Sales Officer Jobs in California
Sales Officer jobs in California are concentrated in financial services, commercial lending, insurance, and technology sales, with demand at every level from associate sales representatives to senior relationship managers. The largest hiring markets are Los Angeles, San Francisco, and San Diego, where institutions like Wells Fargo, Bank of America, and Salesforce maintain major California operations. The most sought-after specialties in the state include commercial banking sales, SaaS and enterprise software sales, and insurance product sales. See the openings below and apply to the ones that match your experience.
Find Sales Officer JobsOverview
Open roles12
Top employerMutual of Omaha Mortgage
Top citySan Diego, CA
Cities hiring9
Work type50% On-site
Top credentialMaster's degree in business administration
Showing 5 of 12+ Sales Officer jobs
Treasury Management Sales Officer
We won't show you this job again
Added 3d ago
Citizens Business Bank
Treasury Management Sales Officer
San Jose, California
Added 3d ago
Sales Training Program – Reverse Mortgage Loan Officer
We won't show you this job again
Added 1w ago
Mutual of Omaha Mortgage
Sales Training Program – Reverse Mortgage Loan Officer
San Diego, California
Added 1w ago
Sales Training Program – Reverse Mortgage Loan Officer
We won't show you this job again
Added 1w ago
Mutual of Omaha Mortgage
Sales Training Program – Reverse Mortgage Loan Officer
San Bernardino, California
Added 1w ago
Executive Assistant to the Chief Sales & Marketing Officer
We won't show you this job again
Added 3w ago
WD
Executive Assistant to the Chief Sales & Marketing Officer
Irvine, California
Added 3w ago
Reverse Mortgage Inside Sales Loan Officer
We won't show you this job again
Added 3w ago
Mutual of Omaha Mortgage
Reverse Mortgage Inside Sales Loan Officer
San Diego, California
Added 3w ago
Added 3d ago
Treasury Management Sales Officer
Citizens Business Bank·San Jose, California
Job functions:
$63k - $88k/yr
Associate's degree
1,001-5,000 employees
Job Description
Summary
The Treasury Management Sales Officer is an integral part of the Treasury Management Sales team and makes positive contributions to the department and bank’s success through generating fee income by providing skilled and knowledgeable assistance to clients seeking or needing treasury management solutions. This will be accomplished by preparing presentations and proformas, conducting demonstrations and selling those solutions to the client; then collecting the appropriate documentation to support the implementation of that service.
The Sales officer is also responsible for training (non-treasury management) internal business unit personnel so they are able to recognize treasury management opportunities.
Essential Duties and Responsibilities include the following:
- Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
- Reviews, analyzes and understands clients’ treasury management needs. Conducts demonstrations as needed. Completes professional presentations and accurate proformas designed to educate the client of all appropriate treasury management solutions.
- Maintains sufficient knowledge of all treasury management products and services to educate and sell services to clients within assigned territory.
- Manages calling schedule and completes pre-planning tasks as needed to maintain effective support of clients and business units in assigned territory.
- Provides professional telephone support as needed to treasury management clients and prospects.
- Submits appropriate documentation to identify client needs to all individuals involved in the implementation process.
- Conducts training session regularly to ensure non-treasury management personnel within the assigned territory can recognize treasury management opportunities.
- Creates an environment of trust with business unit partners and operational unit partners. Acts as a liaison between business unit partners and operational units to discuss treasury management opportunities with clients.
- Mitigates risk associated with all treasury management products and services and works with risk managers and lenders to identify these risks.
- Adheres to bank service level agreements, policies and regulations.
- Provides, presents and promotes The Citizens Experience to all external and internal customers.
- Other duties as assigned by Treasury Management Sales Manager or above.
Supervisory Responsibilities
This job has no supervisory responsibilities.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
Associate's degree (A. A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience.
Language Skills
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Reasoning Ability
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
Computer Skills
To perform this job successfully, an individual should have knowledge of Database software; Excel Spreadsheet software Word Processing software.
Certificates, Licenses, Registrations
N/A
Other Qualifications
- The Treasury Management Sales Officer is expected to travel approximately 75% of the time to various client sites and meeting appointments.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to use hands and fingers to handle or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk; sit; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is occasionally exposed to wet and/or humid conditions and outside weather conditions. The noise level in the work environment is usually moderate.
Citizens Business Bank
Treasury Management Sales Officer
San Jose, California
Added 3d ago1,001-5,000 employees
Job functions:
$63k - $88k/yr
Associate's degree
Job Description
Summary
The Treasury Management Sales Officer is an integral part of the Treasury Management Sales team and makes positive contributions to the department and bank’s success through generating fee income by providing skilled and knowledgeable assistance to clients seeking or needing treasury management solutions. This will be accomplished by preparing presentations and proformas, conducting demonstrations and selling those solutions to the client; then collecting the appropriate documentation to support the implementation of that service.
