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Financial Sales Jobs (NOW HIRING)

Northwestern Mutual

Be Seen First

Financial Sales Consultant

Stamford, CT · On-site

$82K - $300K/yr

Financial Sales with NM110: Becoming a Financial Sales Consultant with NM110 is an opportunity to help your clients achieve their financial goals. You will build personalized, holistic financial ...

Mariner Finance

Financial Sales Specialist

Everett, WA · On-site

$23 - $27/hr

... sales products. * Process credit loan applications. Analyzes credit & financial information for current and potential customers. * Proactively contact customers with past due balances to offer ...

Mariner Finance

Financial Sales Specialist

Everett, WA · On-site

$23 - $27/hr

... sales products. * Process credit loan applications. Analyzes credit & financial information for current and potential customers. * Proactively contact customers with past due balances to offer ...

CNH Industrial

Financial Sales Manager

Harrisburg, PA

$89K - $131K/yr

Job Purpose The Financial Sales Manager (FSM) will support and promote the sale of Case IH, Case and New Holland equipment within a designated geography via a captive dealer network. The FSM will use ...

CNH Industrial

Financial Sales Manager

Hartford, CT

$89K - $131K/yr

Job Purpose The Financial Sales Manager (FSM) will support and promote the sale of Case IH, Case and New Holland equipment within a designated geography via a captive dealer network. The FSM will use ...

Mariner Finance

Financial Sales Specialist

Muskogee, OK · On-site

$18 - $22/hr

... sales products. * Process credit loan applications. Analyze credit & financial information for current and potential customers. * Proactively contact customers with past due balances to offer ...

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Financial Sales information

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$86.1K

$108K

How much do financial sales jobs pay per year?

As of Jun 6, 2026, the average yearly pay for financial sales in the United States is $86,070.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,500.00 and $93,500.00 per year, depending on experience, location, and employer.

What is the difference between Financial Sales vs Financial Advisor?

AspectFinancial SalesFinancial Advisor
CredentialsSales licenses (e.g., Series 7, Series 63)Certifications like CFP, CFA, or ChFC often preferred
Work EnvironmentSales-focused, target-driven, often commission-basedClient-focused, advisory, fee-based or commission
Employer & Industry UsageFinancial firms, banks, brokeragesIndependent firms, banks, financial planning companies
Search & Comparison IntentSales roles, financial product sellingFinancial planning, investment advice

Financial Sales primarily involves selling financial products and services, often with a focus on meeting sales targets. Financial Advisors, on the other hand, provide personalized financial planning and investment advice to clients. While both roles require financial knowledge and licenses, Financial Sales emphasizes sales skills, whereas Financial Advisors focus on client relationships and financial planning expertise.

What Are Financial Sales Jobs?

As a financial sales representative, your job is to help clients select financial products or services. This often includes insurance, banking services, investments, and similar products. In this role, you may also help people make a plan to achieve a financial goal and assist them with paperwork. You may build customized products or solutions or give presentations to explain complex financial topics. Many financial sales jobs also focus on helping determine security risks, taking payments, writing contracts, and explaining any applicable tax incentives. Most of these jobs involve working with a wide variety of products and services, some of which may change quickly. This makes the ability to memorize and apply new information essential to your success in this role.

What are the key skills and qualifications needed to thrive as a Financial Sales professional, and why are they important?

To thrive in Financial Sales, you need a solid understanding of financial products, market trends, and sales strategies, often backed by a degree in finance, business, or economics. Familiarity with CRM software, financial modeling tools, and relevant certifications such as FINRA Series 7 or 63 is typically required. Strong interpersonal skills, persuasive communication, and resilience distinguish top performers in this field. These skills and qualifications are crucial for building client trust, meeting sales targets, and navigating the competitive financial services environment.

What are some common challenges faced in a Financial Sales role, and how can they be addressed?

Professionals in Financial Sales often encounter challenges such as meeting ambitious sales targets, navigating complex financial products, and building trust with clients who may be unfamiliar with investment options. To address these challenges, successful representatives focus on continuous learning, staying updated on market trends, and developing strong interpersonal communication skills. Additionally, leveraging mentorship within the team and utilizing CRM tools can help streamline client management and improve performance.

What are Financial Sales?

Financial sales refers to the process of selling financial products and services, such as investments, insurance, loans, and banking solutions, to individuals or businesses. Professionals in this field identify client needs, recommend suitable products, and help clients make informed financial decisions. They often work in banks, investment firms, insurance companies, or financial advisory companies. Strong communication, analytical, and customer service skills are essential for success in financial sales.
More about Financial Sales jobs
What cities are hiring for Financial Sales jobs? Cities with the most Financial Sales job openings:
What are the most commonly searched types of Financial Sales jobs? The most popular types of Financial Sales jobs are:
What states have the most Financial Sales jobs? States with the most job openings for Financial Sales jobs include:
What job categories do people searching Financial Sales jobs look for? The top searched job categories for Financial Sales jobs are:
Financial Sales jobs near you
Infographic showing various Financial Sales job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 84% Full Time, 14% Part Time, and 1% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $86,070 per year, or $41.4 per hour.
Financial Sales Representative

Financial Sales Representative

South Carolina Federal Credit Union

Columbia, SC • On-site

Full-time

Posted 8 days ago

Job description

Description
South Carolina Federal Credit Union is currently seeking a Financial Sales Representative to join our team of outstanding professionals at our West Columbia Financial Center in West Columbia, SC.
Are you passionate about helping others? Do you enjoy interacting with customers regularly and working in a team environment? As a Financial Sales Representative, you will provide exceptional customer service and offer financial products and services that meet the customers' needs.
As a Financial Sales Representative, a typical day might look like this:
  • Collaborate with team members during the morning huddle and discuss sales goals for the day.
  • Greet and develop rapport with members who enter the financial center or call on the telephone.
  • Answer a member's question about the auto loan application process.
  • Ask a member open-ended questions about their financial goals and recommend products and services based on their needs.
  • Follow up with a member who recently opened an account.
  • Chat briefly with your manager to discuss wins, challenges and progress on sales goals.
  • Call members to share a new promotion for which they may qualify.

This job might be for you if:
  • You enjoy building relationships with customers and uncovering their financial needs in person and over the telephone.
  • You are passionate about the sales profession and take pride in offering customers financial products and services that fit their needs.
  • You are a pro at managing your time, staying on track and meeting your goals.
  • You are awesome at consistently following policies and procedures.
  • You are a reliable, cooperative team player, and thrive in a fast-paced, multi-tasking environment.
  • You volunteer for new challenges without being asked.
  • You are seeking some work/life balance and want a schedule that allows you to spend nights and most weekends with your family and friends.

The Perks:
We know that pay and benefits are important to you, and they are important to us too. Join our team and you'll enjoy:
  • A chance to build lasting relationships with not only your team, but our customers as well.
  • Opportunities to make a difference by volunteering and getting involved in the community.
  • A company that cares about your total wellness by providing a program that includes workshops, onsite physicals, and more.
  • Opportunities to grow within a company that's dedicated to your development and promoting talent internally.

To land this role, you need to have a high school diploma (or equivalent), at least one year of experience working specifically in a sales position selling products and/or services with a proven record of meeting or exceeding sales goals, and a positive attitude.
NOTE: Relevant military experience is considered for veterans and transitioning service members.
South Carolina Federal Credit Union is an Equal Employment Opportunity Employer.
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