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Financial Sales Assistant Jobs (NOW HIRING)

Omega Enterprises Inc

Sales Assistant

Temple, TX · On-site

$15.25 - $19.75/hr

Description: Omega Builders is GROWING , and we're looking for a dependable Sales Assistant to ... Demonstrates basic knowledge of financing and closing procedures * Assists in maintaining the ...

Premium Merchant Funding

Financial Sales Intern

Flushing, NY · On-site

$15.50 - $21/hr

Our Summer 2026 Financial Sales Internship offers you the unique opportunity to work in an exciting ... Lead Generation: Assist with prospecting, outreach, and identifying potential clients who would ...

Premium Merchant Funding

Financial Sales Intern

Flushing, NY · On-site

$15.75 - $21.25/hr

Our Summer 2026 Financial Sales Internship offers you the unique opportunity to work in an exciting ... Lead Generation: Assist with prospecting, outreach, and identifying potential clients who would ...

Feldman Chevrolet of Novi

Sales Assistant

Novi, MI

$17.75 - $23/hr

Greet and assist customers in a friendly and professional manner ... Answer customer questions about vehicles, financing, and the sales process. * Help customers find ...

Feldman Chevrolet of Novi

Sales Assistant

Novi, MI · On-site

$17.75 - $23/hr

Greet and assist customers in a friendly and professional manner ... Answer customer questions about vehicles, financing, and the sales process. * Help customers find ...

Cadillac of Novi

Sales Assistant

Novi, MI · On-site

$15 - $16/hr

Fox Motors has a Sales Assistant opening in Novi, MI at Cadillac of Novi. You would contribute to ... financing applications, and trade-in appraisals. * Support post-sale follow-up to ensure customer ...

Cadillac of Novi

Sales Assistant

Novi, MI · On-site

$15 - $16/hr

Fox Motors has a Sales Assistant opening in Novi, MI at Cadillac of Novi. You would contribute to ... financing applications, and trade-in appraisals. * Support post-sale follow-up to ensure customer ...

Premium Merchant Funding

Financial Sales Intern

Miami, FL · On-site

$2.0K - $7.0K/wk

Your responsibilities will include: • Lead Generation: Assist with prospecting, outreach, and ... sales! Industry : Financial Services Employment Type : Full-Time Internship (June 8th - July 31st ...

Cadillac of Novi

Sales Assistant

Novi, MI · On-site

$15 - $16/hr

Fox Motors has a Sales Assistant opening in Novi, MI at Cadillac of Novi. You would contribute to ... financing applications, and trade-in appraisals. * Support post-sale follow-up to ensure customer ...

Cadillac of Novi

Sales Assistant

Novi, MI · On-site

$15 - $16/hr

Fox Motors has a Sales Assistant opening in Novi, MI at Cadillac of Novi. You would contribute to ... financing applications, and trade-in appraisals. * Support post-sale follow-up to ensure customer ...

Cadillac of Novi

Sales Assistant

Novi, MI · On-site

$15 - $16/hr

Fox Motors has a Sales Assistant opening in Novi, MI at Cadillac of Novi. You would contribute to ... financing applications, and trade-in appraisals. * Support post-sale follow-up to ensure customer ...

Premium Merchant Funding

Financial Sales Intern

Miami, FL · On-site

$2.0K - $7.0K/wk

Your responsibilities will include: ● Lead Generation: Assist with prospecting, outreach, and ... sales! Industry : Financial Services Employment Type : Full-Time Internship (June 8th - July 31st ...

Feldman Chevrolet of Novi

Sales Assistant

Novi, MI · On-site

$17.75 - $23/hr

Greet and assist customers in a friendly and professional manner ... Answer customer questions about vehicles, financing, and the sales process. * Help customers find ...

Eide Chrysler Dodge Jeep Ram

Sales Assistant

Bismarck, ND

$18.75 - $24.50/hr

Sales Assistant Bismarck, ND Eide Chrysler is looking for a Sales Assistant to join our growing ... Very fair "training wage" so you can focus on learning a new profession without financial stress.

Eide Chrysler Dodge Jeep Ram

Sales Assistant

Bismarck, ND · On-site

$18.75 - $24.50/hr

Sales Assistant Bismarck, ND Eide Chrysler is looking for a Sales Assistant to join our growing ... Very fair "training wage" so you can focus on learning a new profession without financial stress.

