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Financial Sales Representative Jobs (NOW HIRING)

First Citizens Bank

Financial Sales Manager

Stuart, FL · On-site

As a Financial Sales Manager at First Citizens Bank your role will be primarily focused on outbound ... When appropriate, represents the Bank in the community by attending and participating in civic and ...

First Citizens Bank

Financial Sales Manager

Stuart, FL · On-site

As a Financial Sales Manager at First Citizens Bank your role will be primarily focused on outbound ... When appropriate, represents the Bank in the community by attending and participating in civic and ...

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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 30, 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 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 June 2026, with employment types broken down into 76% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 72% Physical, 1% Hybrid, and 27% Remote job distribution, with an average salary of $53,100 per year, or $25.5 per hour.
Financial Sales Representative- M&I

Financial Sales Representative- M&I

GULF COAST EDUCATORS FEDERAL CREDIT UNION

Pasadena, TX • On-site

Other

Posted 21 days ago

Job description

Description

GCEFCU is looking for a Financial Sales Representative who is reliable, driven and takes pride in building strong member relationships to join our lending department. 


This position will be located at our Mortgage and Insurance building with the ability to float between other branches as needed. 


We currently have two available positions with the schedule of:

  • M-F 8:00am-5:00pm and Saturdays.   


Essential Functions & Responsibilities: 

  • To achieve or exceed the established sales goals through building of member relationships. Responsible for cross selling all credit union products and services to members 
  • Interviews member loan applicants to develop information concerning their loan needs, earnings, and financial condition.
  • Prepares loan application for submittal to central underwriting. Prepares and/or reviews all loan documents for completeness and accuracy.
  • Authorize release of collateral on existing loans, changes in loan terms, waivers of payments, due date change, etc. 
  • Follows current loans to ensure compliance with terms and coordinates with collections.
  • Also, must have advanced knowledge of lending regulations such as Truth in Lending, HMDA, Equal Credit Opportunity Act, Fair Credit Reporting Act, and other consumer related laws and guidelines. Must maintain a working understanding of the Bank Secrecy Act, NCUA Privacy regulations and other laws related to Truth-in- Savings, Electronic Fund Transfers, and Availability of Funds. 
  • Performs as a loan officer ensuring compliance with the Bank Secrecy Act and all governmental agency regulations and Credit Union Policies and guidelines. Responsible for identifying reportable transactions under the Bank Secrecy Act, obtaining required information and reporting transactions. Responsible for complying with Federal Rules and Regulations as required by NCUA.
  • Alerts supervisory personnel to any suspicious activity regarding transactions including forgery, theft, fraud, kiting, customers that appear to be avoiding CTRs.

EOE Disabled/Veteran  

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