Sales Manager

Role Overview

The Sales Manager will be responsible for identifying and developing new business opportunities across the company’s financial services portfolio, including loans, insurance, and investment products. The role involves coordinating with internal teams, tracking sales performance, preparing reports, and ensuring adherence to company policies and regulatory requirements.

What You Will Do

Day-to-day tasks include managing client relationships, conducting needs assessments, presenting suitable financial solutions, and overseeing the sales cycle from lead generation to closing.

Why It Might Be a Fit

The Sales Manager is also expected to mentor and guide sales team members, contribute to sales strategies, and support continuous improvement in customer experience.

Requirements

• Strong skills in sales planning, lead generation, negotiation, and closing deals within financial services.
• Proficiency in client relationship management, needs analysis, and consultative selling for loans, insurance, and investment products.
• Ability to prepare and interpret basic financial documents and reports, with attention to accuracy and compliance.
• Solid communication, presentation, and interpersonal skills, with the ability to explain financial concepts in clear terms.
• Experience using CRM tools, spreadsheets, and other digital platforms to track prospects, sales activities, and performance metrics.
• Prior experience in financial services sales or business development is highly preferred.
• Bachelor’s degree in Business, Finance, Commerce, or a related field is beneficial.

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