candidate submissions, including those communicated to a member of the Human Resources team or a hiring manager, shall be deemed the property of Planet Home Lending. If you or your agency would like to be considered as a future recruiting partner, please email

Job Details

Executive Director in Training

Watermere at Mckinney

Our company is always looking to grow and develop our talent from within, and the Executive Director in Training position is a great way for one to learn what it takes to be a leader in the Senior Living industry.

This opportunity is best suited for someone who is:

• Strong leadership skills with proven career progression and team building.
• Interested in a long-term career within the Senior Living industry.
• Hungry to learn about all aspects of what it takes to operate a senior living community.
• Servant-minded: this industry is best suited for those who consistently and genuinely demonstrate compassion, empathy, and a desire to serve.
• Not afraid to get their hands dirty – this position will expose you to all aspects of the operations and sales of our communities. This means not being above experiencing every position within our company – the best way to learn is to do!

Training Objectives:

• Learning the management of each department to ensure that each department is operating within guidelines, budgets and meets standards established for each department.
• Participates in daily stand up meetings
• Human Resources and Payroll functions – handling new hire paperwork, receiving & sending timecard adjustments, etc.
• Interacting with residents and their families, acknowledging concerns and solving problems within the community related to business office matters.
• Working closely with Sales to develop and review marketing plans, meet sales goals, and be aware of upcoming move-ins and move-outs.
• Reviewing accounts receivable and participate in the collection efforts for the community, including making phone calls and sending correspondence to residents and responsible parties.

Requirements:

• College degree is required. A bachelor's degree in Business Management, Leadership, Healthcare Administration or related fields.
• 2 years minimum Leadership experience is required. 5 years preferred.
• Must have excellent verbal and written communication skills.
• Computer proficient. Knowledge of Excel preferred, not required.
• Desire to grow and learn
• Willing to relocate within the state of Texas

Benefits (Full Time Employees Only):

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Life
• Disability
• Critical Illness & Accident Coverage
• Legal & ID Theft
• Competitive Wages
• Get paid DAILY with ZayZoon! Quick access up to 50% of your earned wages!

Integrated Real Estate Group is an Equal Opportunity Employer.

Integrated Real Estate Group participates in e-verify for employment authorization verification.

Integrated Real Estate Group

Join our family-owned company with 20 years of expertise in property development, senior housing, multi-family projects, and construction. We prioritize quality, community, and excellence in all our endeavors. Be part of a team committed to building thriving spaces and enhancing lives. Apply now to contribute to our legacy of success and innovation.

Executive Recruiter - Client Development (Accounting & Finance)

DFW + Flexible Work Model | Competitive Compensation Model + Full Benefits

Sage Search Partners is a boutique search firm specializing in accounting and finance executive search across Texas. We partner with financial sponsors, sponsor backed companies, real estate platforms, investment firms, and high-growth middle/upper-market businesses to deliver exceptional talent solutions.

We are expanding our team and selecting an experienced recruiter to help develop new client partnerships and build strong relationships with finance leaders. This role focuses on supporting clients with accounting and finance hiring needs across the organization, with special attention given to finance and financial adjacent positions.

This is an entrepreneurial desk-building opportunity designed for recruiters who value autonomy, relationship-driven recruiting, and a results-oriented environment. The role includes several advantages designed to support long-term success:

• Ability to build your own desk and schedule your way with full recruiting support
• Goals focused on billables rather than activity KPIs
• Private office space + flexibility to work hybrid, fully remote would be available for individuals that exceed target goals
• 100% employer-paid health insurance for employees + additional strong benefits
• Personalized training and development programs to support continued growth
• All resources provided to operate a successful desk

Backgrounds that tend to thrive in this role include:

• 2+ years of recruiting experience, preferably within accounting and finance OR 2+ years of experience in client-facing positions (such as public accounting audit or tax) wanting to move into impactful sales
• Familiarity with Accounting and/or Finance concepts in either a recruiting or direct capacity
• Experience within a client facing capacity is required
• Background in boutique recruiting firms, management consulting, or public accounting is a strong plus
• Strong relationship builder with a business development mindset

If you are passionate about accounting and finance recruiting and delivering white-glove client service, this is an opportunity to build your own book of business while working alongside an experienced team that brings an amazing hands-on collaborative culture within a highly respected boutique firm.

