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Financial Rep Jobs (NOW HIRING)

Spectrum Financial Group

$60 - $80/hr

Financial Representative (Early Career / Entry-Level) Location: Flexible / Hybrid / Remote Options Available Compensation: Activity-Based Stipend + Performance Bonuses + Long-Term Income Potential ...

Five Rings OKC

Financial Representative

Nashville, TN · On-site +1

Financial Representative Life Insurance * Financial Planning * Tax Strategy Location: Nashville, TN (Hybrid Remote) Job Type: Full-time or Part-time About the Role We are seeking a dedicated and ...

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$31.5K

$71.6K

$115K

How much do financial rep jobs pay per year?

As of Sep 9, 2026, the average yearly pay for financial rep 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.

What is the difference between Financial Rep vs Insurance Agent?

AspectFinancial RepInsurance Agent
CredentialsSeries 6/7, 63, 65/66 licensesLicense specific to insurance products (e.g., life, health, property)
Work EnvironmentFinancial firms, banks, investment companiesInsurance agencies, brokerages, independent agencies
Employer & IndustryFinancial services industry, investment firmsInsurance industry, agencies, brokerages
Common Search/ComparisonFinancial Rep vs Insurance Agent

The main difference between a Financial Rep and an Insurance Agent lies in their licensing and product focus. Financial Reps typically hold securities licenses and offer investment products, while Insurance Agents are licensed to sell insurance policies. Both roles work within the financial services industry but serve different client needs and product types.

What does a financial representative do?

A financial representative helps clients manage their finances by providing advice on investments, insurance, and financial planning. They analyze clients' financial situations, recommend suitable products, and often hold licenses or certifications to sell financial services. Strong communication skills and knowledge of financial tools are essential for this role.
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What are the most commonly searched types of Financial Rep jobs?

The most popular types of Financial Rep jobs are:

What states have the most Financial Rep jobs?

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

What are popular job titles related to Financial Rep jobs?

For Financial Rep jobs, the most frequently searched job titles are:

Financial Rep jobs near you
Infographic showing various Financial Rep job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $71,627 per year, or $34.4 per hour.

Financial Representative

Fort Wayne, IN • On-site

Western & Southern Financial Group
Finance and Insurance • 1 - 5K employees
Learn more about Western & Southern Financial Groupexternal

Other

Posted 5 days ago

Western & Southern Financial Group rating

9.0

Company rating: 9.0 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

38th of 315 rated insurance

Job description

Company Description

Western & Southern Financial Group, founded in Cincinnati in 1888, is a diversified financial services organization with a strong legacy in life insurance and investment solutions. The group includes multiple affiliated companies specializing in life insurance, annuities, asset management, real estate, brokerage services, and retirement products. As a regulated provider of insurance and investment advisory services, Western & Southern emphasizes stability, compliance, and long-term client relationships. Team members benefit from working within a broad network of financial brands that support professional growth and cross-functional collaboration. More information about the Western & Southern family of companies is available at www.westernsouthern.com.


Role Description

This full-time, on-site Financial Representative role is based in Fort Wayne, IN. The Financial Representative will meet with clients and prospects to assess their financial goals, explain suitable insurance and investment options, and develop personalized financial and retirement plans. Daily responsibilities include conducting financial analyses, presenting product recommendations, following up with clients, and maintaining accurate records in accordance with regulatory and company standards. The role involves building and managing a local client portfolio through networking, referrals, and community engagement, as well as participating in ongoing training on products, compliance, and market trends. The Financial Representative collaborates with internal specialists to deliver comprehensive solutions that support clients’ long-term financial security.


Qualifications

Minimum 2 years of outside sales experience.

  • Past college D1 athlete or the like.
  • Military background.
  • Past business owner.
  • High School Diploma (Must Have)
  • Bachelor’s degree (Preferred, but not a deal breaker)

What Western & Southern Financial Group employees say

Pay

Benefits

Hours and flexibility

Workplace

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