M&K Financial is a leader in the Financial Services industry. Our company is experiencing record ... Previous experience in Financial Services, Sales, Customer Service, or other related fields is a ...
M&K Financial is a leader in the Financial Services industry. Our company is experiencing record ... Previous experience in Financial Services, Sales, Customer Service, or other related fields is a ...
M&K Financial is a leader in the Financial Services industry. Our company is experiencing record ... Previous experience in Financial Services, Sales, Customer Service, or other related fields is a ...
M&K Financial is a leader in the Financial Services industry. Our company is experiencing record ... Previous experience in Financial Services, Sales, Customer Service, or other related fields is a ...
M&K Financial is a leader in the Financial Services industry. Our company is experiencing record ... Previous experience in Financial Services, Sales, Customer Service, or other related fields is a ...
M&K Financial is a leader in the Financial Services industry. Our company is experiencing record ... Previous experience in Financial Services, Sales, Customer Service, or other related fields is a ...
M&K Financial is a leader in the Financial Services industry. Our company is experiencing record ... Previous experience in Financial Services, Sales, Customer Service, or other related fields is a ...
M&K Financial is a leader in the Financial Services industry. Our company is experiencing record ... Previous experience in Financial Services, Sales, Customer Service, or other related fields is a ...
Loan Sales Specialist
Beaver Dam, WI · On-site
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 ...
Loan Sales Specialist
Beaver Dam, WI · On-site
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 ...
... financial sales, with deep expertise in asset-based lending, securitizations, and structured debt. #J-18808-Ljbffr
... financial sales, with deep expertise in asset-based lending, securitizations, and structured debt. #J-18808-Ljbffr
Loan Sales Specialist
Eau Claire, WI · On-site
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 ...
Loan Sales Specialist
Eau Claire, WI · On-site
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 ...
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 ...
Financial Advisor
Madison, WI · On-site
Bachelor's degree in a related field, or a minimum of 5 years' experience in sales or in assisting clients with financial needs. * Series 7, 6, or 63 licenses. * Life and Health licenses. * Strong ...
Financial Advisor
Madison, WI · On-site
Bachelor's degree in a related field, or a minimum of 5 years' experience in sales or in assisting clients with financial needs. * Series 7, 6, or 63 licenses. * Life and Health licenses. * Strong ...
Loan Sales Specialist
Platteville, WI · On-site
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 ...
Loan Sales Specialist
Platteville, WI · On-site
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 ...
Financial Advisor
Monona, WI · On-site
Bachelor's degree in a related field, or a minimum of 5 years' experience in sales or in assisting clients with financial needs. * Series 7, 6, or 63 licenses. * Life and Health licenses. * Strong ...
Financial Advisor
Monona, WI · On-site
Bachelor's degree in a related field, or a minimum of 5 years' experience in sales or in assisting clients with financial needs. * Series 7, 6, or 63 licenses. * Life and Health licenses. * Strong ...
Financial Advisor
Monona, WI · On-site
Bachelor's degree in a related field, or a minimum of 5 years' experience in sales or in assisting clients with financial needs. * Series 7, 6, or 63 licenses. * Life and Health licenses. * Strong ...
Financial Advisor
Monona, WI · On-site
Bachelor's degree in a related field, or a minimum of 5 years' experience in sales or in assisting clients with financial needs. * Series 7, 6, or 63 licenses. * Life and Health licenses. * Strong ...
Loan Sales Specialist
Eau Claire, WI · On-site
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 ...
Loan Sales Specialist
Eau Claire, WI · On-site
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 ...
Loan Sales Specialist
Rice Lake, WI · On-site
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 ...
Loan Sales Specialist
Rice Lake, WI · On-site
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 ...
Loan Sales Specialist
Madison, WI · On-site
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 ...
Loan Sales Specialist
Madison, WI · On-site
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 ...
Loan Sales Specialist
Beaver Dam, WI · On-site
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 ...
Loan Sales Specialist
Beaver Dam, WI · On-site
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 ...
Loan Sales Specialist
Eau Claire, WI · On-site
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
Eau Claire, WI · On-site
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
Rice Lake, WI · On-site
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
Rice Lake, WI · On-site
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 ...
