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Financial Advisor Sales Jobs in Indiana (NOW HIRING)

Northwestern Mutual

Financial Advisor

Indianapolis, IN

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Indianapolis, IN · On-site

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Carmel, IN

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Carmel, IN

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Crown Point, IN · On-site

$61K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business ... best-trained sales forces in the country. We are committed to your continued training and ...

Northwestern Mutual

Financial Advisor

Carmel, IN

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Carmel, IN

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Indianapolis, IN

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Carmel, IN · On-site

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Indianapolis, IN

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Carmel, IN

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

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Showing results 1-20

All JobsFinancial Advisor Sales JobsFinancial Advisor Sales Jobs in Indiana

Financial Advisor Sales information

What are the key skills and qualifications needed to thrive as a financial advisor sales, and why are they important?

To thrive as a Financial Advisor in sales, you need strong financial knowledge, analytical skills, and typically a bachelor's degree in finance or a related field, along with relevant licenses such as FINRA Series 7 and 66. Proficiency with CRM software, financial planning tools, and investment platforms is commonly required. Outstanding interpersonal skills, active listening, and persuasive communication help build trust and effectively guide clients. These capabilities are crucial for understanding clients' needs, providing tailored advice, and achieving sales targets in a competitive environment.

What is the difference between Financial Advisor Sales vs Financial Advisor?

AspectFinancial Advisor SalesFinancial Advisor
CertificationsSeries 7, Series 66, CFP (optional)Series 7, Series 66, CFP (often required)
Primary FocusGenerating sales, client acquisitionProviding financial planning, investment advice
Work EnvironmentSales-focused, commission-basedAdvisory, client-centered
Employer & Industry UsageFinancial firms, brokeragesWealth management firms, banks

Financial Advisor Sales roles primarily focus on selling financial products and acquiring clients, often with a commission-based structure. In contrast, Financial Advisors concentrate on providing comprehensive financial planning and investment advice, typically earning fees or salary. While both roles require similar certifications, their core responsibilities and work environments differ significantly.

What is a financial advisor sales?

Financial Advisor Sales professionals are specialists who help clients make informed decisions about their financial future by selling financial products and services, such as investment plans, insurance, and retirement accounts. They combine financial planning expertise with sales skills to identify client needs, recommend suitable products, and build long-term client relationships. Their role often involves prospecting for new clients, explaining financial concepts, and meeting sales targets set by their firms.

What are some common challenges financial advisor sales professionals face when building a client base, and how are they typically addressed?

One of the main challenges for Financial Advisor Sales professionals is establishing trust and credibility with new clients, especially when starting out or entering a new market. Building a client base often requires consistent networking, personalized outreach, and leveraging referrals from satisfied clients. Many advisors overcome these hurdles by developing strong interpersonal skills, staying up-to-date on financial products, and working closely with experienced team members or mentors. Firms often provide training, marketing support, and access to lead generation tools to help advisors succeed in growing their book of business.

What are popular job titles related to Financial Advisor Sales jobs in Indiana?

For Financial Advisor Sales jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Financial Advisor Sales jobs in Indiana look for?

The top searched job categories for Financial Advisor Sales jobs in Indiana are:

What cities in Indiana are hiring for Financial Advisor Sales jobs?

Cities in Indiana with the most Financial Advisor Sales job openings:

Financial Advisor Sales jobs near you
Infographic showing various Financial Advisor Sales job openings in Indiana as of July 2026, with employment types broken down into 87% Full Time, 10% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution.

Financial Advisor - Leo, IN

Advisor Talent Solutions

Leo, IN • On-site

Full-time

Medical, Life, Retirement

Re-posted 20 days ago

Job description

Financial Advisor
Are you looking to expand your career and join a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise when we would like to talk to you! Our well-established and growing financial firm Runestad Financial Services in Fort Wayne, IN is seeking to add a Financial Advisor to our Team.
The Financial Advisor will have the opportunity to meet one-on-one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars – including introducing the main Advisor.
Key Traits:
  • Strong initiative
  • Positive attitude
  • Ability to market to local clients
  • Persistence
  • An entrepreneurial perspective to build a client base
  • Persuasive ability

Minimum Requirements:
  • College degree preferred
  • 3+ years of financial services experience with an emphasis on sales
  • Life and Health Licensed; Series 65
  • Strong organizational, prioritization, interpersonal, and management skills
  • Strong mathematical and analytical skills
  • Excellent communication skills; both verbal and written
  • Proficient with MS Office Suite (Outlook, Excel, Word, and PowerPoint)
  • Experience with Redtail/CRM preferred, but not required

Position Responsibilities:
  • Prepare, present, and implement customized financial plans
  • Assist clients with annuities, life, long-term care, and managing money
  • Provide financial planning advice to include investment, insurance, and retirement
  • Develop, manage, and retain strong client relationships
  • Assist the main Advisor with meeting individual and team goals
  • No cold calls; we provide access to the best leads

Salary:
Based on experience
Benefits:
  • Health Insurance Stipend
  • 401k
  • PT0

Presented by Advisor Employee Services
Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

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