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Financial Sales Jobs in Raleigh, NC (NOW HIRING)

About this role We're hiring entry-level Financial Sales Consultants for our remote team. You'll ... No finance or insurance background needed. We'll train you and get you licensed. Why recent grads ...

Qualifications: * 5+ years of commercial insurance, group benefits, or financial sales experience, preferred. * Previous experience leading or mentoring sales professionals, with a track record of ...

About this role We're hiring entry-level Financial Sales Consultants for our remote team. You'll ... No finance or insurance background needed. We'll train you and get you licensed. Why recent grads ...

About this role We're hiring entry-level Financial Sales Consultants for our remote team. You'll ... No finance or insurance background needed. We'll train you and get you licensed. Why recent grads ...

Entry Level Remote Insurance Sales

Raleigh, NC ยท Remote

$1.5K - $3.2K/wk

About this role We're hiring entry-level Financial Sales Consultants for our remote team. You'll ... No finance or insurance background needed. We'll train you and get you licensed. Why recent grads ...

About this role We're hiring entry-level Financial Sales Consultants for our remote team. You'll ... No finance or insurance background needed. We'll train you and get you licensed. Why recent grads ...

Entry Level Remote Sales Role

Raleigh, NC ยท Remote

$1.5K - $5.3K/wk

About this role We are hiring entry-level Financial Sales Consultants to join our remote team. In this role, you will help families find the right financial protection coverage for their needs ...

Entry Level Remote Sales Role

Chapel Hill, NC ยท Remote

$1.5K - $5.3K/wk

About this role We are hiring entry-level Financial Sales Consultants to join our remote team. In this role, you will help families find the right financial protection coverage for their needs ...

Entry Level Remote Sales Role

Morrisville, NC ยท Remote

$1.5K - $5.3K/wk

About this role We are hiring entry-level Financial Sales Consultants to join our remote team. In this role, you will help families find the right financial protection coverage for their needs ...

Entry Level Remote Sales Role

Smithfield, NC ยท Remote

$1.5K - $5.3K/wk

About this role We are hiring entry-level Financial Sales Consultants to join our remote team. In this role, you will help families find the right financial protection coverage for their needs ...

About this role We are hiring entry-level Financial Sales Consultants to join our remote team. In this role, you will help families find the right financial protection coverage for their needs ...

The Role We're growing and need a sales leader to sell our services into financial institutions. As a key member of the Growth Team, we are looking for an experienced, strategic, high-energy, hands ...

The position requires business partnership with Operations, Sales Operations, Revenue Accounting, Treasury, FP&A, Finance, and ERDM teams in analyzing and shaping NetApp's revenue, margin and cash ...

The position requires business partnership with Operations, Sales Operations, Revenue Accounting, Treasury, FP&A, Finance, and ERDM teams in analyzing and shaping NetApp's revenue, margin and cash ...

Showing results 21-40

Financial Sales information

See Raleigh, NC salary details

$62.2K

$83.7K

$105K

How much do financial sales jobs pay per year?

As of Aug 11, 2026, the average yearly pay for financial sales in Raleigh, NC is $83,663.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,300.00 and $90,900.00 per year, depending on experience, location, and employer.

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.

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.

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 sales jobs are there in finance?

In finance, sales jobs include roles such as financial advisor, insurance agent, mortgage broker, and investment sales representative. These positions typically require strong communication skills, knowledge of financial products, and often relevant certifications like Series 7 or Series 63 licenses.

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 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 does a financial sales person do?

A financial sales person sells financial products and services such as investments, insurance, or banking solutions to clients. They analyze clients' financial needs, provide advice, and build relationships to meet sales targets, often requiring strong communication skills and industry certifications. They typically work in banks, investment firms, or insurance companies and may use CRM tools to manage client information.
What are the most commonly searched types of Financial Sales jobs in Raleigh, NC? The most popular types of Financial Sales jobs in Raleigh, NC are:
What are popular job titles related to Financial Sales jobs in Raleigh, NC? For Financial Sales jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Financial Sales jobs in Raleigh, NC look for? The top searched job categories for Financial Sales jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Financial Sales jobs? Cities near Raleigh, NC with the most Financial Sales job openings:
Infographic showing various Financial Sales job openings in Raleigh, NC as of August 2026, with employment types broken down into 78% Full Time, and 22% Part Time. Highlights an 100% In-person job distribution, with an average salary of $83,663 per year, or $40.2 per hour.