Financial Sales information
See Wisconsin salary details
$64.6K - $68.6K
4% of jobs
$68.6K - $72.7K
5% of jobs
$72.7K - $76.7K
8% of jobs
$79K is the 25th percentile. Wages below this are outliers.
$76.7K - $80.7K
13% of jobs
$80.7K - $84.8K
16% of jobs
The median wage is $85.8K / yr.
$84.8K - $88.8K
15% of jobs
$88.8K - $92.9K
14% of jobs
$93K is the 75th percentile. Wages above this are outliers.
$92.9K - $96.9K
12% of jobs
$96.9K - $100.9K
8% of jobs
$100.9K - $105K
3% of jobs
$105K - $109K
2% of jobs
$64.6K
$86.9K
$109K
How much do financial sales jobs pay per year?
As of Aug 23, 2026, the average yearly pay for financial sales in Wisconsin is $86,875.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,200.00 and $94,400.00 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?
| Aspect | Financial Sales | Financial Advisor |
|---|---|---|
| Credentials | Sales licenses (e.g., Series 7, Series 63) | Certifications like CFP, CFA, or ChFC often preferred |
| Work Environment | Sales-focused, target-driven, often commission-based | Client-focused, advisory, fee-based or commission |
| Employer & Industry Usage | Financial firms, banks, brokerages | Independent firms, banks, financial planning companies |
| Search & Comparison Intent | Sales roles, financial product selling | Financial 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 Wisconsin?
The most popular types of Financial Sales jobs in Wisconsin are:
What are popular job titles related to Financial Sales jobs in Wisconsin?
For Financial Sales jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Financial Sales jobs in Wisconsin look for?
The top searched job categories for Financial Sales jobs in Wisconsin are:
What cities in Wisconsin are hiring for Financial Sales jobs?
Cities in Wisconsin with the most Financial Sales job openings:
sales associate - part time and full time - work from home
Madison, WI • On-site, Remote
Contractor
Re-posted yesterday
Job description
M&K Financial is a leader in the Financial Services industry. Our company is experiencing record expansion as the demand for our products and services continues to grow nationwide, and need driven Sales Associates to serve the needs of our clientele.
With M&K Financial, you have work and schedule flexibility, and the support needed to assist you in achieving your personal goals and career aspirations!
We provide new hires with the tools and training to be successful as an independent agent in our organization, and you can do this on a part-time or full-time basis.
Previous experience in Financial Services, Sales, Customer Service, or other related fields is a plus but not required as we have a comprehensive training program that has yielded results for eight consecutive years!
What M&K Financial Provides:
• Opportunity for Advancement
• Daily Paid Commissions
• State-of-the-Art training platform
• Access to Qualified Prospects - NO COLD CALLING
• Agent-Focused Technology
• Carrier Partnerships with industry leading, A-rated companies
• Home Office Support Staff
• Weekly, Monthly, and Annual Bonuses
Qualifications:
• Previous experience in insurance, sales, customer service, or other related fields desired but not required
• Highly motivated
• Comfortability with working from home
• Ability to prioritize and multitask
• Positions do require applicant to have a Life Insurance license - currently active license, or willing to get a
license
With M&K Financial, you have work and schedule flexibility, and the support needed to assist you in achieving your personal goals and career aspirations!
We provide new hires with the tools and training to be successful as an independent agent in our organization, and you can do this on a part-time or full-time basis.
Previous experience in Financial Services, Sales, Customer Service, or other related fields is a plus but not required as we have a comprehensive training program that has yielded results for eight consecutive years!
What M&K Financial Provides:
• Opportunity for Advancement
• Daily Paid Commissions
• State-of-the-Art training platform
• Access to Qualified Prospects - NO COLD CALLING
• Agent-Focused Technology
• Carrier Partnerships with industry leading, A-rated companies
• Home Office Support Staff
• Weekly, Monthly, and Annual Bonuses
Qualifications:
• Previous experience in insurance, sales, customer service, or other related fields desired but not required
• Highly motivated
• Comfortability with working from home
• Ability to prioritize and multitask
• Positions do require applicant to have a Life Insurance license - currently active license, or willing to get a
license
About MK Financial
Sourced by ZipRecruiter
Industry
Funds, trusts and financial programs
Company size
1 - 10 Employees
Headquarters location
Gunter, TX, US
Year founded
2017