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Financial Sales Professional information

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$64K

$86.1K

$108K

How much do financial sales professional jobs pay per year?

As of Jul 27, 2026, the average yearly pay for financial sales professional in the United States is $86,070.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,500.00 and $93,500.00 per year, depending on experience, location, and employer.

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

To thrive as a Financial Sales Professional, you need a solid understanding of financial products, sales strategies, and market analysis, often supported by a finance-related degree and relevant licenses such as Series 7 or 63. Familiarity with CRM software, financial planning tools, and trading platforms is typically required. Exceptional interpersonal skills, persuasive communication, and resilience set top performers apart in this competitive field. These abilities are crucial for building client trust, meeting sales targets, and adapting to dynamic financial markets.

What are Financial Sales Professionals?

Financial Sales Professionals are individuals who sell financial products and services, such as insurance policies, investment options, or banking solutions, to individuals and businesses. They assess clients' financial needs, provide tailored recommendations, and help clients make informed decisions about their finances. In addition to sales, they often build long-term relationships with clients and stay updated on financial markets and products. Strong communication, analytical, and customer service skills are essential for success in this role.

How does a Financial Sales Professional typically collaborate with other departments to serve clients effectively?

As a Financial Sales Professional, you’ll frequently work alongside financial advisors, underwriters, and customer service teams to deliver comprehensive solutions to clients. Collaboration is key in ensuring that clients receive tailored products that fit their needs, and you’ll often coordinate with product specialists to stay updated on offerings and compliance requirements. Effective communication with internal partners not only helps you close sales but also fosters long-term client relationships through seamless service delivery.

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

AspectFinancial Sales ProfessionalFinancial Advisor
CredentialsTypically requires securities licenses (e.g., Series 7, 63)Often holds certifications like CFP, CFA, or ChFC
Work EnvironmentSales-focused, often in banks, brokerages, or insurance firmsClient-focused, providing personalized financial planning
Employer & IndustryFinancial services firms, brokerage houses, insurance companiesIndependent or firm-based financial planning firms, banks

While both roles involve financial products, a Financial Sales Professional primarily focuses on selling financial products and meeting sales targets, often with a licensing requirement. A Financial Advisor emphasizes personalized financial planning and long-term client relationships, often with advanced certifications. Understanding these differences helps job seekers identify the right career path in the financial industry.

What cities are hiring for Financial Sales Professional jobs? Cities with the most Financial Sales Professional job openings:
What are the most commonly searched types of Financial Sales jobs? The most popular types of Financial Sales jobs are:
Who are the top companies hiring for Financial Sales Professional jobs? The top employers for Financial Sales Professional jobs are:
What states have the most Financial Sales Professional jobs? States with the most job openings for Financial Sales Professional jobs include:
Financial Sales Professional jobs near you
Infographic showing various Financial Sales Professional job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $86,070 per year, or $41.4 per hour.

Financial Sales Professional

New York Life, Coelho Group - Bridgewater

Bridgewater, MA • On-site

$81K - $97K/yr

Full-time

Posted 3 days ago

Job description

Description
Join us at New York Life, Coelho Group, where you can combine your passion for financial services with unmatched growth opportunities. As a Financial Sales Professional, you'll help individuals secure their financial futures with our comprehensive range of insurance, annuity, and investment solutions. Our commitment to integrity and humanity ensures that every interaction leaves you and the clients feeling valued and supported. You'll play a vital role in providing peace of mind through financial security, becoming an essential part of this impactful journey.
Our training program is tailored to set you up for success. Over three years, you'll gain insights from experienced agents and managers, building a strong clientele with the support of a Fortune 100 company. We offer competitive pay and a supportive environment focused on career growth and innovation. Let's work together to create sustainable financial futures for clients while advancing your career with New York Life. Ready to make a difference? Join us and be part of a team dedicated to making a lasting impact.
Responsibilities
• Engage with clients to understand their financial goals and provide tailored insurance and investment solutions.
• Develop and maintain strong relationships with clients, ensuring their financial needs are met with integrity and care.
• Collaborate with team members to strategize and implement effective sales plans that align with company objectives.
• Educate clients on the benefits of our products, empowering them to make informed decisions about their financial futures.
• Utilize our comprehensive training program to enhance your knowledge and skills, contributing to your professional growth.
• Proactively identify opportunities to expand a client base, leveraging networking and community engagement.
• Stay informed about industry trends and regulatory changes to provide clients with up-to-date advice and solutions.
Qualifications
• Experience in financial sales or a related field, demonstrating a strong understanding of insurance and investment products.
• Ability to build and maintain meaningful client relationships, ensuring their financial needs are met with personalized solutions.
• Proven track record of meeting and exceeding sales targets through strategic planning and execution.
• Strong communication skills to educate clients on complex financial products in a clear and engaging manner.
• Ability to collaborate effectively with team members and management to refine sales strategies and enhance client engagement.
• Commitment to continuous learning and professional development, staying informed about industry trends and regulatory changes.
• Proficiency in using CRM systems to manage client interactions and sales pipelines efficiently and effectively.

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