Financial Advisor - Sales Manager

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 while acquiring new clients and meeting personal production requirements. 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 productivity requirements.

• 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