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Northwestern Mutual

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Financial Sales Consultant

Stamford, CT · On-site

$82K - $300K/yr

Financial Sales with NM110: Becoming a Financial Sales Consultant with NM110 is an opportunity to ... Grow and scale your practice - hire and manage staff, open your own firm (typically 5+ years)

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$11K

$85.3K

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How much do financial sales manager jobs pay per year?

As of Jun 7, 2026, the average yearly pay for financial sales manager in the United States is $85,337.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $105,000.00 per year, depending on experience, location, and employer.

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.

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 does a Financial Sales Manager do?

A Financial Sales Manager oversees a team of sales professionals who sell financial products and services, such as investments, insurance, or banking solutions. Their responsibilities include setting sales targets, developing sales strategies, training team members, and building relationships with clients. They also monitor market trends to identify new business opportunities and ensure their team meets regulatory and company standards. Effective Financial Sales Managers combine strong leadership skills with a deep understanding of financial products to drive revenue growth and client satisfaction.
More about Financial Sales Manager jobs
What cities are hiring for Financial Sales Manager jobs? Cities with the most Financial Sales Manager job openings:
What are the most commonly searched types of Financial Sales jobs? The most popular types of Financial Sales jobs are:
Who are the top companies hiring for Financial Sales Manager jobs? The top employers for Financial Sales Manager jobs are:
What states have the most Financial Sales Manager jobs? States with the most job openings for Financial Sales Manager jobs include:
What job categories do people searching Financial Sales Manager jobs look for? The top searched job categories for Financial Sales Manager jobs are:
Financial Sales Manager jobs near you
Infographic showing various Financial Sales Manager job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 77% Full Time, 21% Part Time, and 1% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $85,337 per year, or $41 per hour.
Financial Sales Manager I Target

Financial Sales Manager I Target

First Citizens Bank

El Segundo, CA • On-site

$100K - $132K/yr

Full-time

Posted 19 days ago

First Citizens Bank rating

7.6

Company rating: 7.6 out of 10

Based on 103 frontline employees who took The Breakroom Quiz

79th of 141 rated banks

Job description

Overview

This position manages sales efforts and associates in a branch location and oversees branch operations, with the support of an operations specialist. The role primarily engages in 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.


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.

Qualifications

Bachelor's Degree and 2 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED and 6 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.

RequiredSkill(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.

Preferred Qualifications:

Understanding of retail banking products and services.

Ability to network and build centers of influence.

Business Development

Business Banking

Ability to identify, think through and solve problems accurately and efficiently.

Treasury Management

Experience working with commercial clients.

If hired in California, the base pay for this position is generally between $100,000 and $132,000 per yearr. Actual starting base pay will be determined based on skills, experience, location and other non-discriminatory factors permitted by law.  For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

First Citizens benefits programs are designed to meet our Associates where they are in life.  Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined.  More information regarding our benefits offerings can be bound here: https://jobs.firstcitizens.com/benefits

#LI-NC1

Qualifications:

Bachelor's Degree and 2 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED and 6 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.

RequiredSkill(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.

Preferred Qualifications:

Understanding of retail banking products and services.

Ability to network and build centers of influence.

Business Development

Business Banking

Ability to identify, think through and solve problems accurately and efficiently.

Treasury Management

Experience working with commercial clients.

If hired in California, the base pay for this position is generally between $100,000 and $132,000 per yearr. Actual starting base pay will be determined based on skills, experience, location and other non-discriminatory factors permitted by law.  For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

First Citizens benefits programs are designed to meet our Associates where they are in life.  Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined.  More information regarding our benefits offerings can be bound here: https://jobs.firstcitizens.com/benefits

#LI-NC1

Education:UNAVAILABLEEmployment Type: FULL_TIME

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