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Financial Sales Rep Jobs (NOW HIRING)

VentureTech Solutions

Sales Representative

Sunrise, FL · On-site

Job Overview Sales Representative | Settlement Sales Associate | Financial Sales Consultant Hiring Multiple Inside Sales Representatives - Immediate Openings Base Salary + Uncapped Commission | Top ...

VentureTech Solutions

Sales Representative

Sunrise, FL · On-site

Job Overview Sales Representative | Settlement Sales Associate | Financial Sales Consultant Hiring Multiple Inside Sales Representatives - Immediate Openings Base Salary + Uncapped Commission | Top ...

Oracle Corporation

The Senior Sales Representative will work with a broad team to bridge Oracle and customer financial, operational and business requirements. S/he will contribute to the further development of an ...

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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 10, 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

FSR (Financial Sales Representative)

Fort Oglethorpe, GA • On-site

First Volunteer
See more jobs at First Volunteerexternal

Full-time

Re-posted 24 days ago

Job description

As a Builtwell Financial Sales Representative, you will be the first building block with our customers that helps them achieve their financial goals by having conversations with them where you listen for clues that help you understand how to meet their financial needs. You will have the opportunity to meet with customers and prospects both in person and by phone to determine financial goals and needs, and meet those needs by proactively offering appropriate products, services, and trusted financial advice.
Job Duties and Primary Responsibilities:
FSR responsibilities include, but are not limited to the following:
  • Represent Builtwell Bank with integrity inside the branch and in the community and ethically work within established policies and procedures while delivering world class, second to none customer service.
  • Actively participate as a dynamic team member to help branch personnel achieve target goals by identifying customer needs and providing trusted financial advice about Builtwell solutions.
  • Execute required number of outbound calls and customer conversations based on the branch's needs to acquire new customer relationships and deepen and enhance existing customer relationships.
  • Educate customers and prospects on emerging bank technology and digital solutions such as mobile banking, online banking, ATM solutions, and mobile deposit in order to make life better and easier for Builtwell Bank Customers.
  • Possess the mindset that "Every customer is my customer," and take ownership and resolution of customer issues.
  • Deliver "Warm Transfer" referrals to an internal team of experts when additional financial goals and needs are uncovered.

Required Qualifications
  • High school diploma or GED

Skills and Competencies
  • Basic computer skills
  • Excellent communication skills (critical thinking and listening skills)
  • Stellar customer service skills
  • Demonstrated successful sales performance.
  • Ability to learn and follow financial center operation and security procedures.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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