1

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

Onsite Sales Assistant

Raleigh, NC ยท On-site

$18.25 - $23.75/hr

Onsite Sales Assistant (NC Licensed) Homes by Dickerson Real Estate LLC Reports to: Senior Onsite ... Ask thoughtful qualifying questions to understand timeline, budget, needs, financing status, and ...

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 ...

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 ...

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 ...

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 ...

... 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 ...

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

Holly Springs, NC ยท On-site

$13.75 - $17/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

Raleigh, NC ยท On-site

$15.50 - $19/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

Holly Springs, NC ยท On-site

$13.75 - $17/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 ...

next page

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 Jun 16, 2026, the average yearly pay for financial sales assistant in Raleigh, NC is $41,487.00, 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 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.

How much is the salary of a finance assistant?

The salary of a financial sales assistant typically ranges from $35,000 to $55,000 per year, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced assistants or those in high-demand areas can earn more. Additional certifications or skills in financial software can also influence compensation.

Is 40 too old to get into finance?

The Financial Sales Assistant role, like many finance positions, values skills and experience over age. Many professionals successfully enter finance later in their careers by gaining relevant certifications such as the Series 7 or Series 63 and developing strong sales and communication skills. Age should not be a barrier if you demonstrate competence and a willingness to learn.

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 skills to ensure accuracy and compliance in financial tasks.

Is financial sales a good career?

Financial sales is a viable career that involves selling financial products such as investments, insurance, or banking services. Success often depends on strong communication skills, industry knowledge, and the ability to build client relationships, with many roles offering commission-based compensation and opportunities for advancement.
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 June 2026, with employment types broken down into 83% Full Time, 14% Part Time, and 3% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $41,487 per year, or $19.9 per hour.
Onsite Sales Assistant

Onsite Sales Assistant

Homes By Dickerson Inc

Raleigh, NC โ€ข On-site

$18.25 - $23.75/hr

Full-time

Posted 26 days ago

Be an early applicant


Job description

Job Description: Onsite Sales Assistant (NC Licensed)

Homes by Dickerson Real Estate LLC
Reports to: Senior Onsite Real Estate Agent / BIC
Work Locations: Multiple Homes by Dickerson communities/model homes (rotation based on coverage needs)

Position Overview

As a real estate broker with Homes by Dickerson Real Estate Company, I am seeking a licensed Onsite Sales Assistant to support our senior onsite agents by providing consistent, professional coverage in our model homes. This role is ideal for a licensed real estate professional who enjoys working directly with buyers, thrives in a structured sales environment, and wants a clear pathway to becoming a full Onsite Sales Agent.

You will serve as a frontline presence in our model homesโ€”welcoming prospects, conducting showings, answering questions, capturing, and working leads and follow up, and ensuring a seamless handoff to the senior onsite agent for continued follow-up and contract conversion. You will rotate between a few communities/properties, primarily to cover scheduled days off, appointments, and onsite needs.

Key Responsibilities

Onsite Customer Experience & Showings

  • Staff model homes during assigned hours and represent Homes by Dickerson with a polished, service-forward approach.
  • Greet walk-in visitors and scheduled appointments promptly and professionally.
  • Conduct model home tours and community/home site showings, highlighting product features, quality, and value.
  • Answer buyer questions clearly and accurately using approved community information, pricing guidance, and process expectations.

Lead Intake, Qualification, and Follow-Up Support

  • Capture buyer information accurately and completely (walk-ins, phone calls, online inquiries, and appointment traffic).
  • Ask thoughtful qualifying questions to understand timeline, budget, needs, financing status, and desired community.
  • Enter and maintain lead activity in the CRM and/or internal lead tracking system in accordance with company standards.
  • Maintain follow-up activity consistent with onsite direction (calls, texts, emails) while ensuring the senior agent remains the primary point of contact for closing activities.

Process Knowledge & Buyer Handoff

  • Learn and consistently communicate Homes by Dickersonโ€™s sales process, including next steps, pre-qualification expectations, appointments, and buyer journey milestones.
  • Coordinate a smooth, timely handoff of interested and qualified buyers to the senior onsite agent, including complete notes, key buyer priorities, and urgency level.
  • Keep senior onsite agents informed of onsite traffic, active prospects, and follow-up needs during coverage days.

Model Home & Community Readiness

  • Open/close model homes per assigned schedule and maintain a professional presentation (cleanliness, signage, collateral stocked, lights/locks/thermostats set per standards).
  • Ensure feature lists, and community materials are current and properly displayed.
  • Maintain compliance with company policies regarding disclosures, buyer registration, and Fair Housing practices.

Coverage & Team Support

  • Work across multiple communities/properties to provide consistent onsite coverage, including coverage for days off and scheduled gaps.
  • Collaborate with senior onsite agents and internal partners to ensure the onsite experience is consistent across communities.

Required Qualifications

  • Active North Carolina Real Estate License in good standing (required).
  • Active NCDL Required
  • Professional, customer-facing communication skills (in-person, phone, email, text).
  • Strong organizational habits and attention to detail, especially with lead documentation and buyer notes.
  • Ability to work independently onsite while following established processes and reporting expectations.
  • Comfort using CRM systems, spreadsheets, email, and calendar tools to track appointments and follow-up.
  • Ability to work a schedule that includes weekends and some holidays based on community traffic and coverage needs.

Preferred Qualifications (Not Required, but Helpful)

  • Onsite new construction sales experience (builder community or brokerage onsite experience).
  • Familiarity with the buyer journey in new construction (timeline, selections/design, financing milestones, contract-to-close).
  • Proven ability to convert walk-in traffic into scheduled follow-up appointments.

Performance Expectations (What Success Looks Like)

  • Models are staffed on time, presented professionally, and operated according to company standards.
  • Buyer traffic is consistently captured, documented, and worked with timely follow-up and complete notes.
  • Qualified prospects are handed off to senior onsite agents with clear next steps and minimal information gaps.
  • You demonstrate increasing mastery of our homes, communities, and sales processโ€”becoming a reliable extension of the onsite team.

Growth Path

This role is designed as a stepping-stone into onsite sales pathway. After approximately six (6) months, high-performing Onsite Sales Assistants may be considered for advancement into a Full Onsite Agent position as business needs and openings allow. Advancement will be based on performance, process adherence, professionalism, and demonstrated readiness to manage the onsite sales cycle more independently.