Sales Manager - Financial Services

About Spectrum Financial Group

Spectrum Financial Group is a leader in providing comprehensive financial services, including retirement planning, insurance strategies, investment solutions, and financial wellness programs for organizations and individuals. Our mission is to empower clients with clarity, confidence, and a personalized plan for their financial future.

Position Summary

The Sales Manager plays a pivotal role in driving growth for Spectrum Financial Group by recruiting, leading, coaching, and developing a team of financial advisors and business development representatives. This individual is responsible for meeting sales targets, implementing strategic sales initiatives, and fostering a high-performance culture. The ideal candidate is a strong communicator, motivator, and strategic thinker with experience in financial services or related industries.

Key Responsibilities

Team Leadership & Development

• Recruit, train, mentor, and support financial advisors and sales representatives to achieve performance goals.
• Lead regular sales meetings, one-on-one coaching sessions, and performance reviews.
• Foster a collaborative environment focused on accountability, professional growth, and excellence.
  
  

Sales Strategy & Execution

• Develop and execute strategic sales plans to achieve monthly, quarterly, and annual revenue targets.
• Identify new business opportunities in individual markets, employer groups, and partnership channels.
• Support marketing initiatives, including financial wellness programs, workshops, and community outreach.
  
  

Client & Partner Engagement

• Build and maintain strong relationships with key partners, referral sources, and corporate clients.
• Support advisors in complex cases, high-value clients, and group presentations.
• Represent Spectrum Financial Group at industry events, networking functions, and strategic meetings.
  
  

Operational & Performance Management

• Track and analyze sales performance metrics to guide coaching and decision-making.
• Ensure compliance with company policies, licensing requirements, and regulatory guidelines.
• Collaborate with the marketing and operations teams to streamline processes and enhance the client experience.
  
  

Qualifications

• Life/Health license, SIE, Series 7, Series 66 (or willingness to achieve)
• Bachelor’s degree in business, finance, or related field (preferred).
• 3–7 years of sales leadership experience within financial services, insurance, or consulting.
• Proven track record of achieving sales targets and developing successful sales teams.
• Strong understanding of financial products (life insurance, annuities, retirement planning, investments).
• Excellent communication, presentation, and leadership skills.
• Demonstrated ability to motivate teams and drive a high-performance culture.
  
  

Key Competencies

• Strategic thinking and goal orientation
• Coaching and talent development
• Relationship building and networking
• Strong analytical and organizational skills
• Entrepreneurial mindset with a passion for growth
  
  

What We Offer

• Competitive compensation package with performance-based incentives (salary plus commissions and overrides)
• Comprehensive benefits, including health, retirement, and professional development programs
• Collaborative culture with strong leadership support
• Opportunities for career advancement within a growing organization