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Financial Sales Executive Jobs (NOW HIRING)

Insight Global

Financial Sales Executive

Tampa, FL · On-site

$100K/yr

Insight Global is looking for a Financial Services Sales Executive for a client of Insight Global here in Tampa, FL! Below is more information of what we're looking for in a candidate in the role:

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Insight Global

Financial Sales Executive

Plano, TX · On-site

$100K/yr

Insight Global is looking for a Financial Services Sales Executive for a client of Insight Global here in Plano, TX! Below is more information of what we're looking for in a candidate in the role:

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Insight Global

Financial Sales Executive

Camas, WA · On-site

$100K/yr

Insight Global is looking for a Financial Services Sales Executive for a client of Insight Global here in Camas, WA! Below is more information of what we're looking for in a candidate in the role:

New

Transparent Financial

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

Outside Sales Executive

Yuma, AZ · On-site

$80K - $120K/yr

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

Transparent Financial

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

Outside Sales Executive

Yuma, AZ · On-site

$80K - $120K/yr

Transparent Financial is seeking a full-time Outside Sales Executive to join our team in Yuma, AZ. 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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$29.5K

$82.5K

$151K

How much do financial sales executive jobs pay per year?

As of Aug 3, 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.

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

Financial Sales Executives can potentially earn $500,000 annually through high commissions, bonuses, and a strong client base, especially in industries like investment or insurance sales. Achieving this level typically requires extensive experience, a proven sales record, and advanced negotiation skills. Such earnings are more common among top performers in high-value sales environments.

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 over $1,000,000 annually through high commissions, bonuses, and managing large client portfolios. Such earnings are typically achieved in roles involving investment banking, private equity, or high-net-worth client management, often requiring advanced sales skills, industry experience, and a strong network. These positions are usually performance-based and may involve long hours and significant responsibility.

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 is the work of a financial sales executive?

A financial sales executive is responsible for selling financial products and services such as investments, insurance, or banking solutions to clients. They analyze client needs, provide tailored financial advice, and build relationships to meet sales targets, often using CRM tools and maintaining industry certifications. The role requires strong communication skills and knowledge of financial markets and regulations.

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
What cities are hiring for Financial Sales Executive jobs? Cities with the most Financial Sales Executive 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 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
Infographic showing various Financial Sales Executive job openings in the United States as of July 2026, with employment types broken down into 91% Full Time, 5% Part Time, and 4% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $82,500 per year, or $39.7 per hour.

Financial Sales Executive

Insight Global

Tampa, FL • On-site

$100K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 2 days ago

New

Job description

Insight Global is looking for a Financial Services Sales Executive for a client of Insight Global here in Tampa, FL! Below is more information of what we're looking for in a candidate in the role:


***RELOCATION Available***


Required Skills & Experience:

  • Verified track record of success in a sales capacity
  • Sales experience, coming from either the Financial, Technical (SaaS included), or Pharmaceutical industry.
  • Series 65 - You will need to take and pass this before starting / or within your first couple of months on the job.


Nice to Have Skills & Experience:

  • Finance Major


Job Description:

Insight Global is looking for a Financial Services Sales Executive to join their team. This is a hunter sales role within the Wealth Management / Financial Services industry. Working through Salesforce CRM, making 150-200 dials a day to leads provided to them by the clients marketing team. Setting the initial meeting and taking clients through the full sales cycle, then passing off to service department. Our client is looking for Sales Executives from either the Financial, Technical (Software Sales included) or Pharmaceutical Sales industry.


***Compensation: up to $100k base

Exact compensation may vary based on several factors, including skills, experience, and education.

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law