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Entry Level Financial Representative Jobs in Illinois

Komatsu

Finance Representative

Chicago, IL · On-site

$60K/yr

Job Overview Komatsu Financial provides wholesale, retail and operating lease financing for 30 ... Bachelor's degree in Finance, Business, or related field. * Entry level position * 20% travel

OneMain Financial

Personal Loan Consultant

Chicago, IL

$18 - $22/hr

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

OneMain Financial

Consumer Lending Advisor

Chicago, IL

$18 - $22/hr

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

OneMain Financial

Consumer Lending Advisor

Chicago, IL

$18 - $22/hr

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

OneMain Financial

Loan Sales Specialist

Schaumburg, IL

$18 - $22/hr

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

OneMain Financial

Personal Loan Consultant

Chicago, IL

$18 - $22/hr

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

OneMain Financial

Loan Sales Specialist

Crest Hill, IL

$18 - $22/hr

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

OneMain Financial

Loan Sales Specialist

Galesburg, IL

$17 - $20/hr

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee ...

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All JobsFinancial Representative JobsEntry Level Financial Representative JobsEntry Level Financial Representative Jobs in Illinois

Entry Level Financial Representative information

See Illinois salary details

$30.5K

$69.4K

$111.4K

How much do entry level financial representative jobs pay per year?

As of Aug 12, 2026, the average yearly pay for entry level financial representative in Illinois is $69,408.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,100.00 and $89,200.00 per year, depending on experience, location, and employer.

What is an entry level financial representative position in finance?

An entry level financial representative is a professional who assists clients with financial planning, investment products, and insurance services. The role typically requires strong communication skills, basic knowledge of financial concepts, and may involve using financial software; certifications like the Series 6 or 63 can be beneficial. It is often a starting position with opportunities for advancement in the finance industry.

What are the key skills and qualifications needed to thrive as an entry level financial representative, and why are they important?

To thrive as an Entry Level Financial Representative, you need a solid understanding of financial products, basic sales principles, and at least a bachelor's degree in finance, business, or a related field. Familiarity with customer relationship management (CRM) software and, in some cases, the pursuit or possession of relevant licenses such as FINRA Series 6 or 7 is typical. Strong interpersonal skills, active listening, and effective communication help you build client trust and explain complex financial concepts clearly. These abilities are crucial for helping clients achieve their financial goals and establishing a successful, client-focused practice.

What does an entry level financial representative do?

An Entry Level Financial Representative assists clients with understanding and managing their finances, including helping them select insurance policies, retirement plans, and investment options. They often work under the supervision of experienced professionals and receive on-the-job training. Their responsibilities include meeting with clients, assessing their financial needs, providing product recommendations, and maintaining client relationships. This role is a common starting point for a career in financial services, offering opportunities for advancement as skills and certifications are gained.

What are some typical challenges faced by entry level financial representatives, and how can they be addressed?

Entry Level Financial Representatives often face challenges such as building a client base from scratch, learning to navigate complex financial products, and adapting to a performance-driven environment. Success in this role often requires persistence, strong networking skills, and continuous learning to stay current with industry regulations. Many firms provide mentorship, training programs, and collaborative team environments to help new representatives overcome these hurdles and establish a solid foundation for long-term growth.

What is the best entry-level financial representative job?

An entry-level financial representative job typically involves providing financial advice, selling insurance or investment products, and building client relationships. Success in this role often requires strong communication skills, basic financial knowledge, and relevant certifications such as the Series 6 or 63 license. These positions usually offer on-the-job training and opportunities for career advancement in the financial services industry.

What is the difference between Entry Level Financial Representative vs Financial Advisor?

AspectEntry Level Financial RepresentativeFinancial Advisor
CertificationsTypically requires FINRA Series 6 or 7, and possibly Life & Health licensesOften requires Series 7, 63, and additional certifications like CFP
Work EnvironmentBank, financial services firm, or insurance company; client-facingIndependent or firm-based; personalized financial planning
Job FocusProduct sales, client onboarding, basic financial adviceComprehensive financial planning, investment management

While both roles involve working with clients on financial matters, Entry Level Financial Representatives focus on product sales and basic client service, often within a bank or insurance setting. Financial Advisors provide more in-depth financial planning and investment advice, often requiring additional certifications. The roles differ mainly in scope, certifications, and responsibilities, but both serve as entry points into the financial services industry.

