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Financial Sales Representative Jobs in Virginia (NOW HIRING)

Sales Representative

Farmville, VA · On-site

$75K - $100K/yr

... Sales Representative to help us expand our business by actively assisting senior citizens within ... Minimum of one year customer service skills • High school diploma or Bachelors degree in Finance ...

Sales Representative

Richmond, VA · On-site

$75K - $105K/yr

About the Insurance Sales Representative position We are looking for a competitive Insurance Sales Representative to help us expand our business by actively seeking and acquiring new clients. You ...

Sales Representative

Norfolk, VA · On-site

$75K - $100K/yr

About the Insurance Sales Representative position We are looking for a competitive Insurance Sales Representative to help us expand our business by actively seeking and acquiring new clients. You ...

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Showing results 1-20

Financial Sales Representative information

See Virginia salary details

$2.3K

$4.4K

$8.2K

How much do financial sales representative jobs pay per month?

As of Aug 31, 2026, the average monthly pay for financial sales representative in Virginia is $4,387.08, according to ZipRecruiter salary data. Most workers in this role earn between $3,225.00 and $4,958.33 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.
Infographic showing various Financial Sales Representative job openings in Virginia as of August 2026, with employment types broken down into 74% Full Time, 25% Part Time, and 1% Contract. Highlights an 78% Physical, 1% Hybrid, and 21% Remote job distribution, with an average salary of $52,645 per year, or $25.3 per hour.

Financial Sales Manager II Target

Winchester, VA • On-site

$84 - $114/hr

Other

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


Job description

Overview

At First Citizens Bank, together we become better. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.

As a Financial Sales Manager at First Citizens Bank your role will be primarily focused on outbound calling activities to generate new business opportunities and may occasionally partner with a business or commercial banker to provide expertise around business deposits and related services. You will manage sales efforts and associates in a boutique business branch location, overseeing office operations with the support of an operations specialist.

Responsibilities
  • Team Management - Manage performance and personnel functions for a team, ensuring operational soundness while executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank. Drive accountability to role expectations, responsibilities and authorities, providing one on one feedback and coaching that supports associate development and achievement of results. Regularly and proactively leverage the expertise of bank partners, other managers or team
  • Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, represents the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both the customer and the bank. Appropriate partnering, planning and preparation occurs to ensure conversations provide the relevant financial guidance needed to drive informed decisions.
  • Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
  • Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.
Qualifications

Bachelor's Degree and 4 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED and 8 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory

License or Certification Type: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided. RequiredSkill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Financial analysis, Knowledge of business banking products and services, Business development, Networking and building centers of influence

Preferred Qualifications
  • - Business Development Experience
  • - Business Banking experience
  • - Knowledge of business banking products- including Treasury Management, Merchant Services, and Lending

The base pay for this position is generally between $84,405- $114,195 per year. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

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