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Financial Sales Executive Jobs (NOW HIRING)

Transparent Financial

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Outside Sales Executive

Tyler, TX · On-site

$80K - $120K/yr

Transparent Financial is seeking a full-time Outside Sales Executive to join our team in Tyler, TX. In this role, you'll build relationships with business owners and HR leaders, offering tailored ...

Transparent Financial

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Outside Sales Executive

Des Moines, IA · On-site

$80K - $120K/yr

Transparent Financial is seeking a full-time Outside Sales Executive to join our team in Des Moines, IA. In this role, you'll build relationships with business owners and HR leaders, offering ...

Transparent Financial

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Outside Sales Executive

Provo, UT · On-site

$80K - $120K/yr

Transparent Financial is seeking a full-time Outside Sales Executive to join our team in Provo, UT. In this role, you'll build relationships with business owners and HR leaders, offering tailored ...

Transparent Financial

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Outside Sales Executive

Minot, ND · On-site

$80K - $120K/yr

Transparent Financial is seeking a full-time Outside Sales Executive to join our team in Minot, ND. In this role, you'll build relationships with business owners and HR leaders, offering tailored ...

Transparent Financial

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Outside Sales Executive

Des Moines, IA · On-site

$80K - $120K/yr

Transparent Financial is seeking a full-time Outside Sales Executive to join our team in Des Moines, IA. In this role, you'll build relationships with business owners and HR leaders, offering ...

Transparent Financial

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Outside Sales Executive

Oklahoma City, OK · On-site

$80K - $120K/yr

Outside Sales Executive Transparent Financial Inc. | Full-Time | High-Earning Potential Are you a motivated, self-driven professional looking for a flexible career with unlimited income potential

Transparent Financial

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Outside Sales Executive

Tyler, TX · On-site

$80K - $120K/yr

Transparent Financial is seeking a full-time Outside Sales Executive to join our team in Tyler, TX. In this role, you'll build relationships with business owners and HR leaders, offering tailored ...

Transparent Financial

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Outside Sales Executive

Minot, ND · On-site

$80K - $120K/yr

Transparent Financial is seeking a full-time Outside Sales Executive to join our team in Minot, ND. In this role, you'll build relationships with business owners and HR leaders, offering tailored ...

Transparent Financial

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Outside Sales Executive

Oklahoma City, OK · On-site

$80K - $120K/yr

Outside Sales Executive Transparent Financial Inc. | Full-Time | High-Earning Potential Are you a motivated, self-driven professional looking for a flexible career with unlimited income potential

Transparent Financial

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Outside Sales Executive

Provo, UT · On-site

$80K - $120K/yr

Transparent Financial is seeking a full-time Outside Sales Executive to join our team in Provo, UT. In this role, you'll build relationships with business owners and HR leaders, offering tailored ...

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Financial Sales Executive information

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How much do financial sales executive jobs pay per year?

As of Jun 13, 2026, the average yearly pay for financial sales executive in the United States is $82,500.00, according to ZipRecruiter salary data. Most workers in this role earn between $57,000.00 and $98,000.00 per year, depending on experience, location, and employer.

What are Financial Sales Executives?

Financial Sales Executives are professionals responsible for selling financial products and services, such as investment plans, insurance policies, and banking solutions, to individuals or businesses. They identify potential clients, assess their financial needs, and recommend suitable products to help them meet their goals. In addition to sales, they often provide ongoing client support and maintain long-term relationships to ensure customer satisfaction and retention. Strong communication, negotiation, and analytical skills are essential for success in this role.

What jobs make $1,000,000 a year?

Financial Sales Executives can earn $1,000,000 or more annually through high commissions, bonuses, and managing large client portfolios. Such earnings are typically achieved in roles involving investment banking, hedge fund management, or senior executive positions in finance, often requiring extensive experience, strong sales skills, and industry certifications. These high-income roles are usually found in competitive financial environments with performance-based compensation structures.

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

To succeed as a Financial Sales Executive, you need strong knowledge of financial products, sales techniques, and market analysis, often supported by a relevant degree and industry certifications such as FINRA Series 7 or 63. Familiarity with CRM platforms, financial planning software, and trading systems is typically required. Exceptional interpersonal skills, negotiation abilities, and resilience help you build trust and close deals in a competitive environment. These skills are vital for driving revenue growth, maintaining compliance, and providing tailored financial solutions to clients.

