Sales Officer Jobs
Sales Officer jobs are open across banking, insurance, fintech, and healthcare at every level from entry-level account representative to senior sales officer, with specializations in commercial lending, business development, and retail sales. See the openings below and apply to the ones that match your experience.
Find Sales Officer JobsLooking for remote work? View remote sales officer jobs →Overview
Showing 5 of 115+ Sales Officer jobs
Department: Choose an item.
Reports to: SVP, Treasury Management Sales Manager
About the Role
Work Details
Work Location: Onsite
Travel: None
What You’ll Do
- Generate new business by identifying market opportunities through cold calls, warm leads, and referrals.
- Determine client needs and cross-sell treasury products and services to internal and external clients.
- Maintain an active sales pipeline and provide real-time updates using available tools.
- Partner with the Relationship Management team to educate clients and sell additional products through onsite and telephone meetings.
- Maintain current knowledge of industry practices and the full suite of Treasury Management products and services.
- Handle inbound customer service inquiries, training, and support requests related to Treasury Management and Internet Banking products while maintaining service quality.
- Review customer agreements, maintenance requests, and cancellation forms for completeness, accuracy, and adequacy.
- Complete new-client setup and deletion requests and provide client training for related products and services.
- Support departmental audit requirements and help implement and complete agreed audit recommendations.
- Support Bank employees in all areas of Electronic Banking and Treasury Management products and services.
- Serve as a subject matter expert on system capabilities, client onboarding processes and worksheets, and Bank agreements related to Treasury Management services.
- Understand and comply with all laws, regulations, Bank policies, safety requirements, and procedures applicable to the position.
- Attend required training and maintain knowledge of financial institution regulations, including BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, the Bank Protection Act, FACTA identity theft requirements, Information Technology, and GLBA.
- Perform additional duties as assigned that relate to the position.
What We’re Looking For
- Five years of related Treasury Management experience and/or training, or an equivalent combination of education and experience.
- Education or training applicable to the financial industry, including in-house training, formal education, or financial-industry curriculum.
- Working knowledge of applicable state and federal banking compliance regulations, Bank operational policies and procedures, and Bank products and services.
- Exceptional verbal, written, and interpersonal communication skills, including the ability to train others, prepare reports and procedures, and communicate clearly with customers and employees.
- Ability to address complex, non-standardized problems involving multiple factors and variables.
- Ability to work independently with minimal supervision.
- Consistent professionalism, teamwork, attendance, quality of work, and adherence to policies and regulations.
(Nice to Have)
- Demonstrated adaptability, initiative, innovation, organization, sound decision-making, and results orientation.
- Experience supporting client onboarding, treasury platform administration, audit readiness, and relationship-management sales efforts.
Why You’ll Love Working Here
- Team Culture
- Growth Opportunities
- Benefits or Perks
Posting Location(s):
- Sarasota Banking Office; 2601 Cattlemen Rd., Suite 500, Sarasota, FL 34232
Compensation
Physical Demands:
- Sedentary: Limited activity, no lifting, limited walking
- Moderate: Mostly standing, walking, bending, frequent lifting
- Light: Office work, some lifting, bending, stooping or kneeling, walking
- Arduous: Heavy lifting, bending, crawling, climbing
The Fine Print
Department: Choose an item.
Reports to: SVP, Treasury Management Sales Manager
About the Role
Work Details
Work Location: Onsite
Travel: None
What You’ll Do
- Generate new business by identifying market opportunities through cold calls, warm leads, and referrals.
- Determine client needs and cross-sell treasury products and services to internal and external clients.
- Maintain an active sales pipeline and provide real-time updates using available tools.
- Partner with the Relationship Management team to educate clients and sell additional products through onsite and telephone meetings.
- Maintain current knowledge of industry practices and the full suite of Treasury Management products and services.
- Handle inbound customer service inquiries, training, and support requests related to Treasury Management and Internet Banking products while maintaining service quality.
- Review customer agreements, maintenance requests, and cancellation forms for completeness, accuracy, and adequacy.
- Complete new-client setup and deletion requests and provide client training for related products and services.
- Support departmental audit requirements and help implement and complete agreed audit recommendations.
- Support Bank employees in all areas of Electronic Banking and Treasury Management products and services.
- Serve as a subject matter expert on system capabilities, client onboarding processes and worksheets, and Bank agreements related to Treasury Management services.
- Understand and comply with all laws, regulations, Bank policies, safety requirements, and procedures applicable to the position.
- Attend required training and maintain knowledge of financial institution regulations, including BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, the Bank Protection Act, FACTA identity theft requirements, Information Technology, and GLBA.
- Perform additional duties as assigned that relate to the position.
What We’re Looking For
- Five years of related Treasury Management experience and/or training, or an equivalent combination of education and experience.
- Education or training applicable to the financial industry, including in-house training, formal education, or financial-industry curriculum.
- Working knowledge of applicable state and federal banking compliance regulations, Bank operational policies and procedures, and Bank products and services.
- Exceptional verbal, written, and interpersonal communication skills, including the ability to train others, prepare reports and procedures, and communicate clearly with customers and employees.
