Financial Sales Manager Jobs
Financial Sales Manager jobs are open across banking, insurance, fintech, and wealth management, from entry-level team lead to regional director, with specializations in retail banking sales, investment product sales, and insurance distribution. See the openings below and apply to the ones that match your experience.
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GO WITH THE TEAM THAT’S SHAPING TOMORROW WITH NEW PRODUCTS EVERY DAY.
At the Robert Bosch Tool Corporation, we know that every career matters. Which is why you should conduct yours on a grand scale. Headquartered in the northwest Chicago suburb of Mount Prospect, we are a division of Bosch, a multinational engineering and electronics organization and the largest privately held employer in the world.
Guided by the principles of founder Robert Bosch, we offer a setting where social and environmental responsibility are part of our corporate DNA. Always mindful of our impact on the future, we are committed to sustainability, paying it forward, giving back, and lifelong learning. These are but a few of the reasons why our parent company has more than 400,000 associates and a legacy of success spanning 135+ years.
On a daily basis, our global teams are developing new products and using innovation to enhance existing ones.
Offering such industry-leading brands as Bosch®, Dremel®, and RotoZip®, our Mount Prospect location features unparalleled opportunities to promote our corded and cordless power tools, rotary tools, and accessories throughout existing and emerging markets. Collaborating with our engineering team, you’ll have the chance to pitch innovative new product lines and features, marketing channels, media plans, and strategies.
This is your chance to Go big. Go bold. And shape tomorrow’s world today, with the Robert Bosch Tool Corporation!
GO BOSCH, AND EXPERIENCE BIG REWARDS.
Robert Bosch Tool Corporation offers the competitive compensation, career-development resources, and benefits you would expect of a world leader, including health, medical, and financial plans; work/life balance; and flexible work options.
GO BIG. GO BOLD. GO BOSCH.
Job Description
This role is hybrid remote with 60% monthly in-office presence in Mount Prospect, Illinois. (3 days in office per week).
We are seeking an experienced and highly motivated Sales Controlling Analyst – Data & Reporting to join our North America Controlling team within the Power Tools division. This role is critical in ensuring the accuracy, consistency, and availability of sales and financial data across the region, supporting effective business planning, reporting, and decision-making.
The ideal candidate combines strong analytical and technical capabilities with a high degree of ownership and attention to detail. Acting as a key data and reporting expert, this individual will independently manage and continuously improve sales reporting processes, maintain critical reporting tools, and collaborate closely with Sales Controlling, Finance, and cross-functional stakeholders to ensure reliable and efficient reporting.
Sales Reporting, Data Management & Analysis
- Own, prepare, maintain, and continuously improve daily and monthly sales reporting processes across North America, ensuring data accuracy, consistency, and timely delivery.
- Take ownership of the Sales and Margin Dashboard, ensuring data integrity, reliable performance tracking, and continuous enhancement of reporting capabilities.
- Support Month-End closing activities, including credit note accruals and reversals, data validation, reconciliations, and reporting requirements.
- Serve as a key contact for sales data, reporting requirements, and ad hoc analysis, supporting Sales Controlling and other business stakeholders.
- Drive automation, standardization, and process improvements to increase reporting efficiency, reduce manual activities, and strengthen data quality
Data Expertise & Cross-Functional Collaboration
- Act as a key data and reporting expert within the North America Sales Controlling organization, ensuring transparency and consistency across reporting processes and systems.
- Partner closely with Sales Controlling Business Partners to provide reliable data, analytical support, and reporting tools for forecasting, planning, and performance management.
- Collaborate with Sales, Finance, IT, and other cross-functional teams to resolve data-related issues and improve reporting processes.
- Translate business requirements into practical data solutions, reporting enhancements, and automation opportunities.
- Proactively identify reporting gaps, data quality risks, and opportunities to simplify and optimize existing processes.
- Communicate analytical findings and technical topics clearly and effectively to both financial and non-financial stakeholders.
Qualifications
- Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field.
- 3–5 years of progressive experience in financial analysis, sales controlling, commercial finance, FP&A, or business partnering, preferably within a global manufacturing or CPG organization.
- Strong experience in sales forecasting, Month-End reporting, variance analysis, Net Sales analysis, pricing, and commercial performance reporting.
- Strong analytical skills with the ability to interpret complex datasets, identify key business drivers, and translate findings into actionable insights.
- Strong proficiency in Excel and experience with ERP and business intelligence systems such as SAP, HFM, Power BI.
- Ability to work effectively with Sales, Finance, Controlling, and IT teams, building collaborative relationships across functions and organizational levels.
