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Financial Sales Jobs (NOW HIRING)

New York Life - Melville, NY

Financial Sales

Melville, NY · On-site

$80K - $95K/yr

Description Our mission is to provide financial security and peace of mind through our insurance ... insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by ...

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Financial Sales information

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$64K

$86.1K

$108K

How much do financial sales jobs pay per year?

As of Aug 16, 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?

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.

Is financial sales a good career?

Financial sales is a career that involves selling financial products such as investments, insurance, or banking services, often requiring strong communication and sales skills. It can offer high earning potential through commissions and bonuses, but also involves performance targets and market fluctuations. Success in this field typically depends on experience, certifications, and the ability to build client relationships.

What sales jobs are there in finance?

In finance, sales jobs include roles such as financial advisor, insurance agent, mortgage broker, and investment sales representative. These positions typically require strong communication skills, knowledge of financial products, and often relevant certifications like Series 7 or Series 63 licenses.

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 is 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.

What does a financial sales person do?

A financial sales person sells financial products and services such as investments, insurance, or banking solutions to clients. They analyze clients' financial needs, provide advice, and build relationships to meet sales targets, often requiring strong communication skills and industry certifications. They typically work in banks, investment firms, or insurance companies and may use CRM tools to manage client information.
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What are the most commonly searched types of Financial Sales jobs?

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What states have the most Financial Sales jobs?

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Financial Sales jobs near you
Infographic showing various Financial Sales job openings in the United States as of August 2026, with employment types broken down into 79% Full Time, and 21% Part Time. Highlights an 100% In-person job distribution, with an average salary of $86,070 per year, or $41.4 per hour.

Financial Sales

New York Life - Melville, NY

Melville, NY

$125K/yr

Full-time

Posted 12 days ago

Job description

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial services professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.
Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.
Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
2- Source: Individual Third Party Ratings Reports as 7/30/18.
3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/

Compensation:

$75,000 - $125,000 commission training allowance bonus - benefits


Responsibilities:
  • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
  • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
  • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
  • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
  • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer

Qualifications:
  • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required
  • Must have the ability to successfully network and prospect for new clients

About Company

We are committed to the field force. You will have the guidance, support, and resources you need to serve clients. Our agents are leaders in the industry. New York Life has been built on a strong foundation since 1875.