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Entry Level Financial Sales Jobs (NOW HIRING)

OneMain Financial

Loan Sales Specialist

Roanoke, VA · On-site

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

OneMain Financial

Loan Sales Specialist

Medford, OR · On-site

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

OneMain Financial

Loan Sales Specialist

Abingdon, VA · On-site

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

OneMain Financial

Loan Sales Specialist

Phoenix, AZ · On-site

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

OneMain Financial

Loan Sales Specialist

Mullins, SC · On-site

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

OneMain Financial

Loan Sales Specialist

Herndon, VA · On-site

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

OneMain Financial

Loan Sales Specialist

Cranberry, PA · On-site

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

OneMain Financial

Loan Sales Specialist

Charleston, WV · On-site

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

OneMain Financial

Loan Sales Specialist

Mesa, AZ · On-site

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

OneMain Financial

Loan Sales Specialist

Omaha, NE · On-site

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

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Entry Level Financial Sales information

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$45K

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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 Services Representative

Lakeshore Financial Group

Madison, WI • On-site, Remote

$75K - $100K/yr

Full-time, Part-time

Medical, Dental, Vision, Retirement

Posted 29 days ago

Job description

Description
Do you have a passion for connecting with people and a knack for turning financial data into actionable strategies? We're offering a fantastic opportunity for a money-savvy individual to break into the dynamic world of financial services. As an entry-level financial advisor, you'll develop long-term client relationships and delve into diverse areas like estate planning, business administration, and mutual funds. If you possess excellent communication skills and a meticulous approach, we want to hear from you!
Why Join Lakeshore Financial Group?
  • Make a Meaningful Impact: Help families and individuals secure their financial future by developing customized financial wellness strategies
  • Flexible Schedule: Enjoy the freedom to work part-time or full-time, allowing you to balance your work with your personal life.
  • Comprehensive Training: We provide thorough training and ongoing support to equip you with the knowledge and skills necessary to succeed.
  • Professional Development: Gain valuable experience in sales, finance, and client relationship management.
  • Benefits: Our full-time positions offer full medical, dental, and vision benefits, 401(k), and pension plan.

College degree or equivalent experience are required.
Responsibilities
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
Qualifications
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Valid FINRA Series 7 & 63/66 preferred but not required
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• A required Bachelor's degree in business administration, finance, or similarly related field

Apply