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Financial Sales Assistant Jobs in Minnesota (NOW HIRING)

Dahl Automotive

Sales Assistant

Rochester, MN · On-site

$18.25 - $24/hr

As a Sales Assistant , you'll receive ongoing peer-to-peer training , hands-on CRM system training ... Help guests better utilize website tools to identify what finance options may be best for their ...

Dahl Automotive

Sales Assistant

Rochester, MN · On-site

$18.25 - $24/hr

As a Sales Assistant , you'll receive ongoing peer-to-peer training , hands-on CRM system training ... Help guests better utilize website tools to identify what finance options may be best for their ...

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Financial Sales Assistant information

See Minnesota salary details

$10.8K

$41.8K

$61.7K

How much do financial sales assistant jobs pay per year?

As of Aug 31, 2026, the average yearly pay for financial sales assistant in Minnesota is $41,799.00, according to ZipRecruiter salary data. Most workers in this role earn between $31,300.00 and $50,000.00 per year, depending on experience, location, and employer.

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 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 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 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 are the most commonly searched types of Financial Sales jobs in Minnesota?

The most popular types of Financial Sales jobs in Minnesota are:

What are popular job titles related to Financial Sales Assistant jobs in Minnesota?

For Financial Sales Assistant jobs in Minnesota, the most frequently searched job titles are:

What job categories do people searching Financial Sales Assistant jobs in Minnesota look for?

The top searched job categories for Financial Sales Assistant jobs in Minnesota are:

Financial Sales Assistant jobs near you
Infographic showing various Financial Sales Assistant job openings in Minnesota as of August 2026, with employment types broken down into 81% Full Time, 14% Part Time, and 5% Contract. Highlights an 76% Physical, 1% Hybrid, and 23% Remote job distribution, with an average salary of $41,799 per year, or $20.1 per hour.

Financial Sales Representative

Knewsales Group

Minneapolis, MN • On-site

Full-time

Re-posted 25 days ago

Job description

Company Description
Knewsales is working with a major financial institution to market and sell their credit card products in various outlets. As a result, Knewsales is expanding its team of sales representatives, so we are looking for friendly, passionate and sales-oriented individuals who are looking for a new opportunity as a Financial Sales Field Representative! Each successful sales representative will engage and interact with shoppers to introduce our client's credit card products.
Job Description
Why should you work for us?
Steady hourly wage and commission on each sale - the harder you work, the more you earn!
On-the-job training to polish those sales skills
Opportunity to work with a major name in the banking industry
Who should apply?
People who are passionate and love the thrill of selling
People who enjoy meeting new people and striking up a conversation
People who have great enthusiasm and amazing communication skills
Qualifications
What are the roles and responsibilities?
Promote and sell credit cards for one of biggest financial institutions
Work at various locations to sell our client's credit cards - must be willing to travel!
Engage consumers and educate them on the benefits of our client's credit cards
Ensure all customers are provided accurate information about the products and services you've been assigned
Assist customers in correctly filling out the applications (as outlined in training sessions) and ensure that each application is completed accurately in full
What are the essential requirements?
Must enjoy speaking and interacting with people
Customer service and sales experience is a strong asset
Thank you to all who apply; however, only those selected for an interview will be contacted.
Additional Information
All your information will be kept confidential according to EEO guidelines.

Apply