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Financial Sales Representative Jobs in Arizona (NOW HIRING)

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Financial Sales Representative information

See Arizona salary details

$2.2K

$4.1K

$7.7K

How much do financial sales representative jobs pay per month?

As of Sep 1, 2026, the average monthly pay for financial sales representative in Arizona is $4,123.58, according to ZipRecruiter salary data. Most workers in this role earn between $3,025.00 and $4,658.33 per month, depending on experience, location, and employer.

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

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 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.

Is a financial sales representative a good career?

A financial sales representative is a role that involves selling financial products and services, often requiring strong communication and sales skills. It can be a rewarding career with opportunities for commission-based income and career advancement, but it also involves meeting sales targets and maintaining client relationships. Success in this field often depends on industry knowledge, certifications, and persistence.

What cities in Arizona are hiring for Financial Sales Representative jobs?

Cities in Arizona with the most Financial Sales Representative job openings:

What are popular job titles related to Financial Sales Representative jobs in AZ?

For Financial Sales Representative jobs in AZ, the most frequently searched job titles are:

Financial Sales Representative jobs near you
Infographic showing various Financial Sales Representative job openings in Arizona as of August 2026, with employment types broken down into 80% Full Time, 17% Part Time, 2% Temporary, and 1% Contract. Highlights an 78% Physical, 1% Hybrid, and 21% Remote job distribution, with an average salary of $49,483 per year, or $23.8 per hour.

Financial Sales Representative

Scottsdale, AZ • On-site

Sandhills Global, Inc.
Software Development • 1 - 5K employees

7.9

Company rating: 7.9 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

8th of 19 rated publishing

Good employer

Respectful managers

Good training

Learn more about Sandhills Global, Inc.external

$125K - $180K/yr

Full-time

PTO

Re-posted 7 days ago

Job description

Financial Sales Representative
Scottsdale, Arizona, USA
Currency is dedicated to disrupting e-commerce by designing financial technology that unlocks the free flow of capital and opportunity for our customers. We are looking for motivated and passionate individuals looking to disrupt the fintech industry and have some fun doing it. This is a full-time direct hire position, with a 4.5 day work week, lucrative commission opportunities, full benefits package, paid time off, and more.
The Sales team is responsible for growing Currency's volume through the sale of Currency's products. You will focus on creating long-term value by helping equipment sellers leverage our platform to sell more equipment and by helping borrowers/buyers easily determine what type of equipment they want to buy and how they want to pay.
Day to day, you will be focused on identifying new customers, finding new revenue opportunities, and providing feedback internally to help optimize current products. You will be the primary point of contact for the customer and will take them from the initial contact all of the way thru the completed loan process. You will use Sandhills systems and processes to walk thru the loan process with the customer. With our advanced technology, this helps our sales representatives provide a seamless experience for our customers. This is a full-time, in-office position with a starting base pay of $50,000 plus commission, which results in an average first year pay of $80,000 or more. There is no cap to commissions, and experienced reps can see $125,000 to $180,000+ in annual pay. As our company grows, so does the commission potential.
Positions available in both Scottsdale, AZ and Lincoln, NE
Duties/ Responsibilities/Requirements
• Meet and exceed monthly sales quotas
• Travel required - trips 2-3 times per year maximum
• Achieve objectives through effective planning, goal setting and projecting future performance
• Outreach to the prospective customers via phone and email to assist in completing financial transactions
• Move customer thru loan process using Sandhills systems and processes to achieve funding.
• Work effectively with our internal teams to structure the best possible offer for applicants
• Serve as our customers' primary point of contact and establish long lasting relationships with applicants as well as sellers of equipment
• Drive more leads on our platform through your relationship with vendors and sellers of equipment
• Achieve close % targets by generating approvals and obtaining signed contracts from our applicants.
• In Office Position. 4.5 day regular work week. Ability to commute daily to local office is required.
• Excellent oral and written communication skills
• Able to work independently and communicate within a team environment
• Results oriented
• Flexible and open to change
• Stable and progressive work history
• Professional appearance and demeanor
• Assume other duties as assigned.
Qualifications
• 1-2 year relevant sales experience preferred but not required
• Travel required - trips 2-3 times per year maximum
• Experience carrying a revenue target and delivering results
• Ability to gather and use data to inform decision making and persuade others.
• Excellent presentation, communication, negotiation and forecasting skills.
• Proactive and independent with the ability to assess business opportunities and read prospective buyers.
• Leader with the demonstrated capacity to motivate and work well with others.

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