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Financial Sales Consultant Jobs (NOW HIRING)

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Kansas City, MO · On-site

$90K - $150K/yr

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Walk patients through financing options, applications, and approvals * Maintain and manage a sales ... Successful consultants typically earn $90K - $150K+ in total compensation * Medical, dental, and ...

Sales Consultant

Des Moines, IA · On-site

$90K - $150K/yr

Walk patients through financing options, applications, and approvals * Maintain and manage a sales ... Successful consultants typically earn $90K - $150K in total compensation * Medical, dental, and ...

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$55K - $150K/yr

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Sales Consultant

Warwick, RI · On-site

$90K - $150K/yr

Walk patients through financing options, applications, and approvals * Maintain and manage a sales ... Successful consultants typically earn $90K - $150K+ in total compensation * Medical, dental, and ...

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Financial Sales Consultant information

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$80K

$98K

$117.5K

How much do financial sales consultant jobs pay per year?

As of Sep 2, 2026, the average yearly pay for financial sales consultant in the United States is $98,000.00, according to ZipRecruiter salary data. Most workers in this role earn between $90,000.00 and $107,500.00 per year, depending on experience, location, and employer.

What is a financial sales consultant?

Financial sales consultants are professionals who advise clients on financial products and services, such as investment accounts, insurance, loans, and retirement plans. They assess clients' financial needs, present suitable solutions, and help them make informed decisions to achieve their financial goals. In addition to providing advice, they are responsible for building relationships, meeting sales targets, and staying informed about market trends and regulations.

How does a financial sales consultant typically collaborate with other departments to meet client needs?

Financial Sales Consultants regularly work with colleagues from product development, compliance, and customer service teams to deliver tailored solutions for clients. By collaborating closely, they ensure that clients receive accurate information, suitable financial products, and seamless service. Effective communication and teamwork are crucial, as consultants must relay client feedback, stay updated on new offerings, and coordinate on complex transactions. This cross-functional interaction not only enhances client satisfaction but also supports consultants in meeting their sales targets.

What are the key skills and qualifications needed to thrive as a financial sales consultant, and why are they important?

To thrive as a Financial Sales Consultant, you need a strong background in finance, sales strategies, and customer relationship management, typically supported by a relevant degree and, in some cases, financial licenses such as Series 6 or 7. Familiarity with CRM software, financial planning tools, and investment platforms is commonly required. Outstanding interpersonal skills, persuasive communication, and resilience set top performers apart in this client-facing role. These abilities are crucial for building trust, effectively advising clients, and consistently meeting sales targets in a competitive financial environment.

What is the difference between Financial Sales Consultant vs Financial Advisor?

AspectFinancial Sales ConsultantFinancial Advisor
CredentialsLicenses such as Series 7, Series 63/66, CFP (optional)CFP certification often preferred; licenses like Series 7, 66
Work EnvironmentFinancial institutions, sales-focused settingsIndependent or firm-based, client advisory settings
Employer & IndustryBanks, brokerage firms, insurance companiesFinancial planning firms, independent practices
Primary FocusSales of financial productsComprehensive financial planning and advice

While both roles involve working with clients on financial matters, a Financial Sales Consultant primarily focuses on selling financial products and meeting sales targets. In contrast, a Financial Advisor provides holistic financial planning and personalized advice, often requiring additional certifications like CFP. The roles overlap in credentials and industry settings but differ in scope and primary responsibilities.

More about Financial Sales Consultant jobs

What cities are hiring for Financial Sales Consultant jobs?

Cities with the most Financial Sales Consultant job openings:

Who are the top companies hiring for Financial Sales Consultant jobs?

The top employers for Financial Sales Consultant jobs are:

What states have the most Financial Sales Consultant jobs?

States with the most job openings for Financial Sales Consultant jobs include:

What job categories do people searching Financial Sales Consultant jobs look for?

The top searched job categories for Financial Sales Consultant jobs are:

Infographic showing various Financial Sales Consultant job openings in the United States as of August 2026, with employment types broken down into 80% Full Time, 19% Part Time, and 1% Contract. Highlights an 84% Physical, 1% Hybrid, and 15% Remote job distribution, with an average salary of $98,000 per year, or $47.1 per hour.

Sales Consultant (Financial Services)

TriNet

Chicago, IL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago


TriNet rating

7.8

Company rating: 7.8 out of 10

Based on 26 frontline employees who took The Breakroom Quiz

158th of 500 rated business services


Job description

TriNet is a leading provider of comprehensive human resources solutions for small to midsize businesses (SMBs). We enhance business productivity by enabling our clients to outsource their HR function to one strategic partner and allowing them to focus on operating and growing their core businesses. Our full-service HR solutions include features such as payroll processing, human capital consulting, employment law compliance and employee benefits, including health insurance, retirement plans and workers' compensation insurance.

