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Financial Sales Assistant Jobs in Indiana (NOW HIRING)

BELTOPIA LLC

Patient Care Coordinator

Clarksville, IN · On-site

$15 - $16/hr

Marketing & Sales: Assist with local marketing efforts, cultivating new community relationships and ... Financial Processing: Manage payments, reconcile cash balances, and oversee inventory. * Office ...

BELTOPIA LLC

Patient Care Coordinator

Indianapolis, IN · On-site

$15 - $16/hr

Marketing & Sales: Assist with local marketing efforts, cultivating new community relationships and ... Financial Processing: Manage payments, reconcile cash balances, and oversee inventory. * Office ...

BELTOPIA LLC

Patient Care Coordinator

Marion, IN · On-site

$15 - $16/hr

Marketing & Sales: Assist with local marketing efforts, cultivating new community relationships and ... Financial Processing: Manage payments, reconcile cash balances, and oversee inventory. * Office ...

Beltone

Patient Care Coordinator

Crawfordsville, IN · On-site

$15 - $16/hr

Marketing & Sales: Assist with local marketing efforts, cultivating new community relationships and ... Financial Processing: Manage payments, reconcile cash balances, and oversee inventory. * Office ...

Gn

Patient Care Coordinator

Crawfordsville, IN · On-site

$15 - $16/hr

Marketing & Sales : Assist with local marketing e􀆯orts, cultivating new community relationships ... Financial Processing : Manage payments, reconcile cash balances, and oversee inventory. * Office ...

BELTOPIA LLC

Patient Care Coordinator

Auburn, IN · On-site

$16/hr

Marketing & Sales: Assist with local marketing efforts, cultivating new community relationships and ... Financial Processing: Manage payments, reconcile cash balances, and oversee inventory. * Office ...

Beltone

Patient Care Coordinator

Crawfordsville, IN · On-site

$15 - $16/hr

Marketing & Sales : Assist with local marketing e􀆯orts, cultivating new community relationships ... Financial Processing : Manage payments, reconcile cash balances, and oversee inventory. * Office ...

BELTOPIA LLC

Patient Care Coordinator

Auburn, IN · On-site

$16/hr

Marketing & Sales: Assist with local marketing efforts, cultivating new community relationships and ... Financial Processing: Manage payments, reconcile cash balances, and oversee inventory. * Office ...

Beltone

Patient Care Coordinator

Crawfordsville, IN · On-site

$15 - $16/hr

Marketing & Sales : Assist with local marketing e􀆯orts, cultivating new community relationships ... Financial Processing : Manage payments, reconcile cash balances, and oversee inventory. * Office ...

SKI'S TRUCK & RV SALES

FINANCE SPECIALIST

Rockville, IN · On-site

$18 - $20/hr

Ski's Truck & RV Sales is looking for a motivated Finance Specialist to streamline the purchase ... . * Assist in the preparation and verification of all loan documents coming from the Finance ...

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Showing results 21-40

All JobsFinancial Sales JobsFinancial Sales Assistant JobsFinancial Sales Assistant Jobs in Indiana

Financial Sales Assistant information

See Indiana salary details

$10.5K

$40.6K

$59.9K

How much do financial sales assistant jobs pay per year?

As of Aug 7, 2026, the average yearly pay for financial sales assistant in Indiana is $40,611.00, according to ZipRecruiter salary data. Most workers in this role earn between $30,400.00 and $48,500.00 per year, depending on experience, location, and employer.

What does a financial sales assistant do?

A Financial Sales Assistant plays a key role in supporting financial advisors by preparing client documents, scheduling meetings, and managing account information. They often serve as a primary point of contact for clients, answering routine inquiries and helping resolve administrative issues. Daily responsibilities include processing transactions, updating client records, and ensuring compliance with industry regulations. Collaboration with advisors and other team members is essential to provide seamless service and help maintain strong client relationships, making organizational and communication skills crucial for success in this role.

What is the difference between Financial Sales Assistant vs Financial Advisor?

AspectFinancial Sales AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or equivalent; some roles may need FINRA licensesRequires certifications like CFP, CFA, or Series 7/63 licenses
Work EnvironmentSupport role in banks, financial firms, or insurance companiesClient-facing role providing personalized financial planning
Employer & IndustryFinancial institutions, banks, insurance companiesFinancial planning firms, banks, independent practices
Search & Comparison IntentUnderstanding support roles in finance, entry-level positionsSeeking personalized financial advice, career in financial planning

The main difference is that a Financial Sales Assistant provides support and administrative assistance within financial firms, often with minimal licensing, while a Financial Advisor offers personalized financial planning and investment advice, requiring relevant certifications. Both roles are integral to the finance industry but serve different functions and client engagement levels.