What are the most commonly searched types of Financial Representative jobs in Illinois? The most popular types of Financial Representative jobs in Illinois are:
What cities in Illinois are hiring for Entry Level Financial Representative jobs? Cities in Illinois with the most Entry Level Financial Representative job openings:
Entry Level Financial Representative jobs near you

Finance Representative

Komatsu

Chicago, IL • On-site

$60K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Komatsu rating

8.6

Company rating: 8.6 out of 10

Based on 79 frontline employees who took The Breakroom Quiz

70th of 487 rated machine equipment manufacturers

Job description

Finance Representative
Posting Start Date: 7/31/26
Job Location (Short): Chicago, Illinois, USA, 60631
Requisition ID: 36559
Onsite or Remote: Hybrid Position
Join Komatsu and Be Part of Something Big!
Job Overview
Komatsu Financial provides wholesale, retail and operating lease financing for 30+.contracted Komatsu distributors and their customers, with 300 locations in North America. In addition, over 1000 wholesale accounts globally. Retail / leasing balances are more than $5 billion with over 36,000 contracts, while wholesale balances include over 100K+ invoices and totals $1 B+ over the same period. Annual cash receipts for Komatsu exceed over $7B. As an Operations Representative, you will manage an assigned geographic territory by supporting customers and dealers across retail and wholesale financing. This role blends collections, customer service, financial analysis, and relationship management to ensure timely resolution of account issues and provide a strong foundation for business growth.
Key Job Responsibilities
  • Serve as primary contact for customers and distributors within assigned territory
  • Manage retail finance accounts, including past-due follow-up and payment solutions
  • Respond to customer/dealer inquiries with timely and accurate information
  • Oversee wholesale financing and floor plan processes with distributors
  • Conduct onsite inventory audits and prepare documentation
  • Build cross-function relationships and support ongoing business operations

Qualifications/Requirements
  • Bachelor's degree in Finance, Business, or related field.
  • Entry level position
  • 20% travel
  • Advanced Excel
  • VLOOKUP, pivot tables, data analysis
  • Strong communication and relationship management
  • Ability to handle challenging customer situations professionally
  • Power BI

Additional Information
Hiring Range
At Komatsu, your base pay is one part of your total compensation package. This role pays $60,000. The actual offer will consider a wide range of factors, including experience and location.
Company Benefits
Komatsu provides an extensive and robust employee benefits package that is designed to enhance the well-being of our employees and family members. We embrace a positive and empowering employee experience with a culture that prides itself on a diverse and inclusive environment.
  • Health benefits: Medical, dental, vision, HSA, wellness programs, etc.
  • 401k and/or employee savings programs
  • Employee time off (vacation and designated holidays)
  • Employee and family assistance programs
  • Disability benefits
  • Life insurance
  • Employee learning and development programs

Diversity & Inclusion Commitment
At Komatsu, we come from diverse backgrounds, with unique perspectives, experiences and contributions. We believe that our people are part of our shared purpose. Connected by our core values of ambition, perseverance, collaboration and authenticity, we are committed to continually advancing in our support of diversity and inclusion. United, we are on a journey towards a sustainable future that creates value together.
Company Information
Komatsu develops and supplies technologies, equipment and services for the construction, mining, forklift, industrial and forestry markets. Headquartered in Tokyo, Japan, Komatsu employs more than 64,000 people worldwide, operating in more than 140 countries. For more than a century, the company has been creating value for its customers through manufacturing and technology innovation, partnering with others to empower a sustainable future where people, business and the planet thrive together. Since the company's founding in 1921, Komatsu has been committed to supporting individuals and communities through job training, skills development and giving back. As a Komatsu employee, you will be encouraged to grow alongside our global company, contributing to a more sustainable future for all. If you are looking for a company that values your talent and potential, join Komatsu to be a part of something big and help advance modern society. Learn more at www.komatsu.com.
EEO Statement
Komatsu is an Equal Opportunity Workplace and an Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

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