Sales Director

Job Description

A well-established national financial services organization is seeking experienced professionals for a Sales Director (Accelerated Path to Management) role. This opportunity is designed for individuals with proven leadership, sales management, or entrepreneurial backgrounds who are looking to fast-track into senior management. The program is structured for candidates who bring real-world business, leadership, or advanced academic experience and are ready to build, lead, and scale high-performing teams.

Responsibilities:

Phase 1: Financial Professional (Foundational Leadership Track)

• Build and manage a personal book of business while developing client relationships
• Learn the firm’s products, sales processes, and client engagement model
• Meet defined performance, licensing, and production benchmarks
• Develop firsthand understanding of frontline sales and client-facing operations
• Utilize CRM, marketing, and prospecting tools to drive growth

Phase 2: Management & Leadership Development

• Transition into a structured management training program upon meeting requirements
• Recruit, train, and coach financial professionals
• Lead a sales unit with responsibility for performance, development, and retention
• Implement business development and growth strategies
• Mentor team members and build a strong leadership culture
• Drive revenue through team production and strategic oversight

Requirements:

• Prior management, leadership, or senior sales experience OR
• MBA or equivalent advanced business degree OR
• Former or current business owner / entrepreneur
• Strong leadership presence with the ability to coach and motivate others
• Proven track record of performance, accountability, and execution
• High level of professionalism, integrity, and communication skills
• Willingness to obtain required state insurance and securities licenses (training provided)
• Long-term career interest in leadership, management, and organizational growth

Compensation & Career Path:

• Initial phase: commission-based compensation
• Management phase: base salary + performance bonuses and incentives
• Significant long-term income potential tied to team performance and growth
• Benefits package available upon transition into management, including health coverage and retirement plans

What the Firm Offers:

• Accelerated leadership and management track
• Structured training and mentorship from senior leaders
• Access to robust financial products and solutions
• Advanced digital tools, CRM systems, and marketing support
• Clear promotional pathway into senior leadership roles
• Stable, growth-oriented organization with a long-standing national presence