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Entry Level Financial Representative Jobs in Bluffton, SC

DR Horton

Sales Representative

Bluffton, SC · On-site

... the entry-level and first time move-up markets. The Company also provides mortgage financing and ... The Sales Representative continuously sources new customers, helps customers find and design their ...

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 ... The Sales Representative continuously sources new customers, helps customers find and design their ...

DR Horton, Inc.

Sales Representative - Pooler

Pooler, GA · On-site

... the entry-level and first time move-up markets. The Company also provides mortgage financing and ... The Sales Representative continuously sources new customers, helps customers find and design their ...

DR Horton

Sales Representative - Pooler

Pooler, GA · On-site

... the entry-level and first time move-up markets. The Company also provides mortgage financing and ... The Sales Representative continuously sources new customers, helps customers find and design their ...

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All JobsFinancial Representative JobsEntry Level Financial Representative JobsEntry Level Financial Representative Jobs in Bluffton, SC

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 24, 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 Outside Sales Consultant

Executive Financial Partners LLC

Bluffton, SC • On-site

$66K - $86K/yr

Contractor

Posted 8 days ago

Job description

Company Overview
At Executive Financial Partners, we believe in hard work, integrity, and building a career that matters. Our mission is to equip individuals with the training and resources to succeed while making a real difference in the lives of families, employees, and business owners. We encourage a culture rooted in responsibility, growth, and servicewhere personal success goes hand in hand with serving others.

Role Summary
We're seeking dependable, goal-oriented individuals who are ready to build a respected career in supplemental health insurance. This entry-level opportunity is ideal for those who take pride in helping others, thrive in fast-paced environments, and are committed to personal and professional development.

Position Overview
As a licensed insurance representative, you'll provide supplemental health insurance solutions that protect individuals and businesses when they need it most. You'll meet with clients face-to-face, explain plan options, and ensure they feel confident in their coverage. From day one, you'll have access to structured training, ongoing mentorship, and the support needed to succeed in the field.

Core Responsibilities:

  • Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package.

  • Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices.

  • Deliver engaging group presentations that clearly communicate the value and impact of our products.

  • Build long-term relationships with clients through exceptional service, follow-up, and policy reviews.

  • Manage and grow your own book of business, becoming a trusted advisor in your territory.

  • Use Salesforce CRM to generate leads, manage clients, and grow your network.

Qualifications

  • Ability to pass a pre-employment background check

  • Valid driver's license and reliable transportation

  • Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided)

  • Bachelor's degree or 4+ years of professional experience
    (Relevant sales, leadership, or athletic experience considered)

Compensation & Growth

  • 1099 independent contractor role (self-employed, not a W-2 employee)

  • 100% commission-based compensation with uncapped earnings

  • Optional weekly draw available

  • Monthly cash bonuses and quarterly stock bonuses

  • Incentive trips and vested renewal commissions

  • Performance-based promotions

  • Schedule flexibility based on resultsnot hours

  • Ongoing sales training and leadership development

Apply nowto join a team that rewards effort, values growth, and invests in its people.
www.efpartnersllc.com