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Entry Level Financial Representative Jobs (NOW HIRING)

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

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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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
Financial Representative

Financial Representative

Bankers Life

Auburn, NY

$40K - $62K/yr

Full-time

Posted yesterday

Job description

Become a Financial Services Professional

Salary

$40000 – $62000 Plus

Full Job Description

Bankers Life offers financial services professional careers that are out of the ordinary. Whether entry level or mid-career, at Bankers Life we offer award winning training and a career with long term growth opportunities: earn above average income, help customers secure their financial futures for potentially generations to come, and direct your own career as a career agent, financial professional, or in sales management.

No sales or financial services experience necessary. Our entry level representatives come from diverse professional backgrounds, many of whom do not have previous financial, sales, retail, or management experience. We are looking for entrepreneur minded people looking to get started immediately.

Your Day to Day:

No two days are the same, but typical activities of successful agents include:

· Marketing yourself: use company-sponsored leads, systems, and social media to identify and develop new avenues of business and sales opportunities.

· Devising solutions to help customers: Whether remote, in branch, or in their homes, you will be on the go scheduling and meeting with current and prospective customers to help them with their retirement needs and to protect their futures.

· Ongoing Learning: Participate in company and branch training offerings to consistently grow and understand trends from field and industry research.

How Bankers Life supports your career:

  • Take advantage of our award-winning training and mentorship programs. We offer programs for entry level representatives and those new to sales, for those looking to move into management, leadership programs that focus on emerging leaders and women’s leadership, as well as a path for those looking to obtain securities licenses.
  • Our branch and team structure offer support and camaraderie throughout your career.
  • Access proven client acquisition technologies, leads, and other tools to help you become successful.
  • Agents can earn quarterly bonuses of up to $60,000 on top of weekly commissions.
  • Additional bonus programs for recent grads, first-year agents, and military veterans.

Take control of your career and positively impact the lives of others in your community. Apply now, our recruiters contact most qualified candidates within just a few days.