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Entry Level Financial Representative Jobs in Dallas, TX

Nexera

Entry Level Remote Insurance Sales

Dallas, TX · 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 ...

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All JobsFinancial Representative JobsEntry Level Financial Representative JobsEntry Level Financial Representative Jobs in Dallas, TX

Entry Level Financial Representative information

See Dallas, TX salary details

$31.2K

$70.9K

$113.8K

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

As of Sep 6, 2026, the average yearly pay for entry level financial representative in Dallas, TX is $70,886.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,000.00 and $91,000.00 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.

What are the most commonly searched types of Financial Representative jobs in Dallas, TX?

The most popular types of Financial Representative jobs in Dallas, TX are:

What cities near Dallas, TX are hiring for Entry Level Financial Representative jobs?

Cities near Dallas, TX with the most Entry Level Financial Representative job openings:

Entry Level Financial Representative jobs near you

Entry Level Sales Representative

Cleft of the Rock, Inc.

Haltom City, TX • On-site

$65K - $85K/yr

Full-time

Re-posted 4 days ago

Job description

Entry-Level Sales Representative

About Us

At Cleft of the Rock, we believe in standing firm in service, compassion, and integrity. Our mission is to help businesses and individuals protect what matters most — their people and their financial security. We provide supplemental insurance solutions that offer peace of mind during life’s unexpected moments.

Our team is made up of caring, driven individuals who find purpose in helping others. We’re not just here to sell — we’re here to serve.

What You’ll Do

As an Entry-Level Sales Representative, you’ll play a key role in bringing financial security and support to both businesses and individual clients. You’ll work directly with business owners, decision-makers, and individuals to educate them on benefits that help protect their teams, families, and themselves.

Responsibilities:

  • Build and maintain relationships with local businesses and individual clients.

  • Conduct needs-based consultations to identify coverage options.

  • Present and enroll clients in supplemental insurance programs.

  • Follow up with business owners and individuals to ensure continued satisfaction.

  • Participate in weekly trainings and development meetings to grow your skills.
     

What We Offer:

  • Comprehensive training and hands-on mentorship.

  • Licensing assistance and reimbursement to help you get started.

  • A supportive, service-oriented team culture.

  • Unlimited earning potential with commission-based pay (average $65,000–$85,000 annually for entry-level agents).

  • An optional base draw during your first 6 weeks to support your transition.

Who You Are:

  • You find fulfillment in helping others and making a difference.

  • You’re self-motivated, reliable, and enjoy working independently.

  • You communicate with warmth and professionalism.

  • You’re eager to learn, grow, and serve.

  • You thrive in face-to-face relationship-building environments.

Company: Cleft of the Rock
Employment Type: Full-Time | Independent Contractor
Industry: Supplemental Insurance | B2B / Direct Sales
Compensation: Commission-Based (Average $65,000–$85,000 per year) — with an optional base   draw available for the first 6 weeks to help you get started
Location: Local Territory (In-person)

Join Us

If you’re ready to start a career that blends purpose with opportunity — where your success is built on serving both businesses and individuals — we’d love to meet you.

Apply today and take the first step toward a meaningful career with Cleft of the Rock.

Learn more at: www.thecleftoftherock.com