Icon hamburger
What job do you want?
Apply to this job.
Think you're the perfect candidate?
Apply Now

You’re being taken to an external site to apply.

Enter your email below to receive job recommendations for similar positions.

Branch Sales Manager

Confidential Erie Full-Time
$120,000.00 - $130,000.00 / year
Apply Now

Branch Sales Manager

$120k - $130k
Erie, PA

This prestigious National Financial Services leader seeks an exceptional individual with investment sales and sales management experience to lead this local branch office.  To be successful in this role, you must have a proven track record of strong individual performance and possess superior knowledge of all products and strategies available to meet client needs. Your primary focus as the Branch Manager will be to advise existing and prospective clients in the selection of products and services best suited to meet their financial goals as well as the direct supervision and professional development for a small team of Financial Advisors.

Specific Responsibilities:
  • Meet or exceed the Branch Management sales performance minimums
  • Responsible for driving branch client appointments and phone sale opportunities.
  • Lead the branch team to achieve designated customer satisfaction goals
  • Continuous focus on growing sales knowledge, staying current with industry and market trends, improving processes, and enhancing the client experience.
  • Analyze and interpret customer financial circumstances and investment objectives in light of various factors.
  • Advise customers on advantages and disadvantages of various investment products.
  • Demonstrate solid portfolio planning skills and comprehensive industry and investment knowledge through balanced presentations for client needs and long-term financial strategy
  • Position appropriate products -- through balanced presentations -- to each client current needs and long term financial strategy, including sell advice and portfolio planning
  • Adapt coaching and influence strategies to effectively motivate, influence, inspire, recognize, and engage Associates.
  • Identify, execute and follow-up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market / community involvement.

  • BA / BS degree in Finance, Business highly preferred
  • Series 7 and 66 (or 63/65) required
  • Series 24 (or 9/10) a plus
  • 3+ years licensed financial sales experience
  • Prior sales management experience in either brokerage or banking industry required, 
  • Understanding of current regulatory requirements in the financial industry.
  • Ability to communicate investment strategies in a clear and concise manner to retail clients and business partners that enables clients to make informed investment decisions
  • Experience presenting solutions to clients and prospects through face-to-face/phone meetings
  • Successful experience and proven track record in growing sales
  • Proven ability to develop strong relationships with clients, prospects, business partners and direct reports
  • Proven leadership, management and motivational skills

This excellent career opportunity will not last long so send your resume today!

*See Above

Recommended skills

Financial Services


Salary Details

Based on Job Title, Location and Skills
Below Avg. Average Above Avg.

Career Path

See the next step in your career
Branch Sales Manager
$120,000.00 - $130,000.00 / year
Apply to this job.
Think you're the perfect candidate?
Apply Now

Help us improve CareerBuilder by providing feedback about this job: Report this job

Report this Job

Once a job has been reported, we will investigate it further. If you require a response, submit your question or concern to our Trust and Site Security Team

Job ID: RB090619CB


For your privacy and protection, when applying to a job online, never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction. Learn more.

By applying to a job using CareerBuilder you are agreeing to comply with and be subject to the CareerBuilder Terms and Conditions for use of our website. To use our website, you must agree with the Terms and Conditions and both meet and comply with their provisions.