- Strong oral and written communication skills, with the ability to explain complex data and technical topics clearly to cross-functional stakeholders.
- Proactive mindset with a demonstrated interest in continuous improvement, process optimization, and automation.
- Strong time management, prioritization, and organizational skills, with the ability to manage multiple reporting deadlines in a fast-paced environment.
Additional Information
BOSCH is a proud supporter of STEM (Science, Technology, Engineering & Mathematics) Initiatives:
- FIRST Robotics (For Inspiration and Recognition of Science and Technology)
- AWIM (A World In Motion)
Equal Opportunity Employer, including disability/veterans.
Thanks to the work of every associate, Bosch has been recognized for award-winning culture by the following organizations:
- Bosch Power Tools was recently recognized as one of Newsweek’s America’s Greatest Workplaces in Manufacturing 2025
- Forbes' America's Best Employers for New Grads 2025
- Great Place to Work™ Certified, 2026
Indefinite U.S. work authorized individuals only. Future sponsorship for work authorization is not available.
The U.S. base salary range for this full-time position is $85,000 to $105,000. Within the range, individual pay is determined based on several factors, including, but not limited to, work experience and job knowledge, complexity of the role, job location, etc. Pay ranges included in the postings generally reflect base salary; certain positions may include bonus, commission, or additional benefits.
Your well-being matters at Bosch! We offer a competitive compensation and a benefits package designed to empower you in every area of your life. This includes premium health coverage, a 401(k) with generous matching, resources for financial planning and goal setting, ample paid time off, parental leave, and comprehensive life and disability protection. We're investing in your success! Learn more about our full benefits offerings by visiting: https://www.myboschbenefits.com/public/welcome
Salary estimates published on online job boards, rather than the Bosch US Careers Page, may not be a true representation of the actual pay range offered for this position.
Want a closer look at life at Bosch? Follow our social channels and see what it’s like to work here:
- YouTube
- TikTok
By submitting an application for employment with Bosch, you represent and warrant that: (a) the work product and materials you submit are your own and reflect your personal experience, skills and qualifications; and (b) you have not used artificial intelligence or automated tools to generate, alter, or enhance application materials or responses in a manner that misrepresents your identity, authorship, experience, capabilities or qualifications.
By submitting an application for employment with Bosch, you represent and warrant that: (a) the work product and materials you submit are your own and reflect your personal experience, skills and qualifications; and (b) you have not used artificial intelligence or automated tools to generate, alter, or enhance application materials or responses in a manner that misrepresents your identity, authorship, experience, capabilities or qualifications.
GO WITH THE TEAM THAT’S SHAPING TOMORROW WITH NEW PRODUCTS EVERY DAY.
At the Robert Bosch Tool Corporation, we know that every career matters. Which is why you should conduct yours on a grand scale. Headquartered in the northwest Chicago suburb of Mount Prospect, we are a division of Bosch, a multinational engineering and electronics organization and the largest privately held employer in the world.
Guided by the principles of founder Robert Bosch, we offer a setting where social and environmental responsibility are part of our corporate DNA. Always mindful of our impact on the future, we are committed to sustainability, paying it forward, giving back, and lifelong learning. These are but a few of the reasons why our parent company has more than 400,000 associates and a legacy of success spanning 135+ years.
On a daily basis, our global teams are developing new products and using innovation to enhance existing ones.
Offering such industry-leading brands as Bosch®, Dremel®, and RotoZip®, our Mount Prospect location features unparalleled opportunities to promote our corded and cordless power tools, rotary tools, and accessories throughout existing and emerging markets. Collaborating with our engineering team, you’ll have the chance to pitch innovative new product lines and features, marketing channels, media plans, and strategies.
This is your chance to Go big. Go bold. And shape tomorrow’s world today, with the Robert Bosch Tool Corporation!
GO BOSCH, AND EXPERIENCE BIG REWARDS.
Robert Bosch Tool Corporation offers the competitive compensation, career-development resources, and benefits you would expect of a world leader, including health, medical, and financial plans; work/life balance; and flexible work options.
GO BIG. GO BOLD. GO BOSCH.
Job Description
This role is hybrid remote with 60% monthly in-office presence in Mount Prospect, Illinois. (3 days in office per week).
We are seeking an experienced and highly motivated Sales Controlling Analyst – Data & Reporting to join our North America Controlling team within the Power Tools division. This role is critical in ensuring the accuracy, consistency, and availability of sales and financial data across the region, supporting effective business planning, reporting, and decision-making.
