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Financial Sales Jobs in Washington (NOW HIRING)

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members ...

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members ...

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members ...

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members ...

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members ...

New

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members ...

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members ...

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing forlife'sexpenses.In this role, our team members ...

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing forlife'sexpenses.In this role, our team members ...

Loan Sales Specialist

Manassas, VA · On-site

$18 - $22/hr

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing forlife'sexpenses.In this role, our team members ...

New

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing forlife'sexpenses.In this role, our team members ...

Loan Sales Specialist

Laurel, MD · On-site

$18 - $22/hr

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing forlife'sexpenses.In this role, our team members ...

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing forlife'sexpenses.In this role, our team members ...

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing forlife'sexpenses.In this role, our team members ...

Loan Sales Specialist

Leesburg, VA · On-site

$18 - $22/hr

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing forlife'sexpenses.In this role, our team members ...

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing forlife'sexpenses.In this role, our team members ...

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing forlife'sexpenses.In this role, our team members ...

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members ...

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Showing results 1-20

Financial Sales information

See Washington salary details

$72.5K

$97.5K

$122.3K

How much do financial sales jobs pay per year?

As of Aug 31, 2026, the average yearly pay for financial sales in Washington is $97,483.00, according to ZipRecruiter salary data. Most workers in this role earn between $88,900.00 and $105,900.00 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.

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

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

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

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

What cities in Washington are hiring for Financial Sales jobs?

Cities in Washington with the most Financial Sales job openings:

Infographic showing various Financial Sales job openings in Washington as of August 2026, with employment types broken down into 81% Full Time, 17% Part Time, and 2% Contract. Highlights an 79% Physical, 1% Hybrid, and 20% Remote job distribution, with an average salary of $97,483 per year, or $46.9 per hour.

Financial Representative

Ellicott City, MD • On-site


Northwestern Mutual
Finance and Insurance • 5 - 10K employees

8.0

Company rating: 8.0 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

171st of 315 rated insurance

People enjoy working here

Good employer

Recommended by students


Other

Medical, Dental, Vision, Retirement

Posted 8 hours ago

Posted today


Job description

Joining our team at Northwestern Mutual, as a Financial Sales Representative, you will work to build long lasting relationships with clients by helping them achieve their personalized financial goals.


(Haven't worked in finance before? That's OK!)


Are you a self-motivated and driven individual who wants to make a difference in the lives of others?


This role offers:

  • A comprehensive training program with strong leadership support through mentorship,
  • A competitive culture that strives for success,
  • The tools and path to grow YOUR OWN book of business!!


As a Financial Representative, you’ll have the chance to serve a diverse group of clients and help them achieve financial success. Join our team to make a meaningful impact on both individuals and businesses through thoughtful financial planning and management!


You will:

  • Conduct research and analysis to identify investment opportunities
  • Assist clients with corporate accounting and tax planning
  • Collaborate with public accounting firms to ensure compliance with financial regulations
  • Manage investment portfolios for clients, making strategic decisions to maximize returns
  • Generate sales leads and build relationships with potential clients
  • Oversee cash management activities, including monitoring cash flows and optimizing liquidity
  • Utilize customer relationship management (CRM) systems to track client interactions and maintain accurate records


Ideal Experience:

Prior sales or business development

Familiarity with cash management strategies, financial analysis, or investment management, a plus

Excellent communication techniques

Self-starter and an entrepreneurial mindset

Excellent time management skill


Other Information:

1099 Contract with Health, Dental, Vision and Pension options

Income: First Year Incentive Plan, Commission, and Renewals

Build your own book of business!


Selecting local candidates to/around Ellicott City, MD.


About Northwestern Mutual:

At Northwestern Mutual we believe that everyone deserves to ‘spend their lives living’ and that a strong financial plan is a cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living!


Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success


Northwestern Mutual logo

About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US


What Northwestern Mutual employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom