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Financial Sales Executive Jobs (NOW HIRING)

Key Family of Companies

Sales Executive

Akron, OH · On-site

Day in the LifeAs a Sales Executive, you will partner closely with employee benefits brokers and ... Bachelor 's degree in Business, Marketing, Finance, or a related field preferredEquivalent industry ...

Key Family of Companies

Sales Executive

Toledo, OH · On-site

Day in the LifeAs a Sales Executive, you will partner closely with employee benefits brokers and ... Bachelor 's degree in Business, Marketing, Finance, or a related field preferredEquivalent industry ...

Key Family of Companies

Sales Executive

Cleveland, OH · On-site

Day in the LifeAs a Sales Executive, you will partner closely with employee benefits brokers and ... Bachelor 's degree in Business, Marketing, Finance, or a related field preferredEquivalent industry ...

QuVa Pharma

Sales Executive

Our Sales Executive plays a vital role within our organization. Once you complete our training ... Ability to work with multiple stakeholders inside of an opportunity including IT, finance, ...

The Workforce Group

Sales Executive

Denver, CO · On-site

Create frequent reviews and reports with sales and financial data. Ensure stock availability for ... Requirements Proven experience as a sales executive or relevant role. Proficiency in English.

Holt-Recruitment

Sales Executive

Woodbury Heights, NJ · On-site

$80K/yr

Sales Executive Location: Woodbury Heights, NJ Pay: Commission Based - Potential of $80,000 ... Demonstrate and present Chrysler, Jeep vehicles, features, and financing options * Execute the full ...

New

Coastal Waste & Recycling Inc.

You'll partner closely with Operations, Customer Experience, Finance, and other departments to ... Our Sales Executives build relationships, create opportunities, support their teammates, and help ...

Trane Limited

Strategic Sales Executive

Chesapeake, VA · On-site

In this position, you will lead strategic selling efforts focused on delivering financially and ... of executive sales experience, preferably within the MUSH market (municipal, utility, healthcare ...

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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 Sep 15, 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 is a financial sales executive?

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 are the key skills and qualifications needed to thrive as a financial sales executive?

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 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.

Is a financial sales executive a stressful job?

A financial sales executive often faces stress due to targets, client demands, and market fluctuations. Success in this role requires strong communication skills, resilience, and the ability to manage pressure in a competitive environment.

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.
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Financial Sales Executive jobs near you
Infographic showing various Financial Sales Executive job openings in the United States as of September 2026, with employment types broken down into 80% Full Time, 19% Part Time, and 1% Contract. Highlights an 76% Physical, 1% Hybrid, and 23% Remote job distribution, with an average salary of $82,500 per year, or $39.7 per hour.

Sales Executive

Akron, OH • On-site

Key Family of Companies
201 - 500 employees
Learn more about Key Family of Companiesexternal

Full-time

Re-posted 6 days ago

Job description

Key Benefit Administrators (KBA) is seeking an experienced Sales Executive to lead regional growth of our community-based health plan and alternative funding solutions, with a primary focus on level-funded and self-funded medical plans. This role supports local, mid-sized, and large employers, including large group carve‑outs, and is designed for a seasoned employee benefits professional who understands how to navigate the broker distribution market.Day in the LifeAs a Sales Executive, you will partner closely with employee benefits brokers and consultants to deliver a smarter alternative to the traditional carrier model-one built on transparency, cost control, employer flexibility, and community-based care alignment. In addition to the community health plan, this role includes a broader suite of health and benefits solutions, allowing the Sales Executive to design customized strategies based on employer size, funding approach, and long-term objectives.Does this sound like you?Significant experience in employee benefits sales, preferably with level-funded and/or self-funded health plans.Proven success working through the broker and consultant distribution model.Established broker relationships and market knowledge within Northern Ohio strongly preferred.Strong value and solution selling, negotiation, and relationship management skills.Ability to explain complex funding and plan design concepts clearly and confidently.Excellent verbal, written, and presentation communication skills.Strong analytical thinking and problem-solving abilities.Ability to manage a long-cycle, relationship-based sales pipeline.Proficiency in Microsoft Word, Excel, PowerPoint, and Salesforce (or similar CRM platforms).Bachelor's degree in Business, Marketing, Finance, or a related field preferredEquivalent industry experience will be considered in lieu of formal educationCompensation & IncentivesThis position offers a competitive base salary along with performance-based incentive compensation tied directly to new business sales growth. The incentive structure is designed to reward successful development of broker-driven pipelines and employer group growth, including mid-market and large group carve‑out opportunities. About Key Benefit AdministratorsWe are on a mission to improve health and stabilize insurance costs for local communities. KBA was founded in 1979 as a privately owned full-service group benefit administration firm specializing in self-funded medical plans and is now one of the country's largest independently owned third party administrators. We pride ourselves on having supportive leadership, a family atmosphere, and a high performing culture - ask our employees - they have agreed that we are a Top Workplace since 2013.Check us out here:https://keybenefit.com/https://www.glassdoor.com/Overview/Working-at-Key-Benefit-Administrators-EI_IE692314.11,37.htmhttps://topworkplaces.com/company/key-benefit-administrato/indystar/If you are unable to complete an application for Sales Executive position due to a disability, contact Human Resources by calling 800-560-3539 to ask for an accommodation or an alternative application process.All qualified applicants for the Sales Executive position will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender. DDNP002
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