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Financial Sales Jobs (NOW HIRING)

Premium Merchant Funding

Financial Sales Intern

Southfield, MI · On-site

$13.75 - $18.50/hr

Our Summer 2026 Financial Sales Internship offers you the unique opportunity to work in an exciting, fast-paced environment in Southfield, MI ! You'll gain hands-on experience in business development ...

Northwestern Mutual

Be Seen First

Financial Sales Representative

Atlanta, GA · On-site

$234K - $490K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Financial Sales Representative: Midtown, Atlanta Position Overview: GET MORE OUT OF YOUR CAREER Choose a career where changing someone else's life for the better is also life-changing for you ...

Premium Merchant Funding

Financial Sales Intern

Southfield, MI · On-site

$13.75 - $18.50/hr

Our Summer 2026 Financial Sales Internship offers you the unique opportunity to work in an exciting, fast-paced environment in Southfield, MI ! You'll gain hands-on experience in business development ...

Premium Merchant Funding

Financial Sales Intern

Southfield, MI · On-site

$13.75 - $18.50/hr

Our Summer 2026 Financial Sales Internship offers you the unique opportunity to work in an exciting, fast-paced environment in Southfield, MI ! You'll gain hands-on experience in business development ...

Marissa Letendre

Financial Sales Analyst

Melville, NY · On-site

That's because we believe every associate contributes to our success. • Plans and prepares financial/operational models and analyzes scenarios and results for presentation to management. • ...

Insight Global

Financial Sales Executive

Plano, TX · On-site

$100K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Insight Global is looking for a Financial Services Sales Executive for a client of Insight Global here in Plano, TX! Below is more information of what we're looking for in a candidate in the role:

Insight Global

Financial Sales Executive

Tampa, FL · On-site

$100K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Insight Global is looking for a Financial Services Sales Executive for a client of Insight Global here in Tampa, FL! Below is more information of what we're looking for in a candidate in the role:

Marquette Bank

Financial Sales Rep Flex

Oak Forest, IL · On-site

$16.50 - $17.75/hr

  • Medical

  • Life

  • Retirement

Position Summary As a Financial Sales Representative with Marquette Bank, you will be responsible for a portfolio of Bank customers. You will manage customers' existing relationships, as well as ...

Marissa Letendre

Financial Sales Analyst

Melville, NY · On-site

Plans and prepares financial/operational models and analyzes scenarios and results for presentation to management. Prepares and monitors operating budgets and forecasts. Performs modeling and ...

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Financial Sales information

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$64K

$86.1K

$108K

How much do financial sales jobs pay per year?

As of Aug 16, 2026, the average yearly pay for financial sales in the United States is $86,070.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,500.00 and $93,500.00 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 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 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.
More about Financial Sales jobs

What cities are hiring for Financial Sales jobs?

Cities with the most Financial Sales job openings:

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

The most popular types of Financial Sales jobs are:

What states have the most Financial Sales jobs?

States with the most job openings for Financial Sales jobs include:

What job categories do people searching Financial Sales jobs look for?

The top searched job categories for Financial Sales jobs are:

Financial Sales jobs near you
Infographic showing various Financial Sales job openings in the United States as of August 2026, with employment types broken down into 79% Full Time, and 21% Part Time. Highlights an 100% In-person job distribution, with an average salary of $86,070 per year, or $41.4 per hour.

Financial Sales Intern

Premium Merchant Funding

Southfield, MI • On-site

$13.75 - $18.50/hr

Temporary

Re-posted yesterday

Job description

About Us:
We're not your typical finance company. We're a fast-growing, energetic team, committed to helping small and medium-sized businesses succeed. Premium Merchant Funding is a national leader in alternative business lending, specializing in support for high-risk businesses that traditional banks often overlook.
Why Join PMF?
Our Summer 2026 Financial Sales Internship offers you the unique opportunity to work in an exciting, fast-paced environment in Southfield, MI!
You'll gain hands-on experience in business development, develop critical skills, and receive top-tier training-all while contributing to the success of small businesses across the country. Plus, for high-performing interns, there's the real opportunity to secure a full-time position at the end of the internship. Here's why you should join us:
  • Massive Growth Potential: This is not just an internship; it's a career-launching opportunity with the chance to turn your internship into a full-time role if you meet performance targets.
  • Comprehensive Training: Receive world-class training in sales and small business lending, with mentorship from seasoned professionals who are invested in your success.
  • Collaborative & High-Energy Environment: Work alongside a dynamic, motivated team in a fast-paced, growth-oriented office. Every day is a chance to learn, grow, and contribute.

What You'll Do:
As a Financial Sales Intern, you'll be an integral part of our sales team, gaining hands-on experience in fintech and small business lending. Your responsibilities will include:
  • Lead Generation: Assist with prospecting, outreach, and identifying potential clients who would benefit from our financial products.
  • Client Support: Help manage client relationships and provide support in onboarding and follow-up, ensuring seamless transactions.
  • Sales Assistance: Work closely with our sales team to develop your understanding of needs-based selling and refine your communication skills.
  • Team Collaboration: Engage in daily team meetings, brainstorming sessions, and collaborative projects, contributing ideas and learning from experienced professionals.

What We're Looking For:
We are looking for hard-working, ambitious students who are eager to jumpstart their careers in the fast-paced world of Financial Sales. Here's what we expect from our ideal intern:
  • A strong desire to learn, grow, and excel in a sales environment.
  • Excellent communication skills (both written and verbal)-you're personable, professional, and know how to connect with people.
  • Tech-savvy, with proficiency in Google Sheets, Microsoft Office, and PDF editors.
  • Strong organizational skills-ability to manage multiple tasks and meet deadlines in a fast-paced setting.
  • Academic focus in Economics, Business Management, Marketing, Psychology, or Communications.
  • A genuine interest in small business and a curiosity for needs-based sales.
  • A proactive, positive attitude with a willingness to collaborate and contribute to the team.

What You'll Gain:
  • Hands-on Experience: Real-world exposure to sales and small business lending in a fast-paced, growing company.
  • Comprehensive Training & Mentorship: Learn from the best in the industry, with personalized guidance and support.
  • High-Energy Office Atmosphere: Work in a collaborative, driven environment, where every day is an opportunity to grow.
  • Real Career Growth: The top interns will be considered for full-time positions after the internship ends based on performance.
  • Networking Opportunities: Connect with industry leaders, make valuable professional connections, and learn about the finance world from experienced mentors.

Compensation: commission
Duration: June 1st - August 14th 2026

Apply