The Remote Sales Representative, Urology will work closely with the Remote Sales and Urology Management Teams to meet goals and objectives by covering all sales functions in an assigned territory: forecasts, solicits, secures, and enters sales orders from potential and existing customers. This position will be responsible for selling the complete line of RUSCH Brand Urology products (Coated and Uncoated Intermittent Catheters, Tiemann Catheters, Foleys, Collection Bags, etc.) to Distributors, Providers, Hospitals and Homecare Agencies.

Develop and maintain an in-depth profile of each account to include customer preferences, competitive products and field intelligence, market activity, important contact/decision makers, customer feedback, and attendees in-serviced. Planning effectively to maximize time in the field when indicated. Leverage existing customer relationships and create additional opportunities by building, developing, and maintaining new customer relationships. Generate sales in a territory by designing selling strategies based on territory/segment characteristics. Manage entire sales cycle to include qualification of leads, needs/opportunity assessment, request for proposal (RFP), close of sale and all post-sales support. Professionally communicate (verbally and written) with customers while providing accurate and timely processing of their purchase orders; order status and tracking updates; as well as providing required order related documents (order confirmations; shipping notifications; and or invoices). Educate customers on products, procedures, and industry trends through use of our clinical education program. The incumbent will learn and use business analytic tools and territory knowledge to conduct strategic territory management business plans. Demonstrate a high level of proficiency with TFX continuous education program through competency assessment and competitive offerings utilizing the technology tools that are available. Responsible for purchase order processing, including necessary steps to identify customer accounts; verify credit status; pricing, and inventory levels. Estimates date of delivery to customer, based on knowledge of production and delivery schedules Overcomes technical and business objections of prospective customers. Enters new customer data and other sales data for customers into computer database. Consistently update customer database ( ) and communicate those updates to Sales Training Manager. Handle inbound and outbound calls, emails related to the product ordering process. Occasional travel to attend trade shows or field visit with customers. Maintain Teleflex and its Anesthesia & Emergency Medicine product competencies. Exhibit understanding of Teleflex Anesthesia and Emergency Medicine Competition in the market segments.

Adhere to and ensure the compliance of Teleflex's Code of Ethics, all Company policies, rules, procedures, and housekeeping standards.

Bachelor's degree (BA/BS) from four-year college or university with emphasis in Science/ Business desired; or equivalent combination of education and experience. Three (3) years remote sales or related experience and/or training; or equivalent combination of education and experience. Experience using value selling or target account selling methodology preferred. Prior skills and/or core competencies for this position include: o Sales quota achievement o Embodies core values o Strategic planning / selling skills / territory administration o Medical industry knowledge / acumen / competitor knowledge

Intermediate level of computer skills when dealing with the use of CRM systems ( ). Advanced level of proficiency with computer skills (MS Office, Word, Excel and PowerPoint). Strong telephone communications skills with strong closing skills. Ability to effectively communicate both verbally and through writing with a variety of call points with the pre-hospital and acute care hospital market. Ability to deal with various customer types and overcomes technical and business objections of prospective customers. Clinically knowledgeable with a strong history of utilizing basic A&P and clinical resources as a major part of driving a sale forward. Demonstrated knowledge of medical device industry. Exceptional verbal, written and organizational and presentation skills. Ability to work effectively with teams, work in a dynamic environment and quickly adapt to new corporate objectives. Ability to handle multi-task in fast paced environment without direct supervision. Ability to read and interpret documents such as safety rules, operating instructions, and procedure manuals. Strong analytical skills and a sound business acumen. Full clean driving license.

TRAVEL REQUIRED: 10-15 %

Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Advisor Manager at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).

As our Yacht Client Advisor Manager, you'll be at the helm of a dynamic team, guiding client advisory efforts and ensuring our clients receive top-notch service. You'll keep a pulse on client satisfaction, proactively delivering solutions that meet their needs. Collaboration is key, so you'll work closely with our sales team to assign client advisors and manage smooth transitions. Working collaboratively with various business units, you'll promote a OnePCS mindset and build strong relationships across the organization. Building and nurturing relationships with Centers of Influence (COIs) will be a priority, as these connections can enhance our service offerings.

