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Financial Sales Jobs in Raleigh, NC (NOW HIRING)

Senior Financial Analyst

Morrisville, NC · Hybrid

$80K - $99K/yr

Job Summary The Senior Financial Analyst will provide strategic financial partnership and ... Job Requirements Scope of activities include forecasting, reporting, variance analysis across Sales ...

Senior Financial Analyst

Cary, NC · On-site

$80K - $99K/yr

Work closely with teams across finance, accounting, sales, operations, pricing & rebates, and other departments to support projects, validate data, and ensure alignment. * Build slides, dashboards ...

Senior Financial Analyst

Cary, NC · On-site

$80K - $99K/yr

Work closely with teams across finance, accounting, sales, operations, pricing & rebates, and other departments to support projects, validate data, and ensure alignment. * Build slides, dashboards ...

Senior Financial Analyst

Cary, NC · On-site

$80K - $99K/yr

Work closely with teams across finance, accounting, sales, operations, pricing & rebates, and other departments to support projects, validate data, and ensure alignment. * Build slides, dashboards ...

Senior Financial Analyst

Cary, NC · On-site

$80K - $99K/yr

Work closely with teams across finance, accounting, sales, operations, pricing & rebates, and other departments to support projects, validate data, and ensure alignment. * Build slides, dashboards ...

Senior Financial Analyst, FP&A

Carrboro, NC · Hybrid

$72K - $90K/yr

The position requires close cross-functional collaboration with accounting, IT, development, purchasing, sales and marketing. The ideal candidate combines strong technical finance skills with ...

Senior Financial Analyst, FP&A

Carrboro, NC · Hybrid

$72K - $90K/yr

The position requires close cross-functional collaboration with accounting, IT, development, purchasing, sales and marketing. The ideal candidate combines strong technical finance skills with ...

Senior Financial Analyst, FP&A

Carrboro, NC · On-site

$72K - $90K/yr

The position requires close cross-functional collaboration with accounting, IT, development, purchasing, sales and marketing. The ideal candidate combines strong technical finance skills with ...

Showing results 41-60

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.

Financial Advisor - Raleigh, NC

Thrivent Financial

Apex, NC • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 2 days ago


Thrivent rating

8.8

Company rating: 8.8 out of 10

Based on 20 frontline employees who took The Breakroom Quiz


Job description

Meaningful work. Rewarding career.
Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.

As a Thrivent Financial advisor, you will:

  • Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
  • Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
  • Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
  • Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
  • Have the flexibility to control your schedule, allowing for work-life balance.
  • Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
  • Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.

Desired Characteristics

Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:

  • Self-disciplined, independent and driven to succeed.
  • Motivated by helping others and seeing them achieve their goals.
  • A natural coach or guide with strong interpersonal skills.
  • Passionate about living a life of generosity by serving others, not just selling products.

Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.

Requirements

  • Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
  • Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
  • Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:

  • Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
  • Medical, dental, vision, disability and accidental death and dismemberment insurance.
  • Pension, 401(k) and retiree medical plans.
  • Ongoing support, training and opportunity for professional growth as you build your business.
  • Well-being programs to help you manage your physical, emotional and financial health.
  • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
  • Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.

About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.

To learn more about the privacy of your information, visit ourworkforce privacy policy at thrivent.com/privacy.

Thrivent is the marketing name for Thrivent Financial for Lutherans.Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email tohuman.resources@thrivent.comor call800-847-4836and request Human Resources.


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