ZipRecruiter

Log In

1

Financial Representative Jobs in Oklahoma (NOW HIRING)

next page

Showing results 1-20

All JobsFinancial Representative JobsFinancial Representative Jobs in Oklahoma

Financial Representative information

See Oklahoma salary details

$29.1K

$66.1K

$106.2K

How much do financial representative jobs pay per year?

As of Aug 12, 2026, the average yearly pay for financial representative in Oklahoma is $66,135.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,100.00 and $84,900.00 per year, depending on experience, location, and employer.

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

To thrive as a Financial Representative, you need a solid understanding of financial products, investment strategies, and sales principles, typically backed by a bachelor's degree in finance or a related field. Familiarity with CRM software, financial planning tools, and licenses such as Series 6, Series 7, or state insurance certifications are often required. Exceptional interpersonal skills, active listening, and trust-building abilities help you connect with clients and understand their financial goals. These skills and qualifications are crucial for providing tailored financial advice, building lasting client relationships, and ensuring regulatory compliance.

Do you need a degree to be a financial representative?

A degree is not always required to become a financial representative, but many employers prefer candidates with a bachelor's degree in finance, economics, or related fields. Certification such as the Series 7 and Series 66 exams are typically necessary, and strong communication and sales skills are important for success in the role.

What does a financial representative do?

A financial representative, also known as a financial advisor, provides professional financial recommendations to clients. Your primary responsibilities in this career are to guide and plan financial decisions based on the needs, goals, and requirements of your customer. You also suggest financial products and services and offer advice on estate planning, college saving accounts, taxes, mortgages, investments, retirements, insurance, and more. Your duties have you analyzing current accounts, interpreting summaries, developing strategies, and implementing the agreed upon plan to manage client portfolios. A financial representative also delivers reports of accounts and answers economic related questions.

What is the difference between Financial Representative vs Financial Advisor?

AspectFinancial RepresentativeFinancial Advisor
CredentialsLicenses such as Series 6, 7, 63, 65/66, and state insurance licensesCFP, CFA, or other professional certifications often preferred
Work EnvironmentFinancial firms, banks, insurance companiesIndependent firms, banks, or private practices
Employer & Industry UsageCommonly employed by financial services firms and insurance companiesUsed across various financial planning and wealth management firms
Primary FocusSelling financial products and services, client relationship managementProviding comprehensive financial planning and advice

While both roles involve working with clients to manage finances, a Financial Representative primarily focuses on selling financial products and maintaining client relationships within a firm. A Financial Advisor offers broader, personalized financial planning and advice, often with advanced certifications. The roles overlap in credentials and work environment, but differ in scope and service approach.

What does a financial representative do?

A Financial Representative helps clients manage their finances by offering guidance on investments, insurance, retirement planning, and other financial products. They assess clients' financial goals and risk tolerance to recommend suitable financial strategies and solutions. Their role involves building long-term relationships, educating clients about financial options, and assisting with account management. Financial Representatives often work for financial institutions or insurance companies and must stay updated on market trends and regulations.

What are the typical challenges faced by financial representatives when building a client base, and how can they overcome them?

Financial Representatives often face the challenge of establishing trust and credibility with new clients, especially early in their careers. Building a strong client base requires consistent networking, effective communication, and a commitment to understanding clients' unique financial goals. Overcoming these challenges involves leveraging mentorship opportunities, attending community events, and using digital tools to stay connected with prospects. Strong organizational skills and a focus on ongoing professional development can also help Financial Representatives grow their client network and achieve long-term success.
More about Financial Representative jobs
What are the most commonly searched types of Financial Representative jobs in Oklahoma? The most popular types of Financial Representative jobs in Oklahoma are:
What are popular job titles related to Financial Representative jobs in Oklahoma? For Financial Representative jobs in Oklahoma, the most frequently searched job titles are:
What job categories do people searching Financial Representative jobs in Oklahoma look for? The top searched job categories for Financial Representative jobs in Oklahoma are:
What are popular job titles related to Financial Representative jobs in OK? For Financial Representative jobs in OK, the most frequently searched job titles are:
Financial Representative jobs near you
Infographic showing various Financial Representative job openings in Oklahoma as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $66,135 per year, or $31.8 per hour.

Financial Rep

Jackson County Memorial Hospital

Altus, OK • On-site

Full-time

Posted 20 days ago

Jackson County Memorial Hospital rating

5.3

Company rating: 5.3 out of 10

Based on 18 frontline employees who took The Breakroom Quiz

960th of 1,058 rated hospitals

Job description

Job Type
Full-time
Description
Job Summary: Under the direction of the Customer Service Supervisor and the Director of Patient Accounting, the Financial Representative is responsible for all aspects of Financial Counseling. Job duties include but are not limited to reviewing all scheduled appointments, admissions and registrations to identify any encounters with potential financial concern; meeting with patients and/or their representatives to advise them of their financial obligations related to their visit or past visits according to the hospital collection policy; meeting with patient and/or their representative to collect complete and accurate financial information in the event that additional financial assistance is needed; acting as a resource to the registration/scheduling staff in all areas; and notifying management and other collection staff of any potential problems with the collection of patient account balances.
Demonstrates Competency in the Following General Areas:
  • Commits to one hundred percent (100%) patient and customer satisfaction by always exhibiting a courteous and helpful manner during interactions with others, including patients, families, visitors, physicians and co-workers.
  • Maintains a general, overall working knowledge of the department's mission thereby having the ability to provide basic service and support to others, including patients, families, visitors, physicians and co-workers. Recognizes when others are in need of assistance and consistently offers to help when own workload permits.
  • Fully knowledgeable of the comprehensive Patient Accounting policies and procedural flow, and able to apply this knowledge to all situations.

