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Spectrum Financial Group · 1 day ago

Sales Manager - Financial Services

Dallas, TX

Full-time

Onsite

Mid, Senior Level

$150K/yr - $500K/yr

3+ years exp

Spectrum Financial Group is a leader in providing comprehensive financial services, and they are seeking a Sales Manager to drive growth by leading and coaching a team of financial advisors. The role involves developing sales strategies, meeting sales targets, and fostering strong client and partner relationships.

Financial ServicesInsuranceRetirementRisk Management

Growth Opportunities

Responsibilities

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

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

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

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

Qualification

Life/Health licenseSeries 7Series 66Sales leadership experienceFinancial products knowledgeCoaching skillsAnalytical skillsNetworkingCommunicationPresentation skillsLeadership skillsOrganizational skillsRelationship building