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Financial Sales Assistant Jobs in Raleigh, NC (NOW HIRING)

Align target market messaging with producer prospecting activities. * Assist in designing ... Qualifications: * 5+ years of commercial insurance, group benefits, or financial sales experience ...

Loan Originator Assistant

Cary, NC · On-site

$34K - $43K/yr

... need. Assist with research and solution of client complaints. 6. Conduct loan pipeline reviews to ... financial sales experience OTHER JOB REQUIREMENTS / WORKING CONDITIONS Sitting/Standing/Walking ...

ASSISTANT TEAM LEADER - pOpshelf

Durham, NC

$15 - $18.50/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 ...

ASSISTANT TEAM LEADER - pOpshelf

Durham, NC

$15 - $18.50/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 ...

... 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 ...

... 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 ...

ASSISTANT TEAM LEADER - pOpshelf

Fuquay Varina, NC · On-site

$13.25 - $16/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 ...

ASSISTANT TEAM LEADER - pOpshelf

Garner, NC

$14.25 - $17.50/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 ...

... 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 ...

ASSISTANT TEAM LEADER - pOpshelf

Garner, NC

$14.25 - $17.50/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 ...

... 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 ...

... 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 ...

Collaborate with the Finance Department to establish pricing models, programs, and financial ... Develop strategies for increasing market share and maximizing sales. * Assist the Sales Department ...

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Showing results 1-20

Financial Sales Assistant information

See Raleigh, NC salary details

$10.7K

$41.5K

$61.2K

How much do financial sales assistant jobs pay per year?

As of Jul 27, 2026, the average yearly pay for financial sales assistant in Raleigh, NC is $41,484.00, according to ZipRecruiter salary data. Most workers in this role earn between $31,100.00 and $49,600.00 per year, depending on experience, location, and employer.

How does a Financial Sales Assistant typically support financial advisors and interact with clients on a daily basis?

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 best entry-level finance job?

An entry-level finance job such as a Financial Sales Assistant typically involves supporting sales activities, client communication, and basic financial analysis. These roles often require strong communication skills, familiarity with financial software, and may offer opportunities for certification or further training to advance in the finance industry.

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.

What does a financial sales person do?

A financial sales assistant helps clients select and purchase financial products such as investments, insurance, or loans. They analyze clients' financial needs, provide product information, and assist with account management, often using sales and customer service skills. Certification or licensing may be required depending on the products sold.

What are the key skills and qualifications needed to thrive as a Financial Sales Assistant, and why are they important?

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 are Financial Sales Assistants?

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 finance assistant do?

A finance assistant supports financial operations by preparing reports, managing records, processing transactions, and assisting with budgeting and invoicing. They often use accounting software and need strong organizational and communication skills to ensure accurate financial data management. The role may require basic knowledge of finance principles and attention to detail.

Can you make $500,000 a year in sales?

Financial Sales Assistants typically do not earn $500,000 annually through base salary alone, as this level of income is uncommon in entry- or mid-level sales roles. High earnings in sales usually depend on commissions, bonuses, and the volume of sales, which can vary widely based on industry, experience, and performance. Achieving such income generally requires advanced sales positions, significant client portfolios, or leadership roles in financial services firms.
What are the most commonly searched types of Financial Sales jobs in Raleigh, NC? The most popular types of Financial Sales jobs in Raleigh, NC are:
What are popular job titles related to Financial Sales Assistant jobs in Raleigh, NC? For Financial Sales Assistant jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Financial Sales Assistant jobs in Raleigh, NC look for? The top searched job categories for Financial Sales Assistant jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Financial Sales Assistant jobs? Cities near Raleigh, NC with the most Financial Sales Assistant job openings:
Infographic showing various Financial Sales Assistant job openings in Raleigh, NC as of July 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $41,484 per year, or $19.9 per hour.
COUNTER SALES WAREHOUSE (40839)

COUNTER SALES WAREHOUSE (40839)

City Electric Supply

Durham, NC

$15 - $17/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago


City Electric Supply rating

7.5

Company rating: 7.5 out of 10

Based on 45 frontline employees who took The Breakroom Quiz

157th of 399 rated retail wholesalers


Job description

Looking to start an exciting new career? City Electric Supply offers excellent career opportunities for people who are friendly, motivated, and passionate about providing incredible customer service.

About City Electric Supply

CES is a family-owned electrical wholesaler with the benefits of a worldwide service network and the personal service of a neighborhood store. Our "customer service first" core value has allowed us to grow continually for over 65 years while keeping our founding principle of empowering people to make local business decisions. CES now employs more than 7,400 people at over 1,000 branches worldwide of which there are over 500 branches across North America. Our vision is to add 30-35 branches a year, while staying true to our Company values.

Summary

The sales assistant serves as a key face-to-face contact and liaison for customers. This person generates sales while providing quick, accurate, and courteous service to customers. Additionally, this person is involved in processing customer orders and inquiries. This person is also involved in functions including receiving material, maintaining showroom/warehouse organization, shipping materials, and preparing customer orders. In addition, the sales assistant works with other branches to ensure customers from across the network receive a consistently high level of service.

Essential Job Functions

  • Process customer orders on the trade counter or by phone.
  • Receiving warehouse material.
  • Develop and maintain customer and vendor relationships.
  • Assist with customer deliveries when needed.

Education/Experience

  • One-year work experience, preferred.
  • Valid driving license, preferred.

Competencies

  • Oral and written communication skills.
  • Ability to balance multiple tasks.
  • Ambitious.
  • Desire to grow within our organization.
  • Team player.
  • Open minded.
  • Customer service focused.

Benefits Offered:

  • Medical, Dental, Vision Insurance.
  • 401(k) company match program.
  • Telehealth.
  • Short-term and Long-term disability insurance.
  • Basic and AD&D Life Insurance paid for by the company.
  • Critical Illness, Hospital Confinement, Accident Insurance, Supplemental Life Insurance.
  • Employee Assistance Program - mental, physical, financial wellness.
  • Auto and Home Insurance discount.
  • Paid Time Off and 7 paid Holidays.
  • Paid Pregnancy, Parental, and Adoption Leave programs.
  • Employee Discount Program.
  • Training Programs.
  • Internal growth opportunities in a fast-growing company.
  • Potential for Bonuses.
  • In some jurisdictions, state or local laws address sick leave or other leaves of absence. The Company complies with all such laws. This policy shall apply only to the extent it does not conflict with applicable law.

Supervisory Responsibility

This position has no supervisory responsibilities.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This position is very active and requires standing, walking, bending, kneeling, stooping, and climbing. The employee must be able to lift and move items up to 50 pounds.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

EEO Statement

City Electric Supply (CES) provides equal employment opportunities (EEO) to all employees and candidates for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, veteran status, or other protected class status. In addition to the federal law requirements, CES complies with applicable state and local laws governing nondiscrimination in employment. CES also makes reasonable accommodations to qualified individuals with disabilities, in accordance with the ADA. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfers, leaves of absence, compensation, and training.

Attention Applicants: If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, please let us know. Likewise, if you are limited in the ability to access or use this online application process and need an alternative method for applying, we will determine an alternate way for you to apply. Please contact HRServices@cityelectricsupply.com or CES Human Resources at 1-855-571-2477 for assistance with an accommodation.

City Electric Supply is a drug free workplace.

For further information about CES, visit our website at www.cityelectricsupply.com.


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