ZipRecruiter

Log In

2

Entry Level Financial Jobs in Santa Rosa, CA (NOW HIRING)

InsuraTec

Sales Representative (Remote)

Santa Rosa, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Petaluma, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Sonoma, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Novato, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Napa, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

LeafHome

Territory Sales Representative

Windsor, CA · On-site

$50K - $100K/yr

Entry Level Sales Representative: Job Summary: Are you financially happy in your current role? Does your current position have opportunities for growth and a rewarding career? If you need to make ...

Apply Early

next page

Showing results 1-20

All JobsEntry Level Financial JobsEntry Level Financial Jobs in Santa Rosa, CA

Entry Level Financial information

See Santa Rosa, CA salary details

$14

$30

$59

How much do entry level financial jobs pay per hour?

As of Jul 4, 2026, the average hourly pay for entry level financial in Santa Rosa, CA is $30.36, according to ZipRecruiter salary data. Most workers in this role earn between $21.01 and $32.84 per hour, depending on experience, location, and employer.

Is 40 too late to start a career in finance?

Entry level financial roles are accessible at any age, including starting a new career at 40. Success often depends on relevant skills, certifications like the CFA or CPA, and gaining experience through internships or entry-level positions, regardless of age.

How do I start a career in finance with no experience?

Entry-level financial roles often require a strong understanding of basic financial principles, which can be gained through self-study, online courses, or relevant certifications like the CFA Level 1. Gaining experience through internships, volunteering, or entry-level positions helps build skills and industry knowledge, making it easier to advance in finance careers.

What is the difference between Entry Level Financial vs Entry Level Accountant?

AspectEntry Level FinancialEntry Level Accountant
Required CredentialsBachelor's degree in finance, economics, or related fieldBachelor's degree in accounting, finance, or related field
Work EnvironmentFinancial services firms, corporate finance departments, banksAccounting firms, corporate finance, small businesses
Employer & Industry UsageUsed across finance sectors for entry rolesCommon in accounting and auditing firms
Common Search & Comparison IntentYesYes

Entry Level Financial roles focus on financial analysis, planning, and investment activities, often requiring knowledge of financial markets. Entry Level Accountants primarily handle bookkeeping, financial statement preparation, and compliance tasks. While both roles require similar educational backgrounds, their daily tasks and industry focus differ, making them distinct career paths within the finance and accounting sectors.

What is the best entry-level finance job?

Entry-level finance jobs include roles such as financial analyst, accounting clerk, or banking associate. These positions typically require strong analytical skills, proficiency with Excel, and a bachelor's degree in finance, accounting, or a related field. They offer foundational experience in financial data analysis, reporting, and client interaction.

What types of tasks and responsibilities can I expect as an entry-level financial professional on a daily basis?

As an entry-level financial professional, you can expect your daily tasks to include assisting with data entry, preparing financial reports, performing basic financial analysis, and supporting senior team members with client communications or administrative duties. You may also help with account reconciliations, auditing support, and researching financial information. Collaboration with other team members, such as accountants, analysts, and managers, is common, allowing you to learn industry best practices while developing your technical and communication skills.

What is an entry-level position in finance?

An entry-level financial position is a role suitable for individuals with little to no professional experience in finance. These roles often involve tasks such as data analysis, assisting with financial reports, and supporting senior staff, and typically require basic knowledge of financial principles and tools like Excel or financial software.

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

To thrive as an Entry Level Financial Analyst, you generally need a bachelor's degree in finance, accounting, or a related field, along with strong quantitative and analytical skills. Familiarity with financial modeling, Microsoft Excel, and possibly financial software such as Bloomberg Terminal or QuickBooks is typically required. Outstanding attention to detail, strong communication skills, and problem-solving abilities are crucial soft skills for this role. These skills and qualifications are important for accurately analyzing financial data, supporting business decisions, and effectively conveying complex information to stakeholders.

What do entry level financial analysts do?

Entry level financial analysts typically assist with collecting and analyzing financial data, preparing reports, and supporting senior analysts or managers with research on investments, budgets, and financial forecasts. They may help evaluate financial performance, monitor market trends, and create presentations for internal or client meetings. This role is often a starting point for those looking to build a career in finance, offering valuable hands-on experience and exposure to core financial concepts and tools.
What are the most commonly searched types of Financial jobs in Santa Rosa, CA? The most popular types of Financial jobs in Santa Rosa, CA are:
What job categories do people searching Entry Level Financial jobs in Santa Rosa, CA look for? The top searched job categories for Entry Level Financial jobs in Santa Rosa, CA are:
What cities near Santa Rosa, CA are hiring for Entry Level Financial jobs? Cities near Santa Rosa, CA with the most Entry Level Financial job openings:
Entry Level Financial jobs near you
Infographic showing various Entry Level Financial job openings in Santa Rosa, CA as of June 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $63,152 per year, or $30.4 per hour.
Sales Representative (Remote)

Sales Representative (Remote)

InsuraTec

Santa Rosa, CA • Remote

Full-time

Posted 4 days ago

Job description

Location: 100% Remote (Work From Home)

About InsuraTec:

InsuraTec is a leading provider in financial planning and insurance services. We’re looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that provides significant financial growth opportunities.

Key Responsibilities:

  • Account Management: Oversee client accounts to ensure high satisfaction and address needs promptly.
  • Client Relations: Develop and sustain strong client relationships, delivering customized solutions.
  • Client Retention: Foster client loyalty and maximize long-term client value.
  • Customer Support: Offer excellent support to resolve client inquiries and concerns.
  • Sales & Promotion: Market and sell life insurance products tailored to clients’ needs.
  • Sales Strategy: Plan and execute strategies to meet and surpass sales targets.
  • Lead Generation Support: Leverage provided marketing resources to generate leads.
  • Training Provided: Comprehensive training to help you obtain a life insurance license and sharpen sales skills.
  • Underwriting Collaboration: Work closely with underwriting to facilitate smooth policy issuance.
  • Remote Flexibility: Enjoy the freedom to work from home on your schedule.
  • Work-Life Balance: Achieve balance with our flexible hours.

Qualifications:

  • Entry-Level Friendly: No prior experience needed; we offer full training.
  • Self-Motivated: Must be highly driven and proactive in achieving goals.
  • Commission-Based: Earnings are based on performance, offering unlimited income potential.
  • No Cold Calling or Door-to-Door: Sales are inbound-focused with no cold calling or door-to-door.
  • Transparent & Inclusive: Commitment to integrity, transparency, and inclusivity in all interactions.
  • Relentless & Goal-Oriented: A determined attitude toward meeting and exceeding targets.
  • Self-Paced & Virtual: Control your career growth at your own pace with maximum flexibility.
  • Financial Services: Gain a foothold in the financial services industry, providing essential solutions to clients.
  • Full-Time Commitment: This is a full-time opportunity for those ready to commit to a career of growth and achievement.

If you’re looking to build a rewarding career with unlimited growth potential, and you have the drive to succeed, apply now to join InsuraTec Services Group. We are committed to supporting your personal and professional growth every step of the way.

InsuraTec is an Equal Opportunity Employer: We celebrate diversity and are dedicated to creating an inclusive environment for all employees.

Apply