Principal Data Engineer / Financial Analyst

Red-Hat

Raleigh, NC โ€ข On-site

$123 - $203/hr

Other

Medical, Dental, Vision, Retirement

Posted 4 days ago


Job description

*Red Hat will not be providing visa sponsorship for this position. Therefore, in order to be considered for this position, you must have the ability to work without a need for current or future visa sponsorship.*About the JobRed Hatโ€™s Global Sales Go-To-Market Strategy, Incentives & Data Analytics team is seeking a Principal Data Scientist / Financial Analysis professional to lead efforts to improve the accuracy, consistency, and strategic use of revenue, sales, and financial data across the organization.In this role, you will apply advanced analytics, data science, and financial expertise to develop key revenue performance measures, support precise business planning, and deliver trusted insights across the end-to-end revenue lifecycle. You will analyze bookings, recurring revenue, renewals, expansion, contraction, customer retention, product performance, and other revenue drivers to help business leaders understand historical results, assess in-quarter performance, and improve future revenue outcomes.This strategic position is responsible for designing scalable analytical and data-validation frameworks, automating data-quality and financial-reconciliation processes, and proactively identifying financial risks, revenue anomalies, and growth opportunities. You will help establish governance-grade reporting standards that provide stakeholders with accurate, timely, consistent, and auditable information.The successful candidate will combine deep data science and analytical expertise with strong commercial and financial acumen. You will play a pivotal role in advancing automation, standardization, predictive analytics, financial analysis, and visibility across global sales, revenue, planning, and incentive processes.You will serve as a trusted advisor to Sales, Finance, Operations, and executive stakeholders, translating complex financial and operational data into actionable insights that support revenue growth, forecasting, resource allocation, and strategic business decisions.What You Will DoLead cross-functional initiatives to improve the accuracy, timeliness, completeness, and consistency of sales, revenue, and financial datasets used for planning, forecasting, performance measurement, and management reportingDevelop advanced analytical models to evaluate revenue performance, including bookings, recurring revenue, renewals, retention, expansion, contraction, upsell, cross-sell, new business, and product- or customer-level revenue trendsAnalyze historical and in-quarter revenue performance to identify trends, performance gaps, financial risks, growth opportunities, and the underlying drivers of variance against plan, forecast, and prior-period resultsBuild predictive and diagnostic models that improve revenue forecasting, customer-retention analysis, pipeline-conversion insights, and the identification of revenue at riskPartner with Finance and business-planning teams to reconcile operational revenue measures with financial results, ensuring alignment among sales activity, bookings, revenue recognition, forecasts, and management reportingDesign and implement data-validation rules, pipeline-reconciliation dashboards, anomaly-detection models, and automated controls to ensure accounting-grade data integrityEstablish automated checks to identify missing transactions, duplicate records, classification errors, unexpected revenue movements, product-mapping issues, timing differences, and inconsistencies across source systemsEnforce data-submission calendars, lead recurring data-health reviews, and establish monthly and quarterly lock processes to maintain trusted, controlled, and auditable data workflowsStandardize revenue definitions, classifications, financial measures, and business rules through collaborative reviews with Go-To-Market, Finance, Sales, Operations, and Incentives stakeholdersDevelop daily, weekly, monthly, and quarterly dashboards that surface revenue trends, performance anomalies, forecast risks, and key financial insights for business and executive stakeholdersPerform variance analysis across actuals, targets, forecasts, and prior-period performance, clearly explaining the financial and operational drivers behind material changesSupport annual and quarterly planning by developing analytical datasets and models for revenue targets, quota allocation, territory planning, capacity analysis, incentive design, and financial forecastingCurate and validate sales opportunity, bookings, customer, product, contract, and revenue data for use in incentives, quota modeling, territory design, performance reporting, and forecast-accuracy improvementsPartner with Finance, Sales Operations, and reporting teams to develop trusted key performance indicators and scalable analytical tools supporting revenue planning, attainment, productivity, retention, and growthApply statistical techniques and machine-learning approaches, where appropriate, to improve forecasting, segmentation, risk identification, pattern detection, and business-decision supportDevelop scenario and sensitivity analyses to help leaders assess the potential financial impact of changes in pipeline, conversion rates, customer retention, pricing, product mix, sales capacity, and market conditionsTranslate complex analytical and financial findings into clear executive-level insights, recommendations, and narratives that explain what happened, why it happened, and what actions should be takenDrive the digitization and automation of manual processes to reduce operational inefficiencies, strengthen financial controls, and improve scalability across global reporting and planning workflowsMaintain data-governance standards by supporting compliance with internal controls, accounting requirements, audit expectations, data-lock procedures, and documented review processesServe as a subject matter expert for revenue analytics and financial analysis, ensuring alignment on data use cases, financial definitions, reporting expectations, analytical methodologies, and governance timelinesMentor analysts, data scientists, and business partners on analytical methods, data-quality practices, financial interpretation, and the development of scalable, production-ready solutionsWhat You Will Bring10+ years of experience in data