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Business Development Representative - Financial Sales

Shamrock Trading Corporation, Dallas, TX, United States


About Shamrock Trading Corporation RTS is part of Shamrock Trading Corporation, a family of brands that has served the transportation and logistics industries since 1986. Shamrock offers factoring solutions, export financing, third-party logistics, a fuel card program, and trucking technology.

Shamrock’s mission has been to create value and success for our customers, partners, and employees. With strong ethics, dedication, and close attention to the marketplace, we’ve grown across the U.S., headquartered in Overland Park, Kansas. Our Dallas office in Addison offers a convenient commute and a vibrant work environment.

Why You’ll Love Working Here Our award‑winning culture is a testament to our commitment to growth, recognition, and empowerment. From day one, we prioritize employees and encourage them to think and act like owners, providing endless opportunities for personal and professional growth. Shamrock has been recognized as one of America’s 2025 “Most Loved Workplaces” by Newsweek.

Benefits

Training and Development: Ongoing training and professional development opportunities, and a LEAD Program for aspiring leaders

Medical: Fully paid healthcare, dental and vision premiums for employees and eligible dependents, and gym benefits

Financial: One‑time sign‑on bonus, generous company 401(k) contributions, and employee stock ownership after one year

Work‑Life Balance: Competitive PTO and work‑from‑home opportunities after an introductory period

About The Role Shamrock and RTS Financial are looking for a Business Development Representative. This entry‑level sales position is responsible for supporting, managing, and developing new and existing accounts for RTS Financial. The goal of the role is to understand the fundamentals of sales and account management and develop the skills necessary to transition to a successful Business Development Associate. An ideal candidate will be self‑motivated with an outgoing, ambitious, and dynamic sales personality.

What You’ll Do

Work closely with sales team to retain and gain new business

Effectively present and explain financial products and their intended value

Negotiate spreads and maximize profitability on all business

Build and maintain strong, long‑lasting relationships and communication

Analysis of existing client accounts with the goal of identifying upselling and cross‑selling sales growth opportunities

Ensure the timely and successful delivery of requests and solutions according to client needs and objectives

Communicate the status of all client relationships clearly and timely

Assist with high severity requests or issue escalations as needed

Ensure all required processes are used to maximize performance and yield and achieve consistency with strategies set by senior management

Participate in strategic planning, including corporate positioning, competitive analysis, customer segment selection and penetration plans

Assess market potential, competitive pricing and profitability for existing business models and assist in developing documentation for new models

Assist in product marketing, including product launch management, new business development, presentations, sales tools, and competitive analysis

Continually refine all processes as necessary to stay in front of customers in relevant industries

Track metrics for all programs and activities

What You’ll Bring

Bachelor’s degree or 2+ years of customer service or account management experience

Passion to learn and relationship driven

Desire to work in a competitive sales and team environment

Excellent computer skills (Salesforce and Microsoft Office Suite)

Highly organized with the ability to multi‑task

Self‑motivated and self‑sufficient, while having the confidence to seek guidance and direction as needed

Critical thinking and negotiation skills

Attention to detail

Strong interpersonal communication skills, both written and verbal

Bilingual skills not required, but a plus

Apply Today! We’re so excited to connect with you! If you want to work with forward‑thinking people in an award‑winning culture, submit your application today.

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Having trouble submitting your application? Contact us at Recruiting@shamrocktradingcorp.com for support.

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