Sales Manager - Atlantic Union Financial Consultants (VA or MD Only) jobs in United States
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Atlantic Union Bank · 1 month ago

Sales Manager - Atlantic Union Financial Consultants (VA or MD Only)

Atlantic Union Bank is a financial institution seeking a Sales Manager for their Atlantic Union Financial Consultants division. This role is responsible for leading a team of financial advisors to drive business growth and profitability while fostering collaboration across various departments.

BankingFinancial ServicesWealth Management
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Growth Opportunities

Responsibilities

Develop and execute sales strategies to meet and exceed revenue and profit targets
Monitor performance metrics and adjust tactics to ensure consistent growth and profitability
Analyze market trends and competitor activity to identify opportunities and risks
Partner with Consumer banking, Business banking, Mortgage, and other departments to align sales efforts with organizational goals
Collaborate with other business lines to deliver holistic financial solutions to clients
Champion communication and coordination across teams to enhance client experience and operational efficiency
Support advisors in building and maintaining strong client relationships
Ensure adherence to regulatory standards and internal policies
Promote a consultative sales approach focused on planning and long-term client success

Qualification

Sales strategy developmentFinancial advising experienceFINRA registrationsTeam managementFinancial products knowledgeAnalytical skillsInterpersonal skillsCommunication skillsProblem-solving skills

Required

Six years of related sales and financial advising experience
NIPR State of Virginia life insurance and annuities licenses
FINRA registrations Series 7, Series 66 (or 63/65)

Preferred

Bachelor's degree in business, finance, or related degree
FINRA registrations Series 24 (or 9/10)
Experience working for or partnering with Raymond James

Benefits

Incentive compensation plan
Discretionary profit sharing bonus program
Comprehensive benefits package

Company

Atlantic Union Bank

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Atlantic Union Bank is a financial company that provides wealth management, private banking, and advisory products and services.

Funding

Current Stage
Public Company
Total Funding
$402.5M
2024-10-21Post Ipo Equity· $402.5M
1993-10-08IPO

Leadership Team

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Jule Kreyling
President and CEO
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Jon Bridges
SVP, Mortgage Chief Operating Officer
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Company data provided by crunchbase