You'll also take charge of forecasting and conducting performance reviews, addressing any underperformance to keep the team on track. Managing relationships with local and regional carriers is essential, and you'll stay informed about contract changes and underwriting guidelines to ensure compliance with regulatory requirements while overseeing the audit process. Your role will involve handling client communications and presentations, as well as participating in hiring and interviewing processes to bring in the best talent. You'll analyze workload and manage resources effectively, conducting regular staff meetings and one-on-ones to foster development.

For larger clients, you'll participate in advisory reviews and assist in resolving complex client or underwriting issues. Your focus will be on colleague development, training, and succession planning, ensuring our team is well-prepared for the future. You'll monitor key performance indicators (KPIs) to deliver solid financial results and develop business plans that set clear goals for referrals, new business, and cross-selling opportunities for Client Advisors. Additionally, you'll manage reporting requirements on a weekly, monthly, and quarterly basis while leading a hybrid workforce. Embracing change and adapting as needed, you'll reinforce the Marsh McLennan Agency Private Client Service vision and communicate effectively to provide clear and consistent leadership during transitions.

We'd love to meet you if your professional track record includes these skills:

• Yacht insurance experience required
• Personal lines insurance experience with High-Net-Worth clientele
• Property & Casualty (P&C) License
• Client service orientation with balance on managing expectations
• Ability to travel for client and company meetings as needed
• 5+ years experience managing individuals and team goals preferred
• 3-5+ years yacht insurance background required with client facing experience
• Demonstrate an understanding of cultivating opportunities from within their client's centers of influence

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work if near an office; or fully remote on the East Coast
• Charitable contribution match programs
• Stock purchase opportunities

We embrace a culture that celebrates and promotes the many backgrounds, heritages, and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

The applicable base salary range for this role is $81,270 to $151,620. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Job Description

A Real Estate Agent is an integral part of a real estate transaction. They represent their clients by getting to know their preferences, representing them during negotiations, and helping them every step of the way in completing a real estate sale. The real estate market is an exciting industry that is always changing, and we are searching for creative, dynamic real estate agents who are eager to apply their creativity to the buying and selling of homes.

The ideal candidate for the Real Estate Agent position is a fast learner who wants to develop creative ideas to help clients buy or sell their home. Ideally, you have experience in sales, marketing or customer service and thrive in fast-paced environments. There is a great deal of independence in real estate, so if you are self-motivated and enjoy a flexible work schedule, this Real Estate Agent position could be a great fit for you.

Real Estate Agents are compensated whenever they make a transaction. Whenever you close a sale, you earn a competitive portion of the revenue. The more transactions you make, the more income you earn. It is not uncommon for Real Estate Agents to earn more than $100,000 each year, although it can take a couple of years to hit that mark as you establish a portfolio of clients.

Regulatory Notice: While a real estate license is not required to apply, you must obtain a real estate license before officially being hired. To earn a real estate license you will need to complete real estate classes (online or in-person) offered by an accredited learning institution and pass a state licensing exam. To learn more about the real estate licensing process, apply now and our recruiting team will provide additional details.

Job Responsibilities

As a Real Estate Agent, you will...

* Advise clients on how to price their home and get it ready for sale

* Keep informed on the local real estate market and keep track of comparable home sales within your clients' communities

* Organize home tours and open houses

* Market your real estate agent services to the local community

* Advocate for clients during sales negotiations and when creating home transaction contracts

* Craft creative marketing strategies to help clients sell their home

* Follow up with clients after their transaction

* Network and pursue referrals and nurture a roster of clients

As a broker, we will...

* Coach you through the licensing process for becoming a real estate agent

* Provide you with training and support for best practices within our local real estate market so you can thrive in the real estate market

* Offer you a flexible schedule so you can have a healthy work/life balance

* Give you a competitive commission rate to offer you financial security

About Berkshire Hathaway HomeServices NE Properties

Berkshire Hathaway HomeServices New England and Westchester Properties is a leading real estate brokerage firm with over 1,500 real estate agents in Connecticut, Rhode Island, and Westchester County. We are the premiere real estate firm in the Northeast. Whether residential, commercial, corporate relocation, equestrian or waterfront living, our company and agents are local market experts committed to providing exceptional service to our clients.