What does a financial sales executive do?

A financial sales executive sells financial products and services such as investments, insurance, or banking solutions to clients. They analyze client needs, provide tailored recommendations, and build relationships to meet sales targets, often using CRM tools and maintaining industry certifications. Strong communication and sales skills are essential for success in this role.

What does a financial executive do?

A financial sales executive is responsible for selling financial products and services to clients, such as investments, insurance, or banking solutions. They analyze clients' financial needs, develop tailored strategies, and often use sales skills and financial knowledge to meet sales targets. Strong communication, industry certifications, and understanding of financial markets are important in this role.

What is a sales executive's salary?

A financial sales executive's salary typically includes a base pay plus commissions or bonuses based on sales performance. The average annual salary ranges from $50,000 to $100,000, with higher earnings possible for experienced professionals and those working in high-demand markets.

What are some common challenges Financial Sales Executives face when building and maintaining client relationships?

Financial Sales Executives often encounter challenges such as gaining clients' trust, staying informed about rapidly changing financial products, and meeting aggressive sales targets. Establishing credibility requires consistent communication and a deep understanding of each client's financial goals. Additionally, navigating compliance regulations while offering tailored solutions can be demanding, but strong interpersonal skills and ongoing professional development can help overcome these hurdles.

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

AspectFinancial Sales ExecutiveFinancial Advisor
CredentialsSales certifications, licenses (e.g., Series 7, Series 63)Certifications like CFP, CFA, or ChFC
Work EnvironmentFinancial institutions, sales offices, client meetingsIndividual client consultations, advisory firms
Employer & IndustryBanks, brokerage firms, insurance companiesIndependent or firm-based financial planning firms
Primary FocusSelling financial products and servicesProviding personalized financial planning and advice

While both roles involve finance and client interaction, a Financial Sales Executive primarily focuses on selling financial products, whereas a Financial Advisor provides comprehensive financial planning and personalized advice. The roles often overlap in client engagement but differ in their core responsibilities and certifications.

More about Financial Sales Executive jobs
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What states have the most Financial Sales Executive jobs? States with the most job openings for Financial Sales Executive jobs include:
What job categories do people searching Financial Sales Executive jobs look for? The top searched job categories for Financial Sales Executive jobs are:
Financial Sales Executive jobs near you
Equipment Finance Sales Executive

Equipment Finance Sales Executive

Altius Search Group

Irvine, CA • On-site

$100K - $150K/yr

Full-time

Posted 22 hours ago

Job description

Equipment Finance Sales Executive
Locations: California
About the Opportunity
Our client, a bank-owned equipment finance company, is expanding its sales team and seeking experienced Equipment Finance Sales Executives to drive growth in key markets. This is an exciting opportunity to join a stable, well-capitalized organization with the resources of a bank and the agility of a specialized finance company.
If you are confident, independent, and competitive-yet also thrive in building strong, lasting customer relationships-this could be the right next step in your career.
Key Responsibilities
  • Meet or exceed individual and corporate revenue targets.
  • Generate qualified leads through direct prospecting, relationship development, and referral partnerships.
  • Build and maintain long-term relationships with customers, vendors, and referral sources in your territory.
  • Educate customers and partners on the company's financing solutions and value proposition.
  • Collaborate with underwriting, operations, and funding teams to ensure smooth and timely deal execution.
  • Serve as a trusted industry resource for customers and partners.

Qualifications
  • Proven success in equipment finance sales.
  • Established book of business with strong relationships among end users.
  • Experience in financing collateral such as specialty vehicles, manufacturing, industrial, marine, yellow iron, or other miscellaneous equipment.
  • Experience in structuring equipment finance transactions in the $200K to $5MM range.
  • Driven to meet and exceed production goals.
  • Strong ability to build rapport, earn trust, and close business.
  • Comfortable with both written and verbal communication.
  • Self-motivated, energetic, and able to work independently while collaborating with internal teams.
  • Committed to providing excellent customer service and maintaining professional integrity.

What's in It for You
  • Competitive compensation package with performance incentives.
  • Bank-backed stability and resources combined with entrepreneurial flexibility.
  • Career advancement within a growing, national platform.

Apply