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Financial Sales Executive Jobs (NOW HIRING)

Significant financial rewards for overachievement * Comprehensive benefits offerings (including ... Sales Executive will have the ability to demonstrate foundational knowledge of the Xerox Value ...

As a Sales Executive you will be responsible for outside business-to-business (B2B) sales, managing ... Significant financial rewards for over achievement * Comprehensive benefits offerings (including ...

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Sales Executive

Beverly Hills, CA · On-site

$150K - $500K/yr

Sales Executive - Gold & Silver Location: Beverly Hills Employment Type: Full-Time / 1099 ... Understand each client's financial goals, risk tolerance, and investment objectives. * Help clients ...

Sales Executive

Indianapolis, IN · On-site

$60K - $70K/yr

We partner with independent dealers to help them grow through reliable inventory financing, strong local relationships, and hands-on market support. The Role The Sales Executive is a field-based ...

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Financial Sales Executive information

See salary details

$29.5K

$82.5K

$151K

How much do financial sales executive jobs pay per year?

As of Aug 17, 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.
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:

Infographic showing various Financial Sales Executive 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 78% Physical, 1% Hybrid, and 21% Remote job distribution, with an average salary of $82,500 per year, or $39.7 per hour.

Full-time

Medical, Retirement, PTO

Re-posted 28 days ago


Trane Technologies rating

8.1

Company rating: 8.1 out of 10

Based on 300 frontline employees who took The Breakroom Quiz

117th of 540 rated manufacturers


Job description

Be a part of our mission! As a world leader in creating comfortable, sustainable, and efficient climate solutions for buildings, homes and transportation, it's our responsibility to put the planet first. For us at Trane Technologies, and through our businesses including TraneandThermo King, sustainability is not just how we do business-it is our business. Do you dare to look at the world's challenges and see impactful possibilities? Do you want to contribute to making a better future? If the answer is yes, we invite you to consider joining us in boldly challenging what's possible for a sustainable world.

Learn about our benefits designed for you to Thrive at work and at home.

We boldly go.

Where is the work:

Prioritize engaging with customers. When not directly interacting with customers; collaborate with colleagues in your office.


Job Description

As a Strategic Sales Executive at Trane Technologies, you will serve in the internal role of Comprehensive Solutions Account Executive within our Energy Services business. In this position, you will be the primary driver for our financially and sustainability driven solution-sales opportunities. You will be responsible for identifying and qualifying new business as well as developing strategic customer relationships with public and private sector customers seeking value and outcome-based solutions.

What you will do:

  • Project Synthesis
    • Develops & Manages Process for Discovering Client Business Needs and Aligns with Solutions
    • Evaluates Projects and Aligns Process/Solutions
    • Works Directly & Indirectly with Clients on Projects to Confirm Structured Finance Solution(s)
    • Client Discovery & Qualification

Works Directly / Client Executives to Develop Financial Pro Forma & Associated Business Case(s)

Convert leads into opportunities by assigning the appropriate sales process, identifying the required project team members, making assignments, and communicating the next steps in the process.

  • Energy Services Project Strategy
    • Understand Macro Market & Finance Trends & Informs Current Offerings/Projects
    • Directly Monitors/Engages Clients to Establish Creative Financial Solutions that Enhance/Expand the Projects
    • Proactively Engages with Regional Sales & Leadership Teams to Develop/Optimize Strategies on Priority Projects
    • Stays Abreast of Current Finance Trends for Emerging Offerings & Applies to Current Projects
    • Actively Maintains Market-oriented Relationships (external) to Support the Full Set of Offerings
    • Establishes and Advances Trane's Thought Leadership Position in Focus Market(s)
    • Works Directly with Clients to Establish Key Indicators to Align/Develop Tailored Offerings Identify and close large deals or sales opportunities. The role requires the salesperson to consistently achieve quota targets and build, maintain, and grow a multi-million dollar sales pipeline.
    • Provide knowledge and consultation to our customers on the financial drivers, legislation and requirements for energy and outcome-based driven sales
  • Regional Engagement
    • Maintains Active Relationship(s) w/ Regional ES Leaders & CSAEs
    • Supports the Growth of Pipeline & Project Size with Creative/Accretive Structured Finance Approaches
    • Maintains a Visible & Active Sales/Project Funnel Utilizing Software Tools
    • Work collaboratively with a cross-functional internal team of Project Development, Energy Engineering, and Project Management resources to develop system-related solutions for the customer's challenges and opportunities, including financial and performance-based considerations.

