As a Financial Sales Manager at First Citizens Bank, you will manage sales efforts and associates in a branch location and oversee branch operations, with the support of an operations specialist.
As a Financial Sales Manager at First Citizens Bank, you will manage sales efforts and associates in a branch location and oversee branch operations, with the support of an operations specialist.
As a Financial Sales Manager at First Citizens Bank, you will manage sales efforts and associates in a branch location and oversee branch operations, with the support of an operations specialist.
As a Financial Sales Manager at First Citizens Bank, you will manage sales efforts and associates in a branch location and oversee branch operations, with the support of an operations specialist.
As a Financial Sales Manager at First Citizens Bank, you will manage sales efforts and associates in a branch location and oversee branch operations, with the support of an operations specialist.
As a Financial Sales Manager at First Citizens Bank, you will manage sales efforts and associates in a branch location and oversee branch operations, with the support of an operations specialist.
As a Financial Sales Manager at First Citizens Bank, you will manage sales efforts and associates in a branch location and oversee branch operations, with the support of an operations specialist.
As a Financial Sales Manager at First Citizens Bank, you will manage sales efforts and associates in a branch location and oversee branch operations, with the support of an operations specialist.
As a Financial Sales Manager at First Citizens Bank, you will manage sales efforts and associates in a branch location and oversee branch operations, with the support of an operations specialist.
As a Financial Sales Manager at First Citizens Bank, you will manage sales efforts and associates in a branch location and oversee branch operations, with the support of an operations specialist.
As a Financial Sales Manager at First Citizens Bank, you will manage sales efforts and associates in a branch location and oversee branch operations, with the support of an operations specialist.
As a Financial Sales Manager at First Citizens Bank, you will manage sales efforts and associates in a branch location and oversee branch operations, with the support of an operations specialist.
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At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing forlife'sexpenses.In this role, our team members ...
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Quick apply
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Are you ready to make a meaningful impact in the financial services industry? As an Endowment and Foundations Advisor your clients will include endowments, foundations, institutional asset pools ...
Financial Sales information
See Raleigh, NC salary details
$62.2K - $66.1K
4% of jobs
$66.1K - $70K
5% of jobs
$70K - $73.9K
8% of jobs
$76.1K is the 25th percentile. Wages below this are outliers.
$73.9K - $77.8K
13% of jobs
$77.8K - $81.7K
16% of jobs
The median wage is $82.6K / yr.
$81.7K - $85.5K
15% of jobs
$85.5K - $89.4K
14% of jobs
$89.5K is the 75th percentile. Wages above this are outliers.
$89.4K - $93.3K
12% of jobs
$93.3K - $97.2K
8% of jobs
$97.2K - $101.1K
3% of jobs
$101.1K - $105K
2% of jobs
$62.2K
$83.7K
$105K
How much do financial sales jobs pay per year?
As of Aug 10, 2026, the average yearly pay for financial sales in Raleigh, NC is $83,663.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,300.00 and $90,900.00 per year, depending on experience, location, and employer.
What is the difference between Financial Sales vs Financial Advisor?
| Aspect | Financial Sales | Financial Advisor |
|---|---|---|
| Credentials | Sales licenses (e.g., Series 7, Series 63) | Certifications like CFP, CFA, or ChFC often preferred |
| Work Environment | Sales-focused, target-driven, often commission-based | Client-focused, advisory, fee-based or commission |
| Employer & Industry Usage | Financial firms, banks, brokerages | Independent firms, banks, financial planning companies |
| Search & Comparison Intent | Sales roles, financial product selling | Financial planning, investment advice |
Financial Sales primarily involves selling financial products and services, often with a focus on meeting sales targets. Financial Advisors, on the other hand, provide personalized financial planning and investment advice to clients. While both roles require financial knowledge and licenses, Financial Sales emphasizes sales skills, whereas Financial Advisors focus on client relationships and financial planning expertise.
What are financial sales jobs?
As a financial sales representative, your job is to help clients select financial products or services. This often includes insurance, banking services, investments, and similar products. In this role, you may also help people make a plan to achieve a financial goal and assist them with paperwork. You may build customized products or solutions or give presentations to explain complex financial topics. Many financial sales jobs also focus on helping determine security risks, taking payments, writing contracts, and explaining any applicable tax incentives. Most of these jobs involve working with a wide variety of products and services, some of which may change quickly. This makes the ability to memorize and apply new information essential to your success in this role.