- Ability to address complex, non-standardized problems involving multiple factors and variables.
- Ability to work independently with minimal supervision.
- Consistent professionalism, teamwork, attendance, quality of work, and adherence to policies and regulations.
(Nice to Have)
- Demonstrated adaptability, initiative, innovation, organization, sound decision-making, and results orientation.
- Experience supporting client onboarding, treasury platform administration, audit readiness, and relationship-management sales efforts.
Why You’ll Love Working Here
- Team Culture
- Growth Opportunities
- Benefits or Perks
Posting Location(s):
- Sarasota Banking Office; 2601 Cattlemen Rd., Suite 500, Sarasota, FL 34232
Compensation
Physical Demands:
- Sedentary: Limited activity, no lifting, limited walking
- Moderate: Mostly standing, walking, bending, frequent lifting
- Light: Office work, some lifting, bending, stooping or kneeling, walking
- Arduous: Heavy lifting, bending, crawling, climbing
The Fine Print
Sales Officer Jobs by Experience Level
See All 115+ Sales Officer Jobs
Find roles that match your experience and apply in just a few clicks.
Find Sales Officer JobsSales Officer Job Market
Who's Hiring
- Mutual of Omaha Mortgage24
- Fulton Bank5
- Bank of America5
- Citi4
- FREEDOM OUTDOORS4F
Top Industries Hiring
- Banking & Financial Services
- Technology & Software
- Distribution & Wholesale
What Employers Look For
The qualifications that appear most often in sales officer jobs.
- Proven experience meeting or exceeding a defined sales quota
- Proficiency with CRM software for pipeline management and reporting
- Bachelor's degree in business, finance, marketing, or a related field
- Strong communication and consultative selling skills
- Experience developing and managing a portfolio of client accounts
- Familiarity with financial products, lending, or insurance depending on industry
Tips for Your Sales Officer Job Search
Quantify your pipeline on your resume
Sales officer resumes live or die by numbers. Replace vague phrases like 'grew revenue' with specific figures: quota attainment percentages, portfolio size, and the number of accounts you managed. Hiring managers scan for evidence of consistent production, not responsibilities.
Tailor applications by industry vertical
A sales officer role at a community bank differs sharply from one at a SaaS company or insurance carrier. Reframe your experience to match the vertical: emphasize loan origination for banking roles, recurring revenue for tech, and policy volume for insurance openings.
Apply early to roles that fit
Migrate Mate lists sales officer openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Address CRM proficiency on your resume
Most sales officer postings screen for CRM experience before the first call. Name the specific platforms you have used and describe how you used them, such as managing forecasts, logging activity, or generating pipeline reports, rather than listing them as bare keywords.
Prepare a concise revenue narrative for interviews
Interviewers for sales officer roles almost always ask you to walk through your best quarter or deal. Practice a two-minute story that covers the account situation, your approach, the objections you handled, and the result. Vague answers about 'team effort' hurt your candidacy.
Negotiate using your verified production data
When you receive an offer, bring documented proof of your quota attainment rather than making verbal claims. Showing a consistent pattern of performance gives you a concrete basis for negotiating base salary, commission structure, or territory assignment.
Sales Officer Jobs: Frequently Asked Questions
Which companies are hiring the most sales officers?
The most active employers for sales officers right now are Mutual of Omaha Mortgage, Fulton Bank, and Bank of America, and the most openings are in Florida, Texas, and California, based on current listings on Migrate Mate as of September 2026. Demand is concentrated in financial services, insurance, and technology sectors.
How many sales officer jobs are remote?
About 50% of sales officer openings are fully remote or hybrid as of September 2026, with remote work most common in inside sales, SaaS account management, and business development roles. Field-based and commercial banking positions are more likely to require an in-office or on-site presence.
How do you become a sales officer?
Most sales officers start in entry-level roles such as sales associate, account representative, or loan officer trainee and build up to the officer title by consistently meeting quotas and taking on larger accounts. A bachelor's degree in business, finance, or marketing is the standard baseline. Some industries, particularly banking and insurance, expect product-specific certifications before promoting to the officer level.
Can you get hired as a sales officer with little experience?
Yes, entry-level sales officer roles exist, particularly at banks, insurance carriers, and retail financial services firms that run structured training programs. Candidates with strong communication skills, a relevant internship, or experience in customer-facing roles like retail management have a realistic path in. Applying to companies with formal sales development programs improves your odds significantly.
What does the sales officer interview process look like?
The process typically starts with a phone screen focused on your sales background and quota history, followed by one or two in-person or video rounds. Expect a behavioral interview, a product knowledge or role-play exercise, and a meeting with a sales manager. Some employers ask you to present a mock pitch or a short territory plan as a final round.
Where can I find and apply to sales officer jobs?
You can find and apply to sales officer jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that fit your background, experience level, and preferred industry, then apply directly to each listing that matches.
See All 115+ Sales Officer Jobs
Find roles that match your experience and apply in just a few clicks.
Find Sales Officer Jobs