Sales Manager / Trainer
120,000
Posted 05/28/2026
Direct Hire
Direct Hire
Job ID:
13524
Job Description
We are seeking a dynamic, high-energy Sales Manager & Trainer to lead, mentor, and elevate our client’s financial services sales team. Located in Melville, NY, this dual-impact role requires an experienced leader who can split their focus between active pipeline management and structured revenue enablement. You will be responsible for onboarding entry-level advisors/reps, running continuous professional development programs, and driving the team to hit aggressive monthly and quarterly production goals.
Job Responsibilities:
1. Training & Revenue Enablement
2. Performance Management & Coaching
Required Qualifications & Experience
Job Responsibilities:
1. Training & Revenue Enablement
- Design, implement, and manage a structured "First 90 Days" onboarding curriculum for incoming sales representatives and financial advisors.
- Conduct regular training sessions on foundational industry mechanics, advanced prospecting, cold-calling, script mastery, and navigating complex financial product portfolios.
- Run interactive "training games," live role-play scenarios, and objection-handling workshops to build confidence and muscle memory in junior staff.
- Ensure all sales scripts, positioning, and pitches strictly align with industry regulatory standards (e.g., FINRA, SEC, or relevant state compliance guidelines).
2. Performance Management & Coaching
- Monitor day-to-day sales activity metrics (dials, connects, meetings booked) within the CRM to ensure healthy pipeline velocity.
- Conduct "ride-alongs" and live call monitoring, providing real-time feedback, post-call debriefs, and actionable performance improvement plans.
- Analyze individual and team Key Performance Indicators (KPIs) to identify skill gaps and customize training interventions accordingly.
- Maintain a high-accountability, high-reward environment that motivates competitive professionals to exceed quota.
Required Qualifications & Experience
- 5+ years of successful sales experience within the financial services, insurance, or wealth management sectors, with at least 2+ years in a dedicated management, team lead, or sales trainer capacity.
- Deep familiarity with financial products, market terminology, and compliance environments.
- Hands-on experience managing and auditing pipelines within corporate CRMs (e.g., Salesforce, HubSpot) and utilizing modern sales engagement platforms.
- Exceptional public speaking, presentation, and curriculum-building skills. Ability to break down complex financial concepts into highly digestible sales talking points.
- Bachelor’s degree in Business, Finance, or a related field preferred.
About Melville, NY
Explore exciting job opportunities in the vibrant area around Melville, New York! Nestled in Suffolk County, Long Island, Melville offers a charming mix of suburban tranquility and bustling city life. With proximity to iconic landmarks like the Walt Whitman Shops and the beautiful Bethpage State Park, as well as a variety of renowned art galleries, theaters like the Dix Hills Performing Arts Center, and delicious local cuisine options, this region is perfect for professionals seeking a balance of work and leisure. Consider starting or advancing your career in Melville and discover the unique culture, endless growth opportunities, and irresistible charm that this area has to offer. Browse our job listings today!