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Financial Sales Manager

3 months ago

Austin, United States augmentjobs Full time
Job DescriptionJob DescriptionJob Title: Financial Sales Manager Job Summary:

The Financial Sales Manager will lead and manage a sales team to achieve revenue targets and drive the growth of financial products and services. This role involves developing sales strategies, building client relationships, and ensuring that sales objectives align with the organization's overall business goals. The Financial Sales Manager will also focus on training and mentoring sales staff to enhance their performance and maximize sales effectiveness.

Responsibilities:
  • Develop and implement sales strategies to achieve revenue targets for financial products and services, including investments, insurance, and banking solutions.
  • Lead, mentor, and manage a team of sales professionals, setting performance goals and providing ongoing coaching and development.
  • Build and maintain strong relationships with key clients, partners, and stakeholders to drive business growth.
  • Identify and pursue new business opportunities through networking, referrals, and market research.
  • Monitor sales performance metrics, analyze sales data, and prepare reports for senior management.
  • Collaborate with marketing and product teams to align sales efforts with marketing campaigns and product launches.
  • Ensure compliance with regulatory requirements and internal sales policies and procedures.
  • Develop and deliver sales training programs to enhance the skills and knowledge of the sales team.
  • Oversee the sales pipeline, managing leads, prospects, and client relationships to ensure successful deal closure.
  • Participate in sales presentations, client meetings, and negotiations to support the sales team and close high-value deals.
  • Stay informed about industry trends, market conditions, and competitive products to adapt sales strategies accordingly.
Qualifications:
  • Bachelor's degree in Finance, Business, Marketing, or a related field; MBA or relevant advanced degree is a plus.
  • 5-7 years of experience in financial sales, with at least 2-3 years in a management or leadership role.
  • Proven track record of achieving sales targets and driving business growth in the financial services industry.
  • Strong leadership and team management skills, with the ability to motivate and develop sales professionals.
  • Excellent communication, negotiation, and relationship-building skills.
  • In-depth knowledge of financial products, sales processes, and market dynamics.
  • Proficiency in CRM systems, sales analytics tools, and Microsoft Office Suite.
  • Strong analytical and problem-solving abilities, with attention to detail.
  • Ability to work collaboratively across departments and manage multiple projects simultaneously.
  • Knowledge of regulatory requirements related to financial sales and customer interactions.
  • Professional certifications such as Series 7/63 licenses, CFP, or similar are desirable.