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.