What are the responsibilities and job description for the Sales Manager - Financial Services position at GoldBook Financial?
GoldBook Financial is seeking a full-time, on-site Vice President of Sales Management. (Sales Manager).
Serving our two southern California offices located in La Jolla and Costa Mesa.
Required
Our sales manager’s role is a hybrid position and can retain ownership of a book of business and maintain personal production.
GoldBook Financial is a MassMutual firm, and affiliated with MassMutual Investor Services, LLC, a top 7th independent broker dealer. Locally, we are an award-winning firm comprised of industry-leading financial service professionals who excel at building long-lasting relationships with clients and serve as an advocate for their financial well-being.
Our firm provides customized financial services to meet clients’ personal needs, as well as the needs of their families or businesses. GoldBook Financial is an active participant in the community, supporting local organizations and providing guidance to families with special needs. Our firm fosters a warm, inclusive workplace culture that prioritizes community involvement and client satisfaction.
Our culture of excellence, and our exemplary support team, helps define our mission to be the firm of choice for talented people seeking to launch a career, or to grow an existing practice, in wealth management and financial planning. We are proud to have been named #1 Best Places to Work – Micro Category by the Phoenix Business Journal in 2021 and 2024.
Our firm’s success depends on the development of creative, committed, and effective Sales Managers. Whether you’re new to sales management or already running an existing sales management practice, we offer the finest industry resources and incentives to train, support and develop you.
This role’s focus and priority is to ensure sales growth by recruiting, developing, and leading a team of financial advisors to meet annual production targets from the sale of protection and investment products, financial planning and wealth management services.
Who do you need to be?
Please note the salary range posted is an estimated range.
Actual minimum compensation will be determined by years of experience, personal prior production, and/or team production if currently in a sales manager role.
Total compensation will also include commissions, overrides, bonuses and a robust benefits package.
Benefits
Serving our two southern California offices located in La Jolla and Costa Mesa.
Required
- Must be able to work and commute to each office.
- Proven experience and success in the sale of protection and investments products. And/or management of a successful sales team selling protection and investment products.
- FINRA licenses: 7 and 66 , 63 or 65 .
- Life, Accident and Health Insurance license.
Our sales manager’s role is a hybrid position and can retain ownership of a book of business and maintain personal production.
GoldBook Financial is a MassMutual firm, and affiliated with MassMutual Investor Services, LLC, a top 7th independent broker dealer. Locally, we are an award-winning firm comprised of industry-leading financial service professionals who excel at building long-lasting relationships with clients and serve as an advocate for their financial well-being.
Our firm provides customized financial services to meet clients’ personal needs, as well as the needs of their families or businesses. GoldBook Financial is an active participant in the community, supporting local organizations and providing guidance to families with special needs. Our firm fosters a warm, inclusive workplace culture that prioritizes community involvement and client satisfaction.
Our culture of excellence, and our exemplary support team, helps define our mission to be the firm of choice for talented people seeking to launch a career, or to grow an existing practice, in wealth management and financial planning. We are proud to have been named #1 Best Places to Work – Micro Category by the Phoenix Business Journal in 2021 and 2024.
Our firm’s success depends on the development of creative, committed, and effective Sales Managers. Whether you’re new to sales management or already running an existing sales management practice, we offer the finest industry resources and incentives to train, support and develop you.
This role’s focus and priority is to ensure sales growth by recruiting, developing, and leading a team of financial advisors to meet annual production targets from the sale of protection and investment products, financial planning and wealth management services.
Who do you need to be?
- A leader, coach, and mentor with a track record of successful sales management experience.
- A dedicated individual: independent, self-motivated and goal oriented.
- A strong relationship-builder who takes a people-first approach.
- A person who sees possibility and then brings everyone along. This demands leadership, diplomacy and patience.
- Be comfortable with frequent change, an enthusiasm for competition, and the ability to put the team’s needs first.
- Attention to detail and a commitment to measuring results.
- Engage in front-line recruiting of financial professionals.
- Coach, mentor and supervise new recruits.
- Develop and grow a production unit with an emphasis of retaining for success.
- Establish networks and cultivate referrals to generate a steady stream of candidates/
- Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates.
Please note the salary range posted is an estimated range.
Actual minimum compensation will be determined by years of experience, personal prior production, and/or team production if currently in a sales manager role.
Total compensation will also include commissions, overrides, bonuses and a robust benefits package.
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Professional development assistance
- Retirement plan
- Vision insurance
Salary : $75,000 - $200,000