What are the key skills and qualifications needed to thrive as a financial sales professional?
To thrive in Financial Sales, you need a solid understanding of financial products, market trends, and sales strategies, often backed by a degree in finance, business, or economics. Familiarity with CRM software, financial modeling tools, and relevant certifications such as FINRA Series 7 or 63 is typically required. Strong interpersonal skills, persuasive communication, and resilience distinguish top performers in this field. These skills and qualifications are crucial for building client trust, meeting sales targets, and navigating the competitive financial services environment.
Is financial sales a good career?
Financial sales is a career that involves selling financial products such as investments, insurance, or banking services, often requiring strong communication and sales skills. It can offer high earning potential through commissions and bonuses, but also involves performance targets and market fluctuations. Success in this field typically depends on experience, certifications, and the ability to build client relationships.
What sales jobs are there in finance?
In finance, sales jobs include roles such as financial advisor, insurance agent, mortgage broker, and investment sales representative. These positions typically require strong communication skills, knowledge of financial products, and often relevant certifications like Series 7 or Series 63 licenses.
What are some common challenges faced in a financial sales role, and how can they be addressed?
Professionals in Financial Sales often encounter challenges such as meeting ambitious sales targets, navigating complex financial products, and building trust with clients who may be unfamiliar with investment options. To address these challenges, successful representatives focus on continuous learning, staying updated on market trends, and developing strong interpersonal communication skills. Additionally, leveraging mentorship within the team and utilizing CRM tools can help streamline client management and improve performance.
What is financial sales?
Financial sales refers to the process of selling financial products and services, such as investments, insurance, loans, and banking solutions, to individuals or businesses. Professionals in this field identify client needs, recommend suitable products, and help clients make informed financial decisions. They often work in banks, investment firms, insurance companies, or financial advisory companies. Strong communication, analytical, and customer service skills are essential for success in financial sales.
What does a financial sales person do?
A financial sales person sells financial products and services such as investments, insurance, or banking solutions to clients. They analyze clients' financial needs, provide advice, and build relationships to meet sales targets, often requiring strong communication skills and industry certifications. They typically work in banks, investment firms, or insurance companies and may use CRM tools to manage client information.
More about Financial Sales jobs
What are the most commonly searched types of Financial Sales jobs in Raleigh, NC? The most popular types of Financial Sales jobs in Raleigh, NC are:
What are popular job titles related to Financial Sales jobs in Raleigh, NC? For Financial Sales jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Financial Sales jobs in Raleigh, NC look for? The top searched job categories for Financial Sales jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Financial Sales jobs? Cities near Raleigh, NC with the most Financial Sales job openings:
Full-time
Posted 13 days ago
First Citizens Bank rating
7.4
Based on 106 frontline employees who took The Breakroom Quiz
108th of 170 rated banks
Job description
Overview
Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. 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, you will manage sales efforts and associates in a branch location and oversee branch operations, with the support of an operations specialist. This role engages in outbound calling activities to generate new business opportunities and drives accountability for proactive customer outreach with the branch sales team. You will leverage your team and your own expertise in consumer and small business financial needs. This position establishes banking relationships, extends credit and identifies referrals for specialty partners.
Responsibilities
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. In cases where licensing is required, associates must complete the bank sponsored licensing program within 12 months of entering the role. Must complete federal registration and annual renewal as required by the SAFE Act.
Required Skill(s): Providing financial guidance and expertise, Financial literacy, Financial analysis, Knowledge of retail banking products and services, Business development, Networking and building centers of influence, Application of a structured sales process
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.
#LI-EM1
Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. 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, you will manage sales efforts and associates in a branch location and oversee branch operations, with the support of an operations specialist. This role engages in outbound calling activities to generate new business opportunities and drives accountability for proactive customer outreach with the branch sales team. You will leverage your team and your own expertise in consumer and small business financial needs. This position establishes banking relationships, extends credit and identifies referrals for specialty partners.
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. In cases where licensing is required, associates must complete the bank sponsored licensing program within 12 months of entering the role. Must complete federal registration and annual renewal as required by the SAFE Act.
Required Skill(s): Providing financial guidance and expertise, Financial literacy, Financial analysis, Knowledge of retail banking products and services, Business development, Networking and building centers of influence, Application of a structured sales process
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.
#LI-EM1
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