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Financial Sales Manager Jobs in Florida (NOW HIRING)

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Do you have sales or managerial experience in another industry? * Have you previously run your own ... In the Accelerated Path to Management Program, you'll start off as a financial professional ...

Be Seen First

Do you have sales or managerial experience in another industry? * Have you previously run your own ... In the Accelerated Path to Management Program, you'll start off as a financial professional ...

Be Seen First

Do you have sales or managerial experience in another industry? * Have you previously run your own ... In the Accelerated Path to Management Program, you'll start off as a financial professional ...

Be Seen First

Do you have sales or managerial experience in another industry? * Have you previously run your own ... In the Accelerated Path to Management Program, you'll start off as a financial professional ...

As a Sales Manager, you will play a critical role in Vacatias continued growth by driving sales ... Approve pricing, structure deals, and ensure financial accuracy of transactions * Monitor sales ...

As a Sales Manager, you will play a critical role in Vacatias continued growth by driving sales ... Approve pricing, structure deals, and ensure financial accuracy of transactions * Monitor sales ...

As a Sales Manager, you will play a critical role in Vacatia's continued growth by driving sales ... Approve pricing, structure deals, and ensure financial accuracy of transactions * Monitor sales ...

As a Sales Manager, you will play a critical role in Vacatia's continued growth by driving sales ... Approve pricing, structure deals, and ensure financial accuracy of transactions * Monitor sales ...

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Showing results 1-20

Financial Sales Manager information

See Florida salary details

$8.2K

$63.8K

$127.8K

How much do financial sales manager jobs pay per year?

As of Aug 27, 2026, the average yearly pay for financial sales manager in Florida is $63,771.00, according to ZipRecruiter salary data. Most workers in this role earn between $29,900.00 and $78,500.00 per year, depending on experience, location, and employer.

How does a financial sales manager typically collaborate with other departments to achieve sales targets?

A Financial Sales Manager often works closely with marketing, product development, and customer service teams to ensure clients receive comprehensive solutions tailored to their needs. Collaboration involves sharing market feedback, developing targeted sales strategies, and coordinating promotional campaigns. This cross-functional teamwork helps drive product improvements, align messaging, and enhance client satisfaction, all of which contribute to meeting and exceeding sales goals.

What are the key skills and qualifications needed to thrive as a financial sales manager, and why are they important?

To thrive as a Financial Sales Manager, you need a solid background in finance, sales strategy, and business development, often backed by a bachelor’s degree in finance or a related field. Familiarity with CRM platforms, financial analysis software, and relevant certifications such as FINRA licenses are typically required. Strong leadership, negotiation, and interpersonal communication skills help you lead teams and build client relationships. These skills are crucial for driving revenue growth, ensuring regulatory compliance, and maintaining client trust in a competitive financial market.

What is the difference between Financial Sales Manager vs Financial Advisor?

AspectFinancial Sales ManagerFinancial Advisor
CredentialsTypically requires a Series 7, Series 63, or Series 65 license; often holds degrees in finance or related fieldsRequires certifications like CFP, Series 7, or Series 66; often has degrees in finance, economics, or related areas
Work EnvironmentWorks in financial institutions, banks, or investment firms, focusing on sales and client acquisitionWorks in banks, advisory firms, or independently, providing personalized financial planning
Employer & Industry UsageCommonly employed by banks, investment firms, and financial services companiesEmployed by advisory firms, banks, or self-employed as independent advisors

While both roles involve finance and client interaction, a Financial Sales Manager primarily focuses on selling financial products and managing sales teams, whereas a Financial Advisor provides personalized financial planning and advice. Understanding these differences helps in choosing the right career path or job search focus.

What does a financial sales manager do?

A financial sales manager oversees the sales of financial products and services, such as investments, loans, or insurance, to clients. They develop sales strategies, build client relationships, and meet sales targets, often requiring strong communication skills and industry knowledge. They may also analyze market trends and collaborate with other financial professionals to achieve business goals.

What are the most commonly searched types of Financial Sales jobs in Florida?

The most popular types of Financial Sales jobs in Florida are:

What are popular job titles related to Financial Sales Manager jobs in Florida?

For Financial Sales Manager jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Financial Sales Manager jobs in Florida look for?

The top searched job categories for Financial Sales Manager jobs in Florida are:

What cities in Florida are hiring for Financial Sales Manager jobs?

Cities in Florida with the most Financial Sales Manager job openings:

Infographic showing various Financial Sales Manager job openings in Florida as of August 2026, with employment types broken down into 87% Full Time, 12% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $63,771 per year, or $30.7 per hour.

Financial Sales Manager (Retail Bank Manager - External Business Development)

First Citizens Bank

Coral Gables, FL

Full-time

Re-posted 17 days ago


First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

106th of 172 rated banks


Job description

Overview
At First Citizens Bank, together we become better. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.As a Financial Sales Manager at First Citizens Bank your role will be primarily focused on outbound calling activities to generate new business opportunities and may occasionally partner with a business or commercial banker to provide expertise around business deposits and related services. You will manage sales efforts and associates in a boutique business branch location, overseeing office operations with the support of an operations specialist.
Responsibilities & Qualifications
Duties & Responsibilities:
Team Management - Manage performance and personnel functions for a team, ensuring operational soundness while executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank. Drive accountability to role expectations, responsibilities and authorities, providing one on one feedback and coaching that supports associate development and achievement of results. Regularly and proactively leverage the expertise of bank partners, other managers or team
Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, represents the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both the customer and the bank. Appropriate partnering, planning and preparation occurs to ensure conversations provide the relevant financial guidance needed to drive informed decisions.
Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.
Position Specific Skills:
Application of a structured sales process
Providing financial guidance and expertise
Financial literacy
Financial analysis
Knowledge of business banking products and services
Business development
Networking and building centers of influence
Qualifications:
Minimum Required Education and Experience: Bachelor's Degree and 4 years' experience OR High School Diploma or GED/Equivalent and 8 years' experience in Sales, customer service, or lending, or financial services sales, including supervisory
Preferred Education:
Preferred Area of Study:
Preferred Area of Experience:
Required Licenses or Certifications: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided. - IO
Preferred Licenses or Certifications:
Additional Information

Bachelor's Degree and 4 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED and 8 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory

License or Certification Type: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.

Required Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Financial analysis, Knowledge of business banking products and services, Business development, Networking and building centers of influence

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Qualifications:

Bachelor's Degree and 4 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED and 8 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory

License or Certification Type: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.

Required Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Financial analysis, Knowledge of business banking products and services, Business development, Networking and building centers of influence

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Education:UNAVAILABLEEmployment Type: FULL_TIME

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