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Entry Level Financial Sales Jobs in Ohio (NOW HIRING)

HR4Me

Entry Level Finance Analyst

Cincinnati, OH · On-site

Collaborate with different departments (sales, marketing, operations) to understand their business drivers and provide financial support for decision making. • Reporting and Communication: Prepare ...

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All JobsFinancial Sales JobsEntry Level Financial Sales JobsEntry Level Financial Sales Jobs in Ohio

Entry Level Financial Sales information

See Ohio salary details

$20.9K

$42.8K

$61.8K

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

As of Sep 6, 2026, the average yearly pay for entry level financial sales in Ohio is $42,825.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,200.00 and $47,500.00 per year, depending on experience, location, and employer.

What is an entry level financial sales job?

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 the key skills and qualifications needed to thrive as an entry level financial sales professional?

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.

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.

How do you get into entry level financial sales?

To enter an entry-level financial sales role, candidates typically need a high school diploma or equivalent, strong communication skills, and basic knowledge of financial products. Gaining relevant experience through internships or sales training programs can improve prospects, and some roles may require or prefer a relevant certification such as the Series 6 or 7 license. Success in this field often depends on building relationships, understanding client needs, and demonstrating sales ability.

What are the most commonly searched types of Financial Sales jobs in Ohio?

The most popular types of Financial Sales jobs in Ohio are:

What are popular job titles related to Entry Level Financial Sales jobs in Ohio?

For Entry Level Financial Sales jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Entry Level Financial Sales jobs in Ohio look for?

The top searched job categories for Entry Level Financial Sales jobs in Ohio are:

Entry Level Financial Sales jobs near you
Infographic showing various Entry Level Financial Sales job openings in Ohio as of August 2026, with employment types broken down into 57% Full Time, and 43% Part Time. Highlights an 100% In-person job distribution, with an average salary of $42,825 per year, or $20.6 per hour.

Entry Level Financial Analyst Accounting and Finance Dayton, OH

The Reynolds and Reynolds Company

Dayton, OH • On-site

$55 - $75/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Reynolds and Reynolds rating

8.1

Company rating: 8.1 out of 10

Based on 47 frontline employees who took The Breakroom Quiz

113th of 247 rated software companies

Job description

Job Description:

As a Financial Analyst, Primary responsibilities consist of financial analysis of strategic business units and internal functional groups to enhance sales and profitability. Duties include annual budget preparation and monthly variance analysis of sales and expenses for assigned operating groups. Serving as financial support for these groups entails providing regular written commentary which summarizes results and highlights areas of concern and/or opportunities for improvement. Developing sound working relationships with key members of assigned teams will lead to ad hoc projects such as financial evaluation of products/initiatives proposed by the team and creating custom reports which effectively distill critical information.

#LI-DNI

Requirements:

  • Bachelor’s degree in Accounting or Finance. MBA or CPA a plus but not required

  • Ability to think critically and analytically
  • Detail oriented and able to multitask
  • Excellent written and verbal communication skills
  • Self-starter and takes initiative
Benefits:

We strive to offer an environment that provides our associates with the right balance between work and family. We offer a comprehensive benefits package including:

  • Medical, dental, vision, life insurance, and a health savings account
  • 401(k) with up to 6% matching
  • Paid vacation, sick days, and holidays
  • Reynolds offers a hybrid work schedule, based on position eligibility. Following completion of your training period, eligible associates may work-from-home up to two days per week.

Company perks, including:

  • Referral bonuses
  • Professional development and training
  • Promotion from within
  • Associate discounts for cell phones, cars, computers, entertainment, and much more

Facility amenities, including:

  • An onsite dining facility offering complimentary breakfast and lunch
  • A fitness center
  • An onsite medical center
  • A wide variety of sports and social leagues to participate in after work, along with volunteering initiatives through our Associate Foundation

Reynolds and Reynolds promotes a healthy lifestyle by providing a non-smoking environment. Reynolds and Reynolds is an equal opportunity employer.

Bachelor’s degree in Accounting or Finance. MBA or CPA a plus but not required. Ability to think critically and analytically. Detail oriented and able to multitask. Excellent written and verbal communication skills. Self-starter and takes initiative

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What Reynolds and Reynolds employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Reynolds and Reynolds logo

About Reynolds and Reynolds

Sourced by ZipRecruiter

Reynolds and Reynolds develops and supports software for automotive retailers. We feature the industry’s only Retail Management System. This platform gives dealers a choice in dealership management systems (DMS) — ERA-IGNITE or POWER — along with retailing tools built to work together to streamline dealership operations and to improve customer satisfaction with the dealership. We also manufacture and distribute business forms and promotional items. Our products help dealers reduce compliance risk, brand their dealership, increase efficiency, and simplify administrative processes. Our associates are the key to our success. We wouldn’t be the leader in the automotive industry without them. We foster an environment that allows associates to grow professionally through engaging work and promotion from within.

Industry

Computer and computer peripheral equipment and software wholesalers

Company size

1,001 - 5,000 Employees

Headquarters location

Dayton, OH, US

Year founded

1866

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