The Sales officer is also responsible for training (non-treasury management) internal business unit personnel so they are able to recognize treasury management opportunities.
Essential Duties and Responsibilities include the following:
- Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
- Reviews, analyzes and understands clients’ treasury management needs. Conducts demonstrations as needed. Completes professional presentations and accurate proformas designed to educate the client of all appropriate treasury management solutions.
- Maintains sufficient knowledge of all treasury management products and services to educate and sell services to clients within assigned territory.
- Manages calling schedule and completes pre-planning tasks as needed to maintain effective support of clients and business units in assigned territory.
- Provides professional telephone support as needed to treasury management clients and prospects.
- Submits appropriate documentation to identify client needs to all individuals involved in the implementation process.
- Conducts training session regularly to ensure non-treasury management personnel within the assigned territory can recognize treasury management opportunities.
- Creates an environment of trust with business unit partners and operational unit partners. Acts as a liaison between business unit partners and operational units to discuss treasury management opportunities with clients.
- Mitigates risk associated with all treasury management products and services and works with risk managers and lenders to identify these risks.
- Adheres to bank service level agreements, policies and regulations.
- Provides, presents and promotes The Citizens Experience to all external and internal customers.
- Other duties as assigned by Treasury Management Sales Manager or above.
Supervisory Responsibilities
This job has no supervisory responsibilities.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
Associate's degree (A. A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience.
Language Skills
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Reasoning Ability
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
Computer Skills
To perform this job successfully, an individual should have knowledge of Database software; Excel Spreadsheet software Word Processing software.
Certificates, Licenses, Registrations
N/A
Other Qualifications
- The Treasury Management Sales Officer is expected to travel approximately 75% of the time to various client sites and meeting appointments.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to use hands and fingers to handle or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk; sit; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is occasionally exposed to wet and/or humid conditions and outside weather conditions. The noise level in the work environment is usually moderate.
See All 12 Sales Officer Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
Find Sales Officer JobsSales Officer Jobs by City in California
Where California roles are concentrated, by current openings.
San Diego
2 jobsLos Angeles
2 jobsIrvine
1 jobSan Jose
1 jobSanta Ana
1 jobSanta Rosa
1 jobNewport Beach
1 jobSan Francisco
1 jobSan Bernardino
1 jobSales Officer Job Market in California
A snapshot from current California openings, updated as new roles post.
Who's Hiring
What California Employers Look For
The qualifications that appear most often in sales officer jobs across California.
- Bachelor's degree in business, finance, marketing, or a closely related field
- Demonstrated ability to meet or exceed revenue and client acquisition targets
- Experience managing a sales pipeline and using CRM platforms such as Salesforce
- Strong knowledge of the California market and relevant industry regulations
- Proven ability to build and maintain long-term client relationships
- Excellent written and verbal communication skills for presenting to business clients
Sales Officer Jobs in California: Frequently Asked Questions
How do you become a sales officer in California?
Most California employers require a bachelor's degree in business, finance, or marketing, followed by experience in a sales or client-facing role. For positions involving securities products, candidates must pass FINRA-administered exams such as the Series 6 or Series 7, overseen through a registered broker-dealer. Insurance sales officers need a California Department of Insurance license in the relevant line of authority. Entry typically begins in a sales associate or account executive role before advancing.
Which companies hire sales officers in California?
Companies currently hiring sales officers in California include Mutual of Omaha Mortgage, HUB International, and WD, per current listings on Migrate Mate as of November 2026. California's concentration of major banks, insurance carriers, and technology firms means openings appear consistently across the financial services and enterprise software sectors.
Which California cities have the most sales officer jobs?
San Diego, Los Angeles, and California have the most sales officer openings in California. Los Angeles and San Francisco lead because of their dense concentrations of regional bank headquarters, insurance company offices, and technology firms with enterprise sales teams, while San Diego draws openings through its strong biotech, defense, and commercial lending sectors.
Are there remote sales officer jobs in California?
Yes, and they are more common than in many sales roles, particularly for enterprise software and inside sales positions. About 50% of sales officer openings tied to California are remote or hybrid as of November 2026, reflecting the technology sector's flexibility. Roles tied to commercial lending, retail banking, or in-person client relationship management tend to remain on-site.
How can I get hired as a sales officer in California with little or no experience?
The most realistic entry path is through a sales development representative or banking associate role at a California financial institution or technology company. Large California employers such as Wells Fargo and regional credit unions run structured training programs for entry-level candidates, and many SaaS companies in the Bay Area actively hire new graduates into inside sales pipelines. Earning a California Department of Insurance license in life or property and casualty gives candidates a concrete credential that accelerates hiring in insurance sales officer roles.
Where can I find and apply to sales officer jobs in California?
You can find and apply to sales officer jobs in California on Migrate Mate, which lists current California openings updated regularly. Search for roles that match your experience level and location, then apply directly to the positions that fit.
See All 12 Sales Officer Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
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