Sales Coaching

Sales Coaching Finance Jobs

33 jobs found

Licensed Premier Relationship Banker (Series 7/66, Life/Health)

Rhinebeck Bank Poughkeepsie, NY

7d ago

$65k - $85k/yr Full time 66 Advisor Banker

66 Advisor Banker

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Job Description

This on-site, branch-based role in Poughkeepsie focuses on growing deposits, expanding consumer lending, and identifying investment opportunities while delivering high quality customer experiences. The position requires a bachelor’s degree in Finance, Economics, Business, or a related field, along with FINRA licenses and a NYS Life/Health Insurance license. The compensation range for this role is between $65,000 and $85,000 annually, depending on experience.

Responsibilities

Proactively engage with customers to uncover banking, lending, and investment opportunities aligned with their financial goals.
Oversee the end-to-end origination of consumer loans, including home equity loans, while ensuring all regulatory requirements are met.
Direct clients to Financial Advisors or Mortgage Loan Partners as appropriate to achieve optimal outcomes.
Provide coaching and mentorship to junior Universal Bankers to support their development.
Travel between branches as needed to serve customers and support the growth of the branch network.

Requirements

Licensing: FINRA Series 7 and 66, plus NYS Life/Health Insurance License.
Proven sales success in outbound outreach and relationship management.
Strong verbal and written communication skills with a focus on delivering exceptional service.
Organizational and coaching abilities to prioritize tasks and mentor junior staff.
Education: Bachelor’s degree in Finance, Economics, Business, or related field preferred.
Valid driver’s license and the ability to travel between branches as needed.

Benefits

Competitive compensation: $65,000 to $85,000 based on experience.
Health, dental, and vision coverage to support your well-being.
Tuition reimbursement to assist with continuing education and career growth.
20 days of paid time off to recharge.
Generous 401(k) match to help plan for the future.
Structured training and development during onboarding, including classroom, webinar, and hands-on learning.
Ongoing mentorship from experienced professionals to foster growth in the role.
Paid volunteer hours to support community involvement and social impact.

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Sales Consultant

Talent Elite Partners Portland, OR

11d ago

$100k - $130k/yr Full time Business Development Client Relations Client Service

Business Development Client Relations Client Service

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Job Description

Talent Elite Partners offers a compelling opportunity in the financial services space with a focus on lasting client partnerships, professional growth, and a supportive environment. This on-site role is based in Portland, OR. Expect a competitive compensation package that blends base pay with performance-based incentives, and access to comprehensive benefits and ongoing training to support your career development.

WHY YOU'LL LOVE WORKING HERE

Hybrid Work Model: a flexible mix of remote productivity and in-person client interactions
Relationship-Driven Culture: a workplace that highly values long-term partnerships with clients
Professional Growth: clear opportunities to advance into relationship management or sales leadership
Support System: ongoing coaching, training programs, and professional development resources
Comprehensive Training and Development: onboarding specialists and local resources to ensure a smooth start

BENEFITS

Medical, dental, and vision coverage
401(k) retirement plan with company matching
Traditional pension plan
Professional development opportunities

COMPENSATION & BENEFITS

The position offers a total compensation range of $100,000 to $130,000 in the first year, including commission and performance incentives tied to sales results and client retention.

RESPONSIBILITIES

Sales Management: allocate effort between prospecting new clients and nurturing existing relationships to optimize acquisition and retention
Relationship Portfolio Oversight: oversee a diverse set of client relationships, maintaining regular communication and delivering outstanding service
Revenue Generation: drive new sales while identifying expansion opportunities within current client bases
Client Needs Assessment: conduct thorough financial reviews to understand evolving client needs and propose appropriate solutions
Strategic Account Planning: create and execute account strategies that deepen relationships and reveal growth opportunities
Client Advocacy: serve as the primary advocate for clients, ensuring their needs are met across all service touchpoints
Sales Process Management: manage the full sales cycle from prospecting through closing and onboarding
Market Engagement: represent the company at networking events and industry functions to broaden your professional network

