L

Sales Manager Financial Advisory Firm

icon briefcase Job Type : Full Time

Number of Applicants

 : 

000+

Click to reveal the number of candidates who applied for this job.
icon loader
Apply Now
icon loader Apply Now

Let AI Supercharge Your Job Hunt!

JobCopilot scans 500,000+ company career sites daily to find jobs for you

Never miss an opportunity Save hours by auto-filling applications forms Land more interviews with tailored applications
happy man
thunder iconActivate JobCopilot

Job Description - Sales Manager Financial Advisory Firm

Company Description

Our client is an award-winning firm, with a very solid and recognizable name and reputation.

Job Description

Our Client is one of Most Recognized in the country. Currently we are looking for a Sales Managers to lead teams in our offices throughout the US.

  • Responsible for leading a team of 5-10 Financial Advisors in day to day activities
  • Provide coaching and guidance to new associates on developing their business practice
  • Work with other members of the management team to continue growing the office
  • Responsible for personal production and management of team
  • Joint work with junior advisors
  • Excellent compensation
  •  
  • The Sales Manager is responsible for leading and advancing profitability, growth, and retention of the business in the region, consistent with overall business unit objectives.  Key player in developing and implementing strategic and tactical operational initiatives.  Effectively manages operations and processes.  Sets and monitors performance standards. Is responsible for mentoring, coaching and motivating a team of Account Executives and Customer Service representatives to ensure the achievement of the team’s goals, organizational objectives and financial objectives.

  • Direct report to Managing Director

    Primary Duties and Responsibilities

    Achieve Business Objectives
    Develop business plan and manage all aspects of marketing to achieve profit and production objectives.


    Staff Development:
    Develop and train team members

    Establish performance goals and manage performance

    Coach employees toward performance and development objectives

    Make hiring, termination and compensation decisions

    Manage workload, workflow and service levels to maximize efficiency

    Responsible for compliance to all company and regulatory requirements

    Accountable for team’s quality, results and corrective action plans

    Business Relationships:


    Business Strategy Development

    Implement and execute long and short-term business strategies to effectively

    Lead the development of strategic business planning activities, including marketing and underwriting that are designed to increase the business unit’s presence in the market; retain the appropriate mix of business; and achieve overall growth and profit objectives while considering our market competitive position.

    Marketing, Agency Management 

Job Requirements

REQUIRED QUALIFICATIONS

  • Bachelors Degree or equivalent experience
  • 3-5 years industry experience
  • Demonstrated track record of driving sales of financial services and products
  • Strong business acumen with a deep understanding of financial services and products  on the insurance and investment sides.
  • Must be licensed with s7 and Life and Health

 

Additional Information

 

 

Pamela J.  Kortekamp

Lifetime Recruiting Strategies

"Developing Relationships that last a Lifetime"

P.O. Box 54507

Cincinnati, Ohio  45254

PH: 513-753-4926

LifetimeRecruiting.com

"Happiness lies in the joy of achievement and the thrill of creative effort"

Franklin D. Roosevelt

information will be kept confidential according to EEO guidelines.

Original job Sales Manager Financial Advisory Firm posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
Apply Now
Share Job
Share Job

Auto-Apply to Sales Manager Jobs with your AI JobCopilot

thunder icon Auto-Apply with AI

Similar Sales Manager Jobs in the US

GrabJobs is the no1 job portal in the US, connecting you to thousands of jobs fast! Find the best jobs in the US, apply in 1 click and get a job today!

Mobile Apps

Copyright © 2026 Grabjobs Pte.Ltd. All Rights Reserved.