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Financial Sales Jobs in Florida (NOW HIRING)

Siemens Energy, Inc.

Financial Analyst

Orlando, FL · On-site

A Snapshot of Your Day We are hiring a Financial Analyst in Bid Management to provide financial ... How You'll Make an Impact • Support and execute sales calculations and calculation processes in ...

VentureTech Solutions

Sales Representative

Sunrise, FL · On-site

Job Overview Sales Representative | Settlement Sales Associate | Financial Sales Consultant Hiring Multiple Inside Sales Representatives - Immediate Openings Base Salary + Uncapped Commission | Top ...

VentureTech Solutions

Sales Representative

Sunrise, FL · On-site

Job Overview Sales Representative | Settlement Sales Associate | Financial Sales Consultant Hiring Multiple Inside Sales Representatives - Immediate Openings Base Salary + Uncapped Commission | Top ...

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All JobsFinancial Sales JobsFinancial Sales Jobs in Florida

Financial Sales information

See Florida salary details

$47.8K

$64.3K

$80.7K

How much do financial sales jobs pay per year?

As of Sep 5, 2026, the average yearly pay for financial sales in Florida is $64,320.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,700.00 and $69,900.00 per year, depending on experience, location, and employer.

What is financial sales?

Financial sales refers to the process of selling financial products and services, such as investments, insurance, loans, and banking solutions, to individuals or businesses. Professionals in this field identify client needs, recommend suitable products, and help clients make informed financial decisions. They often work in banks, investment firms, insurance companies, or financial advisory companies. Strong communication, analytical, and customer service skills are essential for success in financial sales.

What are financial sales jobs?

As a financial sales representative, your job is to help clients select financial products or services. This often includes insurance, banking services, investments, and similar products. In this role, you may also help people make a plan to achieve a financial goal and assist them with paperwork. You may build customized products or solutions or give presentations to explain complex financial topics. Many financial sales jobs also focus on helping determine security risks, taking payments, writing contracts, and explaining any applicable tax incentives. Most of these jobs involve working with a wide variety of products and services, some of which may change quickly. This makes the ability to memorize and apply new information essential to your success in this role.

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

To thrive in Financial Sales, you need a solid understanding of financial products, market trends, and sales strategies, often backed by a degree in finance, business, or economics. Familiarity with CRM software, financial modeling tools, and relevant certifications such as FINRA Series 7 or 63 is typically required. Strong interpersonal skills, persuasive communication, and resilience distinguish top performers in this field. These skills and qualifications are crucial for building client trust, meeting sales targets, and navigating the competitive financial services environment.

What are some common challenges faced in a financial sales role, and how can they be addressed?

Professionals in Financial Sales often encounter challenges such as meeting ambitious sales targets, navigating complex financial products, and building trust with clients who may be unfamiliar with investment options. To address these challenges, successful representatives focus on continuous learning, staying updated on market trends, and developing strong interpersonal communication skills. Additionally, leveraging mentorship within the team and utilizing CRM tools can help streamline client management and improve performance.

What is the difference between Financial Sales vs Financial Advisor?

AspectFinancial SalesFinancial Advisor
CredentialsSales licenses (e.g., Series 7, Series 63)Certifications like CFP, CFA, or ChFC often preferred
Work EnvironmentSales-focused, target-driven, often commission-basedClient-focused, advisory, fee-based or commission
Employer & Industry UsageFinancial firms, banks, brokeragesIndependent firms, banks, financial planning companies
Search & Comparison IntentSales roles, financial product sellingFinancial planning, investment advice

Financial Sales primarily involves selling financial products and services, often with a focus on meeting sales targets. Financial Advisors, on the other hand, provide personalized financial planning and investment advice to clients. While both roles require financial knowledge and licenses, Financial Sales emphasizes sales skills, whereas Financial Advisors focus on client relationships and financial planning expertise.

Is financial sales a good career?

Financial sales is a career that involves selling financial products such as investments, insurance, or banking services, often requiring strong communication and sales skills. It can offer high earning potential through commissions and bonuses, but also involves performance targets and market fluctuations. Success in this field typically depends on experience, certifications, and the ability to build client relationships.
More about Financial Sales jobs

What are the most commonly searched types of Financial Sales jobs in Florida?

The most popular types of Financial Sales jobs in Florida are:

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

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

What job categories do people searching Financial Sales jobs in Florida look for?

The top searched job categories for Financial Sales jobs in Florida are:

What cities in Florida are hiring for Financial Sales jobs?

Cities in Florida with the most Financial Sales job openings:

Financial Sales jobs near you
Infographic showing various Financial Sales job openings in Florida as of August 2026, with employment types broken down into 84% Full Time, 15% Part Time, and 1% Contract. Highlights an 84% Physical, 1% Hybrid, and 15% Remote job distribution, with an average salary of $64,320 per year, or $30.9 per hour.

Vice President of Financial Sales

Fisher Investments

Clearwater, FL

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 18 days ago

Fisher Investments rating

8.5

Company rating: 8.5 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

Job description

Looking for a role in financial services that is 100% sales-focused, offers uncapped performance-based compensation? Fisher Investments is hiring! Take your next step in your financial sales career by joining our privately-held, multi-billion dollar global investment firm as a Vice President, Financial Sales. We put our clients first as we aim to better the investment universe. 

The Opportunity:

You will be the voice of Fisher Investments to prospective clients.  While you focus solely on sales, you will be supported by dedicated teams in sales support, client service, marketing, research and more. In addition to dedicated support, ongoing development resources are available, to ensure your success. No cold-calling or prospecting – warm leads provided through Fisher Investments’ marketing efforts. This is a full-cycle sales role focused on wealth management of high-net-worth individuals. This is an in-office job located in Tampa, FL.

The Day-to-Day:

  • Review prospects' personal financial situation and provide solutions
  • Educate prospective clients on the competitive landscape
  • Benefit from ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management with defined upward career trajectory
  • No travel is required as this position is focused on phone-based sales or virtual connections

Your Qualifications:

  • 2+ years experience working in financial services preferred
  • Quantifiable track record of success
  • Success persuading and educating prospects

Compensation:

  • This is a commission-first position with uncapped earning potential. Base pay provided for the first 2 years, gradually moving to a fully commissioned role. Monthly commission is a percentage of estimated first year’s management fees.

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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