REQUIREMENTS

Sales Experience: 3 to 5 years combining sales and relationship management experience
Sales Success: proven track record of meeting or exceeding goals while maintaining high client satisfaction
Strategic Mindset: ability to think strategically about immediate opportunities and long-term relationship development
Organizational Skills: strong project management abilities to handle multiple clients, prospects, and initiatives simultaneously
Technology Proficiency: experience with CRM systems and relationship management tools is helpful
Education: Bachelor's degree or equivalent experience in business or sales

TECHNOLOGIES

CRM systems

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Financial Planning Associate

Lake Growth Financial Services Saint Charles, IL

11d ago

$60k - $100k/yr Full time Marketing Associate Business Development

Marketing Associate Business Development

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Job Description

On site in Saint Charles, IL, Lake Growth Financial Services offers an in office path to financial planning expertise. You will learn under CERTIFIED FINANCIAL PLANNER mentoring while delivering financial strategies to more than 1,400 clients, with a potential route to CFP designation.

Benefits

Flexible schedule
Life insurance
Paid time off
Parental leave
Professional development assistance
Retirement plan
Tuition reimbursement

Responsibilities

Develop and sustain strong client relationships through attentive listening
Lead client interviews and conduct six month reviews
Maintain a professional appearance in business casual attire
Apply coaching to support clients in areas such as plan design, sales process improvements, marketing, and retention
Stay informed on industry trends and developments impacting the business
Plan daily and weekly activities to prioritize core tasks and meet benchmarks
Deliver work with accuracy, clarity, organization, and attention to detail
Prepare and present financial solutions for clients in person or virtually
Reach out to providers to clarify, move business, and troubleshoot as needed
Provide service for new and existing clients as required
Collaborate with team members through regular meetings

Requirements

Bachelor’s degree (higher is preferred but not required)
Proficiency with Zoom, DocuSign, spreadsheets, word processing, PDF editing software, VOIP, digital file services, and database entry
Strong written and verbal English communication skills
High level of confidentiality and integrity; protect client privacy in line with guidelines
Excellent customer service capabilities
Highly organized with a system to manage workflow and deliverables
Active Life & Health Insurance License or ability to obtain
CERTIFIED FINANCIAL PLANNER designation or ability to obtain
Ability to be contracted with multiple carriers (requires solid financial status and clean credit)
Within a 30 minute commute to the Fox Valley office in St. Charles, IL
Valid Illinois driver’s license and access to a working car
Lake Growth recognizes unique strengths and may tailor roles to fit individual talents

Technologies we use

Zoom
DocuSign
Spreadsheets
Word processing
PDF editing software
VOIP software
Digital file services
Database entry skills

Compensation

This is a full time exempt role with a competitive pay package and eligibility for bonuses. Federal holidays are paid, along with paid time off, and the plan includes health benefits. In the first year, the base salary starts at $5,000 per month, with commissions added after licensing, training, and new business writing. The compensation structure is production based with tiered growth and clear pathways for higher earnings.

Year 1 earnings sit in the mid five figures, with licensing, training, and new business activity opening the door to six figures in Year 2 and additional income opportunities thereafter.

What you can Expect

A one year training program to learn the business and define the next career steps, with ongoing training as needed
Office space for meetings, a workstation, computer, additional tech, office supplies, and support
Regular touchpoints for training, updates, questions, and clarification
Direct access to a network of seasoned Financial Planning Associates and peers sharing best practices
Mastermind access to hundreds of financial planners, CPAs, and insurance agents nationwide, including webinars and workshops
Quarterly progress reviews with leadership
Opportunities for growth within a developing business framework

What We Expect

Consistent punctuality and a strong drive for success in financial services
Humility, teachability, conscientiousness, integrity, and a readiness to tackle challenging tasks
Professionalism, excellent customer service, clear communication, perseverance, and diligence
Respect for clients and colleagues in all interactions
Self direction with the ability to manage daily tasks with minimal supervision
Commitment to compliance and operating with integrity in every facet of the business
A quiet, professional work environment and reliable access to mobile and video conferencing
Willingness to attend both in person and virtual meetings

Ideal Candidate Qualities

Accountability: see it, own it, solve it, do it
Solution orientation: contribute to solutions while respecting others
Proactive posture: act now and seek what else can be done
Growth mindset: seek coaching and opportunities to improve
Personal ownership: take pride in work and pursue effective, meaningful results

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Financial Advisor - Career changers encouraged to apply!

