The Field Sales Senior Lead Officer is a senior-level position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales team. The overall objective is to utilize a wide range of product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.
Responsibilities
Assist the Division Manager and Area Directors in sales, marketing, identifying new market opportunities and other business development activities
Work with area Directors on integration of sales processes, and assist in other sales and marketing programs such as Division and National campaigns and Client Experience
Manage Division consumer pipeline products
Coach area Managers and Branch Managers to guide staff in improving sales and customer experience
Partner with peers in other lines of busin...