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Mitchell & Mitchell Agency

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Financial Service Representative

Milton, FL · On-site

$30K - $100K/yr

The Financial Service Representative at The Mitchell Agency plays a key role in managing client portfolios, acquiring new business, and providing expert financial advice to protect clients' assets.

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How much do financial service representative jobs pay per hour?

As of Jun 6, 2026, the average hourly pay for financial service representative in the United States is $22.25, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $24.04 per hour, depending on experience, location, and employer.

What is the difference between Financial Service Representative vs Customer Service Representative?

AspectFinancial Service RepresentativeCustomer Service Representative
CredentialsTypically requires FINRA licenses, financial certifications, or relevant experienceNo specific financial credentials required
Work EnvironmentBank branches, financial institutions, investment firmsRetail stores, call centers, service desks
Employer & IndustryFinancial services, banking, investment companiesRetail, telecommunications, service industries
Primary FocusProviding financial advice, selling financial products, account managementHandling customer inquiries, resolving issues, providing product info

Financial Service Representatives focus on financial products and services, often requiring specific licenses and working within financial institutions. Customer Service Representatives handle general customer inquiries across various industries. While both roles involve client interaction, their responsibilities and required credentials differ significantly.

What are some typical challenges Financial Service Representatives face when working with clients, and how can they overcome them?

Financial Service Representatives often encounter challenges such as explaining complex financial products to clients with varying levels of financial literacy, meeting sales or service targets, and managing multiple client relationships simultaneously. Overcoming these challenges involves developing strong communication skills, staying updated on financial products and regulations, and using organizational tools to manage workloads efficiently. Proactively building trust with clients and seeking mentorship from experienced colleagues can also help representatives navigate difficult situations and achieve their goals.

What are the key skills and qualifications needed to thrive as a Financial Service Representative, and why are they important?

To thrive as a Financial Service Representative, you need a solid understanding of financial products, customer service, and basic accounting or banking principles, typically supported by a relevant degree or banking experience. Proficiency with financial software systems, customer relationship management (CRM) tools, and sometimes licensing such as FINRA Series 6 or 63 may be required. Strong interpersonal skills, active listening, and problem-solving abilities are crucial for building trust with clients and addressing their financial needs. These competencies ensure you can effectively serve customers, comply with regulations, and contribute to the organization's reputation and growth.

What is a Financial Service Representative?

A Financial Service Representative (FSR) is a banking or financial professional who assists clients with a variety of financial products and services, such as opening accounts, processing transactions, offering advice on investments, and resolving customer inquiries. They often work in banks, credit unions, or other financial institutions and serve as the primary point of contact for customers seeking assistance with their finances. FSRs need strong communication skills, attention to detail, and a thorough understanding of financial products and regulations. Their goal is to help clients manage their financial needs efficiently and securely.

What Is a Financial Service Representative?

A financial service representative is a person that works for an investment bank or other financial institution. As a financial service representative, your duties revolve around selling a wide variety of financial products and services. Some of these financial products include lines of credit, credit cards, bank accounts, and investment services. You must have significant customer service experience and a good combination of sales skills and financial knowledge in order to be able to match financial products and services with each customer’s needs. Many financial service representatives work on commission.

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Financial Service Representative jobs near you
Infographic showing various Financial Service Representative job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 92% Full Time, 6% Part Time, and 1% Temporary. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $46,272 per year, or $22.2 per hour.

Financial Service Representative

The Mitchells Agency

Saraland, AL • On-site

$70K/yr

Full-time

PTO

Posted 11 days ago

Job description

Are you looking to start a career? Do you want a six-figure income with unlimited growth potential? At The Mitchell Agency, we believe only you should have control of how much you earn and how far you take your career.
The Financial Service Representative is responsible for direct management and oversite of individual's field performance, including new business acquisition & existing portfolio management.
The financial services representative's responsibilities include responding to clients' inquiries in a professional manner, providing sound financial advice to clients to protect their assets. You should also be able to follow up with clients to ensure that they are satisfied with the products or services purchased.
To be successful as a financial services representative, you should be able to build rapport with clients and continually meet or exceed sales goals. Ultimately, a top-performing financial services representative should be knowledgeable of financial regulations as well as demonstrate exceptional communication, analytical, and customer service skills.
What We Offer
  • $50k- $150k+ 1st year potential
  • $70k Plus 1st year potential (with management experience)
  • WEEKLY BONUSES
  • WEEKLY PAY
  • Competitive sales and management bonuses
  • Industry leading incentives, up to 4 company sponsored vacation trips per year
  • Hands on training in classroom and out in the field with an experienced top manager
  • Accelerated growth potential: sales rep to team leader within 30 days
  • Lifetime vesting in renewals where you are paid for past performance

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