TriNet has a nationwide presence and an experienced executive team. Our stock is publicly traded on the NYSE under the ticker symbol TNET. If you're passionate about innovation and making an impact on the large SMB market, come join us as we power our clients' business success with extraordinary HR.

Don't meet every single requirement. Studies have shown that many potential applicants discourage themselves from applying to jobs unless they meet every single requirement. TriNet always strives to hire the most qualified candidate for a particular role, ensuring we deliver outstanding results for our small and medium-size customers.

So if you're excited about this role but your past experience doesn't align perfectly with every single qualification in the job description, nobody's perfect - and we encourage you to apply. You may just be the right candidate for this or other roles. Job Summary As a Sales Consultant with TriNet you'll help power business success with extraordinary HR by pursuing new prospects, sharing and quantifying our value proposition, and selling TriNet's comprehensive solution which includes access to benefits, payroll, and HR services to companies with 5-99 employees within your designated territory.

You'll prospect and build your own book of business, own your opportunities and execute your sales process an organized calendar of activities. In an effort of exceeding quota, you'll build pipeline, conduct sales meetings with prospective clients, write proposals, gain approvals, and present those proposals to prospective clients, including C-level executives, business owners and other decision makers in midsize businesses. Essential Duties/Responsibilities Plan: Develop an annual plan to hit targets in defined territory, typically covering multiple states and/or regions and a diverse portfolio of industries, all centered around larger businesses with 5-99 employees.

Prospect: Consistently work on building a balanced pipeline of target prospects through traditional means of prospecting (cold calling, email, phone, LinkedIn) as well as building and leveraging a diverse group of ecosystem partners to provide referrals and business development opportunities. Qualifying opportunities: Strong understanding of target market and decision-making personas will help to qualify or disqualify quickly. Value & Consultative Selling: Establish a trusted advisor relationship, both inside of TriNet and within the prospect's decision-making system, to effectively gain successful business and long-term client relationships.

Sales Process: Utilize a sophisticated and multi-step selling process with defined criteria, executive sponsorship and internal business processes. Balance multiple complex opportunities in parallel through the stages of typical 3-6-month sales process. Sales tools and systems: Utilize Sales systems including Salesforce.com, LinkedIn Sales Navigator, Zoominfo and quoting tools to efficiently and effectively manage daily activities

Achieve quota target by meeting sales activity metrics. Complete all administrative tasks and duties in a timely manner. Demonstrate TriNet's core values daily.

Required for All Jobs Performs other duties as assigned Complies with all policies and standards Education Qualifications Bachelor's degree desired; or equivalent education and/or related work experience. Experience Qualifications Typically 3+ years B2B complex sales cycle preferred. Proven PEO experience preferred Skills and Abilities Excellent verbal and written communication skills.

Ability to communicate with colleagues at all levels of the organization. Ability to build your own book of business from prospecting, sourcing, establishing and maximizing partner and referral networks. Ability to build strong ecosystem partnerships and business referral relationships to share the value and mission of TriNet.

Ability to manage multiple priorities and sales opportunities at different stages. Excellent verbal and written communication skills, interpersonal skills and presentation skills. A proven dedication to high professional ethical standards and a diverse workplace.

Ability to adapt to a fast paced continually evolving business and work environment while managing balancing priorities. Experience with technology and common software and web applications, including MS Office and Salesforce.com. Detail oriented

Travel Requirements Ability and willingness to travel to prospective clients' sites within your assigned territory. Work Environment Work in clean, pleasant, and comfortable home or office setting. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

Reasonable accommodations may be made to enable persons with disabilities to perform the essential functions. Position may be considered remote and require reliable and consistent internet service. The salary range for this role is $67,500.00 to $95,700.00

The candidate's final salary offer will be based on the candidate's skills, education, work location and experience. Candidates hired into roles in the sales organization are also eligible for commissions consistent with TriNet's commission plan. Additionally, subject to applicable eligibility requirements, TriNet offers permanent full-time employees a variety of benefits including medical, dental, and vision plans, life and disability insurance, a 401(K) savings plan, an employee stock purchase plan, eleven (11) Company observed holidays, PTO and a comprehensive leave program.

Please click the following link for detailed information about our benefits offerings: https://www.trinet.com/documents/blt5b61a1040aae1904 Please Note: TriNet reserves the right to change or modify job duties and assignments at any time. The above job description is not all encompassing. Position functions and qualifications may vary depending on business necessity

TriNet is an Equal Opportunity Employer and does not discriminate against applicants based on race, religion, color, disability, medical condition, legally protected genetic information, national origin, gender, sexual orientation, marital status, gender identity or expression, sex (including pregnancy, childbirth or related medical conditions), age, veteran status or other legally protected characteristics. Any applicant with a mental or physical disability who requires an accommodation during the application process should contact recruiting@trinet.com to request such an accommodation.


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