Job Description: Sales Manager Finance Company

Position Title: Sales Manager
Department: Sales & Business Development
Location: [Location]
Reports To: Director of Sales / Sales Director
Employment Type: Full-time

Position Overview

We are seeking a highly motivated and results-driven Sales Manager to lead and manage the sales efforts for our finance company. The ideal candidate will have experience in the financial services industry, with a proven track record in driving sales growth, managing client relationships, and leading a team. This position requires an individual with excellent communication skills, strong leadership abilities, and a deep understanding of financial products and services.

Key Responsibilities

1. Sales Strategy Development & Execution

   • Develop and implement a sales strategy to achieve company sales targets and objectives.

   • Analyze market trends and customer needs to identify new sales opportunities.

   • Drive business development efforts through targeted lead generation, networking, and partnership building.

2. Team Leadership & Management

   • Lead, motivate, and manage a team of sales representatives, providing guidance and support to ensure high performance.

   • Conduct regular sales meetings, one-on-one coaching, and performance reviews to enhance team skills and motivation.

   • Foster a high-energy, results-driven sales environment focused on individual and team growth.

3. Client Relationship Management

   • Build and maintain strong relationships with new and existing clients.

   • Understand clients financial needs and recommend the best solutions from our product portfolio.

   • Provide high-level customer service and problem-solving to ensure client satisfaction and retention.

4. Sales Reporting & Forecasting

   • Track, analyze, and report on sales performance metrics.

   • Prepare regular sales forecasts and performance reports for senior management.

   • Use data-driven insights to improve sales strategies and processes.

5. Training & Development

   • Train and onboard new sales staff on company products, sales strategies, and processes.

   • Keep the sales team updated on industry trends, new product offerings, and competitive landscape.

6. Collaboration

   • Work closely with the marketing, product development, and customer service teams to ensure alignment on business goals and client satisfaction.

   • Participate in cross-departmental projects to improve overall business operations and performance.

7. Compliance & Risk Management

   • Ensure that all sales activities comply with company policies, regulatory requirements, and industry standards.

   • Stay informed on changes in financial regulations and industry trends to mitigate risks and ensure compliance.

Key Skills & Qualifications

• Experience: Minimum 5 years of experience in sales, preferably in the financial services or finance industry. At least 2 years in a management or leadership role.

• Education: Bachelor's degree in Business, Finance, Economics, or a related field (preferred). MBA or other relevant certifications (e.g., CFA, CFP) a plus.

• Skills:

  • Strong knowledge of financial products and services (e.g., loans, mortgages, investments, insurance, wealth management).

  • Proven ability to develop and execute sales strategies.

  • Excellent leadership, coaching, and team management skills.

  • Strong communication, negotiation, and presentation skills.

  • Proficient in CRM software and Microsoft Office Suite.

  • Analytical mindset with the ability to interpret sales data and market trends.