Working Here

At Berkshire Hathaway HomeServices New England, New York and Westchester Properties, we are passionate about what we do and strive to be the best real estate service provider in the Northeast. It is our commitment to offer the best support, tools, programs and technology to our Sales Executives, enabling you to provide outstanding service to your clients and build your business. Our core values, service philosophy, innovative technology and most importantly, our people, are what make us the leader in the areas we serve.

Our Equal Opportunity Promise

We are committed to fair hiring practices and operate as an equal opportunity employer. We do not discriminate on the basis of race, sexual orientation, age, marital status, religion, or nation of origin. We pride ourselves as being exceptional leaders and members of our community and we're committed to treating all our potential employees with the same level of care and respect.

Industry

Real Estate Qualities

Chevron Federal Credit Union is one of the top-run credit unions in the country and one of the largest, with $5 billion in assets. Yet our corporate culture is not stuffy: the Team Spirit Committee runs fun activities and charitable events throughout the year, and work-life balance, mutual respect, diversity, and providing a voice for every employee are all important to us. As you might imagine, we provide competitive pay and great benefits, including:

• Bonus/incentives for all regular employees
• 401(k) with 8% company contribution
• Medical, dental, and vision insurance for employees and dependents paid at 80%
• PTO and paid sabbaticals
• Tuition reimbursement

General Summary Works alternately in two member service environments, branch and Call Center, to deliver highly accurate, consistent, friendly, and professional service. Responsible for processing financial transactions, responding to inquiries, fulfilling requests, and troubleshooting concerns. Determines member needs and recommends products and services by having conversations to deepen member relationships. Effectively and accurately utilize Credit Union's systems and resources.

Position Duties & Functions

• Performs general and vault teller functions such as receiving and cashing checks and cash for deposits, examining checks for endorsements, accepting and processing loan payments, cashing checks, and paying out money.
• Keeps records of money and negotiable instruments involved in financial transactions, entering transactions into computer.
• Balances currency, coin, and checks.
• Processes non-monetary mail transactions including deposit verifications, address changes, check orders, statement questions, requests for copies, etc.
• Processes membership applications and collects initial deposits.
• As needed, removes deposits, counts and balances, and replenishes cash in automated teller machines and express drop boxes.
• Identifies member needs by reviewing account data and promotes new and additional products and services to enhance members' financial satisfaction. Completes a member profile questionnaire during member interactions.
• Identifies sales prospects and follows up on leads to adhere to both individual and branch sales targets as assigned.
• Participates in Business Development events and actively solicits new memberships and promotes additional products and services to existing members.
• Provides information on all Credit Union services, counsels members and prospective members in person or by phone on membership requirements and provides information on all savings and consumer loan products.
• Recognizes and identifies member's deposit and loan needs demonstrating through understanding of all consumer loan products.
• Performs daily branch duties and responsibilities as assigned by manager.
• Assists with monthly audits and reviews branch reports as assigned.

Core Call Center Functions

• Assesses caller needs and provides information to members and potential members on Credit Union membership, products and services, and other pertinent Credit Union information.
• Handles complex member requests and works in multiple workgroups, including Lending, ATM/Debit Card, Online/Mobile Banking, Foreign Currency, Wires and Outbound Service Calls.
• Processes all financial and account maintenance transactions performed by the Call Center such as fee reversals, transfers, check disbursements, loan payments, address and contact updates, check orders, stop payments, overdraft protection options, and automatic payment solutions. Proficient in sending information and form requests via secure electronic methods.
• Proactively engages member interest in Credit Union products and services. Demonstrates a strong working knowledge and creates the opportunity to make referrals or opens additional accounts.
• Educates members on how to reach financial goals, complex procedures, and self-serve options.
• Trouble-shoots and resolves member issues within assigned authority using resources available to ensure service level agreements are met. Escalates concerns when necessary to appropriate individuals in a timely manner serving as the member advocate.
• Identifies trends and system issues impacting members and reports to appropriate lines of business and management.
• Adheres to security and confidentiality protocols, operational procedures, and best practice guidelines.
• Documents member interactions accurately and clearly in our customer relationship management system.

