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Financial Service Representative Jobs in Florida

Money Mart

Financial Service Representative

Sunrise, FL · On-site

$500K/yr

At Money Mart, we're more than just a financial services provider - we're the catalyst for ... Our dedication to inclusivity goes beyond representation; it's about fostering a culture where ...

Mitchell & Mitchell Agency

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Financial Service Representative (Entry Level Management)

Milton, FL · On-site

$30K - $100K/yr

Financial Services Representative (No Experience Needed - Training Provided) Mitchell & Mitchell Agency Start a Career, Not Just a Job We're hiring motivated individuals to join our growing team. No ...

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All JobsFinancial Service Representative JobsFinancial Service Representative Jobs in Florida

Financial Service Representative information

See Florida salary details

$12

$16

$26

How much do financial service representative jobs pay per hour?

As of Jul 26, 2026, the average hourly pay for financial service representative in Florida is $16.62, according to ZipRecruiter salary data. Most workers in this role earn between $13.65 and $17.98 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 does a financial services rep do?

A financial services representative helps clients with banking, investment, and insurance products by providing financial advice, processing transactions, and explaining service options. They often work in banks or financial institutions and may require licensing or certifications depending on the services offered.

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 representative?

A financial service representative is a professional who helps clients manage their financial needs by providing advice on investments, insurance, and banking products. They often work in banks, insurance companies, or financial firms and may require licensing or certifications such as FINRA Series exams. Strong communication and financial knowledge are essential for success in this role.

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.

What is the highest paying job in financial services?

In financial services, roles such as chief financial officer (CFO), investment bank executive, and private equity partner tend to be the highest paying positions, often earning six or more figures annually. These roles typically require extensive experience, advanced degrees, and strong leadership skills, with compensation including base salary, bonuses, and profit sharing.

What skills do financial service reps need?

Financial Service Representatives need strong communication and interpersonal skills to interact effectively with clients. They should have a good understanding of financial products, basic math skills, and proficiency with computer software such as customer relationship management (CRM) systems. Attention to detail, problem-solving abilities, and the ability to work under pressure are also important for success in this role.
More about Financial Service Representative jobs
What are popular job titles related to Financial Service Representative jobs in Florida? For Financial Service Representative jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Financial Service Representative jobs in Florida look for? The top searched job categories for Financial Service Representative jobs in Florida are:
What cities in Florida are hiring for Financial Service Representative jobs? Cities in Florida with the most Financial Service Representative job openings:
What are popular job titles related to Financial Service Representative jobs in FL? For Financial Service Representative jobs in FL, the most frequently searched job titles are:
Financial Service Representative jobs near you
Infographic showing various Financial Service Representative job openings in Florida as of July 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $34,578 per year, or $16.6 per hour.
Financial Service Representative

Financial Service Representative

Money Mart

North Fort Myers, FL • On-site

$500K/yr

Full-time

Medical, Dental, Retirement, PTO

Posted 23 days ago

Job description

At Money Mart, we're more than just a financial services provider - we're the catalyst for financial empowerment!
Our mission is to be North America's leading non-prime lender, serving a diverse range of customers and delivering unparalleled financial momentum. Our vision is to bridge the gap between people and their financial goals. With over 40 years of experience and more than 400 retail locations, we help customers achieve their financial dreams through innovative loan products, convenient check cashing, competitive currency exchange, seamless money transfers, and versatile prepaid cards.
In our communities, we collaborate with employees and customers to contribute over $500,000 annually to support food security, housing, health, emergency services, and other critical initiatives.
As a company, we are committed to creating an environment where everybody is somebody, and together, we win as a team. We believe diversity drives innovation, enhances creativity, and strengthens our communities. Our dedication to inclusivity goes beyond representation; it's about fostering a culture where everyone can thrive and contribute their unique perspectives.
Join us on this exciting journey as we continue to revolutionize the financial services industry and empower customers to thrive!
What we Offer:
  • Market competitive Pay
  • Monthly bonus potential based on the operational success you drive

Other Benefits Include:
  • Comprehensive Medical/Dental Benefits
  • Competitive Paid Time Off
  • Plan for your future with our group Retirement Options
  • Education Reimbursement Program to invest in your education and career growth.
  • Exclusive Perks through Perkopolis - enjoy special discounts and offers.
  • Free company services including cheque cashing, money orders, Telpay/bill payment, and prepaid Mastercard.
  • Discounted company services including foreign exchange and Koodo services.
  • And Much More!

Branch Location: 1844 N. Tamiami Trail
During a typical day, you will:
  • Deliver results on store profitability goals
  • Provide a quality customer sales experience through efficient execution of all customer transactions
  • Determine customers' needs and provide them with solutions that satisfy those needs
  • Handle cash and accurately enter transactions into the system
  • Contact customers over the phone with past due balances and negotiate payment terms and schedules
  • Complete all documentation accurately
  • Follow safety, security, and compliance requirements

Successful candidates will:
  • Be sales driven
  • Have a minimum of one year of financial services and sales experience
  • Have a passion for customer service
  • Have previous cash handling experience
  • Have a high school diploma or equivalent

Please Note: Candidates with a current First Aid and CPR certification will be considered an asset.
Money Mart is committed to accommodating applicant's with disabilities up to the point of undue hardship during the recruitment, assessment and selection process. If you are selected for an interview please notify Money Mart if you require accommodation in respect of the materials or procedures used at any time during this process. If you require accommodation Money Mart will work with you to determine how to meet your needs.
About Money Mart - Our Commitment to Responsible Innovation
At Money Mart, we are committed to building innovative solutions grounded in ethical, transparent, and responsible use of data and technology. Aligned with the principles outlined in Canada's Artificial Intelligence and Data Act (AIDA), we take a proactive approach to ensuring that any AI or data-driven systems we use are safe, fair, and accountable.
This posting is for a current position within our organization, offering the opportunity to contribute to meaningful, responsible innovation that supports our employees, clients, and communities.
We prioritize strong data governance, clear communication around how systems work, and safeguards that reduce risks and protect individuals. Our focus is on developing tools and processes that promote equity, reliability, and trust, supported by ongoing monitoring and continuous improvement.
Joining Money Mart means contributing to a future-focused organization that values both innovation and integrity, where your work helps shape solutions that responsibly support our employees, clients, and communities.

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