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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.

FHNF FINANCIAL SALES ASSOCIATE - DEPOSITORY INSTITUTIONS

FHN Financial

Houston, TX • On-site

Full-time

Medical, Dental, Vision, Retirement

Re-posted 7 days ago

Job description

Key Responsibilities:
Client Relationship Management:
  • Develop and maintain relationships with banks, credit unions, and other depository institutions.
  • Serve as a trusted point of contact for institutional clients regarding balance sheet and liquidity needs.
  • Conduct regular outreach to identify opportunities related to investments, funding, and loan strategies.
  • Assist senior sales professionals with client retention and business development initiatives.
Investment & Portfolio Solutions:
  • Present fixed income investment opportunities tailored to clients' risk profiles, liquidity positions, and earnings goals.
  • Support the sale and servicing of products such as:
    • U.S. Treasuries
    • Agency securities
    • Mortgage-backed securities
    • Municipal bonds
    • CDs and short-term investments
  • Monitor market conditions and communicate relevant trends, rates, and portfolio strategies to clients.
Loan & Liquidity Management
  • Help institutions evaluate loan participation and loan purchase opportunities.
  • Assist clients in managing on- and off-balance-sheet liquidity strategies.
  • Coordinate funding solutions and liquidity products to support asset/liability management objectives.
  • Collaborate with internal trading, analytics, and operations teams to execute transactions efficiently.
Market & Financial Analysis
  • Analyze balance sheet composition, liquidity ratios, and investment portfolios to identify opportunities.
  • Prepare client presentations, portfolio reviews, and market commentary.
  • Track interest rate movements, economic indicators, and regulatory developments affecting depository institutions.
  • Maintain CRM records, pipeline activity, and sales reporting.
Compliance & Operational Support
  • Ensure all activities comply with applicable banking and securities regulations and internal policies.
  • Support transaction documentation, onboarding, and operational follow-through.
  • Maintain knowledge of institutional fixed income products and regulatory requirements.
Qualifications
  • Bachelor's degree in finance, Economics, Business, Accounting, or related field.
  • 1-3 years of experience in financial services, institutional sales, banking, treasury management, or fixed income preferred.
  • Understanding of:
    • Bank balance sheets
    • Fixed income securities
    • Liquidity management concepts
    • Interest rate risk and asset/liability management
  • Strong interpersonal, communication, and presentation skills.
  • Proficiency in Microsoft Excel, PowerPoint, and CRM platforms.
  • FINRA licenses (Series 7 and 63/65 or willingness to obtain) may be preferred depending on role structure.
Preferred Skills
  • Knowledge of institutional investment products and capital markets.
  • Ability to interpret financial statements and regulatory reports.
  • Strong analytical and quantitative abilities.
  • Self-starter with a consultative sales mindset.
  • Ability to manage multiple client relationships in a fast-paced environment
Compensation & Benefits
  • Competitive base salary plus incentive/commission opportunities.
  • Health, dental, and vision insurance.
  • Retirement and 401(k) benefits.
  • Professional development and licensing support.
  • Opportunities for career advancement within institutional sales and capital markets.

About UsFirst Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
Benefit Highlights• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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