Northwestern Mutual Alexandria, VA

11d ago

$70k - $200k/yr Full time Advisor Apply! Business Development

Advisor Apply! Business Development

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Job Description

In Alexandria, this onsite Financial Advisor role with Northwestern Mutual invites you to build a client-focused financial practice through comprehensive training and mentorship across sales, finance, leadership, and entrepreneurship. You’ll join an environment that supports an entrepreneurial path, providing the autonomy to shape your career while leveraging a strong network and resources to guide your growth.

Responsibilities

Make a tangible difference in your community by leading entrepreneurial initiatives, sales efforts, and leadership activities.
Tap into a comprehensive Training and Development program that cultivates your growth as a business owner, with a clear path toward leadership.
Present clients with opportunities to protect and prosper, guiding action through honest guidance and thoughtful recommendations.
Enjoy autonomy to design your career path and pursue a work‑life balance that fits your goals.
Join a collaborative network of peers dedicated to pushing boundaries and achieving their best each day.
Receive personalized coaching and resources to excel in entrepreneurship, finance, sales, and management within the industry.
Build and nurture meaningful community connections to foster robust referral networks and grow your practice.
Develop long-term client relationships by delivering tailored financial strategies and holistic planning, while owning your business.
Continue elevating your skills through ongoing professional development and collaborative experiences to sustain success as a business owner.

Requirements

Reliability, integrity, and a commitment to ethical practices.
Exceptional communication skills and the ability to build strong professional relationships.
Self-driven, goal-oriented mindset with a passion for ongoing growth as a business owner and leader.
Willingness to learn, adapt, and thrive in a dynamic environment.
4-year degree or equivalent professional work experience.
Entrepreneurial ambitions and a track record of building meaningful relationships.
Interpersonal skills suited to client-facing roles and strong time management.
Desire for continuous learning.
Legal authorization to work in the US without sponsorship.

Benefits

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Retirement plan
Vision insurance

Compensation and Benefits

Compensation and commission structure to support early development
Renewable income
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, Series 7, CFP and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Financial Planning

About Us

For more than 165 years, Northwestern Mutual has helped clients navigate their financial futures through comprehensive and innovative planning. The firm blends the expertise of its financial professionals with a personalized digital experience and leading products to support clients in achieving their goals. Our approach combines insurance, investments, and annuities to reinforce progress, backed by strong financial strength and access to top-tier products and services. Financial Representatives are valued partners and owners who contribute to a diverse, inclusive environment where different viewpoints drive success.

Why Join Northwestern Mutual

Fortune 100 company (2021)
Forbes Best Employers for Diversity (2018-2020)
Top 10 US Independent Broker-Dealers
#1 Among Life Insurers Most Admired Companies for Financial Soundness
Best Place to Work for LGBTQ+ Equality by the Human Rights Campaign Corporate Equality Index (2015-2021)
Approximately $224 billion in retail investment client assets held or managed

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Treasury Sales Associate - Technology and Disruptive Commerce

JPMorganChase Boston, MA

13d ago

$110k - $130k/yr Full time Associate Banking Business Development

Associate Banking Business Development

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Job Description

This Treasury Sales Associate role sits in JPMorgan Chase's Commercial Banking team in Boston, focusing on developing client Treasury solutions, managing relationships, and growing the portfolio with a three-year development plan and potential progression to Treasury Management Officer.

Responsibilities

Partner with the Treasury Management Officer to craft client proposals, conduct cost and benefit analyses, price competitively, and build profitability models
Support client call preparation by assembling relationship review materials, pitch books, account plans, and conducting customer research
Develop a solid understanding of each client's Treasury cash management structure and objectives
Liaise with product partners to design comprehensive Treasury solutions
Analyze competitors’ products and market positioning within the client and broader market
Manage the sales pipeline with the TMO throughout the sales cycle to ensure services and pricing are set up timely and accurately
Collaborate with internal partners to ensure successful implementation, product ramp-up, and accurate pricing and billing

Requirements

Bachelor's Degree
Three+ years of relevant banking and treasury experience
Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
Superior verbal and written communication skills with the ability to mobilize internal networks and resources
Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
Proficiency in Microsoft Office (PowerPoint, Excel and Word)
Ambition to develop into an individual sales contributor

