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Financial Representative Jobs in Tennessee (NOW HIRING)

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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Financial Representative information

See Tennessee salary details

$28.6K

$65K

$104.4K

How much do financial representative jobs pay per year?

As of Jul 26, 2026, the average yearly pay for financial representative in Tennessee is $65,010.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,400.00 and $83,500.00 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.

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 cities in Tennessee are hiring for Financial Representative jobs? Cities in Tennessee with the most Financial Representative job openings:
What are popular job titles related to Financial Representative jobs in TN? For Financial Representative jobs in TN, the most frequently searched job titles are:
Financial Representative jobs near you
Infographic showing various Financial Representative job openings in Tennessee as of July 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $65,010 per year, or $31.3 per hour.

Financial Representative

Five Rings OKC

Nashville, TN • On-site, Remote

Full-time, Part-time

This job post has expired today. Applications are no longer accepted.

Job description

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 motivated Financial Representative to join our team. In this role, you will be responsible for providing expert financial advice and services to clients, helping them navigate their financial goals, and manage their wealth effectively. The ideal candidate will possess a strong understanding of financial concepts, estate planning, and investment management, along with excellent customer relationship management skills.

Pay Structure

Compensation is based entirely on objective, quantitative performance results and offered across multiple income tracks --including commission-only options with uncapped earning potential, full ownership of your book of business and client relationships, and long-term residual income.

Responsibilities

  • Develop and maintain strong relationships with clients to understand their financial needs and objectives.
  • Develop comprehensive financial plans that include investments, insurance, and retirement.
  • Recommend and implement insurance strategies to protect clients' assets and income.
  • Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
    Build and maintain a network of clients through referrals, community involvement, and professional associations.
  • Engage in ongoing professional development to stay current with industry trends and best practices in financial services.

Requirements

  • Prior experience is NOT required. Training is provided whether experienced or new to the industry.
  • Ability to communicate clearly and effectively to clients.
  • Relevant certifications or licenses are NOT required at time of application.

Benefits

  • Flexible schedule
  • Professional development assistance
  • Direct mentorship and training with Vice President
  • Virtual training system to learn at your own pace

Join us as a Financial Representative where you an make a significant impact on the lives of our clients by helping them achieve their financial aspirations through expert guidance and support.

Hybrid Remote
Five Rings OKC
1000 W Wilshire Blvd #220
Oklahoma City, OK 73116


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