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Financial Sales Assistant Jobs in Burr Ridge, IL

US Bank

Sales Engagement Program Manager

Chicago, IL · Hybrid

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Helping the customers and businesses we serve to make better and smarter financial decisions and ... * Assist with building, testing, and maintaining sales cadences that guide business bankers ...

Fortinet

Named Sales Engineer

Chicago, IL · On-site +1

$200K - $240K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Pre-sales: Assist in qualifying sales leads from a technical standpoint, understanding customer ... financial well-being. Embark on a challenging, enjoyable, and rewarding career journey with ...

Fortinet, Inc.

Named Sales Engineer

Chicago, IL · On-site +1

$200K - $240K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Pre-sales: Assist in qualifying sales leads from a technical standpoint, understanding customer ... financial well-being. Embark on a challenging, enjoyable, and rewarding career journey with ...

Fortinet, Inc.

Named Sales Engineer

Chicago, IL · On-site

$215K - $278K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Pre-sales: Assist in qualifying sales leads from a technical standpoint, understanding customer ... financial well-being. Embark on a challenging, enjoyable, and rewarding career journey with ...

Hawk CDJR Fiat

Finance Assistant

Forest Park, IL

Our new, modern facility has been built for success and is looking for a Finance Assistant. Job ... Report vehicle sales to manufacturers; verify and submit manufacturer rebates; post and reconcile ...

Hawk CDJR Fiat

Finance Assistant

Forest Park, IL · On-site

Our new, modern facility has been built for success and is looking for a Finance Assistant. Job ... Report vehicle sales to manufacturers; verify and submit manufacturer rebates; post and reconcile ...

Hawk CDJR Fiat

Finance Assistant

Forest Park, IL

Our new, modern facility has been built for success and is looking for a Finance Assistant. Job ... Report vehicle sales to manufacturers; verify and submit manufacturer rebates; post and reconcile ...

Hawk CDJR Fiat

Finance Assistant

Forest Park, IL · On-site

Our new, modern facility has been built for success and is looking for a Finance Assistant. Job ... Report vehicle sales to manufacturers; verify and submit manufacturer rebates; post and reconcile ...

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Showing results 21-40

All JobsFinancial Sales JobsFinancial Sales Assistant JobsFinancial Sales Assistant Jobs in Burr Ridge, IL

Financial Sales Assistant information

See Burr Ridge, IL salary details

$10.9K

$42.1K

$62.2K

How much do financial sales assistant jobs pay per year?

As of Aug 18, 2026, the average yearly pay for financial sales assistant in Burr Ridge, IL is $42,111.00, according to ZipRecruiter salary data. Most workers in this role earn between $31,600.00 and $50,300.00 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 popular job titles related to Financial Sales Assistant jobs in Burr Ridge, IL?

For Financial Sales Assistant jobs in Burr Ridge, IL, the most frequently searched job titles are:

What job categories do people searching Financial Sales Assistant jobs in Burr Ridge, IL look for?

The top searched job categories for Financial Sales Assistant jobs in Burr Ridge, IL are:

What cities near Burr Ridge, IL are hiring for Financial Sales Assistant jobs?

Cities near Burr Ridge, IL with the most Financial Sales Assistant job openings:

Financial Sales Assistant jobs near you
Infographic showing various Financial Sales Assistant job openings in Burr Ridge, IL as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $42,111 per year, or $20.2 per hour.

Financial Services Assistant - State Farm Agent Team Member

State Farm

Oak Park, IL • On-site

$38K - $55K/yr

Full-time

PTO

Re-posted 15 days ago

State Farm rating

7.3

Company rating: 7.3 out of 10

Based on 1,553 frontline employees who took The Breakroom Quiz

237th of 309 rated insurance

Job description

Are you a driven and customer-focused individual with a passion for sales? Do you want to be part of a dynamic team that values your contributions and offers excellent growth opportunities? Look no further! Colin Fane State Farm is seeking a Sales Associate to join our successful and growing team.
About Us:
At Colin Fane State Farm, we are more than just an insurance agency; we are a trusted partner in our customers' lives, providing them with protection and peace of mind. With years of experience and a commitment to exceptional customer service, we have built a strong reputation as a leading insurance provider in our community. As a State Farm agency, we have access to a wide range of insurance and financial products, allowing us to offer tailored solutions to our valued clients.
Role and Responsibilities:
As a Sales Associate at Colin Fane State Farm, you will play a pivotal role in helping individuals and families protect what matters most to them. Your key responsibilities will include:
  1. Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that align with their unique requirements.
  2. Lead Generation: Proactively seeking out new business opportunities through various channels, including referrals, networking events, and community involvement.
  3. Consultative Selling: Conducting comprehensive consultations with customers, identifying their coverage needs, and presenting suitable solutions in a clear and understandable manner.
  4. Customer Relationship Management: Building strong and lasting relationships with clients, ensuring their satisfaction, and providing ongoing support.
  5. Team Collaboration: Working closely with our team to achieve individual and team sales targets and contribute to the overall success of the agency.

Qualifications:
To excel in this role, we are seeking candidates with the following qualifications:
  • Sales Experience: Prior experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed.
  • Communication Skills: Excellent verbal and written communication abilities to effectively convey insurance concepts and provide top-notch customer service.
  • Customer-Centric: A strong commitment to providing outstanding service and building long-term relationships with clients.
  • Goal-Oriented: A self-motivated and goal-driven individual with a proven track record of meeting and exceeding sales targets.
  • Insurance Knowledge: While not required, familiarity with insurance products and industry practices will be advantageous.

Benefits
  1. Ongoing training and development opportunities to enhance your skills and knowledge.
  2. A supportive and collaborative team that feels like family.
  3. Opportunities for career growth and advancement within the agency.
  4. Salary plus commission/bonus
  5. Paid time off (vacation and personal/sick days)
  6. Growth potential/Opportunity for advancement within my office

Compensation: $38,000.00 - $55,000.00 per year
Looking for the skills and confidence to run a business in the future?
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. Our team works hard to reach our goals together as a team and have fun while we are doing it! Our well-trained team uses state of the art technology to achieve outstanding results. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers. If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team.
About Our Agency
  • Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
  • Our office is located in Oak Park.
  • Before becoming a State Farm Agent, I was previously employed as a State Farm Agent Team Member.
  • I am a proud graduate of Illinois State University.
  • We have 50 years of combined insurance experience in our office.

Apply now and let us put you on the path to success
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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