First Citizens Bank · 19 hours ago
Regional Platform Sales Manager
Greenville, SC
Full-time
Onsite
Senior Level
6+ years expFirst Citizens Bank is committed to supporting the success of the Licensed Platform Sales Program. The Regional Platform Sales Manager leads the integration of platform associates to ensure branch coverage and partners with sales executives to increase production and revenue.
BankingInsuranceLendingPaymentsWealth Management
Responsibilities
Program Management - Facilitates the success of the Bank's licensed associate programs. Integrates associate placement and coverage, and provides advice on additional coverage needs. Assists leadership in tracking performance trends of individual contributors as well as sales teams. Achieves regional sales objectives and partnership goals. Ensures compliance throughout activities with all applicable policies and procedures
Sales Coaching - Ensures licensed associates and their teams have the training, development, and resources needed to increase profitability and production. Coaches on methods of holistic discovery to identify client needs offer financial solutions. Provides one-on-one mentorship and performance assessments for associates
Relationship Development - Builds strong relationships with leaders, associates, and lines of business. Facilitates productive partnerships between retail, business banking, and corporate partners. Leverages relationships to influence performance and educate on best practices
Reporting - Ensures sales leaders are provided with clear, effective communication on program results and associate activities. Reports on sales performance, trends, and other metrics that facilitate targeted business strategies
Qualification
Required
Bachelor's Degree and 6 years of experience in Securities Sales or Sales coaching including supervisory OR High School Diploma or GED and 10 years of experience in Securities Sales or Sales coaching including supervisory
Possess valid Series 7, 63, 65 or 66, 24 or 9/10 and state-specific life and health insurance licenses Required
Possess valid driver's license Required
Ability to travel within the supported area up to 60% of the time in personal mode of transportation Required
Knowledge of securities and insurance products and sales
Company
First Citizens Bank
First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.
10001+ employees
H1B Sponsorship
First Citizens Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (102)
2024 (115)
2023 (249)
2022 (53)
2021 (12)
2020 (9)
Funding
Current Stage
Public CompanyTotal Funding
$33M2021-05-07Post Ipo Debt· $10M
2018-08-29Post Ipo Debt· $23M
1986-10-31IPO
Leadership Team
C
Craig Nix
Chief Financial Officer
Greg Smith
Chief Information and Operations Officer
Recent News
2025-12-22
2025-12-21
Company data provided by crunchbase