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Entry Level Client Facing Finance Jobs in Chicago, IL

AO Globe Life

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Remote - Entry Level Client Sales Representative (Training Provided)

Chicago, IL · Remote

$60K - $80K/yr

Remote - Entry Level Client Sales Representative (Training Provided) 100% Remote | Full-Time | U.S ... If you're looking for a remote, client-facing career opportunity where training is available and ...

Praytell

Client Finance Analyst (Entry Level)

Chicago, IL · On-site

$55 - $65/hr

... or entry-level role who's ready to take the next step in their finance career. * A bachelor ... This is a client-facing role, so you're comfortable participating in meetings and communicating ...

Fix It People

Client & Sales Associate

Chicago, IL · On-site

$55K - $65K/yr

This is an entry-level role with real earning potential and a clear path to growth for the right ... client-facing or sales-adjacent role; recent graduates welcome WHAT THIS ROLE IS (AND ISN'T) This ...

Fix It People

Client & Sales Associate

Chicago, IL · On-site

$55K - $65K/yr

This is an entry-level role with real earning potential and a clear path to growth for the right ... client-facing or sales-adjacent role; recent graduates welcome WHAT THIS ROLE IS (AND ISN'T) This ...

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All JobsClient Facing Finance JobsEntry Level Client Facing Finance JobsEntry Level Client Facing Finance Jobs in Chicago, IL

Entry Level Client Facing Finance information

See Chicago, IL salary details

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How much do entry level client facing finance jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for entry level client facing finance in Chicago, IL is $28.61, according to ZipRecruiter salary data. Most workers in this role earn between $19.81 and $30.96 per hour, depending on experience, location, and employer.

What is the difference between Entry Level Client Facing Finance vs Entry Level Financial Advisor?

AspectEntry Level Client Facing FinanceEntry Level Financial Advisor
CredentialsBasic finance or related degree, possibly certifications like FINRA Series 7Finance degree, certifications like Series 7 or CFP often preferred
Work EnvironmentBank branches, financial firms, client meetingsFinancial planning firms, banks, client consultations
Employer & Industry UsageBanks, investment firms, financial servicesIndependent or firm-based financial planning
Search & Comparison IntentUnderstanding entry-level client-facing finance rolesEntry-level financial advising roles

Entry Level Client Facing Finance roles typically involve supporting financial services, client interactions, and basic financial operations. Entry Level Financial Advisors focus more on providing personalized financial advice and planning. While both roles require similar credentials and work environments, financial advisors often have a stronger emphasis on client-specific financial planning and may pursue additional certifications.

How do you start a career in entry level client facing finance with no experience?

To start a career in entry level client facing finance with no experience, focus on developing basic financial knowledge through online courses or certifications like Excel or financial fundamentals. Gain customer service or communication skills through internships, volunteering, or part-time roles, and apply for entry-level positions that offer on-the-job training to build relevant experience.

What are some entry level client facing finance jobs?

Entry level client-facing finance jobs include roles such as financial advisor assistant, banking associate, or client services representative. These positions typically require strong communication skills, basic financial knowledge, and proficiency with customer relationship management (CRM) tools. They often serve as stepping stones to more advanced finance careers and may require relevant certifications or training.

What is an entry-level position in finance?

An entry-level client-facing finance position is a role suitable for individuals starting their finance careers, often requiring minimal prior experience. These roles typically involve tasks such as assisting clients, processing transactions, and supporting financial advisors, with common tools including Excel and financial software. They often serve as a stepping stone to more advanced finance roles and may require relevant certifications or educational backgrounds in finance or related fields.

What is the best entry level client facing finance job?

An entry-level client-facing finance role typically includes positions such as financial analyst, client services associate, or banking associate. These roles often require strong communication skills, basic financial knowledge, and proficiency with tools like Excel; certifications such as the CFA Level I can also be beneficial for career growth.

What are the most commonly searched types of Client Facing Finance jobs in Chicago, IL?

The most popular types of Client Facing Finance jobs in Chicago, IL are:

Entry Level Client Facing Finance jobs near you
Infographic showing various Entry Level Client Facing Finance job openings in Chicago, IL as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $59,503 per year, or $28.6 per hour.

Remote - Entry Level Client Sales Representative (Training Provided)

AO Globe Life

Chicago, IL • Remote

$60K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 9 days ago

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After you apply to this job, you can share why you’re interested to jump to the top of the candidate list.

Job description

Remote - Entry Level Client Sales Representative (Training Provided)

100% Remote | Full-Time | U.S.: Virginia, Illinois, California & Washington | Canada: All Provinces


Build Professional Sales Skills From Home

Not every sales career starts with previous sales experience. For the right candidate, strong communication, consistency, and a willingness to learn can be just as valuable.

AO Globe Life is expanding its remote team and is seeking Entry-Level Client Sales Representatives to work directly with individuals who have requested information about insurance and supplemental benefit products.

This opportunity is designed for candidates who enjoy working with people, can communicate information clearly, and want to develop practical sales and client-service experience in a structured environment.

No previous insurance or sales background is required. New representatives receive training, coaching, and guidance on the products, client conversations, and sales process.

What the Role Involves

The representative will:

  • Conduct scheduled conversations with individuals who have requested information
  • Ask questions to understand the client's situation and priorities
  • Explain available insurance and supplemental benefit options
  • Walk clients through relevant information and answer questions
  • Assist with the next steps when a client decides to move forward
  • Keep accurate records of client activity and follow-up
  • Attend team meetings, training sessions, and coaching calls
  • Develop stronger presentation, communication, and sales skills through ongoing practice

Why Candidates Choose This Opportunity

  • Work entirely from a home-based environment
  • Full-time career opportunity
  • Training provided for candidates entering the field
  • Access to scheduled appointments and qualified leads
  • Weekly commission-based compensation
  • Continued coaching and skill development
  • Clear opportunities to grow into additional responsibilities
  • Collaborative team environment with virtual support

The Candidate We're Looking For

This position may be a strong match for someone who:

  • Enjoys speaking with and helping other people
  • Can build rapport and maintain professional conversations
  • Pays attention to details and follows through on commitments
  • Is comfortable learning new information and applying feedback
  • Can work independently while remaining connected with a remote team
  • Has dependable internet access and a computer with webcam
  • Is comfortable participating in video meetings and online training
  • Is 18 years of age or older
  • Is legally authorized to work in the United States or Canada


About AO Globe Life

AO Globe Life provides life insurance and supplemental benefit solutions to families throughout the United States and Canada. Representatives receive access to training, coaching, and resources designed to help them develop their client communication and sales abilities.

If you're looking for a remote, client-facing career opportunity where training is available and professional sales skills can be developed on the job, this position may be worth exploring.

Apply today to be considered.