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Financial Sales Jobs (NOW HIRING)

MassMutual

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Financial Sales Representative

Glen Allen, VA · On-site

$90K - $120K/yr

The Financial Sales Representative will focus on delivering comprehensive financial solutions by offering a diverse portfolio of investment products, insurance products, and retirement plans. Working ...

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Northwestern Mutual

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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

$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 ...

Mariner Finance

Financial Sales Specialist

Everett, WA

$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

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 ...

CNH Industrial

Financial Sales Manager

Albany, NY

$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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$64K

$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

MassMutual

Glen Allen, VA • On-site

$90K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

The Financial Sales Representative will focus on delivering comprehensive financial solutions by offering a diverse portfolio of investment products, insurance products, and retirement plans. Working within a large team, they will play a key role in building strong client relationships and driving sales growth through expert product knowledge and personalized service.

Responsibilities

  • Prospect and identify potential clients for financial products
  • Conduct engaging sales presentations on investment, insurance, and retirement plans
  • Provide exceptional customer service to maintain and grow client relationships
  • Build and nurture long-term relationships to support client financial goals

Preferred Qualifications

  • 1+ years of experience in financial sales
  • State Life and Health Insurance License