Financial Services Sales - Oakland, CA

Job Overview

Job Description

Oakland, CA

We have an exciting opportunity for a remote, Financial Services Sales Manager based in the Oakland, California area. While you will work from home, you must reside near the Oakland, CA area as occasional in-person meetings may be part of your role. We offer training and support.

As a Financial Services Sales Representative you will be the primary point of contact for our service offerings. Your focus will be on marketing our financial solutions to small businesses between one and 500 employees in the Oakland, CA area.

If you have previous success with small businesses and relationship management, preferably in financial services, you will excel. Additionally, if you worked with small businesses focused in commercial lending, employee benefits, or commercial insurance in the Oakland, CA area your road to success will be fast. You must be results-oriented and comfortable working independently. We offer a highly competitive rewards package.

We are a higly-recognized, privately held equity company with a mission to strengthen the financial well-being of our clients. We assist companies and non-profit organizations in delivering the highest results through our investment and financial advisors. We are an equal opportunity employer that believes that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

We welcome those in the Oakland, CA area with experience in jobs such as Regional Sales Manager, General Sales Manager, Territory Sales Manager, Financial Services Manager, Mortgage Brokers, Commercial Lending Sales, Benefits Sales Consultant and others in Sales to apply.

Oakland, CA