Office Sales Manager, with Financial Services or Wealth Management experience
Job Description
- HOURS: Full Time; Monday - Friday 8:00 am - 5:00 pm
- Part Time hours available; Monday – Friday – 10 am – 2 pm
- DURATION: Direct Hire
- WORKPLACE: This is an in-office position.
- PAY: Position can pay $35.00/hr. - $40.00/hr., depending on experience.
- BENEFITS: This client offers a full comprehensive benefits package to include Medical, Dental, 401k and profit sharing.
Job Duties will include, but are not limited to:
This is a hands-on leadership role best suited for someone who is proactive, detail-oriented, and capable of motivating a team to meet both performance and sales goals.
The ideal candidate will have prior experience in financial services, with a solid understanding of industry operations, compliance standards, and high-level client service expectations. Will be responsible for managing daily workflows, supervising administrative staff, and ensuring the timely and accurate processing of client accounts and compliance documentation. Will also work closely with financial advisors to support sales growth and drive overall operational efficiency.
- Manage day-to-day operations of the office, including workflow oversight and resource planning
- Supervise and support administrative team members to ensure high performance and accountability
- Collaborate with financial advisors to support sales efforts and streamline client onboarding and service
- Ensure regulatory compliance and proper documentation across all client and operational activities
- Produce and present weekly reports on sales activity and team performance to leadership
- Drive a client-focused culture aligned with the firm’s mission and growth objectives
- Coordinate monthly day trips to the Bay Area to support in-person client service as needed
Requirements:
- Good job stability (meaning 2-3 years working at current and/or past jobs).
- Must have recent experience, 3 years minimum, within a Financial Services or Wealth Management office.
- Ability to travel monthly to the Bay Area for client support.
- Experience supporting licensed advisors and high-net-worth clients.
- Strong knowledge of industry operations, regulatory requirements, and compliance standards.
- Proven leadership experience with a track record of managing teams and improving workflows.
- Excellent organizational, analytical, and communication skills.
- Proficiency in reporting and performance tracking.
- Series 7, Series 66, and Insurance License strongly preferred.
- Must have intermediate to advanced MS Office skills and CRM systems.
Meet Your Recruiter
Sharlene Theakston
Director of Recruiting
Sharlene has been with SDI Staffing since 1998. She is most passionate about recruiting, helping candidates find a successful career in insurance, and assisting clients with finding the top talent they are seeking. Currently, Sharlene works as the Director of Recruiting / Sr. Account Manager. She evaluates applicants on their skills, education, work history, personality and salary requirements. She also works with clients to assist them in their search for applicants that have the experience and skills they are seeking for their office. Sharlene is also a mentor and assists the team with training and answering any questions about staffing or office procedures. She is an active member of Professional Women in Insurance, California Staffing Professionals and the American Staffing Association. She is trained in CA Employment and Sexual Harassment Law (FMLA, Meal & Rest Periods, Exempt & Non-Exempt Employees, etc.).
Sharlene was born and raised in San Diego, CA. She enjoys traveling as well as spending time with her husband, their two Labs, family and friends.