Sales Manager - Financial Services

VP, Sales Management (Sales Manager)

Location: La Jolla

GoldBook Financial is a member of the MassMutual family of firms. We are an award-winning company comprised of industry-leading financial service professionals who excel at helping our clients attain financial security for themselves, their families, and their businesses. Our culture of excellence and exemplary support team helps define our mission to be the firm of choice for talented people seeking a career in financial services. We are proud to have been named #1 Best Places to Work – Micro Category by the Phoenix Business Journal in 2021 and 2024.

At GoldBook, we provide customized financial services to meet clients’ personal needs, as well as the needs of their families or businesses. We are an active participant in our community, supporting local organizations and providing guidance to families with special needs. Our firm fosters a warm, inclusive workplace culture that prioritizes community involvement and client satisfaction.

Our success depends on the development of creative, committed, and effective Sales Managers. Whether you’re new to sales management or already running an existing sales management practice, we offer the finest industry resources and incentives to train, support and develop you.

Responsibilities

This role’s focus and priority is to ensure sales growth by recruiting, developing, and leading a team of financial advisors to meet annual production targets from the sale of protection and investment products, financial planning and wealth management services.

Prerequisite

• Must be able to work and commute to office
• Life, Accident & Health Insurance Licensed
• FINRA Licenses: Series 7 and 66
• Proven experience and success in the sale of protection and investments products. And/or management of a successful sales team selling protection and investment products.

Who We Are Looking For

• A full-time, on-site Vice President of Sales Management (Sales Manager) in La Jolla, CA and/or Scottsdale, AZ. A leader, coach, and mentor with a track record of successful sales management experience.
• A dedicated individual: independent, self-motivated and goal oriented.
• A strong relationship-builder who takes a people-first approach.
• A person who sees possibility and then brings everyone along. This demands leadership, diplomacy and patience.
• Be comfortable with frequent change, an enthusiasm for competition, and the ability to put the team’s needs first.
• Attention to detail and a commitment to measuring results.

Good To Know: Our sales manager’s role is a hybrid position and can retain ownership of a book of business and maintain personal production.

How will you achieve success in driving results?

• Engage in front-line recruiting of financial professionals.
• Coach, mentor and supervise new recruits.
• Build and expand a productive team with a focus on long-term retention and success.
• Establish networks and cultivate referrals to generate a steady stream of candidates.
• Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates.

Compensation

Please note the salary range posted is an estimated range.

Actual minimum compensation will be determined by years of experience, personal prior production, and/or team production if currently in a sales manager role.

Total compensation will also include commissions, overrides, bonuses and a robust benefits package.

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Professional development assistance
• Retirement plan
• Vision insurance

https://goldbookfinancial.com/