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Financial Sales Rep Jobs (NOW HIRING)

Northwestern Mutual

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Financial Sales Representative

Atlanta, GA · On-site

$234K - $490K/yr

Financial Sales Representative: Midtown, Atlanta Position Overview: GET MORE OUT OF YOUR CAREER Choose a career where changing someone else's life for the better is also life-changing for you ...

Northwestern Mutual

Be Seen First

Financial Sales Representative

Atlanta, GA · On-site

$234K - $490K/yr

Financial Sales Representative: Midtown, Atlanta Position Overview: GET MORE OUT OF YOUR CAREER Choose a career where changing someone else's life for the better is also life-changing for you ...

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Financial Sales Rep information

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How much do financial sales rep jobs pay per month?

As of Sep 9, 2026, the average monthly pay for financial sales rep in the United States is $4,425.00, according to ZipRecruiter salary data. Most workers in this role earn between $3,250.00 and $5,000.00 per month, depending on experience, location, and employer.

What does a financial sales rep do?

A Financial Sales Representative works with clients to help them choose financial products and services that best fit their needs. This can include selling banking products, investment options, insurance policies, and retirement planning services. They build relationships with customers, assess their financial goals, and provide tailored advice and solutions. They also often help clients with account management and may be responsible for meeting sales targets set by their employer.

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

To thrive as a Financial Sales Rep, you need a solid understanding of financial products, sales techniques, and market analysis, often supported by a bachelor’s degree in finance or business and relevant licenses such as FINRA Series 6 or 7. Familiarity with CRM software, financial planning tools, and trading platforms is typically required. Exceptional interpersonal skills, persuasion, and resilience help build trust with clients and excel in a competitive sales environment. These abilities are crucial for meeting sales targets, ensuring regulatory compliance, and fostering long-term client relationships.

What are some common challenges financial sales reps face when building their client base, and how can they overcome them?

Financial Sales Reps often encounter challenges such as establishing trust with new clients, differentiating themselves in a competitive market, and meeting sales targets. Building a client base typically requires persistence, strong networking skills, and an ability to clearly communicate the value of financial products. Success often comes from leveraging referrals, maintaining consistent follow-up, and staying updated on industry trends to provide tailored solutions. Collaborating closely with colleagues in research, compliance, and customer service can also help reps address client needs more effectively and foster long-term relationships.

What are popular job titles related to Financial Sales Rep jobs?

For Financial Sales Rep jobs, the most frequently searched job titles are:

Financial Sales Rep jobs near you

Financial Sales Representative

Charleston, SC • On-site

South Carolina Federal Credit Union
501 - 1,000 employees
Learn more about South Carolina Federal Credit Unionexternal

Full-time

Re-posted 12 hours ago

Job description

Description
South Carolina Federal Credit Union is currently seeking a Financial Sales Representative to join our team of outstanding professionals at our Sam Rittenberg Financial Center in Charleston, SC.
Are you passionate about helping others? Do you enjoy interacting with customers regularly and working in a team environment? As a Financial Sales Representative, you will provide exceptional customer service and offer financial products and services that meet the customers' needs.
As a Financial Sales Representative, a typical day might look like this:
  • Collaborate with team members during the morning huddle and discuss sales goals for the day.
  • Greet and develop rapport with members who enter the financial center or call on the telephone.
  • Answer a member's question about the auto loan application process.
  • Ask a member open-ended questions about their financial goals and recommend products and services based on their needs.
  • Follow up with a member who recently opened an account.
  • Chat briefly with your manager to discuss wins, challenges and progress on sales goals.
  • Call members to share a new promotion for which they may qualify.

This job might be for you if:
  • You enjoy building relationships with customers and uncovering their financial needs in person and over the telephone.
  • You are passionate about the sales profession and take pride in offering customers financial products and services that fit their needs.
  • You are a pro at managing your time, staying on track and meeting your goals.
  • You are awesome at consistently following policies and procedures.
  • You are a reliable, cooperative team player, and thrive in a fast-paced, multi-tasking environment.
  • You volunteer for new challenges without being asked.
  • You are seeking some work/life balance and want a schedule that allows you to spend nights and most weekends with your family and friends.

The Perks:
We know that pay and benefits are important to you, and they are important to us too. Join our team and you'll enjoy:
  • A chance to build lasting relationships with not only your team, but our customers as well.
  • Opportunities to make a difference by volunteering and getting involved in the community.
  • A company that cares about your total wellness by providing a program that includes workshops, onsite physicals, and more.
  • Opportunities to grow within a company that's dedicated to your development and promoting talent internally.

To land this role, you need to have a high school diploma (or equivalent), at least one year of experience working specifically in a sales position selling products and/or services with a proven record of meeting or exceeding sales goals, and a positive attitude.
NOTE: Relevant military experience is considered for veterans and transitioning service members.
South Carolina Federal Credit Union is an Equal Employment Opportunity Employer.
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