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Finance Representative Jobs (NOW HIRING)

WakeMed

Patient Finance Rep, Bilingual

Raleigh, NC · On-site

Overview The Patient Finance Representative, Bilingual will help patients seamlessly navigate complex billing, financial and insurance workflows. The Patient Finance Representative, Bilingual will ...

Lease End

Sales / Finance Representative

Lehi, UT

$7K - $14K/mo

... financing. And our driver-first approach is working! Lease End has helped tens of thousands of ... If you're a team player who wants to make a big impact, this Sales Representative role with hot ...

Smart Care

Customer Finance Representative

Fishers, IN · On-site

Customer Finance Representative (Collections) Location: Fishers, IN M-F, 8-5PM Fulltime What You Will Do: * Responsible for performing and maintaining active past due customers' accounts. * Overall ...

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Finance Representative information

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$31.5K

$71.6K

$115K

How much do finance representative jobs pay per year?

As of Jun 13, 2026, the average yearly pay for finance 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.

How does a Finance Representative typically collaborate with other departments within an organization?

Finance Representatives frequently work closely with departments such as sales, operations, and customer service to ensure accurate billing, resolve client inquiries, and support the financial aspects of transactions. They often act as a liaison, communicating financial policies and helping other teams understand the implications of various financial decisions. This cross-functional collaboration is essential for maintaining financial accuracy and ensuring a seamless client experience. Building strong working relationships across departments can also open up future advancement opportunities within the company.

Is 40 too late to start a career in finance?

Starting a career as a finance representative at age 40 is possible, as many roles value experience, communication skills, and financial knowledge over age. Gaining relevant certifications like the Series 7 or 63 can enhance prospects, and previous work experience can be an asset in the industry.

What are the key skills and qualifications needed to thrive as a Finance Representative, and why are they important?

To thrive as a Finance Representative, you need strong analytical skills, financial acumen, and a relevant degree in finance, accounting, or business. Familiarity with financial software like QuickBooks, CRM systems, and proficiency in Microsoft Excel are typically required, and certifications such as FINRA Series 6 or 7 may be advantageous. Excellent communication, customer service, and problem-solving abilities help build client trust and resolve inquiries effectively. These skills ensure accurate financial guidance, regulatory compliance, and positive client relationships, which are critical for success in the finance industry.

What is the difference between Finance Representative vs Financial Advisor?

AspectFinance RepresentativeFinancial Advisor
CredentialsTypically requires a high school diploma or equivalent; some roles may need FINRA licensesRequires certifications like CFP, CFA, or Series 7/63 licenses
Work EnvironmentBank branches, financial institutions, customer service settingsIndependent or firm-based, client meetings, office or virtual
Employer & IndustryFinancial institutions, banks, credit unionsFinancial planning firms, banks, independent practices
Search & Comparison IntentUnderstanding entry-level roles, customer service in financePersonal financial planning, investment advice

The main difference is that a Finance Representative typically handles customer service and basic financial transactions within banks or financial institutions, often requiring minimal certifications. In contrast, a Financial Advisor provides personalized financial planning and investment advice, often holding advanced certifications. Both roles work within the financial industry but serve different client needs and require different qualifications.

What jobs make $1,000,000 a year?

In the finance industry, roles such as investment bankers, hedge fund managers, private equity executives, and senior traders can earn $1,000,000 or more annually through salaries, bonuses, and commissions. These positions typically require advanced degrees, extensive experience, and strong analytical skills, often working in high-pressure environments with performance-based compensation structures.

What job makes $10,000 a month without a degree?

A finance representative typically does not earn $10,000 a month without specialized skills or experience. High-paying roles in finance, such as investment banking or financial management, often require relevant education, certifications, or extensive experience. Most jobs offering this level of income usually demand a combination of skills, networking, and industry knowledge rather than just a degree.

What does a finance representative do?

A finance representative handles customer accounts, processes financial transactions, and provides information about billing, payments, and financing options. They often work in financial institutions or retail settings, using tools like CRM software and maintaining compliance with financial regulations.

What are Finance Representatives?

Finance Representatives are professionals who assist individuals or organizations with financial services, such as loans, investments, and account management. They evaluate clients' financial needs, explain available products or services, and help complete necessary paperwork. Their goal is to match clients with the right financial solutions, ensuring compliance with regulations and company policies. Finance Representatives may work in banks, credit unions, or other financial institutions, and often provide customer service and support throughout the financial process.
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Finance Representative jobs near you
Finance Representative

Finance Representative

Groppetti Automotive

Visalia, CA

$84K - $150K/yr

Full-time

Medical, Dental, Retirement, PTO

Posted 4 days ago

Job description

Job Description

If you are an enthusiastic self-starter with a passion for selling and you enjoy working with customers and Sales Consultants, then we want you to be part of our team as a Finance Manager. The Finance Manager is extremely knowledgeable about our vehicles and services, the industry, and our market, including vehicle service contracts, accessories, and financing options for both new and used vehicles. He or she provides superior customer service by understanding the financing options that lead to the delivery of vehicles.

The ideal candidate has a positive attitude, a confident and outgoing personality, a professional appearance, great communication skills, and the ability to deliver world class customer service. Sales or Finance Management experience is highly preferred, but not required. Candidates must be self-motivated with a willingness to continuously prospect to sell a minimum quota (or more!) on an ongoing basis.

Responsibilities

  • Qualifies buyers by understanding buyer's requirements and interests and then matching requirements and interests to various finance and insurance options
  • Updates job knowledge by participating in educational opportunities, reading professional publications, and completing OEM Training Modules
  • Closes sales for Sales Consultants by overcoming objections, asking for sale, negotiating terms, completing sale, delivering automobile, and following up after the sale
  • Provides upper management information by completing reports
  • Develops business by maintaining relationships with captive and third party lenders
  • Supports all Sales Consultant Training Activities including Sales Process, CRM, and Product Knowledge
  • Performs other duties as assigned

Qualifications

  • Must be at least 21 years old
  • Sales or Finance Management experience preferred
  • Valid California driver's license with satisfactory driving record
  • Strong desire to meet sales goals
  • Able to work a flexible schedule
  • Strong telephone, texting, email, and social media communication skills
  • Active listening skills
The Finance Manager Position has a Pay Scale consisting of the following elements and ranges. Wages include Base Hourly Compensation of between $0.00. The position may also pay commission compensation which is based on the value or amount of closed sales achieved from $0.00 (if no sales are made) without any upper limit other than sales performance. The position also may also pay a production bonus based on individual performance that may range from $0.00 (if baseline benchmarks are not met) to $3,200.00 fixed upper limit. Finance representatives can make between $84,000 and $150,000 per year.Company Description

The Groppetti Automotive Family was established in 1994 and our vision was to develop a family of dealerships that established and maintained the values and philosophies that insured "customer loyalty". For over 30 years, we have provided the highest level of service to the residents of Central California, which has allowed us to be a leading automotive retailer in Central Californ ia. For years, our Nissan and Toyota dealerships have out-shined their peers from Modesto to Bakersfield. We are proud to represent Nissan, Toyota, Honda, Ford, Buick, GMC, Kawasaki, Yamaha, Cadillac, Chrysler, Dodge, Jeep and RAM
We are always looking for talented, self-motivated individuals to join our team. If you think you are ready to be a part of an exciting team, then we encourage you to continue with this applicant friendly, online job application!

Benefits
  • Health Insurance
  • Dental Insurance
  • 401(k)
  • Vacation
  • Holidays