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Financial Sales Professional Jobs (NOW HIRING)

Northwestern Mutual

Financial Sales Consultant

Stamford, CT · On-site

$82K - $300K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Financial Sales with NM110: Becoming a Financial Sales Consultant with NM110 is an opportunity to ... Attend client meetings, exhibiting a professional level of financial competency throughout the ...

Lipscomb Dealerships

Sales and Finance Professional

Bowie, TX · On-site

$71K - $85K/yr

We are looking for a Sales and Finance Professional at our Bowie location. At Lipscomb Auto Center we do things differently. We are a local, family-owned business that has been around since 1979. We ...

Northwestern Mutual

Financial Sales Consultant

Stamford, CT · On-site

$82K - $300K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Financial Sales with NM110: Becoming a Financial Sales Consultant with NM110 is an opportunity to ... Attend client meetings, exhibiting a professional level of financial competency throughout the ...

Marquette Bank

Financial Sales Representative

Oak Forest, IL · On-site

$16.50 - $17.75/hr

  • Medical

  • Life

  • Retirement

Identify external opportunities for new customers, including personal and professional contacts ... Minimum of 2 years financial sales or comparable experience * Willingness to sell the Bank ...

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Financial Sales Professional information

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$64K

$86.1K

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How much do financial sales professional jobs pay per year?

As of Aug 14, 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 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.

Is a financial sales professional a good career?

A financial sales professional is a viable career option that involves selling financial products and services, often requiring strong communication skills and industry knowledge. The role can offer competitive commissions, bonuses, and opportunities for advancement, but success depends on individual performance and market conditions.

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 August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 22% Part Time, and 5% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $86,070 per year, or $41.4 per hour.

Financial Sales Consultant

Northwestern Mutual

Stamford, CT • On-site

$82K - $300K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 19 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 74 frontline employees who took The Breakroom Quiz

163rd of 307 rated insurance

Job description

Financial Sales with NM110:

Becoming a Financial Sales Consultant with NM110 is an opportunity to help your clients achieve their financial goals. You will build personalized, holistic financial plans tailored to every client’s unique needs, maintaining strong relationships with them through every stage of their lives.

Job Responsibilities and Duties:

  • Build and own your book and relationships with your clientele
  • Maintain client relationships (97% YoY client retention)
  • Provide customized financial solutions spanning investments, retirement, insurance, financial planning, tax planning, etc.
  • Attend client meetings, exhibiting a professional level of financial competency throughout the planning process
  • Grow and scale your practice - hire and manage staff, open your own firm (typically 5+ years)
  • Always act in the client's best interest

Development with NM110:

  • Award-winning training and mentorship program
  • Joint-work program to ensure proper support and critical learning during early development
  • Sponsorship of Licensing/Designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC)
  • Access to 17 out of top 34 in-house Forbes Best-in-State Financial Security and Private Wealth Management Professionals for the state of Connecticut

Qualifications:

  • Strong interpersonal and networking skills (required)
  • Self-starter and highly motivated (required)
  • Bachelor's degree from a four-year institution (strongly preferred)
  • History of achievement in fields such as marketing, business development, or sales (preferred)
  • Athletic or military background (preferred)
  • Life and Health and investment licenses (SIE, Series 6, 7, 63, 65, and/or 66) (preferred)

Compensation and Benefits:

  • Income is largely performance-based and uncapped
  • Launch Stipend: $37k
  • OTE: Year 1: $100k-$175k l Year 3: $150k-$220k l Year 5: $200k-$300k
  • Diversified revenue streams and passive income with client retention
  • Medical, Dental, Vision, Life, and Disability insurance
  • Flexible schedule
  • Retirement plan (Traditional + Pension)

**ONLY ACCEPTING APPLICANTS FROM FAIRFIELD COUNTY, CT AND SURROUNDING AREAS - NO MANHATTAN, LONG ISLAND, NJ, OR OUTSIDE THE TRI-STATE AREA**

Company Description

Northwestern Mutual has been helping individuals, families, and businesses achieve financial security for over 165 years. As a Fortune 150 company, we combine a personalized, relationship-based approach with a full suite of financial planning services—including investments, risk management, and wealth strategies.

Our advisors build practices centered on long-term client relationships and are supported by a strong training platform, experienced leadership, and a network of high-performing professionals. In Connecticut, many of our advisors have been recognized on Forbes Best-in-State rankings, reflecting a commitment to thoughtful planning and trusted guidance.

What Northwestern Mutual employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

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