Is a financial sales assistant a good career?

A financial sales assistant is a role that involves supporting financial advisors and selling financial products, requiring strong communication and sales skills. It can offer opportunities for career growth, industry certifications, and experience in finance, but job satisfaction depends on individual interests and the work environment.

What skills and qualifications are needed to be a financial sales assistant?

To thrive as a Financial Sales Assistant, you need strong numerical proficiency, attention to detail, and a background in finance or business, often supported by a relevant degree or certification. Familiarity with CRM software, financial analysis tools, and Microsoft Office Suite is typically required. Outstanding interpersonal skills, organization, and the ability to communicate complex financial information clearly help individuals excel in this role. These skills and qualities are crucial for supporting sales teams, ensuring accurate client information, and maintaining efficient operations in a competitive financial environment.

What is a financial sales assistant?

Financial Sales Assistants are professionals who support financial advisors, brokers, or sales teams in managing client accounts and delivering financial products or services. Their responsibilities often include scheduling meetings, preparing documents, responding to client inquiries, processing transactions, and ensuring compliance with industry regulations. By handling administrative and customer service tasks, they help financial professionals focus on building relationships and generating sales. Financial Sales Assistants play a crucial role in maintaining smooth operations within financial firms and enhancing client satisfaction.

What qualifications do you need to be a financial sales assistant?

A financial sales assistant typically needs a high school diploma or equivalent, with some roles preferring or requiring a college degree in finance, business, or related fields. Strong communication, customer service skills, and knowledge of financial products are important, and relevant certifications such as FINRA licenses may be required for certain responsibilities.
What are the most commonly searched types of Financial Sales jobs in Indiana? The most popular types of Financial Sales jobs in Indiana are:
What are popular job titles related to Financial Sales Assistant jobs in Indiana? For Financial Sales Assistant jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Financial Sales Assistant jobs in Indiana look for? The top searched job categories for Financial Sales Assistant jobs in Indiana are:
What cities in Indiana are hiring for Financial Sales Assistant jobs? Cities in Indiana with the most Financial Sales Assistant job openings:
Financial Sales Assistant jobs near you
Infographic showing various Financial Sales Assistant job openings in Indiana as of June 2026, with employment types broken down into 84% Full Time, 13% Part Time, 2% Temporary, and 1% Contract. Highlights an 86% Physical, 1% Hybrid, and 13% Remote job distribution, with an average salary of $40,611 per year, or $19.5 per hour.

Patient Care Coordinator

BELTOPIA LLC

Clarksville, IN • On-site

$15 - $16/hr

Part-time

Posted 7 days ago

Job description

Patient Care Coordinator

Company Overview
At Beltone, we deliver premium patient care by fostering a collaborative, empowering work environment. Our commitment to innovative hearing technology and exceptional service drives our success.

Responsibilities

  • Administrative Support: Perform a range of office tasks efficiently.

  • Patient Assistance: Support the Hearing Care Professional in guiding patients and serve as their primary liaison.

  • Appointment Management: Optimize scheduling to maximize test opportunities and track patient engagement.

  • Marketing & Sales: Assist with local marketing efforts, cultivating new community relationships and referrals.

  • Communication: Handle incoming calls and follow up with patients professionally.

  • Documentation & Compliance: Process clinic forms accurately to ensure HIPAA and state law compliance, including verifying patient eligibility.

  • Financial Processing: Manage payments, reconcile cash balances, and oversee inventory.

  • Office Environment: Maintain a clean, welcoming workspace.

Qualifications

  • High School diploma or equivalent required.

  • Preferred: 2 years’ experience in office administration, sales, or customer service.

  • Proficiency in MS Office.

  • Flexibility to work varying hours.

Competencies

  • Strong customer service orientation.

  • Team player with a positive, enthusiastic attitude.

  • Self-motivated, organized, and decisive.

Join Beltone and grow professionally in a dynamic environment where your skills contribute to superior patient care. We are an Equal Opportunity Employer and welcome applicants from diverse backgrounds.