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Financial Sales Representative Jobs (NOW HIRING)

Mariner Finance

Financial Sales Specialist

Everett, WA · On-site

$23 - $27/hr

Minimum of two (2) years of experience in a customer service or sales position. * High school ... One (1) year experience as an Account Representative I for Mariner Finance, LLC or any affiliate or ...

Mariner Finance

Financial Sales Specialist

Everett, WA

$23 - $27/hr

Minimum of two (2) years of experience in a customer service or sales position. * High school ... One (1) year experience as an Account Representative I for Mariner Finance, LLC or any affiliate or ...

Mariner Finance

Financial Sales Specialist

Everett, WA · On-site

$23 - $27/hr

Minimum of two (2) years of experience in a customer service or sales position. * High school ... One (1) year experience as an Account Representative I for Mariner Finance, LLC or any affiliate or ...

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Financial Sales Representative information

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How much do financial sales representative jobs pay per month?

As of Jun 8, 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
What cities are hiring for Financial Sales Representative jobs? Cities with the most Financial Sales Representative job openings:
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
Infographic showing various Financial Sales Representative job openings in the United States as of May 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $53,100 per year, or $25.5 per hour.

FSR (Financial Sales Representative)

First Volunteer

Hixson, TN • On-site

Full-time

Posted 1 hour 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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