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Financial Sales Rep Jobs (NOW HIRING)

Oracle

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 ...

Oracle

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 ...

Canvas

Financial Sales Assistant

Lone Tree, CO · On-site

$60K - $65K/yr

... Sales Assistant supports the productivity and activity of existing CBSI Associate Financial ... May engage in unsolicited trades or trades at the representative's direction only * Assist advisor ...

WizeHire, Inc

Financial Sales Professional

Melville, NY · On-site

$80K - $95K/yr

Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A ... insurance sales performance. SOURCE: MDRT as of 7/1/2019 * 4- Based on revenue as reported by ...

Lease End

Sales / Finance Representative

Lehi, UT

$7.0K - $14K/mo

... financing. And our driver-first approach is working! Lease End has helped tens of thousands of ... If you're a team player who wants to make a big impact, this Sales Representative role with hot ...

Lease End

Sales / Finance Representative

Lehi, UT · On-site

$7.0K - $14K/mo

... financing. And our driver-first approach is working! Lease End has helped tens of thousands of ... If you're a team player who wants to make a big impact, this Sales Representative role with hot ...

Lease End

Sales / Finance Representative

Lehi, UT · On-site

$7.0K - $14K/mo

... financing. And our driver-first approach is working! Lease End has helped tens of thousands of ... If you're a team player who wants to make a big impact, this Sales Representative role with hot ...

Bankers Life

Financial Representative

Watertown, NY

$40K - $62K/yr

No sales or financial services experience necessary. Our entry level representatives come from diverse professional backgrounds, many of whom do not have previous financial, sales, retail, or ...

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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

Financing Sales Representative

On-site

Oracle
IT Services • 10K+ employees
Learn more about Oracleexternal

Full-time

Medical, Life, Retirement

This job post has expired today. Applications are no longer accepted.

Oracle rating

8.7

Company rating: 8.7 out of 10

Based on 152 frontline employees who took The Breakroom Quiz

57th of 247 rated software companies

Job description

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 efficient, flexible business platform for servicing tailored financial structures. S/he will work across functions (i.e., legal, operations, pricing and executive management) to steward financial relationships that enhance the Oracle customer experience over time while growing and accelerating Oracle revenue opportunities. 

In this role, day-to-day responsibilities will include:

  • S/he will be in charge of achieving assigned sales and business objectives in compliance with Oracle policies and practices (e.g., revenue recognition, pricing, credit, structure, legal etc...) 
  • Have an understanding of cloud economics, able to develop and present financial cases to senior financial and business execs
  • Incorporating emerging cloud accounting principles 
  • Working with various stakeholders to bring new financial solutions to market, developing new sales plays.
  • Actively supporting Oracle in the evaluation of complex business requirements and the development & presentation of solutions to customers and Oracle sales executives
  • Contract negotiation and closing business
  • Developing new financial sales and structure methodologies based on individual client requirements and evolving financial and accounting principles

Career Level - IC4

Only Oracle brings together the data, infrastructure, applications, and expertise to power everything from industry innovations to life-saving care. And with AI embedded across our products and services, we help customers turn that promise into a better future for all. Discover your potential at a company leading the way in AI and cloud solutions that impact billions of lives.

True innovation starts when everyone is empowered to contribute. That's why we're committed to growing a workforce that promotes opportunities for all with competitive benefits that support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs.

We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing accommodation-request_mb@oracle.com or by calling 1-888-404-2494 in the United States.

Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.

Career Level - IC4

Requirements:

  • BS/BA in Business, Finance or Economics 
  • 5+ years of sales experience in IT, financial services, asset management or consulting/auditing firms 
  • Strong presentation skills; proven ability to sell to executive-level customers
  • Knowledge of credit, financial, and accounting concepts and experience with financial structuring and pricing would be a plus
  • Able to manage and control activities in multi-functional areas of sections and ensures appropriate operational planning is effectively executed to meet Corporate business needs.

What Oracle employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Oracle

Sourced by ZipRecruiter

An Oracle career can span industries, roles, Countries and cultures, giving you the opportunity to flourish in new roles and innovate, while blending work life in. Oracle has thrived through 40+ years of change by innovating and operating with integrity while delivering for the top companies in almost every industry. In order to nurture the talent that makes this happen, we are committed to an inclusive culture that celebrates and values diverse insights and perspectives, a workforce that inspires thought leadership and innovation. Oracle offers a highly competitive suite of Employee Benefits designed on the principles of parity, consistency, and affordability. The overall package includes certain core elements such as Medical, Life Insurance, access to Retirement Planning, and much more. We also encourage our employees to engage in the culture of giving back to the communities where we live and do business. At Oracle, we believe that innovation starts with diversity and inclusion and to create the future we need talent from various backgrounds, perspectives, and abilities. We ensure that individuals with disabilities are provided reasonable accommodation to successfully participate in the job application, interview process, and in potential roles. to perform crucial job functions. That's why we're committed to creating a workforce where all individuals can do their best work. It's when everyone's voice is heard and valued that we're inspired to go beyond what's been done before.

Industry

It services

Company size

10,000+ Employees

Headquarters location

Redwood City, CA, US

Year founded

1977

Social media

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