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Entry Level Financial Representative Jobs (NOW HIRING)

Bankers Life

Financial Representative

Binghamton, NY

$40K - $62K/yr

Whether entry level or mid-career, at Bankers Life we offer award winning training and a career ... No sales or financial services experience necessary. Our entry level representatives come from ...

Bankers Life

Financial Representative

Elmira, NY

$40K - $62K/yr

Whether entry level or mid-career, at Bankers Life we offer award winning training and a career ... No sales or financial services experience necessary. Our entry level representatives come from ...

Bankers Life

Financial Representative

Utica, NY · On-site

$40K - $62K/yr

Whether entry level or mid-career, at Bankers Life we offer award winning training and a career ... No sales or financial services experience necessary. Our entry level representatives come from ...

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

As of Jun 6, 2026, the average yearly pay for entry level financial representative in the United States is $71,627.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $92,000.00 per year, depending on experience, location, and employer.

What is an entry-level financial representative?

An entry-level financial representative is a professional who provides financial advice and services to clients, often assisting with investments, insurance, and financial planning. This role typically requires strong communication skills, basic financial knowledge, and may involve obtaining relevant licenses or certifications. It is suitable for individuals starting their careers in finance or related fields.

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.

What cities are hiring for Entry Level Financial Representative jobs? Cities with the most Entry Level Financial Representative job openings:
What are the most commonly searched types of Financial Representative jobs? The most popular types of Financial Representative jobs are:
What states have the most Entry Level Financial Representative jobs? States with the most job openings for Entry Level Financial Representative jobs include:
Entry Level Financial Representative jobs near you

Entry-Level Financial Representative

Thoroughbred Advisors - National Life Group

White Plains, NY • On-site, Remote

$75K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 10 days ago

Job description

Description
Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you'll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.
Benefits include;
  • Flexible schedule with a strong work-life balance.
  • Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.
  • Training allowance and performance-based incentives.
  • Company-sponsored professional development opportunities.
  • Sponsorship for required licenses and continuous training.

We can only consider applicants authorized to work in the United States.
Responsibilities
• Work within a hybrid model, attending in-person meetings and training sessions as required.
• Engage in structured coaching, mentorship, and training programs.
• Ensure compliance with financial industry standards and licensing requirements.
• Offer solutions in insurance, asset accumulation, and retirement planning.
• Leverage company-provided marketing tools and industry resources.
Qualifications
• Strong interpersonal and communication skills.
• No prior financial experience is required, and comprehensive training is included.
• Must be authorized to work in the US.
• Self-motivated, coachable, and driven to succeed.
• Competitive mindset with a history of leadership or achievement.

Apply