The ideal candidate combines strong analytical and technical capabilities with a high degree of ownership and attention to detail. Acting as a key data and reporting expert, this individual will independently manage and continuously improve sales reporting processes, maintain critical reporting tools, and collaborate closely with Sales Controlling, Finance, and cross-functional stakeholders to ensure reliable and efficient reporting.
Sales Reporting, Data Management & Analysis
- Own, prepare, maintain, and continuously improve daily and monthly sales reporting processes across North America, ensuring data accuracy, consistency, and timely delivery.
- Take ownership of the Sales and Margin Dashboard, ensuring data integrity, reliable performance tracking, and continuous enhancement of reporting capabilities.
- Support Month-End closing activities, including credit note accruals and reversals, data validation, reconciliations, and reporting requirements.
- Serve as a key contact for sales data, reporting requirements, and ad hoc analysis, supporting Sales Controlling and other business stakeholders.
- Drive automation, standardization, and process improvements to increase reporting efficiency, reduce manual activities, and strengthen data quality
Data Expertise & Cross-Functional Collaboration
- Act as a key data and reporting expert within the North America Sales Controlling organization, ensuring transparency and consistency across reporting processes and systems.
- Partner closely with Sales Controlling Business Partners to provide reliable data, analytical support, and reporting tools for forecasting, planning, and performance management.
- Collaborate with Sales, Finance, IT, and other cross-functional teams to resolve data-related issues and improve reporting processes.
- Translate business requirements into practical data solutions, reporting enhancements, and automation opportunities.
- Proactively identify reporting gaps, data quality risks, and opportunities to simplify and optimize existing processes.
- Communicate analytical findings and technical topics clearly and effectively to both financial and non-financial stakeholders.
Qualifications
- Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field.
- 3–5 years of progressive experience in financial analysis, sales controlling, commercial finance, FP&A, or business partnering, preferably within a global manufacturing or CPG organization.
- Strong experience in sales forecasting, Month-End reporting, variance analysis, Net Sales analysis, pricing, and commercial performance reporting.
- Strong analytical skills with the ability to interpret complex datasets, identify key business drivers, and translate findings into actionable insights.
- Strong proficiency in Excel and experience with ERP and business intelligence systems such as SAP, HFM, Power BI.
- Ability to work effectively with Sales, Finance, Controlling, and IT teams, building collaborative relationships across functions and organizational levels.
- Strong oral and written communication skills, with the ability to explain complex data and technical topics clearly to cross-functional stakeholders.
- Proactive mindset with a demonstrated interest in continuous improvement, process optimization, and automation.
- Strong time management, prioritization, and organizational skills, with the ability to manage multiple reporting deadlines in a fast-paced environment.
Additional Information
BOSCH is a proud supporter of STEM (Science, Technology, Engineering & Mathematics) Initiatives:
- FIRST Robotics (For Inspiration and Recognition of Science and Technology)
- AWIM (A World In Motion)
Equal Opportunity Employer, including disability/veterans.
Thanks to the work of every associate, Bosch has been recognized for award-winning culture by the following organizations:
- Bosch Power Tools was recently recognized as one of Newsweek’s America’s Greatest Workplaces in Manufacturing 2025
- Forbes' America's Best Employers for New Grads 2025
- Great Place to Work™ Certified, 2026
Indefinite U.S. work authorized individuals only. Future sponsorship for work authorization is not available.
The U.S. base salary range for this full-time position is $85,000 to $105,000. Within the range, individual pay is determined based on several factors, including, but not limited to, work experience and job knowledge, complexity of the role, job location, etc. Pay ranges included in the postings generally reflect base salary; certain positions may include bonus, commission, or additional benefits.
Your well-being matters at Bosch! We offer a competitive compensation and a benefits package designed to empower you in every area of your life. This includes premium health coverage, a 401(k) with generous matching, resources for financial planning and goal setting, ample paid time off, parental leave, and comprehensive life and disability protection. We're investing in your success! Learn more about our full benefits offerings by visiting: https://www.myboschbenefits.com/public/welcome
Salary estimates published on online job boards, rather than the Bosch US Careers Page, may not be a true representation of the actual pay range offered for this position.
Want a closer look at life at Bosch? Follow our social channels and see what it’s like to work here:
- YouTube
- TikTok
By submitting an application for employment with Bosch, you represent and warrant that: (a) the work product and materials you submit are your own and reflect your personal experience, skills and qualifications; and (b) you have not used artificial intelligence or automated tools to generate, alter, or enhance application materials or responses in a manner that misrepresents your identity, authorship, experience, capabilities or qualifications.
