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Entry Level Financial Representative Jobs in Beloit, WI

UniFirst

Entry Level Sales Representative

Rockford, IL · On-site

UniFirst Recruiters and/or representatives will not ask job seekers to provide personal financial information when submitting a job application. Please be vigilant as such requests for information ...

InsuraTec

Sales Representative (Remote)

Rockford, IL · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Beloit, WI · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Janesville, WI · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Roscoe, IL · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Whitewater, WI · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Belvidere, IL · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Loves Park, IL · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

WME Group

Staff Accountant

Rockford, IL · On-site

$65K/yr

IMG Licensing is part of WME Group, a global network of businesses that represent the world ... Perform monthly financial close responsibilities for Licensing * undefined Knowledge and Experience ...

WME Group

Staff Accountant

Whitewater, WI · On-site

$65K/yr

IMG Licensing is part of WME Group, a global network of businesses that represent the world ... Perform monthly financial close responsibilities for Licensing * undefined Knowledge and Experience ...

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All JobsFinancial Representative JobsEntry Level Financial Representative JobsEntry Level Financial Representative Jobs in Beloit, WI

Entry Level Financial Representative information

See Beloit, WI salary details

$30.8K

$70.1K

$112.5K

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

As of Jul 26, 2026, the average yearly pay for entry level financial representative in Beloit, WI is $70,052.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,500.00 and $90,000.00 per year, depending on experience, location, and employer.

How do you get a job in finance with no experience?

Entry level financial representative roles often require strong communication skills and basic understanding of financial concepts. Candidates can improve their chances by obtaining relevant certifications like the FINRA Series 6 or 63, gaining knowledge through online courses, and demonstrating a willingness to learn and adapt during interviews.

How to make $10,000 a month with no degree?

An entry level financial representative can increase earning potential by gaining sales skills, building a strong client base, and obtaining relevant licenses such as the Series 6 or 7. High commissions and bonuses in financial services can help reach $10,000 monthly, but consistent performance and experience are essential for such income levels.

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 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.

Is 40 too late to start a career in finance?

Starting a career as an entry level financial representative at age 40 is possible, as many employers value skills, experience, and certifications like the Series 7 or 63. Age is generally not a barrier; success depends on your ability to learn, adapt, and build client relationships in the finance industry.

What is the best entry-level finance job?

An entry-level financial representative is a common starting role in finance, focusing on client service, financial product knowledge, and sales skills. These positions often require strong communication abilities and may involve certifications like the Series 6 or 63, with typical work hours during regular business times.
Entry Level Financial Representative jobs near you

Entry Level Sales Representative - Remote | 80K + | Training Provided | Inhouse leads

Meron & Kemboi Financial Agency

Rockford, IL • Remote

$3.5K - $5.5K/wk

Full-time

Posted 5 days ago

Job description

We are currently expanding and looking for motivated individuals to join our team in an entry-level remote sales position.

No prior experience is required. We provide full training, mentorship, and a proven system to help you succeed from day one.

This is a work-from-home opportunity where you will be speaking with clients who have already requested information about life insurance coverage. There is no cold calling involved.

What you’ll be doing:
• Following up with warm, inbound leads
• Running virtual appointments over phone or Zoom
• Helping clients find coverage that fits their needs
• Learning and applying a proven sales system

Who this is a great fit for:
Entry-level candidates, career changers, customer service reps, teachers, realtors, mortgage professionals, and individuals looking to build a high-income skill set.

What we provide:
• Full training and ongoing mentorship
• Flexible schedule (part-time or full-time)
• Warm leads (no cold calling)
• Proven system designed for beginners
• Opportunity to earn $100K+

Compensation:
This is a 100% commission-based position with uncapped earning potential.
Starting commission begins at 80%, with opportunities for advancement based on performance.

If you are coachable, motivated, and ready to learn a new skill that can change your income, apply today.