Technologies

Microsoft PowerPoint
Microsoft Excel
Microsoft Word

Benefits

Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Preferred Qualifications, Capabilities, and Skills

Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions
Sales, portfolio management or relationship management experience
Qualitative and quantitative skills

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Manager of Financial Advisors

Secure Financial Group Grand Rapids, MI

14d ago

$82k - $120k/yr Full time Manager Marketing Advisor

Manager Marketing Advisor

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Job Description

Secure Financial Group is seeking an experienced leader to guide a team of financial professionals in Grand Rapids, Michigan. The role of Financial Sales Manager involves recruiting, developing, and supervising advisors, directly driving revenue growth, and promoting client-focused solutions that align with our retirement planning focus. This onsite, full-time opportunity offers a competitive compensation package and a chance to shape a high-performance sales culture within a trusted firm.

Role Overview

The Financial Sales Manager will recruit, train, and oversee a team of financial professionals, playing a pivotal leadership role in revenue growth, client-centered solutions, and building a strong, collaborative team culture.

Key Responsibilities

Recruit, train, and mentor a team of financial advisors and insurance professionals
Develop and implement strategic sales plans to achieve production goals
Provide hands-on coaching in client relationship management and solution-based selling
Monitor team performance, track key metrics, and ensure accountability
Promote Secure Financial Group’s values, services, and mission within the community
Stay current with product knowledge, regulatory requirements, and industry trends

Qualifications

5+ years of experience in financial services sales, with at least 2 years in a leadership or management role
Strong understanding of insurance, retirement planning, and investment solutions
Active Life & Health Insurance License; Series 65; 66 preferred (or willingness to obtain)
Proven ability to recruit, train, and motivate a sales team
Excellent communication, organizational, and interpersonal skills
Entrepreneurial mindset with a passion for client success and team development

Benefits

Competitive base salary plus performance-based bonuses
Bonus opportunities

Compensation

Salary: $82,480 - $120,000 per year
Bonus opportunities

About Secure Financial Group

Secure Financial Group, headquartered in Troy, Michigan, is a leading retirement planning and financial services firm dedicated to helping individuals and families build and protect their financial futures. We offer personalized strategies in wealth preservation, income planning, insurance, and investment services. With a strong reputation built on trust, integrity, and results, we’re expanding our leadership team to continue delivering exceptional value to our clients.

Location & Work Details

Location: Grand Rapids, MI (onsite)
Job type: Full-time
Work location: In person
Ability to commute: Troy, MI 48084

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JPMorgan Private Client Relationship Manager - Bellevue, WA

JPMorganChase Bellevue, WA

15d ago

$150k+/yr Full time Manager Advisor Banking

Manager Advisor Banking

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Job Description

The Private Client Relationship Manager role within JPMorganChase's Consumer & Community Banking focuses on building and sustaining high net worth client relationships across banking, lending, and investments through targeted guidance and holistic planning.

Location

Compensation

USD 150,000 per year

Responsibilities

Develop new and manage existing client relationships, delivering service that consistently exceeds expectations.
Seek opportunities to deepen primary banking, investments, and lending relationships, regularly conducting in-person meetings with prospects and clients at their places of business and other external locations.
Network with referral sources and centers of influence beyond the office to generate banking and investment leads.
Forge robust internal partnerships across all lines of business to address each client's specific needs.
Ensure proposed solutions align with clients' short, medium, and long term goals through holistic, goals-based planning.
Strictly comply with risk and control policies, regulatory guidelines, and security measures.

Requirements

At least five years of financial services or service sales experience, with an established high net worth referral network and strong community presence.
Proven ability to build trusted relationships and consistently deliver exceptional client experiences.
Demonstrated success driving sales growth by deepening relationships across multiple product lines and collaborating effectively in a team to deliver client solutions.
Solid understanding of investments, wealth planning, credit, and banking concepts.
Licenses required: Series 7 and 66 (or 63 and 65). Unlicensed candidates may be considered but must obtain licenses within 150 days of start date.

Benefits

Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Federal Deposit Insurance Act

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

Dodd Frank / Truth in Lending Act

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven year

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and re