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$64K

$86.1K

$108K

How much do financial sales professional jobs pay per year?

As of Sep 7, 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 is a financial sales professional?

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 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 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.

Is a financial sales professional a good career?

A financial sales professional is a career that involves selling financial products and services, often requiring strong communication skills and industry knowledge. It can offer high earning potential through commissions and bonuses, but also involves performance targets and market fluctuations. Success in this field often depends on certifications, experience, and building client relationships.

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 August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 21% Part Time, and 5% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $86,070 per year, or $41.4 per hour.

Entry-Level Financial Service Sales Professional

New York Life - North Dakota

Fargo, ND • On-site

$120K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 20 days ago

Job description

Join New York Life and take the first step in your financial services career with a company that stands for integrity, innovation, and inclusivity. As an Entry-Level Financial Services Sales Professional, you'll deliver financial security to clients, supported by trusted solutions and a company culture that values your growth. From day one, you'll access extensive training and resources, ensuring you develop the skills needed to build meaningful client relationships. Our commitment to your success includes a supportive environment where you can thrive personally and professionally.
Your journey with us includes our Fast Track Management Program, designed to propel you into leadership roles with insights from seasoned mentors. You'll collaborate with experienced agents, paving your way to becoming an associate partner. We offer competitive compensation and comprehensive benefits like health, dental, vision, a 401(k) with matching, and a pension plan. If you're ready to make a difference and grow within a company known for its dedication to doing the right thing, we invite you to apply and start your rewarding journey.

Compensation:

$90,000 - $120,000 yearly


Responsibilities:
  • Build and nurture strong relationships with clients to understand their financial needs and provide tailored solutions.
  • Conduct thorough assessments of clients' financial situations to recommend appropriate insurance and investment products.
  • Collaborate with team members to develop and implement effective sales strategies that align with company goals.
  • Participate actively in training sessions and workshops to enhance your knowledge of financial products and services.
  • Utilize company resources and tools to track client interactions and manage your sales pipeline efficiently.
  • Engage in community outreach initiatives to expand your network and promote the company's offerings.
  • Maintain up-to-date knowledge of industry trends and regulatory changes to ensure compliance and provide accurate advice to clients.

Qualifications:
  • Experience in building and nurturing client relationships to understand and meet their financial needs.
  • Ability to conduct thorough assessments of clients' financial situations and recommend suitable insurance and investment products.
  • Proven track record of collaborating with team members to develop and implement effective sales strategies.
  • Willingness to participate actively in training sessions and workshops to enhance knowledge of financial products and services.
  • Proficiency in utilizing company resources and tools to track client interactions and manage sales pipelines efficiently.
  • Engagement in community outreach initiatives to expand networks and promote company offerings.
  • Commitment to maintaining up-to-date knowledge of industry trends and regulatory changes to ensure compliance and provide accurate advice to clients.

About Company

When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

  • Full Benefits-Health, Dental/Vision
  • 401(k) +Match
  • Pension
  • Paid Time Off