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 ...
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 ...
Financial Sales Manager (Retail Bank Manager - External Business Development)
Coral Gables, FL · On-site
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 ...
Financial Sales Manager (Retail Bank Manager - External Business Development)
Coral Gables, FL · On-site
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 ...
Financial Sales Manager (Retail Bank Manager - External Business Development)
Coral Gables, FL · On-site
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 ...
Financial Sales Manager (Retail Bank Manager - External Business Development)
Coral Gables, FL · On-site
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 ...
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 ...
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 ...
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 ...
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 ...
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Financial Sales Manager information
See Florida salary details
$8.2K - $19.1K
0% of jobs
$28.3K is the 25th percentile. Wages below this are outliers.
$19.1K - $30K
29% of jobs
$30K - $40.8K
13% of jobs
$40.8K - $51.7K
0% of jobs
$51.7K - $62.6K
6% of jobs
The median wage is $63.2K / yr.
$62.6K - $73.4K
25% of jobs
$74.7K is the 75th percentile. Wages above this are outliers.
$73.4K - $84.3K
12% of jobs
$84.3K - $95.2K
0% of jobs
$95.2K - $106K
6% of jobs
$106K - $116.9K
1% of jobs
$116.9K - $127.8K
7% of jobs
$8.2K
$63.8K
$127.8K
How much do financial sales manager jobs pay per year?
How does a financial sales manager typically collaborate with other departments to achieve sales targets?
What are the key skills and qualifications needed to thrive as a financial sales manager, and why are they important?
What is the difference between Financial Sales Manager vs Financial Advisor?
| Aspect | Financial Sales Manager | Financial Advisor |
|---|---|---|
| Credentials | Typically requires a Series 7, Series 63, or Series 65 license; often holds degrees in finance or related fields | Requires certifications like CFP, Series 7, or Series 66; often has degrees in finance, economics, or related areas |
| Work Environment | Works in financial institutions, banks, or investment firms, focusing on sales and client acquisition | Works in banks, advisory firms, or independently, providing personalized financial planning |
| Employer & Industry Usage | Commonly employed by banks, investment firms, and financial services companies | Employed 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?
What are the most commonly searched types of Financial Sales jobs in Florida?
The most popular types of Financial Sales jobs in Florida are:
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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:

Financial Sales Manager (Retail Bank Manager - External Business Development)
Coral Gables, FL
Full-time
Re-posted 17 days ago
First Citizens Bank rating
7.4
Based on 106 frontline employees who took The Breakroom Quiz
106th of 172 rated banks
Job description
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_TIMEWhat First Citizens Bank employees say
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