Account Vice President - Sales - Financial Institution Group

Company: SWBC ( Learn More )

General Information
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Job Description SWBC has been recognized as one of the Best Companies to Work for in Texas and has an exciting opportunity for the right individual to join an energetic and seasoned team, with an established and expanding national firm.

Headquartered in San Antonio, SWBC is a diversified financial services company providing a wide range of insurance, mortgage, and investment services to financial institutions, businesses, and individuals. With offices across the country, SWBC is committed to providing quality products, outstanding service, and customized solutions in all 50 states.


We are seeking highly motivated, self-starter as an Account Vice President, who will report directly to the Senior Vice President of Sales in our Financial Institution Division. This position serves as the key point of contact and primary relationship manager on behalf of SWBC and its current and potential clients in a specific geographic territory. This person will work from their home office and could be located anywhere from the greater Washington D.C. area, Baltimore area, Philadelphia area, or New York City area. Key Responsibilities include but are not limited to: identifying opportunities to drive revenue, promoting and selling SWBC's products and services, and developing and maintaining relationships with existing and prospective clients.

  • Corresponds, calls, visits, and follows up with prospects at existing and potential clients to promote and sell SWBC products and services.
  • Develops sales strategies aimed at driving revenue growth in alignment with company goals.
  • Reviews market analysis information to identify opportunities, customer needs, volume potential, and pricing.
  • Acts as key point of contact in assisting clients with issues and providing solutions to problems that arise as part of the business partnership.
  • Gathers discovery data and requests proposals from Sales and Marketing Support, analyzes proposals, and presents proposals to clients.
  • Maintain CRM platform and pipeline with all activities, prospects, opportunities, and closed business.
  • Prepares and maintains sales reports for management as needed.
  • Represents SWBC at industry events, chapter meetings and conferences.
  • Assists with the renewal of contracts on existing accounts.

  • Must possess a high capacity for learning, and a strong desire to work with clients to close business.
  • Must have at least five (5) years outside sales experience with verifiable track record of being a top performer (Financial Products/Services or Insurance Sales preferred).
  • State-issued P&C and L&H Insurance Licenses must be earned within 90 days of employment.
  • Must have experience presenting to, and negotiating with, C-Level executives and senior level management.
  • Must possess strong organizational and time management skills
  • Must have a Bachelor's Degree or equivalent.
  • Must have excellent interpersonal, communication and presentation skills.
  • Must have experience with CRM sales tool and Microsoft Office.
  • Must have a valid driver's license and an excellent driving record.
  • Position requires frequent (overnight) travel.


    SWBC is a Substance-Free Workplace and requires pre-employment drug testing.

    Please note, SWBC does not hire tobacco users.

    SWBC offers an excellent employee benefits package that includes: 401(k) with company match, paid medical/dental health premiums for employees, Life, Long Term Disability, Accidental Death and Dismemberment, and Long Term Care insurance policies. SWBC also provides opportunities for professional growth. To learn more about SWBC, visit our website at If interested, please click the appropriate apply button. Only those candidates who meet the minimum requirements need apply.
    Job Requirements