Qualifications: Financial Sales Manager I Qualifications: Bachelor''s Degree and 2 years'' experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED/Equivalent and 6 years'' experience in Sales, customer service, or lending, or financial services sales, including supervisory. Financial Sales Manager II Qualifications: Bachelor''s Degree and 4 years'' experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED/Equivalent and 8 years'' experience in Sales, customer service, or lending, or financial services sales, including supervisory.