Financial Institution Sales & Accounts Executive (Remote)

Auto Exam, Inc.; Houston (TX); Hybrid; USD 80,000 - 135,000; Full time

Benefits offered by this job

Health care coverage

Life insurance

Vision and dental

Disability coverage

401(k) plan

Career growth

Remote/Hybrid work

Travel opportunities

Job summary

Auto Exam, Inc. in Houston seeks a motivated Sales & Account Executive to develop and manage relationships with banks, credit unions, and other financial institutions.

Owns new accounts, expands product penetration, and supports clients in implementing Auto Exam products. This role focuses on ancillary protection products—Vehicle Service Contracts, GAP, CPI, Debt Protection, Home Warranty, and related services—and offers a base salary plus commissions with a ramp period.

Qualifications

• Minimum of 5 years of professional sales experience, preferably within financial services or insurance.
• Proven B2B sales and account management skills.
• Experience with banks, credit unions, or lenders preferred.
• Knowledge of ancillary products such as Vehicle Service Contracts, GAP, CPI or Debt Protection is a plus.

Responsibilities

• Develop new relationships with banks, credit unions, and other financial institutions.
• Prospect, present, and market Auto Exam products and services to prospective accounts.
• Expand product penetration within new and existing accounts.
• Support account implementation, training, ongoing production, and retention.
• Maintain strong relationships with existing clients and help ensure account success and profitability.
• Manage client agreements, contracts, renewals, and account-related documentation.
• Maintain accurate CRM records, sales activity, account notes, and pipeline reporting.
• Represent Auto Exam at industry conferences, trade shows, meetings, and networking events.
• Maintain expenses within Company guidelines.
• Follow applicable Company policies, product requirements, and compliance standards.
• Maintain a positive and professional representation of Auto Exam, Inc.

Skills

Sales experience

Prospecting

Relationship-building

Communication

CRM proficiency

Tools

CRM systems

Microsoft Office

Job description

Auto Exam, Inc. in Houston seeks a motivated Sales & Account Executive to develop and manage relationships with banks, credit unions, and other financial institutions.

Owns new accounts, expands product penetration, and supports clients in implementing Auto Exam products. This role focuses on ancillary protection products—Vehicle Service Contracts, GAP, CPI, Debt Protection, Home Warranty, and related services—and offers a base salary plus commissions with a ramp period.