ZipRecruiter

Log In

1

Financial Agent Jobs (NOW HIRING)

previous page

Showing results 41-60

All JobsFinance and Insurance JobsInsurance JobsFinancial Agent Jobs

Financial Agent information

See salary details

$25K

$65.2K

$132K

How much do financial agent jobs pay per year?

As of Aug 19, 2026, the average yearly pay for financial agent in the United States is $65,227.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $78,500.00 per year, depending on experience, location, and employer.

What is a financial agent?

Financial agents are professionals who act on behalf of individuals or organizations to manage financial transactions, provide advice, and facilitate investments. Their responsibilities may include analyzing financial data, recommending investment opportunities, assisting with loans, and ensuring compliance with financial regulations. Financial agents can work in banks, insurance companies, investment firms, or as independent advisors. Their goal is to help clients achieve financial stability and meet their financial objectives.

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

To thrive as a Financial Agent, you need a solid understanding of financial products, regulations, and sales techniques, often supported by a bachelor's degree in finance or a related field. Familiarity with customer relationship management (CRM) software, financial modeling tools, and relevant certifications such as Series 6 or 7 is commonly expected. Excellent interpersonal skills, active listening, and ethical judgment help build trust and long-term client relationships. These competencies are crucial for navigating complex financial scenarios, ensuring regulatory compliance, and delivering effective solutions to clients.

What are some common challenges financial agents face when managing client portfolios, and how can they address them?

Financial Agents often encounter challenges such as changing market conditions, evolving client goals, and regulatory updates. Staying informed about market trends and maintaining clear, regular communication with clients helps mitigate these issues. Additionally, collaborating with compliance teams and leveraging financial planning software can streamline portfolio management and ensure all recommendations remain suitable and compliant. Proactive relationship management and ongoing education are key to overcoming these challenges and building client trust.

What is the difference between Financial Agent vs Financial Advisor?

AspectFinancial AgentFinancial Advisor
CredentialsLicenses such as Series 6, 7, or 63; may require state-specific licensesCertifications like CFP, CFA, or ChFC often preferred
Work EnvironmentTypically employed by financial firms, selling insurance or investment productsOften work independently or for advisory firms, providing personalized financial planning
Employer & Industry UsageUsed in insurance and investment product sales within financial servicesCommonly used in wealth management and comprehensive financial planning

While both roles involve financial services, a Financial Agent primarily sells insurance and investment products and holds specific licenses. A Financial Advisor offers broader financial planning services, often with advanced certifications. Understanding these differences helps clients choose the right professional for their financial needs.

How to become a financial agent?

To become a financial agent, typically you need a high school diploma or equivalent, and some roles may require a bachelor's degree in finance, economics, or related fields. Licensing or certification, such as passing exams from financial regulatory authorities, is often required to sell financial products or provide financial advice. Gaining experience in sales, finance, or customer service can also improve job prospects.
More about Financial Agent jobs

What cities are hiring for Financial Agent jobs?

Cities with the most Financial Agent job openings:

What states have the most Financial Agent jobs?

States with the most job openings for Financial Agent jobs include:

What job categories do people searching Financial Agent jobs look for?

The top searched job categories for Financial Agent jobs are:

Financial Agent jobs near you
Infographic showing various Financial Agent job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $65,227 per year, or $31.4 per hour.

Financial Services Representative - State Farm Agent Team Member

Dexter Smith - State Farm Agent

Sheboygan Falls, WI • On-site

$50K - $100K/yr

Full-time

Medical, Retirement, PTO

Re-posted 28 days ago

Job description

Benefits:
  • 4 day work week
  • Gym membership
  • Hiring bonus
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

ABOUT OUR AGENCY:
Our agency opened in June 2020 and has grown into a team of nine, including the agent. Before becoming an agency owner, he worked in a State Farm office and was driven by the goal of building a business, leading a strong team, and creating meaningful earning opportunities.
We stay actively involved in the community through local events, car shows, partnerships with Big Brothers Big Sisters, and sponsoring youth sports.
For our team, we offer a unique 4-day work week, a gym membership, 401(k), health benefits, and a strong emphasis on work-life balance.
Our office culture is energetic, goal-oriented, and growth-focused. We’re looking for someone who is motivated, driven, and excited to be part of a team that works hard, earns well, and stays connected to the community.
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Dexter Smith - State Farm Agent,  you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
  • Consult customers with financial planning and investment options.
  • Conduct financial reviews and recommend appropriate products.
  • Maintain compliance with financial regulations.
  • Educate clients about insurance products and recommend appropriate coverage options.
  • Foster strong client relationships through regular follow-ups and proactive communication.
QUALIFICATIONS:
  • Experience in financial services preferred.
  • Analytical and communication skills.
  • Goal-oriented and motivated by achieving measurable results.
  • Ability to manage multiple priorities and work effectively in a fast-paced environment.
  • Series 6, 63, 65 or 7 license preferred.