Travel to customer job sites is required, which may include outdoor work and/or work in mechanical/equipment rooms. During the site visits, the employee may be exposed to variable weather conditions; moving mechanical parts; heights, and other variable environmental conditions based on location.

What you will bring:

  • A bachelor of science degree or 4-8 years of demonstrated executive selling experience is preferred
  • 5+ years experience of executive sales experience, preferably within the MUSHmarket(municipal,utility, healthcare and education vertical markets) with a track record of achieving and exceeding sales targets
  • Must be accustomed to and have documented success in financial sales with long, complex, and multi-tiered sales cycles in both public and/or private sectors.
  • Ability to engage multiple stakeholders, influencers, and key decision makers
  • Has expertise in the financial, legal, and technical aspects of deal structuring with multiple buying influences within a client
  • Outstanding communication skills - able to educate clients about Trane's Design Build & Energy Services offerings, persuasively articulating costs, savings, investment opportunities, and long-term options for infrastructure renewal and decarbonization.
  • DL NUMBER - Driver License, Valid and in State with no major or frequent traffic violations included, but not limited to: DUI, Hit & Run, License Suspension, Reckless/Careless Driving or multiple smaller infractions or preventable collisions in the previous 3 years. within 1 Year Required

#ES25

Annual Base Salary Range or Hourly Base Pay Range:

$98,300.00 - $229,800.00

Compensation Type:

Salary

Incentive Eligible:

No

Sales Commission Eligible:

Yes

Disclaimer: We strive to provide competitive compensation for this position, tailored to a variety of factors. The actual compensation will depend on elements such as seniority, merit, geographic location, education, experience, travel requirements, and union designation. Our compensation range is generally based on the national average for the country. Additionally, benefits may vary depending on the region, business alignment, union involvement, and employee status.

Thrive at work and at home:


  • Benefits kick in on DAY ONE for you and your family, including health insurance and holistic wellness programs that include generous incentives - WE DARE TO CARE!
  • Family building benefits include fertility coverage and adoption/surrogacy assistance.
  • 401K match up to 6%, plus an additional 2% core contribution = up to 8% company contribution.
  • Paid time off includes 15 vacation days, 9 paid holidays, 3 floating holidays, sick leave, and additional options to support volunteer and parental leave.
  • Educational and training opportunities through company programs along with tuition assistance and student debt support.

Disclaimer: Benefit offerings may vary depending on Collective Bargaining Agreements and local/state regulations.


Safety Sensitive Role:

Yes

The company designates certain roles as Safety Sensitive. Safety Sensitive roles may require that you pass additional drug screening.

We offer competitive compensation and comprehensive benefits and programs. We are an equal opportunity employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, age, marital status, disability, status as a protected veteran, or any legally protected status.


What Trane Technologies employees say

Pay

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Hours and flexibility

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About Trane Technologies

Sourced by ZipRecruiter

At Trane Technologies and through our businesses including Trane® and Thermo King®, we create innovative climate solutions for buildings, homes, and transportation that challenge what's possible for a sustainable world. We're a team that dares to look at the world's challenges and see impactful possibilities. We believe in a better future when we uplift others and enable our people to thrive at work and at home. We boldly go.

Industry

Industrial machinery manufacturing and machinery manufacturing

Company size

10,000+ Employees

Headquarters location

Davidson, NC, US