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Financial Services Agent Jobs (NOW HIRING)

Woodmen Life

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Life Insurance Financial Services Agent

Midlothian, VA · On-site

Join our growing team as a Life Insurance Agent, full-time, with benefits, and make a real ... Previous experience in insurance, customer service or other related fields * Excellent written and ...

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Financial Services Agent information

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$25K

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How much do financial services agent jobs pay per year?

As of Aug 31, 2026, the average yearly pay for financial services agent in the United States is $65,227.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $78,500.00 per year, depending on experience, location, and employer.

What is a financial services agent?

Financial Services Agents are professionals who assist clients with a wide range of financial products and services, such as insurance policies, investment options, loans, and retirement planning. They analyze clients' financial needs and provide recommendations tailored to their goals and circumstances. Financial Services Agents often work for banks, insurance companies, investment firms, or as independent advisors, helping individuals and businesses make informed financial decisions.

What are the key skills and qualifications needed to thrive as a financial services agent?

To thrive as a Financial Services Agent, you need a solid understanding of financial products, sales acumen, and typically a bachelor’s degree in finance or a related field, often accompanied by relevant licenses such as FINRA Series 6 or 7. Familiarity with CRM software, portfolio management tools, and compliance systems is also essential. Exceptional interpersonal skills, active listening, and the ability to build trust set top agents apart. These skills and qualifications are crucial for effectively advising clients, meeting regulatory requirements, and achieving sales targets in a competitive industry.

What are some common challenges financial services agents face when building their client base, and how can they overcome them?

Financial Services Agents often face challenges such as establishing trust with potential clients, differentiating themselves from competitors, and navigating regulatory requirements. Building a strong referral network, consistently staying informed about financial products, and leveraging digital tools for client outreach can help overcome these obstacles. Many successful agents also invest in ongoing professional development and mentorship programs to refine their communication and relationship-building skills.

What is the difference between Financial Services Agent vs Insurance Agent?

AspectFinancial Services AgentInsurance Agent
CredentialsMay require licenses for securities, investments, or insuranceTypically requires insurance licenses specific to policies sold
Work EnvironmentFinancial institutions, brokerage firms, or independentInsurance companies, brokerages, or independent agents
Industry UsageUsed across banking, investment, and insurance sectorsPrimarily in insurance sales and policy management
Common Search/ComparisonOften compared for sales, client advising, and licensingCompared for policy sales, claims, and client consultations

The main difference between a Financial Services Agent and an Insurance Agent lies in their scope of services and licensing. Financial Services Agents often handle a broader range of financial products, including investments and securities, while Insurance Agents focus specifically on selling and managing insurance policies. Both roles require licensing, but the specific credentials vary. Understanding these distinctions helps clients choose the right professional for their financial or insurance needs.

Is a financial services agent a good career?

A financial services agent is a role that involves advising clients on financial products, such as insurance, investments, and loans. It often requires strong communication skills, industry certifications, and the ability to build client relationships, with job stability depending on market conditions and individual performance.

What does a financial services agent do?

A financial services agent helps clients manage their financial needs by providing advice on products such as loans, insurance, investments, and banking services. They assess clients' financial situations, recommend suitable solutions, and often work with financial software and require licensing or certifications depending on the services offered.

What cities are hiring for Financial Services Agent jobs?

Cities with the most Financial Services Agent job openings:

Who are the top companies hiring for Financial Services Agent jobs?

The top employers for Financial Services Agent jobs are:

What states have the most Financial Services Agent jobs?

States with the most job openings for Financial Services Agent jobs include:

What are popular job titles related to Financial Services Agent jobs?

For Financial Services Agent jobs, the most frequently searched job titles are:

Financial Services Agent jobs near you
Infographic showing various Financial Services Agent job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $65,227 per year, or $31.4 per hour.

Financial Services Agent

Norfolk, VA

LegacyBridge Financial Group
See more jobs at LegacyBridge Financial Groupexternal

Full-time

Medical, Life, Retirement

Re-posted 24 days ago

Job description

Financial Services Agent
We’re not looking for perfect. We’re looking for purpose. At LegacyBridge Financial Group, we believe this work is bigger than sales. It’s about helping families protect what they’ve built, prepare for what’s ahead, and make better decisions for the people they love most.
Description
Some come into the financial industry with years of experience, and some come in with none at all. What matters most to us is not where you’ve been — it’s who you are, how you care about people, and whether you’re willing to grow.
Our agents are trained to deliver multiple financial services, creating a true one-stop financial experience for every client.
Responsibilities
  • Offer Life Insurance & Final Expense Planning
  • Provide Health Insurance & Medicare Solutions
  • Assist with Retirement Planning & Income Strategies
  • Work with Annuities and Estate Planning
  • Create Trusts & Asset Protection Strategies
  • Prepare Legal Documents (wills, trusts, POA, etc.)
  • Facilitate Business Funding & Personal Loans
  • Provide Credit Repair & Business Credit Building Services
  • Handle Tax Preparation & Strategies
  • Offer Bookkeeping & Payroll Services
  • Guide clients through Business Formation & Structuring
  • Provide Notary Services
Requirements
  • Must be a U.S. Citizen or Permanent Resident
  • Coachable and willing to learn
  • Strong desire to help others
  • Driven to grow personally and financially
Why LegacyBridge
  • Real mentorship (not just contracts)
  • Multiple income streams
  • One-stop service model
  • Meaningful, purpose-driven work
  • Opportunity to build something long-term
Come build with people who care. Come grow where your heart and your hustle both matter.
???? Send your resume today: reachus@legacybridgefg.com