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Financial Sales Representative Jobs (NOW HIRING)

Lease End

Sales / Finance Representative

Lehi, UT

$7.0K - $14K/mo

... financing. And our driver-first approach is working! Lease End has helped tens of thousands of ... If you're a team player who wants to make a big impact, this Sales Representative role with hot ...

Lease End

Sales / Finance Representative

Lehi, UT · On-site

... financing. And our driver-first approach is working! Lease End has helped tens of thousands of ... If youre a team player who wants to make a big impact, this Sales Representative role with hot ...

Bankers Life

Financial Representative

Utica, NY

$40K - $62K/yr

No sales or financial services experience necessary. Our entry level representatives come from diverse professional backgrounds, many of whom do not have previous financial, sales, retail, or ...

Bankers Life

Financial Representative

Auburn, NY

$40K - $62K/yr

No sales or financial services experience necessary. Our entry level representatives come from diverse professional backgrounds, many of whom do not have previous financial, sales, retail, or ...

Bankers Life

Financial Representative

Elmira, NY

$40K - $62K/yr

No sales or financial services experience necessary. Our entry level representatives come from diverse professional backgrounds, many of whom do not have previous financial, sales, retail, or ...

Lease End

Sales / Finance Representative

Lehi, UT · On-site

$7.0K - $14K/mo

... financing. And our driver-first approach is working! Lease End has helped tens of thousands of ... If you're a team player who wants to make a big impact, this Sales Representative role with hot ...

Bankers Life

Financial Representative

Binghamton, NY

$40K - $62K/yr

No sales or financial services experience necessary. Our entry level representatives come from diverse professional backgrounds, many of whom do not have previous financial, sales, retail, or ...

Bankers Life

Financial Representative

Watertown, NY

$40K - $62K/yr

No sales or financial services experience necessary. Our entry level representatives come from diverse professional backgrounds, many of whom do not have previous financial, sales, retail, or ...

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Financial Sales Representative information

See salary details

$2.3K

$4.4K

$8.3K

How much do financial sales representative jobs pay per month?

As of Jul 24, 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 July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $53,100 per year, or $25.5 per hour.
Financial Sales Rep - Remote - Commission-based

Financial Sales Rep - Remote - Commission-based

Verisum

Tampa, FL • Remote

$82K - $120K/yr

Full-time

Medical

Posted 16 days ago

Job description

Note: This is a highly regulated industry, as such, applicants must be based in the United States.

Overview
We help individuals and families take control of their finances through powerful, personalized strategiesfar beyond traditional life insurance. Our firm specializes in advanced financial concepts such as:

  • The Infinite Banking Concept
  • Tax-Free Retirement Income Planning
  • Annuity Solutions for Income & Asset Protection
  • Accelerated Debt Payoff Strategies

We are looking for a motivated individual who wants to build a flexible, fulfilling career where income has no ceilingand success is based on effort, not office politics.

Whether you're new to finance or looking for a fresh start in a meaningful industry, we provide full training, mentorship, and the tools you need to succeed. Work remotely, set your own schedule, and build a career that gives you freedom and purpose.

What You'll Do
  • Educate and consult with individuals and families on financial strategies including cash flow management, infinite banking, and retirement income planning
  • Conduct virtual meetings to present tailored financial solutions
  • Follow up with warm leadsno cold calling
  • Guide clients through financial products like indexed universal life (IUL), annuities, term life, and debt payoff programs
  • Use CRM tools to manage client relationships and track performance
  • Participate in regular training sessions and mentorship calls

What We Offer
  • In-House Lead System: Get connected to individuals who have already requested informationno cold prospecting
  • Remote Work + Flexible Schedule: Work from anywhere in the United States, on your terms
  • Complete Training & Licensing Support: We provide resources and comprehensive training
  • Mentorship from Top Producers: Learn the exact system used by top earners
  • Advancement Opportunities: Manage a team and access leadership bonuses


Compensation & Perks

  • Full-Time (3240 hrs/week): Common earnings $8,000$20,000+/month
  • Daily Pay: Commission-based compensation, paid directly by carriers
  • Performance Bonuses: Incentives, profit-sharing, and all-expenses-paid travel to 5-star resorts
  • Pay Raises every 2 months based on performance
  • No caps on earnings
  • Health insurance options available
Qualifications
  • Excellent communicator, especially over phone/Zoom
  • Coachable, driven, and self-motivated
  • Ability to build rapport and earn trust quickly
  • Comfortable with remote tools (Zoom, CRM platforms)
  • Life and Health Insurance License (or willingness to obtain)
Why Join Us?
  • Specialized Solutions = Greater Impact: You'll learn to deliver advanced financial strategies that most agents never touchgiving you a serious edge and creating lifelong client relationships.
  • Proven System: Scripts, tools, mentorship, and marketing support provided.
  • Supportive Team Culture: We work together, learn together, and win together.
  • Unlimited Growth Potential: Want to build your own firm? We'll help you get there.
A Few More Details
  • This role is best suited for those who are self-directed, hungry to learn, and ready to grow personally and professionally.
  • Success in this role depends on your ability to follow a proven system, take initiative, and serve clients with integrity.

Ready to take control of your future and build a career that changes livesincluding your own? Apply now and let's talk.