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Financial Sales Assistant Jobs in Indiana (NOW HIRING)

pOpshelf

ASSISTANT TEAM LEADER - pOpshelf

Warsaw, IN · On-site

$15.50 - $18.75/hr

... sales. * Assist Store Team Leader with educating store team about store products so they can engage ... ensuring financial integrity of the store through strict cashier accountability, key control ...

pOpshelf

ASSISTANT TEAM LEADER - pOpshelf

Warsaw, IN · On-site

$15.50 - $18.75/hr

... sales. * Assist Store Team Leader with educating store team about store products so they can engage ... ensuring financial integrity of the store through strict cashier accountability, key control ...

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Showing results 41-60

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 6, 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.

Assistant Branch Manager - Sales Manager Trainee ($2,500 Sign-on!)

Republic Finance

Evansville, IN • On-site

$45K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 14 days ago

Republic Finance rating

7.8

Company rating: 7.8 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

Job description

Overview
Are you looking for an entry-level position with a clear path to management? Do you want to be part of a growing financial services company that rewards performance and gives back to its community? If so, please read on!
This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 Sign On Bonus! In addition, we offer amazing benefits and perks, including health, dental, and vision insurance with employer contribution as well as paid time off (PTO), paid holidays, a 401(k) plan with company match after one year, regular bonuses, relocation assistance, and short and long-term disability. If this sounds like the right opportunity in the financial services industry for you, apply to be an Assistant Branch Manager today! *Please note that this position is 100% onsite.
ABOUT REPUBLIC FINANCE
We have helped our customers meet their personal finance goals for more than 70 years by providing a variety of consumer loans, flexible lending options, and incomparable customer service. We are proud to serve over 300,000 customers in more than 250 communities throughout the US, and we continue to expand into new states each year! Our Core Values are at the heart of everything we do with a focus on Our Team, Our Customers, and Our Performance. With a commitment to our customers, we identify lending options that fit each of their unique needs. Not only are we dedicated to serving our customers, but we are also dedicated to giving back to our communities. Company-wide, we participate in various philanthropic efforts such as volunteer opportunities, food drives and back to school drives as well as an annual fund raiser for St. Jude Children's Research Hospital.
Our growing company offers a bright future for our employees. We work to provide a clear career path and many growth opportunities for all of our team members. Our supportive culture is one where we all work together to continuously improve and reach our goals. We show our appreciation for our employees by offering great benefits and competitive pay and by rewarding performance.
Come and join a remarkable team with a growing company that values its employees and regularly promotes from within. Take the next step in your career and apply with us today!
A DAY IN THE LIFE OF AN ASSISTANT BRANCH MANAGER (ABM)
We give you all of the tools that you need to succeed and grow into a Branch Manager position! As an entry-level ABM, you will go through an 18 - 24 month on-the-job paid training program in which you learn all of the ins and outs of branch operations and management. Then, you pay that knowledge forward when you are assigned your own branch to manage. Promotion to Branch Manager typically requires relocation, but don't fret, we provide a full relocation package when we promote our ABMs to Branch Managers.
Your main focus is on helping our customers meet their financial goals. You actively seek opportunities to originate new loan business by contacting current and potential customers and listening to understand their needs so you can recommend the best consumer loan and voluntary product solutions for them. You also educate customers on all of our consumer lending services, including how to improve credit and consolidate debt. You help them through the loan application process and make payment reminder calls when needed.
You handle a variety of tasks that contribute to the success of the branch, including evaluating loan applications, performing risk analysis, making credit decisions, administering loan closings, and processing insurance claims. Your management abilities shine as you assist the Branch Manager with recruiting and training as well as developing and implementing plans to meet sales goals while promoting our core values, and ensuring an outstanding customer experience. If you love digging in to get the job done and seeing your hard work pay off in the growth of your branch and advancement opportunities within the company, then this is your gateway to success!
Requirements
  • Bachelor's degree is required. Ideal majors include Business, Finance, Sales or related field.
  • 1 year or more of customer facing sales experience (i.e. retail sales, goal-oriented, incentive based) is preferred but not required.
  • Professional demeanor, positive attitude, strong communication and customer relations skills.
  • Ability to work well independently, as well as a team member in a fast-paced environment and successfully navigate priorities.
  • Proficiency with Windows and Microsoft Office Suite.
  • Valid driver's license, reliable transportation, and auto insurance, and a satisfactory driving record.
  • Must meet our acceptable standards for criminal background history, credit history and pass a pre-employment drug screen.
  • Ability to meet the eligibility requirements for insurance licensing in order to sell voluntary insurance products. Eligibility is based on a criminal background check conducted by the state's department of insurance.
  • Willingness and ability to relocate for promotion into a Branch Manager role. *Full Relocation package is provided for moves more than 50 miles.

READY TO JUMPSTART YOUR FINANCIAL SERVICES CAREER?
If you feel that you would be right for this entry-level job in financial services with a clear path to management, we encourage you to apply with us, and we look forward to meeting you!
Benefits
We offer a competitive compensation and benefits package including:
  • Health, Dental, & Vision Insurance
  • 15 days of Paid Time Off (PTO) to start + 1 additional personal day
  • 401k + employer match
  • Company provided Life Insurance & Long Term Disability
  • Employee Assistance Program - Confidential mental health support

Additional benefits with Republic Finance include:
  • Access to LinkedIn Learning's library of 10,000+ professional development courses
  • Employee of the Month Program
  • Philanthropic support for multiple charities including an annual drive for St. Jude Children's Research Hospital
  • Professional offices with a friendly team environment
  • Monthly incentive bonus pay
  • Internal promotions

Republic Finance, LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, sex, color, religion, national origin, age disability or veteran status in employment opportunities and benefits. Republic Finance, LLC maintains a Drug-Free Workplace.

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