Financial Services Sales Manager

Juice Cheltenham is delighted to be supporting a fantastic organisation in their search for a Sales Manager, within the financial service sector.

We are seeking a dedicated and proactive Financial Services Sales Manager to oversee the day-to-day operations of our advisor teams and ensure they meet their targets. In this role, you will manage team productivity, maintain key relationships, and provide technical and sales support to advisors. You will also be responsible for overseeing the progression team and team leader, ensuring KPIs are met, and driving continuous improvements across the board.

Key Responsibilities:

• Oversee activity and productivity levels for advisors.
• Ensure all teams meet and exceed performance targets.
• Manage and maintain relationships with key internal teams.
• Lead and facilitate monthly team meetings, including business reviews and 121’s.
• Identify training needs and deliver training as required.
• Provide ongoing feedback, coaching, and mentorship to advisors to improve sales and performance.
• Provide both technical and sales support to advisors on cases, ensuring smooth case progression.
• Identify and pursue additional business opportunities for the team to maximise growth potential.
• Regularly report on team progress and performance to senior partners.
• Deliver presentations as required at board meetings.

Qualifications and Experience:

• Proven experience in Financial Services Management or a similar leadership role.
• Strong leadership and people management skills.
• In-depth knowledge of financial services, sales processes, and industry regulations.
• Ability to manage multiple teams and stakeholders effectively.
• Strong communication, presentation, and coaching abilities.
• Familiarity with KPI management and the ability to identify areas for improvement.

If you would like to find out more information about this position, we would love to hear from you.