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Financial Service Representative Jobs in Michigan

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Financial Service Representative information

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$14

$19

$30

How much do financial service representative jobs pay per hour?

As of Jul 19, 2026, the average hourly pay for financial service representative in Michigan is $19.39, according to ZipRecruiter salary data. Most workers in this role earn between $15.91 and $20.96 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 Michigan? For Financial Service Representative jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Financial Service Representative jobs in Michigan look for? The top searched job categories for Financial Service Representative jobs in Michigan are:
What cities in Michigan are hiring for Financial Service Representative jobs? Cities in Michigan with the most Financial Service Representative job openings:
What are popular job titles related to Financial Service Representative jobs in MI? For Financial Service Representative jobs in MI, the most frequently searched job titles are:
Financial Service Representative jobs near you
Insurance & Financial Service Representative

Insurance & Financial Service Representative

Terrill Mayberry - State Farm Agency

Birmingham, MI • On-site

$38K - $52K/yr

Full-time

Re-posted 23 days ago

Job description

Description
At Terrill Mayberry - State Farm Agency, we're dedicated to empowering individuals to safeguard their futures through tailored insurance solutions. As an Insurance & Financial Services Representative, you'll play a crucial role in helping clients understand their coverage options, ensuring they feel confident in their decisions. You'll join a team that values integrity, accountability, and a strong customer focus-where relationships with policyholders are at the heart of what we do.
We're seeking a motivated communicator with keen attention to detail and strong listening skills. In this role, you'll drive sales by building connections through networking, referrals, and innovative marketing strategies. We offer a flexible full-time position with ample growth opportunities within our supportive environment. If you're ready to make a meaningful impact and advance your career in the insurance industry, we invite you to apply today.
Responsibilities
• Conduct needs-based conversations to identify coverage gaps and recommend appropriate solutions across: Auto, Home, Life, and basic Financial Services.
• Build and manage a consistent pipeline through proactive outreach (calls, follow-ups, referrals, community connections, networking, etc).
• Deliver an outstanding client experience by providing timely, accurate service (policy changes, billing questions, claims guidance, coverage reviews).
• Generate and present quotes, close new business, and support retention through annual reviews and policy education.
• Document activity and track opportunities using agency tools/CRM to maintain high follow-through and responsiveness.
• Collaborate with the agent and team to hit individual and agency goals, while maintaining compliance standards.
Qualifications
Required/Preferred Skills
• Strong communication skills-comfortable on the phone and in consultative conversations.
• Customer-focused mindset with the ability to influence and educate (not pressure).
• Goal-oriented, self-motivated, and dependable in a fast-paced environment.
• Comfortable learning product information, using technology, and following processes.
• Sales, service, banking, or call-center experience is a plus (but not always required).
Licensing
• Ability to obtain or currently hold applicable state licenses (typically): Property & Casualty (P&C), Life & Health. If not currently licensed, willingness to complete licensing requirements is expected.

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