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Finance Representative Jobs (NOW HIRING)

Mayo Clinic

Finance Rep-Revenue Cycle-Hybrid

Rochester, MN · Hybrid

$21.91 - $34.27/hr

Experience as a Financial Representative is preferred. Qualified candidates must be customer-focused, service-oriented and possess demonstrated skills in teambuilding, communication, decision-making ...

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$71.6K

$115K

How much do finance representative jobs pay per year?

As of Aug 5, 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.

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 is a finance representative?

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.
More about Finance Representative jobs
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Finance Representative jobs near you
Infographic showing various Finance Representative job openings in the United States as of July 2026, with employment types broken down into 93% Full Time, 4% Part Time, 1% Temporary, and 2% Contract. Highlights an 82% Physical, 7% Hybrid, and 11% Remote job distribution, with an average salary of $71,627 per year, or $34.4 per hour.

Automotive Sales & Finance Representative

duPont Registry

Naples, FL • On-site

Full-time

Re-posted 24 days ago

Job description

Location: This position is on-site in Naples, FL

ABOUT US

duPont REGISTRY Group proudly marks four decades as a cornerstone of the luxury automotive market in 2025. Renowned for connecting millions of buyers and sellers worldwide, duPont REGISTRY Group has facilitated billions in automotive transactions while setting the standard for excellence in the industry.


POSITION OVERVIEW

In this critical role, you will hold full ownership and accountability for sourcing, managing, and successfully closing retail automotive transactions. You will be responsible for overseeing every aspect of the sales process, beginning with the initial client introduction and continuing through financing, deal structuring, and final vehicle delivery. This includes guiding clients seamlessly through complex purchase decisions, coordinating with finance partners to secure optimal lending solutions, and ensuring full compliance with all regulatory requirements.

You will collaborate closely with the General Manager of Sales to strategically grow and expand the retail segment of the business, contributing through individual performance and supporting broader sales initiatives and operational improvements. This role demands a highly autonomous professional who can operate with entrepreneurial initiative, balancing independence with effective teamwork.

While this is not a traditional showroom role, it requires your presence on-site to leverage the full power of the duPont REGISTRY brand and its resources. Candidates must live within close proximity to the Company's showroom locations to effectively engage with our local team and clientele. The ideal candidate is an accomplished sales and/or finance professional, adept at managing sophisticated, high-value transactions with discretion and confidence. You must demonstrate a proactive approach, exceptional communication skills, and the ability to navigate the complexities of luxury automotive sales and finance in a dynamic, fast-paced environment.

KEY RESPONSIBILITIES

  • Responsible for the entire deal, start to end. From introduction to finance and close deals
  • Personally handle the full F&I process - including credit applications, lender approvals, funding paperwork, and compliance
  • Source your own opportunities. While you'll have access to company resources, marketing, and leads, this will require you to build and maintain your own pipeline
  • Generate and manage your own client book using outbound outreach, referrals, and creative prospecting strategies
  • Utilize CRM tools to manage follow-up schedules, track deal progress, and ensure timely customer communication
  • Work cross-functionally with other departments to move deals forward efficiently and professionally
  • Structure and finalize finance deals with precision and compliance
  • Coordinate funding, title processing, and document accuracy with administrative support
  • Maintain strong product knowledge across multiple brands


QUALIFICATIONS

  • Experience in luxury, exotic, or high-line automotive sales
  • Direct F&I experience
  • Proven ability to self-source leads, manage a personal pipeline, and close deals
  • Strong working knowledge of lender platforms (e.g., RouteOne, Dealertrack, Westlake, etc.) and finance compliance requirements
  • High level of professionalism, discretion, and responsiveness
  • Excellent communication skills, both written and verbal
  • Strong analytical, problem-solving, and strategic-thinking skills with a forward-looking focus
  • Ability to multi-task in a fast-paced, always-on environment
  • Ability to deal with ambiguity and imperfect information
  • Strong interpersonal skills and ability to frequently adjust priorities and help the team wherever needed
  • Strong collaboration skills and ability to work with teams across the organization
  • Excellent time-management and organizational skills with experience in working towards tight deadlines

Apply