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Entry Level Financial Sales Jobs (NOW HIRING)

Robert Half

Financial Analyst - Entry Level

Tarrytown, NY · On-site

$20 - $25/hr

This opportunity is ideal for an entry-level candidate or an early-career individual who wants practical experience in financial planning and analysis while supporting sales-related budgeting and ...

Foster Klima

Entry-Level Financial Adviser

Fargo, ND · Remote

$85K - $125K/yr

As a full-time Entry-Level Sales Advisor for Foster Klima, there are no Sales Territories. Our ... The client is seeking motivated individuals to join their team as Entry-Level Insurance/Financial ...

Foster Klima

Entry-Level Financial Adviser

Fargo, ND · On-site +1

$85K - $125K/yr

As a full-time Entry-Level Sales Advisor for Foster Klima, there are no Sales Territories. Our ... The client is seeking motivated individuals to join their team as Entry-Level Insurance/Financial ...

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Entry Level Financial Sales information

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

As of Jun 13, 2026, the average yearly pay for entry level financial sales in the United States is $45,046.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,000.00 and $50,000.00 per year, depending on experience, location, and employer.

What are entry level financial sales jobs?

Entry level financial sales jobs are positions for individuals starting their careers in selling financial products and services, such as insurance, investments, or banking solutions. These roles typically involve prospecting new clients, building relationships, and educating customers about financial options. Entry level representatives often receive training and work under supervision to learn about the products they sell and industry regulations. Success in this field requires strong communication skills, a willingness to learn, and the ability to meet sales targets. Many positions offer a base salary plus commission and opportunities for advancement based on performance.

What are some common challenges faced by entry level financial sales professionals and how can they be overcome?

Entry level financial sales professionals often face challenges such as building a client base from scratch, handling frequent rejection, and mastering complex financial products. Success in this role typically relies on persistence, effective networking, and continuous learning. New hires can overcome these hurdles by seeking mentorship from experienced colleagues, leveraging company-provided training, and setting realistic short-term goals. Additionally, collaborating with team members and participating in regular sales meetings can provide valuable support and insights.

What is the difference between Entry Level Financial Sales vs Entry Level Financial Advisor?

AspectEntry Level Financial SalesEntry Level Financial Advisor
Required CredentialsTypically no formal certifications; may pursue licenses like Series 6 or 7Often requires FINRA licenses (Series 7, 66) and relevant degrees
Work EnvironmentSales-focused, commission-based, often in banks or financial firmsClient-focused, advisory role, working in banks, firms, or independent practices
Employer & Industry UsageUsed by financial institutions for sales rolesUsed by financial planning firms, banks, and independent advisors
Common Search & Comparison IntentYesYes

Entry Level Financial Sales roles focus on selling financial products and may require sales licenses, with a sales-driven environment. Entry Level Financial Advisors provide personalized financial advice, often requiring specific licenses and certifications, and focus on client relationships. While both roles operate within the financial industry, their responsibilities and credentials differ significantly.

What are the key skills and qualifications needed to thrive as an Entry Level Financial Sales professional, and why are they important?

To succeed in Entry Level Financial Sales, you need a basic understanding of financial products, strong numeracy skills, and at least a bachelor’s degree in finance, business, or a related field. Familiarity with customer relationship management (CRM) software, sales platforms, and relevant certifications such as FINRA Series 6 or 7 can be advantageous. Outstanding interpersonal skills, resilience, and persuasive communication help you build client trust and drive sales performance. These competencies are essential for building a client base, meeting sales targets, and maintaining compliance within the financial industry.
More about Entry Level Financial Sales jobs
What cities are hiring for Entry Level Financial Sales jobs? Cities with the most Entry Level Financial Sales job openings:
What are the most commonly searched types of Financial Sales jobs? The most popular types of Financial Sales jobs are:
What states have the most Entry Level Financial Sales jobs? States with the most job openings for Entry Level Financial Sales jobs include:
What job categories do people searching Entry Level Financial Sales jobs look for? The top searched job categories for Entry Level Financial Sales jobs are:
Entry Level Financial Sales jobs near you
Infographic showing various Entry Level Financial Sales job openings in the United States as of June 2026, with employment types broken down into 85% Full Time, 14% Part Time, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $45,046 per year, or $21.7 per hour.

Entry-Level Financial Sales Professional

New York Life - Northern Colorado

Fort Collins, CO

$75K - $150K/yr

Full-time

Posted 7 hours ago

Job description

Our firm is rapidly expanding and we are currently looking for a new financial sales advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Compensation:

$75,000 - $150,000 at plan commission


Responsibilities:
  • Serve as a collaborative team player willing to further development through continued training opportunities
  • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
  • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  • No Door-To-Door or Cold Calling! -- Our World-Class Training will establish the 17 ways in which we target the market in our local communities.
  • We sponsor our professionals in obtaining their Life, Accident Health Insurance Licenses as well as their SIE, Series 6, Series 63, and/or Series 7 Licenses. We pay for you to sit for the exam and for state licenses. We also provide the study materials at no cost, so there is no financial exposure on your part.
  • Spend time in the fact-finding analysis with existing clients and new prospects while assessing their goals and objectives in order to create tailored wealth accumulation and risk management strategies that align with clients' risk profiles.
  • Implement client-specific strategies and tactics proven effective in maintaining and growing existing consumer portfolios comprised of loyal, long-term clients.
  • Review with existing clients on an ongoing basis as their needs and priorities continue to change over time.

Qualifications:
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
  • A required Bachelor’s degree in business administration, finance, or similarly related field
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Must live in the state of Colorado, Wyoming, or Nebraska.
  • History of success.
  • Strong interpersonal communication skills.
  • Good reputation in your community.
  • Business-driven ethos.
  • Four-year college degree preferred; High school diploma required.

About Company

New York Life Insurance Company

NYL is one of the largest and most respected mutual life insurance companies in the US. Founded in 1845, the company is owned by its policyholders, which means decisions are made with a long-term focus on financial strength, stability, and client outcomes—not shareholder pressure. New York Life provides life insurance, retirement income solutions, long-term care coverage, and investment products, helping individuals, families, and businesses build and protect their financial futures.

NYLIFE Securities LLC

NYLIFE Securities is the registered broker-dealer and FINRA-member subsidiary of New York Life. It allows financial professionals to offer securities products such as mutual funds, variable annuities, and managed accounts. Through NYLIFE Securities, advisors can provide comprehensive financial guidance that integrates insurance protection with investment strategies, delivering holistic solutions tailored to clients’ goals.