Other Call Center Functions

• Completes required security and regulatory online training modules.
• Stays current with emails, knowledgebase, and Intranet content.
• Trains other agents and assists with answering questions on Zoom.
• Performs other duties as assigned by Call Center manager.
• Other duties as assigned.

Position Requirements

Experience and Education

• 1 - 2 years' branch, call center, or related financial services or customer service experience required.
• High school diploma, GED, or equivalent.
• Equivalent combination of education and experience may substitute for stated qualifications.

Knowledge and Skills

• Ability to write and speak effectively in English using correct spelling and grammar.
• Excellent listening skills with the ability to reflectively respond.
• Basic math skills including the ability to compute rates, ratios, and percentages using a 10-key.
• Proficient in the use of basic applications in a Windows-based environment, including Outlook, Word, and Excel. Moderate keyboard skills at 40 wpm.
• Excellent customer service skills.

Competencies

• Ability to learn quickly and adapt to change; ability to quickly learn specialized applications and systems.
• Initiative and self-direction.
• Ability to effectively communicate and collaborate with people at all levels.
• Sound problem-solving and decision-making ability, including the ability to prioritize.
• Ability to understand and align with our core competencies through daily projects and tasks:

Physical Demands

• Work involves extensive use of computers, up to eight hours per day. Appropriate vision, dexterity, and other physical abilities are required.
• May include occasional pushing, pulling, or carrying objects weighing up to 20 pounds.
• Must be able to speak and present on the telephone and/or through digital means of communication, including but not limited to Zoom/Teams/or other video technologies.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Salary and Benefits:

Salary is based on qualifications and geographical location (Zone). Benefit information can be located on our Careers page here: Range: $18.30 - $25.17 per hour

Equal Employment Opportunity Statement:

Chevron Federal Credit Union (CFCU) is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status. CFCU participates in E-Verify.

If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact us at 8 for assistance.

CFCU Is CPRA Compliant for California Employees and Applicants, to review the Notice at Collection, click

Company: PRE-US

Location: The Lakes, Nevada, 88901

Ref #: 116716

Pay Rate: $33.66

Experience/skills and/or location may influence position wage rate

Function: Merchandising

Employment Duration: Full-time

Benefits:

• Medical, dental and vision insurance
• Company-paid life insurance, short-term and long-term disability
• 401k program
• Generous Paid Time Off (PTO) program

Function: B2B Sales

Employment Duration: Full-time

Description and Requirements

As a Strategic Payments Sales Representative, you will drive acceptance of a major credit card brand among medium to large merchants across key verticals such as utilities, insurance, property management, and healthcare. Acting as a trusted advisor, you will engage decision-makers, uncover opportunities, and close acceptance gaps through strategic outreach, research, and problem-solving.

What is in it for you?

• Represent a globally recognized credit card brand.
• Competitive salary and comprehensive benefits.
• Join a results-driven, collaborative team with a strong growth mindset.

What will you do?

• Represent the client with professionalism and credibility at all times.
• Proactively engage merchants via calls, emails, and on-site visits to educate, influence, and drive acceptance.
• Conduct research and leverage systems to identify acceptance gaps and develop actionable strategies.
• Collaborate with businesses to resolve technical challenges and ensure seamless onboarding.
• Build and maintain relationships with key stakeholders and decision-makers.

How will you succeed?

• Comfortable communicating with senior-level contacts at large organizations.
• Persistent and resourceful in gathering information and overcoming obstacles.
• Strong organizational skills to manage priorities and territory effectively.
• Proficient in Salesforce and adept at using data and systems to inform strategy.

What experience should you have?

• Proven success in Merchant Services or related B2B sales roles.
• ISO processing background preferred.
• Experience managing a territory and driving results.
• Exceptional problem-solving and influencing skills.
• Strong phone and email communication abilities.
• Customer-focused mindset with a consultative approach.
• Proficiency with Microsoft Office Suite.

Equal Opportunity Employer (Disabled, Veteran) | Under applicable requirements, such as the San Francisco FCO and the Los Angeles FCHIO, we consider for employment qualified applicants with arrest and conviction records or criminal histories | E-Verify Employer *Acosta Group, in good faith, believes that any posted range of compensation is the accurate range for this role at the time of this posting. Acosta Group may ultimately pay more or less than the posted range depending on candidate qualifications and locations. This range may be modified in the future.