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Financial Sales Manager Jobs (NOW HIRING)

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Financial Sales Intern

Southfield, MI · On-site

$13.75 - $18.50/hr

Help manage client relationships and provide support in onboarding and follow-up, ensuring seamless ... Financial Sales . Here's what we expect from our ideal intern: * A strong desire to learn , grow ...

Premium Merchant Funding

Financial Sales Intern

Southfield, MI · On-site

$13.75 - $18.50/hr

Help manage client relationships and provide support in onboarding and follow-up, ensuring seamless ... Financial Sales . Here's what we expect from our ideal intern: * A strong desire to learn , grow ...

Northwestern Mutual

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Financial Sales Representative

Atlanta, GA · On-site

$234K - $490K/yr

Financial Sales Representative: Midtown, Atlanta Position Overview: GET MORE OUT OF YOUR CAREER ... Financial Representative | Financial Advisor | Wealth Management Advisor *** About Northwestern ...

Marquette Bank

Financial Sales Rep Flex

Oak Forest, IL · On-site

$16.50 - $17.75/hr

You will manage customers' existing relationships, as well as determine the need for additional ... The Financial Sales Representative Flex is required to have a flexible schedule and the ability to ...

Northwestern Mutual

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Financial Sales Representative

Atlanta, GA · On-site

$234K - $490K/yr

Financial Sales Representative: Midtown, Atlanta Position Overview: GET MORE OUT OF YOUR CAREER ... Financial Representative | Financial Advisor | Wealth Management Advisor *** About Northwestern ...

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Financial Sales Manager information

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$11K

$85.3K

$171K

How much do financial sales manager jobs pay per year?

As of Jul 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.

Is being a financial manager a high paying job?

Financial managers typically earn high salaries due to their responsibility for financial planning, analysis, and decision-making within organizations. Their compensation often includes bonuses and benefits, and experience, certifications, and industry can influence earnings significantly.

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 highest paid job in sales?

In sales, executive roles such as Vice President of Sales or Chief Sales Officer tend to be the highest paid, often earning six-figure salaries plus bonuses and commissions. These positions require extensive experience, leadership skills, and a strong track record of revenue growth.

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.

Can you make $500,000 a year in sales?

A Financial Sales Manager can potentially earn $500,000 annually in sales or commissions, especially in high-value financial services or investment products. Achieving this level typically requires extensive experience, a strong client network, and advanced sales skills, often supplemented by certifications like the CFA or CFP. Compensation varies widely based on industry, location, and individual performance.
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Financial Sales Manager jobs near you
Financial Sales Representative

Financial Sales Representative

South Carolina Federal Credit Union

Columbia, SC • On-site

Other

Posted 9 days ago

Job description

South Carolina Federal Credit Union is currently seeking aFinancial Sales Representative to join our team of outstanding professionals at our West Columbia Financial Center in West Columbia, SC.

Are you passionate abouthelpingothers? Do you enjoy interacting with customers regularly and working in a team environment? As a Financial Sales Representative, you will provide exceptional customer serviceandoffer financial products and services thatmeet the customers' needs.

As aFinancial SalesRepresentative, a typical day might look like this:

  • Collaborate with team members during the morning huddleand discuss sales goals for the day.
  • Greet and develop rapport with members whoenter the financial center or call on the telephone.
  • Answeramember'squestion about the auto loan application process.
  • Aska memberopen-ended questions abouttheirfinancial goals and recommend products and services based on their needs.
  • Follow up with a member who recently opened an account.
  • Chat briefly with your manager to discuss wins,challengesand progress on sales goals.
  • Call members to share a new promotion for which they may qualify.

This job might be for you if:

  • You enjoy building relationships with customersanduncovering their financial needs in person and over the telephone.
  • You are passionate about the sales profession and take pride in offering customers financial products and services that fit their needs.
  • You are a pro at managing your time, staying on track and meeting your goals.
  • You are awesome at consistently following policies and procedures.
  • You are a reliable, cooperative team player, and thrive inafast-paced, multi-tasking environment.
  • You volunteer for new challenges without being asked.
  • You are seeking some work/life balance and want a schedule that allows you to spend nights andmostweekends with your family and friends.

The Perks:

We know that pay and benefits are important to you, and they are important to us too. Join our team and you'll enjoy:

  • A chance to build lasting relationships with not only your team, but our customers as well.
  • Opportunities to make a difference by volunteering and getting involved in the community.
  • A company that cares about your total wellness by providing aprogram that includes workshops, onsite physicals, andmore.
  • Opportunities to grow within a company that's dedicated toyour development and promoting talent internally.

To land this role, you need to have a high school diploma (or equivalent), at least one year of experience working specifically in a sales position selling products and/or services with a proven record of meeting or exceeding sales goals, and a positive attitude.

NOTE: Relevant military experience is considered for veterans and transitioning service members.

South Carolina Federal Credit Union is anEqual Employment Opportunity Employer.

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