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Entry Level Financial Representative Jobs in Bluffton, SC

Nexera

Entry Level Remote Sales Role

Savannah, GA · Remote

$1.5K - $5.3K/wk

About this role We are hiring entry-level Financial Sales Consultants to join our remote team. In this role, you will help families find the right financial protection coverage for their needs ...

Nexera

Entry Level Remote Insurance Sales

Savannah, GA · Remote

$1.5K - $3.2K/wk

No finance or insurance background needed. We'll train you and get you licensed. Why recent grads skip the "traditional job" path Typical entry-level job This role -- year one potential $42K-$55K ...

DR Horton, Inc.

Sales Representative

Pooler, GA · On-site

... the entry-level and first time move-up markets. The Company also provides mortgage financing and ... R. Horton, Inc. is currently looking for a Sales Representative for their Sales Department. The ...

DR Horton, Inc.

Sales Representative

Pooler, GA · On-site

... the entry-level and first time move-up markets. The Company also provides mortgage financing and ... R. Horton, Inc. is currently looking for a Sales Representative for their Sales Department. The ...

DR Horton, Inc.

Sales Representative

Bluffton, SC · On-site

... the entry-level and first time move-up markets. The Company also provides mortgage financing and ... R. Horton, Inc. is currently looking for a Sales Representative for their Sales Department. The ...

InsuraTec

Sales Representative (Remote)

Savannah, GA · 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)

Bluffton, SC · 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 ...

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Entry Level Financial Representative information

See Bluffton, SC salary details

$29.3K

$66.7K

$107.1K

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

As of Aug 23, 2026, the average yearly pay for entry level financial representative in Bluffton, SC is $66,731.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $85,700.00 per year, depending on experience, location, and employer.

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 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 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.

How do I start a career in entry level financial representative with no experience?

To start as an entry-level financial representative with no experience, focus on obtaining relevant certifications such as the Series 6 or 7 license, which are often required by employers. Gaining knowledge of financial products, developing strong communication skills, and applying for internships or trainee programs can also improve your chances of entering the field.

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 tools like financial software; certifications such as the Series 6 or 63 can be beneficial. It is often a starting position with opportunities for advancement in the finance industry.

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.
Entry Level Financial Representative jobs near you

Entry Level Remote Sales Role

Nexera

Savannah, GA • Remote

$1.5K - $5.3K/wk

Full-time

Re-posted 5 days ago

Job description

About this role

We are hiring entry-level Financial Sales Consultants to join our remote team. In this role, you will help families find the right financial protection coverage for their needs — working by phone and Zoom from your home. No prior experience in finance or insurance is required. We provide full training and licensing support.

Why recent grads choose this over a traditional job
Typical entry-level job
$42K–$55K
Fixed salary. 2–3% annual raise. Income ceiling from day one.
This role — year one potential
$50K–$100K+
No ceiling. Your effort directly determines what you earn.
What you will be doing
  • Contact warm inbound leads — people who have already requested information about protecting their families financially
  • Conduct phone and Zoom consultations to understand each client's needs and budget
  • Present and explain coverage options from our network of 60-plus carriers
  • Follow up consistently with prospects and manage your daily activity
  • Attend weekly virtual training and work closely with a dedicated mentor
  • Work toward team leadership and override income opportunities
Your income potential
  • $800 to $1,200 commission per closed sale
  • Part-time agents (approximately 20 hours per week) typically earn $50,000 to $80,000 in year one with consistent activity
  • Full-time agents typically earn $80,000 to $120,000 once established; top performers earn significantly more
  • Paid every week
  • Performance bonuses and incentives available
  • Long-term passive income through team building and leadership overrides
Your career path
  • Year 1: Get licensed, complete onboarding, make your first sales, build the habit
  • Year 2: Build pipeline consistency, increase activity, hit $80,000 to $100,000
  • Year 3: Begin building your own team, earn override income on their production
  • Year 5+: Lead a team, create passive income, work on your schedule

Most of our managers and team leaders started in this exact role with no prior experience.

What we provide
  • Complete licensing support — we walk you through every step of obtaining your Life and Health Insurance License (most candidates pass within 2 to 4 weeks)
  • A dedicated mentor for your first 90 days with weekly one-on-one check-ins
  • Warm inbound leads and outbound follow-up opportunities (lead cost structure discussed during interview)
  • Access to products from 60-plus insurance carriers — independent model, never limited to one company
  • Step-by-step training system designed specifically for new agents
  • Weekly pay on every closed sale
Degrees and backgrounds that perform well here

No specific degree is required. The following backgrounds consistently produce strong first-year agents:

  • Business, marketing, communications, or finance
  • Psychology, sociology, or criminal justice
  • Any customer-facing role — retail, hospitality, food service, tutoring
  • Student athletes or anyone with a competitive, team-oriented background
  • No degree required — drive and coachability matter more than credentials
Requirements
  • Must be a U.S. citizen or legal resident currently living in the United States
  • Raleigh/Triangle area preferred — fully remote role open to all U.S. locations
  • Must be able to pass a background check
  • Life and Health Insurance License required before start date — or genuine willingness to obtain quickly (full support provided)
  • Reliable internet connection and a quiet workspace for calls
  • Available at least 20 hours per week
Benefits
  • Fully remote — work from home or anywhere in the U.S.
  • Flexible schedule — full time or part time, you set your hours
  • Weekly pay
  • Pay is commission based
  • Licensing and onboarding support
  • Mentorship from day one
  • Leadership and team-building opportunities with passive income potential