By submitting an application for employment with Bosch, you represent and warrant that: (a) the work product and materials you submit are your own and reflect your personal experience, skills and qualifications; and (b) you have not used artificial intelligence or automated tools to generate, alter, or enhance application materials or responses in a manner that misrepresents your identity, authorship, experience, capabilities or qualifications.
Financial Sales Manager Jobs by Experience Level
See All 239+ Financial Sales Manager Jobs
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Find Financial Sales Manager JobsFinancial Sales Manager Job Market
Who's Hiring
- Mutual of Omaha15
- Shamrock Trading Corporation13
- Securitas Technology10
- Bloomberg9
- First Citizens Bank9
Top Industries Hiring
- Insurance
- Technology & Software
- Science & Research
- Banking & Financial Services
What Employers Look For
The qualifications that appear most often in financial sales manager jobs.
- Proven sales management experience in banking, insurance, fintech, or financial services
- Active FINRA Series 6, 7, or 63 license or state insurance producer license
- Track of recruiting, coaching, and developing a quota-carrying sales team
- Proficiency with CRM platforms and sales performance reporting tools
- Bachelor's degree in finance, business administration, or a related field
- Experience with compliance requirements and regulatory standards in financial sales
Tips for Your Financial Sales Manager Job Search
Quantify your book of business clearly
Financial sales manager resumes that show revenue generated, client retention rates, and team quota attainment get noticed faster than those listing duties. Pull those numbers from your CRM reports or annual reviews before you start applying.
Match licenses to each job listing
Many financial sales manager roles require specific FINRA licenses like Series 6, 7, or 63, or state insurance producer licenses. Read each posting carefully and lead your resume summary with the exact licenses the employer lists as required or preferred.
Apply early to roles that fit
Migrate Mate lists financial sales manager openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target your search by channel and product
Financial sales manager roles vary significantly by distribution channel and product type. Narrow your search using terms like retail banking, annuities, commercial lending, or independent advisory to surface roles that match your actual sales experience, not just your title.
Prepare a revenue narrative for interviews
Interviewers for financial sales manager roles almost always ask how you built or turned around a sales team. Prepare a concise story that covers the starting conditions, the specific actions you took, and the measurable outcome, without disclosing confidential client data.
Negotiate comp structure, not just base pay
Financial sales manager offers frequently include override commissions, production bonuses, and deferred compensation tied to team targets. Before accepting any offer, ask how each component is calculated and what the realistic payout range has been for the team you would manage.
Financial Sales Manager Jobs: Frequently Asked Questions
Which companies are hiring the most financial sales managers?
The companies hiring the most financial sales managers right now include Mutual of Omaha, Shamrock Trading Corporation, and Securitas Technology, with the largest share of openings in New York, California, and Texas, based on current listings on Migrate Mate as of November 2026. Demand tends to be highest at regional banks, national insurance carriers, and independent wealth management firms expanding their retail footprints.
How many financial sales manager jobs are remote?
About 67% of financial sales manager openings are fully remote or hybrid as of November 2026, though the share varies significantly by product type. Roles focused on digital banking, insurance brokerage, and fintech sales platforms tend to have more remote flexibility than branch-based retail banking or in-person wealth advisory positions.
How do you become a financial sales manager?
Most financial sales managers start as individual contributors in financial sales, build a consistent performance record, and then move into team lead or assistant manager roles. Earning relevant licenses such as FINRA Series 6 or 7 and completing employer-sponsored leadership training strengthens your case for promotion. Demonstrating that you can recruit, coach, and retain a sales team, not just sell yourself, is what typically triggers the move to full management.
Can I get a financial sales manager job with little experience?
Breaking into financial sales management without prior management experience is possible if you have a strong individual sales record and can show evidence of informal leadership, such as mentoring newer reps or leading a product rollout. Some employers in insurance and retail banking actively promote high-performing sales associates into management trainee programs. Earning a relevant license and expressing clear interest in managing a team early in your tenure can accelerate that path.
What does the financial sales manager interview process look like?
Most financial sales manager interview processes include an initial recruiter screen focused on your licensing and sales background, followed by one or two rounds with the regional or district manager where you walk through your sales management philosophy and past team results. A final round often involves a panel with HR, compliance, or a senior leader, and may include a written sales strategy exercise or a case study based on a struggling territory or underperforming team.
Where can I find and apply to financial sales manager jobs?
You can find and apply to financial sales manager jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that fit your licensing background, product specialty, and preferred location, then apply directly to each listing that matches your experience.
See All 239+ Financial Sales Manager Jobs
Find roles that match your experience and apply in just a few clicks.
Find Financial Sales Manager Jobs