Demonstrates Competency in the Following Primary Duties:
  • Reviews scheduled and non-scheduled patient registrations/admissions to identify any encounters with potential financial concerns; makes contact with patients identified to advise them of their financial responsibility providing information and explanations to the patient or responsible party regarding the policy and various options for resolving the calculated self pay liability for the service being provided; documents information appropriately on patient's account.
  • Provides support to patient and/or their representative in the completion of the Financial Assistance application to ensure management has necessary documentation to make decision on financial need; logs application information into the Financial Assistance Database ensuring that the information is accurate.
  • Works with Centralized Scheduling, physician office staff and admissions personnel to ensure that patients are able to meet their scheduled appointment times while also adhering to the JCMH collection policy and Patient Accounting guidelines.
  • Provides appropriate explanations to patients and other appropriate parties, and secures and witnesses all required signatures according to internal policy and regulation as applicable; accurately scans and/or files documents appropriately to ensure documents are stored according to hospital retention policy.
  • Initiates electronic and/or telephone inquiries to the appropriate party(ies) including third party payers, employers, and/or claims administrators sharing information as necessary in order to secure, record and electronically enter data which confirms the patient's eligibility for third party benefits and the detailed level of benefits for the services being provided, as well as any other essential claim submission instructions that might be identified during this inquiry.
  • Provides backup support to Customer Service Representatives.
  • Keeps Customer Service supervisor and Director of Patient Accounting informed of work activities, needs and problems.

Requirements
Professional Requirements:
  • Wears identification while on duty; meets dress code standards; appearance is neat and clean.
  • Reports to work on time and as scheduled, uses time and attendance system correctly and completes work within designated time.
  • Attends mandatory meetings; attends and/or reads minutes of other scheduled meetings.
  • Respects patient confidentiality and uses discretion in discussion of patient information.
  • Participates in continuing educational activities as deemed appropriate by department's Manager or Director. Completes annual education requirements in a timely manner including but not limited to a minimum of 6 hours per year of job shadowing in the Patient Access and/or Centralized Scheduling areas.
  • Follows hospital and departmental requirements for infection control and safety.

Educational/Experience/Regulatory Requirements:
  • Ability to organize work, direct and set priorities, and effectively accomplish required duties with minimal or no supervision.
  • High school diploma or equivalent required. Advanced degree or active pursuit of advanced degree preferred.
  • Must be able to pass pre-employment testing including but not limited to clerical ability and typing test.
  • AAHAM or NAHAM certification or active pursuit of certification preferred.
  • Two years previous acceptable experience in a healthcare revenue cycle department with an emphasis in Financial Counseling or collections preferred.
  • Must be able to communicate (orally and in writing) effectively with patients, doctors and other departments in the institution.
  • Previous work history that demonstrates steady attendance and punctuality is required.
  • Must be able to meet the public in a direct and professional manner.

Language Skills:
  • Must be able to read & communicate effectively in English.
  • Must be able to communicate firmly what is required of patients in regards to their financial status.

Physical Demands:
  • Work may be stressful with regular patient contact. Must be able to meet, communicate, and work with patients and public directly, orally, and in writing.
  • For physical demands of position, including vision, hearing, repetitive motion and environment, see attached description. Near visual & hearing acuity required to perform essential duties of position.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position without compromising client care.

FREQUENTLY USUALLY OCCASIONALLY INFREQUENTLY N/A
(at least 50%) (25 - 49%) (10 - 24%) (10%)
1 Standing/Walking.......................................... X
2 Sitting ............................................................ X
3 Twisting......................................................... X
4 Lifting/Carrying............................................. X
5 Pushing/Pulling.............................................. X
6 Climbing (ascending/descending
ladders/stairs) ................................................ X
7 Bending/Stooping.......................................... X
8 Using arm muscles frequently or for
extended periods............................................ X
9 Using leg muscles frequently or for
extended periods............................................ X
10 Using back muscles frequently or for
extended periods............................................ X
11 Potential for wound care or invasive
procedures..................................................... X
HOW OFTEN ARE THESE WEIGHTS LIFTED OR CARRIED?
FREQUENTLY USUALLY OCCASIONALLY INFREQUENTLY N/A
(at least 50%) (25 - 49%) (10 - 24%) (10%)
2 - 10 Pounds .............................................. X
11 - 20 Pounds ............................................. X
21 - 30 Pounds ............................................. X
31 - 40 Pounds ............................................. X
41 - 50 Pounds ............................................. X
50 Pounds or more ........................................ X
DOES THE JOB REQUIRE?
FREQUENTLY USUALLY OCCASIONALLY INFREQUENTLY N/A
(at least 50%) (25 - 49%) (10 - 24%) (10%)
Working in hot, cold or wet surroundings..... X
Working outdoors......................................... X
Working with or near chemicals ................... X
Working near radiation sources .................... X
Working near fumes...................................... X
Working with hazardous waste materials...... X
Operating vehicles or machinery................... X
Using hand tools or power tools ................... X
Wearing protective clothing and
equipment...................................................... X

What Jackson County Memorial Hospital employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply