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Financial Sales Jobs in Raleigh, NC (NOW HIRING)

Nexera

Entry Level Remote Sales Role

Raleigh, NC · 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 ...

Nexera

Entry Level Remote Sales Role

Chapel Hill, NC · 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 ...

Nexera

Entry Level Remote Sales Role

Morrisville, NC · 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 ...

Nexera

Entry Level Remote Sales Role

Holly Springs, NC · 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 ...

Nexera

Entry Level Remote Sales Role

Smithfield, NC · 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 ...

Hertz

Automotive Sales Finance Manager

Raleigh, NC · On-site

$44 - $102/hr

Hertz Car Sales is one of the fastest growing dealer groups in the country. Our rapid growth is ... If you are tired of working for someone who isn't working for you Join our team The Financial ...

Hertz

Automotive Sales Finance Manager

Raleigh, NC · On-site

$101K/yr

Hertz Car Sales is one of the fastest growing dealer groups in the country. Our rapid growth is ... The Financial & Insurance Manager will interact with customers and build customer loyalty by ...

Akoya

Strategic Financial Institution Sales

Raleigh, NC · On-site

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 ...

Cetera Financial Group

Financial Advisor

Raleigh, NC · On-site

Identifies potential sales opportunities and acts upon them by initiating an Investment product ... Identifies opportunities for Associate Financial Advisors to have additional training in customer ...

NetApp

Financial Analyst

Morrisville, NC

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 ...

NetApp, Inc.

Financial Analyst

Morrisville, NC · On-site

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 ...

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Showing results 21-40

All JobsFinancial Sales JobsFinancial Sales Jobs in Raleigh, NC

Financial Sales information

See Raleigh, NC salary details

$62.2K

$83.7K

$105K

How much do financial sales jobs pay per year?

As of Sep 7, 2026, the average yearly pay for financial sales in Raleigh, NC is $83,667.00, 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 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 Raleigh, NC?

The most popular types of Financial Sales jobs in Raleigh, NC 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:

Financial Sales jobs near you
Infographic showing various Financial Sales job openings in Raleigh, NC as of August 2026, with employment types broken down into 81% Full Time, 18% Part Time, and 1% Contract. Highlights an 86% Physical, 1% Hybrid, and 13% Remote job distribution, with an average salary of $83,667 per year, or $40.2 per hour.

Entry Level Remote Sales Role

Nexera

Raleigh, NC • Remote

$1.5K - $5.3K/wk

Full-time

Re-posted 14 days ago

Job description

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 — working by phone and Zoom from your home. No prior experience in finance or insurance is required. We provide full training and licensing support.

Why recent grads choose this over a traditional job
Typical entry-level job
$42K–$55K
Fixed salary. 2–3% annual raise. Income ceiling from day one.
This role — year one potential
$50K–$100K+
No ceiling. Your effort directly determines what you earn.
What you will be doing
  • Contact warm inbound leads — people who have already requested information about protecting their families financially
  • Conduct phone and Zoom consultations to understand each client's needs and budget
  • Present and explain coverage options from our network of 60-plus carriers
  • Follow up consistently with prospects and manage your daily activity
  • Attend weekly virtual training and work closely with a dedicated mentor
  • Work toward team leadership and override income opportunities
Your income potential
  • $800 to $1,200 commission per closed sale
  • Part-time agents (approximately 20 hours per week) typically earn $50,000 to $80,000 in year one with consistent activity
  • Full-time agents typically earn $80,000 to $120,000 once established; top performers earn significantly more
  • Paid every week
  • Performance bonuses and incentives available
  • Long-term passive income through team building and leadership overrides
Your career path
  • Year 1: Get licensed, complete onboarding, make your first sales, build the habit
  • Year 2: Build pipeline consistency, increase activity, hit $80,000 to $100,000
  • Year 3: Begin building your own team, earn override income on their production
  • Year 5+: Lead a team, create passive income, work on your schedule

Most of our managers and team leaders started in this exact role with no prior experience.

What we provide
  • Complete licensing support — we walk you through every step of obtaining your Life and Health Insurance License (most candidates pass within 2 to 4 weeks)
  • A dedicated mentor for your first 90 days with weekly one-on-one check-ins
  • Warm inbound leads and outbound follow-up opportunities (lead cost structure discussed during interview)
  • Access to products from 60-plus insurance carriers — independent model, never limited to one company
  • Step-by-step training system designed specifically for new agents
  • Weekly pay on every closed sale
Degrees and backgrounds that perform well here

No specific degree is required. The following backgrounds consistently produce strong first-year agents:

  • Business, marketing, communications, or finance
  • Psychology, sociology, or criminal justice
  • Any customer-facing role — retail, hospitality, food service, tutoring
  • Student athletes or anyone with a competitive, team-oriented background
  • No degree required — drive and coachability matter more than credentials
Requirements
  • Must be a U.S. citizen or legal resident currently living in the United States
  • Raleigh/Triangle area preferred — fully remote role open to all U.S. locations
  • Must be able to pass a background check
  • Life and Health Insurance License required before start date — or genuine willingness to obtain quickly (full support provided)
  • Reliable internet connection and a quiet workspace for calls
  • Available at least 20 hours per week
Benefits
  • Fully remote — work from home or anywhere in the U.S.
  • Flexible schedule — full time or part time, you set your hours
  • Weekly pay
  • Pay is commission based
  • Licensing and onboarding support
  • Mentorship from day one
  • Leadership and team-building opportunities with passive income potential