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Financial Sales Representative Jobs (NOW HIRING)

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 ...

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 ...

Marquette Bank

Financial Sales Rep Flex

Oak Forest, IL · On-site

$16.50 - $17.75/hr

Position Summary As a Financial Sales Representative with Marquette Bank, you will be responsible for a portfolio of Bank customers. You will manage customers' existing relationships, as well as ...

Marquette Bank

Financial Sales Rep Flex

Oak Forest, IL · On-site

$16.50 - $17.75/hr

Position Summary As a Financial Sales Representative with Marquette Bank, you will be responsible for a portfolio of Bank customers. You will manage customers' existing relationships, as well as ...

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Financial Sales Representative information

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How much do financial sales representative jobs pay per month?

As of Jul 21, 2026, the average monthly pay for financial sales representative 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 are the key skills and qualifications needed to thrive as a Financial Sales Representative, and why are they important?

To thrive as a Financial Sales Representative, you need a solid understanding of financial products, sales techniques, and often a bachelor's degree in finance, business, or a related field. Familiarity with CRM software, financial analysis tools, and relevant certifications such as FINRA Series 6 or 7 are typically required. Exceptional interpersonal skills, active listening, and persuasive communication help build client trust and close sales. These competencies are crucial for effectively meeting client needs, achieving sales targets, and fostering long-term business relationships.

What are some common challenges Financial Sales Representatives face when meeting sales targets, and how can they overcome them?

Financial Sales Representatives often encounter challenges such as building trust with new clients, staying updated on financial products, and navigating a highly competitive market. To overcome these hurdles, successful representatives focus on continuous learning, proactive client communication, and leveraging mentorship or teamwork within their firm. Developing strong product knowledge and honing relationship-building skills are essential for meeting and exceeding sales goals. Additionally, setting realistic targets and using customer relationship management tools can help track progress and identify new opportunities.

What does a Financial Sales Representative do?

A Financial Sales Representative is responsible for selling financial products and services, such as loans, investment products, insurance, and banking services, to individuals or businesses. They assess clients' financial needs, explain available options, and help them select suitable products. Additionally, they build and maintain client relationships, meet sales targets, and stay updated on financial regulations and market trends. Their role often involves both customer service and proactive outreach to generate new business.

What is the difference between Financial Sales Representative vs Financial Advisor?

AspectFinancial Sales RepresentativeFinancial Advisor
CredentialsMay require licenses like Series 6 or 7Often requires certifications like CFP or CFA
Work EnvironmentSales-focused, commission-basedClient-focused, advisory-based
Employer & IndustryFinancial firms, banks, insurance companiesIndependent firms, banks, wealth management

While both roles involve financial products, a Financial Sales Representative primarily focuses on selling financial products and earning commissions, whereas a Financial Advisor provides personalized financial planning and advice, often earning fees or salary. The roles overlap in licensing requirements but differ in client interaction and service scope.

More about Financial Sales Representative jobs
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What states have the most Financial Sales Representative jobs? States with the most job openings for Financial Sales Representative jobs include:
What are popular job titles related to Financial Sales Representative jobs? For Financial Sales Representative jobs, the most frequently searched job titles are:
Financial Sales Representative jobs near you
Financial Sales Representative

Financial Sales Representative

South Carolina Federal Credit Union

Summerville, SC • On-site

Full-time

Posted 20 days 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 Myers Road Financial Center in Summerville, 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. Apply online at www.scfederal.jobs.
NOTE: Relevant military experience is considered for veterans and transitioning service members.
South Carolina Federal Credit Union is an Equal Employment Opportunity Employer.

Apply