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Entry Level Financial Representative Jobs in Waterloo, IL

InsuraTec

Sales Representative (Remote)

Saint Louis, MO · 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)

Festus, MO · 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 ...

Symmetry

Entry Level Remote Sales

Kirkwood, MO · Remote

$100K/yr

... financial advice. We are looking to train people to become a manager of Remote Insurance Sales Representatives and lead in select regions within the next six months We love training people to build ...

Actalent

Sales Development Representative

Creve Coeur, MO · On-site

$343K/yr

We're looking for a highly motivated Entry-Level Sales Development Representative to join our team ... Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain ...

Actalent

Sales Development Representative

Creve Coeur, MO · On-site

$343K/yr

We're looking for a highly motivated Entry-Level Sales Development Representative to join our team ... Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain ...

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Showing results 41-60

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

Entry Level Financial Representative information

See Waterloo, IL salary details

$29.2K

$66.3K

$106.5K

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

As of Aug 17, 2026, the average yearly pay for entry level financial representative in Waterloo, IL is $66,341.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,200.00 and $85,200.00 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.

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 financial software; certifications like 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 cities near Waterloo, IL are hiring for Entry Level Financial Representative jobs?

Cities near Waterloo, IL with the most Entry Level Financial Representative job openings:

Entry Level Financial Representative jobs near you
Infographic showing various Entry Level Financial Representative job openings in Waterloo, IL as of August 2026, with employment types broken down into 83% Full Time, and 17% Part Time. Highlights an 83% In-person, and 17% Hybrid job distribution, with an average salary of $66,341 per year, or $31.9 per hour.

Sales Representative (Remote)

InsuraTec

Saint Louis, MO • Remote

Full-time

Re-posted 3 days ago

Job description

Location: 100% Remote (Work From Home)

About InsuraTec:

InsuraTec is a leading provider in financial planning and insurance services. We’re looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that provides significant financial growth opportunities.

Key Responsibilities:

  • Account Management: Oversee client accounts to ensure high satisfaction and address needs promptly.
  • Client Relations: Develop and sustain strong client relationships, delivering customized solutions.
  • Client Retention: Foster client loyalty and maximize long-term client value.
  • Customer Support: Offer excellent support to resolve client inquiries and concerns.
  • Sales & Promotion: Market and sell life insurance products tailored to clients’ needs.
  • Sales Strategy: Plan and execute strategies to meet and surpass sales targets.
  • Lead Generation Support: Leverage provided marketing resources to generate leads.
  • Training Provided: Comprehensive training to help you obtain a life insurance license and sharpen sales skills.
  • Underwriting Collaboration: Work closely with underwriting to facilitate smooth policy issuance.
  • Remote Flexibility: Enjoy the freedom to work from home on your schedule.
  • Work-Life Balance: Achieve balance with our flexible hours.

Qualifications:

  • Entry-Level Friendly: No prior experience needed; we offer full training.
  • Self-Motivated: Must be highly driven and proactive in achieving goals.
  • Commission-Based: Earnings are based on performance, offering unlimited income potential.
  • No Cold Calling or Door-to-Door: Sales are inbound-focused with no cold calling or door-to-door.
  • Transparent & Inclusive: Commitment to integrity, transparency, and inclusivity in all interactions.
  • Relentless & Goal-Oriented: A determined attitude toward meeting and exceeding targets.
  • Self-Paced & Virtual: Control your career growth at your own pace with maximum flexibility.
  • Financial Services: Gain a foothold in the financial services industry, providing essential solutions to clients.
  • Full-Time Commitment: This is a full-time opportunity for those ready to commit to a career of growth and achievement.

If you’re looking to build a rewarding career with unlimited growth potential, and you have the drive to succeed, apply now to join InsuraTec Services Group. We are committed to supporting your personal and professional growth every step of the way.

InsuraTec is an Equal Opportunity Employer: We celebrate diversity and are dedicated to creating an inclusive environment for all employees.

Apply