Eide Chrysler Dodge Jeep Ram

Sales Assistant

Bismarck, ND

$18.75 - $24.50/hr

Sales Assistant Bismarck, ND Eide Chrysler is looking for a Sales Assistant to join our growing ... Very fair "training wage" so you can focus on learning a new profession without financial stress.

Premium Merchant Funding

Financial Sales Intern

Miami, FL · On-site

$2.0K - $7.0K/wk

Your responsibilities will include: • Lead Generation: Assist with prospecting, outreach, and ... sales! Industry : Financial Services Employment Type : Full-Time Internship (June 8th - July 31st ...

Cadillac of Novi

Sales Assistant

Novi, MI · On-site

$15 - $16/hr

Fox Motors has a Sales Assistant opening in Novi, MI at Cadillac of Novi. You would contribute to ... financing applications, and trade-in appraisals. * Support post-sale follow-up to ensure customer ...

Eide Chrysler Dodge Jeep Ram

Sales Assistant

Bismarck, ND

$18.75 - $24.50/hr

Sales Assistant Bismarck, ND Eide Chrysler is looking for a Sales Assistant to join our growing ... Very fair "training wage" so you can focus on learning a new profession without financial stress.

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All JobsFinancial Sales Assistant Jobs

Financial Sales Assistant information

See salary details

$11K

$42.7K

$63K

How much do financial sales assistant jobs pay per year?

As of Jun 16, 2026, the average yearly pay for financial sales assistant in the United States is $42,678.00, according to ZipRecruiter salary data. Most workers in this role earn between $32,000.00 and $51,000.00 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.
More about Financial Sales Assistant jobs
What cities are hiring for Financial Sales Assistant jobs? Cities with the most Financial Sales Assistant job openings:
What are the most commonly searched types of Financial Sales jobs? The most popular types of Financial Sales jobs are:
What states have the most Financial Sales Assistant jobs? States with the most job openings for Financial Sales Assistant jobs include:
What job categories do people searching Financial Sales Assistant jobs look for? The top searched job categories for Financial Sales Assistant jobs are:
Financial Sales Assistant jobs near you
Infographic showing various Financial Sales Assistant job openings in the United States as of June 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $42,678 per year, or $20.5 per hour.

Sales Assistant

Omega Enterprises Inc

Temple, TX • On-site

$15.25 - $19.75/hr

Full-time

Medical, Dental, Vision, PTO

Posted 7 days ago

Job description

Description:

Omega Builders is GROWING, and we're looking for a dependable Sales Assistant to support our sales team! As a proud National Housing Quality Award (NHQA) Silver Winner, we are committed to excellence in everything we do — and that starts with our people.


We are seeking an organized, detail-oriented professional with strong communication skills, a positive attitude, and a genuine desire to support a high-performing team. If you enjoy working in a fast-paced environment and take pride in keeping things running smoothly behind the scenes, we'd love to hear from you!


We offer competitive pay and a comprehensive benefits package, including generous PTO, medical, dental, vision, and a great workplace culture !


Come be a part of something amazing! Apply today!


The Omega Builders New Home Sales Assistant is responsible for providing support to the Sales Agents in day to day duties. The primary duty of the position is to assist in making sales. The Sales Assistant will customarily and regularly be working at model homes, away from Omega’s corporate offices.

Essential Duties

  • Views each walk-in, call or email as an opportunity to fulfill a customer’s need
  • Shows knowledge of communities, homes and the construction process
  • Provides timely feedback to customers and to the corporate office
  • Assists Sales Agents in meeting or exceeding monthly/annual goals
  • Demonstrates basic knowledge of preparing new home contracts
  • Demonstrates basic knowledge of financing and closing procedures
  • Assists in maintaining the condition of the model home and on-site completed inventory of homes
  • Must be available to work evenings and weekends
  • Performs various clerical functions assigned by Sales Agents and Sales Manager
  • Maintains signage and equipment inventory – including installation.
  • Manages monthly model home supply order
  • Completes monthly territory report
  • Other duties as assigned

Knowledge, Skills & Abilities

  • Excellent communication skills, both verbal and written
  • Displays exceptional computer skills
  • Quick and willingness to learn
  • Team oriented and outgoing
  • A self-starter and able to work independently and unsupervised
  • Detail oriented
  • High drive for accuracy


Requirements:

Required Education/Experience/Licensure

  • High school diploma or equivalent required
  • New home sales experience preferred


Apply