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Financial Services Sales Leader

2 months ago

Austin, Texas, United States augmentjobs Full time
Job Overview

Position Title: Financial Sales Manager

The Financial Sales Manager will spearhead and oversee a team dedicated to achieving revenue goals and fostering the expansion of financial offerings. This position entails crafting sales initiatives, nurturing client relationships, and ensuring that sales targets are in harmony with the broader objectives of the organization. Additionally, the Financial Sales Manager will prioritize the training and development of sales personnel to boost their performance and optimize sales outcomes.

Key Responsibilities:
  • Formulate and execute sales initiatives aimed at meeting revenue goals for financial offerings, encompassing investments, insurance, and banking solutions.
  • Guide, mentor, and supervise a team of sales experts, establishing performance benchmarks and providing continuous coaching and development.
  • Establish and sustain robust relationships with key clients, partners, and stakeholders to promote business growth.
  • Identify and capitalize on new business prospects through networking, referrals, and market analysis.
  • Track sales performance indicators, evaluate sales data, and generate reports for upper management.
  • Collaborate with marketing and product teams to synchronize sales activities with marketing strategies and product introductions.
  • Ensure adherence to regulatory standards and internal sales protocols.
  • Design and implement sales training programs to enhance the capabilities and knowledge of the sales team.
  • Manage the sales pipeline, overseeing leads, prospects, and client interactions to guarantee successful deal closures.
  • Engage in sales presentations, client discussions, and negotiations to support the sales team and finalize high-value agreements.
  • Remain updated on industry trends, market conditions, and competitive offerings to adjust sales strategies as needed.
Qualifications:
  • Bachelor's degree in Finance, Business, Marketing, or a related discipline; an MBA or relevant advanced degree is advantageous.
  • 5-7 years of experience in financial sales, with a minimum of 2-3 years in a managerial or leadership capacity.
  • Demonstrated success in meeting sales objectives and driving business expansion within the financial services sector.
  • Strong leadership and team management capabilities, with a talent for motivating and developing sales professionals.
  • Exceptional communication, negotiation, and relationship-building abilities.
  • Comprehensive understanding of financial products, sales methodologies, and market dynamics.
  • Proficiency in CRM platforms, sales analytics tools, and Microsoft Office Suite.
  • Strong analytical and problem-solving skills, with a keen attention to detail.
  • Ability to collaborate effectively across departments and manage multiple projects concurrently.
  • Familiarity with regulatory standards related to financial sales and customer interactions.
  • Professional certifications such as Series 7/63 licenses, CFP, or similar qualifications are preferred.