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Entry Level Financial Representative Jobs in Springfield, IL

InsuraTec

Sales Representative (Remote)

Chatham, 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)

Lincoln, 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)

Springfield, 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)

Taylorville, 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

Springfield, 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 ...

Zimmer US, Inc.

Sales Trainee

Springfield, IL · On-site

$22 - $25/hr

... Expect Entry level sales position responsible for shadowing and supporting a sales team of Reps ... financial). Plans, coordinates and ensures all implants and instruments are in place prior to case.

Raising Cane's

Cashier

Springfield, IL · On-site

$15.50/hr

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cashier

Springfield, IL · On-site

$15.50/hr

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cashier

Springfield, IL

$15.50/hr

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

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All JobsFinancial Representative JobsEntry Level Financial Representative JobsEntry Level Financial Representative Jobs in Springfield, IL

Entry Level Financial Representative information

See Springfield, IL salary details

$31.2K

$71K

$114K

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

As of Jul 22, 2026, the average yearly pay for entry level financial representative in Springfield, IL is $70,990.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,100.00 and $91,200.00 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.
What are the most commonly searched types of Financial Representative jobs in Springfield, IL? The most popular types of Financial Representative jobs in Springfield, IL are:
What cities near Springfield, IL are hiring for Entry Level Financial Representative jobs? Cities near Springfield, IL with the most Entry Level Financial Representative job openings:
Entry Level Financial Representative jobs near you
Entry Level Sales Representative

Entry Level Sales Representative

UniFirst

Springfield, IL • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 26 days ago

Job description

At UniFirst, we’re a global leader in uniform rental and facility service solutions for businesses across industries - from manufacturing and food processing to healthcare and hospitality. With a reputation for superior service and long-term customer partnerships, every uniform, product, and service we offer comes with integrity, commitment, and hard work. Come join a team that always delivers!

Why Join Us?:

  • Sell essential, recession-resistant services
  • Represent a trusted brand with high customer retention
  • Be part of a supportive sales team that offers consistent 1:1 coaching, ongoing sales learning, and real growth opportunities

Position Summary:

We’re seeking a high-performing B2B Sales Representative to drive new business growth in an assigned territory. The ideal candidate thrives on prospecting, closing complex contracts, and building long-term relationships with business clients.

Key Responsibilities:

  • Prospect and qualify leads across a defined territory through cold calling, networking, referrals, and in-person visits
  • Conduct on-site assessments and presentations for uniform rental, floor care, restroom, and facility service programs
  • Develop tailored proposals and close multi-year service agreements
  • Maintain and update CRM with accurate client information and activity
  • Meet or exceed monthly and quarterly sales quotas

  • Collaborate with service and operations teams to ensure seamless customer onboarding

Compensation & Benefits

  • Competitive base salary + monthly uncapped commissions and quarterly bonuses 
  • Monthly car allowance and fuel card
  • Medical, dental, vision, 401(k) with match
  • Paid time off and holidays
  • Career advancement opportunities into Sales management or National Accounts

Qualifications

What We’re Looking For:

  • 0-2+ years of B2B sales experience (uniform rental, industrial supply, waste management, safety gear, or janitorial services preferred)

  • Proven track record of exceeding sales targets and managing a full sales cycle

  • Strong negotiation and closing skills

  • Self-motivated and goal-oriented

  • Willingness to take coaching and feedback

  • Valid driver’s license, clean driving record, and a reliable vehicle

  • Individuals who drive their personal vehicles for business purposes will be required to comply with minimum auto insurance requirements per UniFirst's standards

UniFirst is an equal opportunity employer. We do not discriminate in hiring or employment against any individual on the basis of race, color, gender, national origin, ancestry, religion, physical or mental disability, age, veteran status, sexual orientation, gender identity or expression, marital status, pregnancy, citizenship, or any other factor protected by anti-discrimination laws.

If you require an accommodation during any part of the application process due to a disability or medical condition, please contact us by email at TalentAcquisition@unifirst.com or through our EthicsFirst portal at UniFirst.ethicspoint.com. You may also call the EthicsFirst Hotline at (800) 213-8979 to let us know the nature of your request.

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 may be fraudulent.

UniFirst logo

About UniFirst

Sourced by ZipRecruiter

The year was 1936 and Aldo Croatti had a vision: to serve the men and women who put in a hard day’s work. He founded a laundry business to clean clothes of factory workers and others in the heavy-soil business. With UniFirst, he created an entirely new concept: uniform rental services. This business concept gained popularity because it delivered on a key customer need: helping businesses work safer and smarter while presenting a better business image. Aldo’s vision spurred the growth of an entire industry. Since then, UniFirst has evolved into a leader in the uniform rental services industry. With headquarters located in Wilmington, MA, UniFirst operates 260-plus facilities throughout North and Central America and Europe. We serve over 300,000 customers and outfit over 2 million workers across a variety of industries—from automotive to transportation and warehousing, construction, and everything in between. We proudly serve nearly half of Fortune 500 companies and their hardworking employees.

Industry

Manufacturing

Company size

10,000+ Employees

Headquarters location

Wilmington, MA, US

Year founded

1936

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