science, advanced analytics, business intelligence, financial analysis, sales operations, revenue operations, or a related field, preferably within a global technology or subscription-based businessDemonstrated experience leading data-validation frameworks and developing business-ready datasets, analytical models, and scalable solutions that support strategic planning, forecasting, and executive decision-makingStrong understanding of revenue and financial concepts, including bookings, recurring revenue, revenue recognition, retention, expansion, contraction, annual contract value, forecast variance, growth rates, profitability, and financial-performance measurementExperience analyzing revenue performance across products, customers, regions, sales segments, channels, and reporting periods to identify key business drivers and actionable opportunitiesStrong knowledge of financial planning and analysis practices, including actual-versus-plan analysis, forecast development, scenario modeling, sensitivity analysis, and executive financial reportingIn-depth understanding of the sales and customer lifecycle, including pipeline generation, opportunity conversion, contracting, bookings, renewals, expansion, territory planning, quota setting, and incentive modelingAdvanced proficiency in SQL and Python or R, with experience using statistical analysis, predictive modeling, machine learning, data transformation, and automation techniquesExperience working with modern cloud data platforms, large-scale data environments, data pipelines, semantic models, and analytical development practicesProficiency with data-visualization and business-intelligence platforms such as Tableau or Power BIStrong command of spreadsheets and productivity tools, including Google Sheets or Microsoft Excel, with experience creating automated, scalable, and controlled financial-reporting solutionsExperience designing or contributing to monthly and quarterly data-lock processes, financial reconciliations, audit-compliant reporting, internal controls, and cross-functional data alignmentDemonstrated ability to translate complex data and financial findings into concise business narratives and recommendations for senior leadershipExcellent communication, stakeholder-management, and collaboration skills, with the ability to influence technical and non-technical teams across Sales, Finance, Operations, and executive leadershipDemonstrated ability to lead complex, cross-functional initiatives with limited supervision while managing competing priorities and delivering results in a global organizationBachelorโ€™s degree in Data Science, Statistics, Computer Science, Economics, Finance, Mathematics, Engineering, or a related discipline; a Masterโ€™s degree is preferred#LI-HM1The salary range for this position is $123,130.00 - $203,100.00. Actual offer will be based on your qualifications.Pay TransparencyRed Hat determines compensation based on several factors including but not limited to job location, experience, applicable skills and training, external market value, and internal pay equity. Annual salary is one component of Red Hatโ€™s compensation package. This position may also be eligible for bonus, commission, and/or equity. For positions with Remote-US locations, the actual salary range for the position may differ based on location but will be commensurate with job duties and relevant work experience.About Red HatRed Hat is the worldโ€™s leading provider of enterprise open source software solutions, using a community-powered approach to deliver high-performing Linux, cloud, container, and Kubernetes technologies. Spread across 40+ countries, our associates work flexibly across work environments, from in-office, to office-flex, to fully remote, depending on the requirements of their role. Red Hatters are encouraged to bring their best ideas, no matter their title or tenure. We're a leader in open source because of our open and inclusive environment. We hire creative, passionate people ready to contribute their ideas, help solve complex problems, and make an impact.BenefitsComprehensive medical, dental, and vision coverageFlexible Spending Account - healthcare and dependent careHealth Savings Account - high deductible medical planRetirement 401(k) with employer matchPaid time off and holidaysPaid parental leave plans for all new parentsLeave benefits including disability, paid family medical leave, and paid military leaveAdditional benefits including employee stock purchase plan, family planning reimbursement, tuition reimbursement, transportation expense account, employee assistance program, and more!Note: These benefits are only applicable to full time, permanent associates at Red Hat located in the United States.Inclusion at Red HatRed Hatโ€™s culture is built on the open source principles of transparency, collaboration, and inclusion, where the best ideas can come from anywhere and anyone. When this is realized, it empowers people from different backgrounds, perspectives, and experiences to come together to share ideas, challenge the status quo, and drive innovation. Our aspiration is that everyone experiences this culture with equal opportunity and access, and that all voices are not only heard but also celebrated. We hope you will join our celebration, and we welcome and encourage applicants from all the beautiful dimensions that compose our global village.Equal Opportunity Policy (EEO)Red Hat is proud to be an equal opportunity workplace and an affirmative action employer. We review applications for employment without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, citizenship, age, veteran status, genetic information, physical or mental disability, medical condition, marital status, or any other basis prohibited by law.Red Hat does not seek or accept unsolicited resumes or CVs from recruitment agencies. We are not responsible for, and will not pay, any fees, commissions, or any other payment related to unsolicited resumes or CVs except as required in a written contract between Red Hat and the recruitment agency or party requesting payment of a fee.Red Hat supports individuals with disabilities and provides reasonable accommodations to job applicants. If you need assistance completing our online job application, email application-assistance@redhat.com. General inquiries, such as those regarding the status of a job application, will not receive a reply. #J-18808-Ljbffr