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Sales Manager / Trainer

Human Hire

Melville, NY

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JOB DETAILS
SKILLS
Analysis Skills, Auditing, Call Monitoring, Coaching, Cold Calling Skills, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Environmental Compliance, Exceeded Sales Goal, Finance, Financial Services, Industry Standards, Insurance, Memory Hardware, Mentoring, Metrics, Onboarding, Online Training, Performance Management, Performance Metrics, Presentation/Verbal Skills, Regulations, Revenue Management, Sales, Sales Management, Sales Pipeline, Sales Prospecting, Salesforce.com, Scripting (Scripting Languages), Securities and Exchange Commission (SEC), Team Lead/Manager, Training/Teaching, Wealth Management
LOCATION
Melville, NY
POSTED
30+ days ago
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
  • 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 the Company

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Human Hire

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