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Entry Level Financial Representative Jobs (NOW HIRING)

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

Auburn, 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

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

Utica, 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

Watertown, 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

Syracuse, 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 ...

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Entry Level Financial Representative information

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$115K

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

As of Aug 11, 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 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 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 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 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

Financial Representative - Entry Level

Pogue Region - Modern Woodmen of America

Loveland, CO • On-site

$97K - $192K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 12 days ago

Job description

Benefits:
  • Pension
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

The Pogue Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the appropriate state licensing, or is willing to obtain it quickly and is motivated to make a meaningful impact on clients and the local community. If you have a strong desire to lead, develop others, and play a key role in building a growing team, this could be an excellent opportunity worth exploring.
Discover Modern Woodmen's impact in Your community, follow this link: Community Impact | Modern Woodmen | Fraternalism, social, volunteer and educational activities for adults and kids
Check out the varying backgrounds of some of our local leaders:
Jim Ed Pogue is the Regional Director with Modern Woodmen, now based in Colorado after growing up in the Quad Cities. Known for his ability to enhance and improve every situation he’s part of, Jim Ed has steadily climbed the ranks within the organization to reach a top leadership position. He’s been married for 19 years and is a proud father of three, committed to making a positive impact both personally and professionally.

Jacob Plowman is a Managing Partner with Modern Woodmen and has been with the organization for 1.5 years. Originally from California, Jacob moved to Colorado after college and brings energy and passion to his work in talent acquisition. Outside of the office, he enjoys skiing, hiking, and backpacking, and is passionate about connecting with others and helping new talent thrive within the organization.

Kallene Faris is a Financial Representative based in Pueblo, Colorado, and is well known for her kindness and the strong support she offers to new representatives. A true advocate for the fraternal mission of Modern Woodmen who has been with them for 15 years, Kallene is highly engaged in her local community. She enjoys gardening, spending time with her family, and volunteering both in Pueblo and at her church.

Mandi Tracey is a Managing Partner with Modern Woodmen and joined the team four months ago. She began her career in the casino industry before transitioning into the retirement sector and ultimately finding her passion in helping people improve their financial well-being. Mandi loves the outdoors, enjoys crafting, and often travels to explore new places.
About Modern Woodmen:
Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization.Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.
The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office. Over time, the role can expand to include recruiting, training, and developing other financial representatives, contributing to the overall success of the team.
Perks/Benefits:
  • Starting income ranging from $97K to $192K+, commensurate with experience and outcomes. 
  • Exclusive training/development with experienced financial services professionals supporting you.
  • An environment and culture of mutual support and growth.
  • Attainment of prestigious credentials and recognition.
  • Consistent opportunities for growing your income and character.
  • Strong benefits and retirement package.
  • Dental, health, and vision insurance
  • Flexible schedule
  • Life insurance
  • Professional development assistance
  • Referral program
Qualifications:
  • Someone who is Team Spirited, Enthusiastic and possesses a great Attitude when facing challenges
  • Possessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer,  etc.) is a bonus.
  • Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand. 
Required Active Financial Licenses:
  • SIE Certification or Willingness to Quickly Obtain
  • Life/Health License or Willingness to Quickly Obtain
Deadline: Apply soon as this position will go fast. 

Flexible work from home options available.