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Financial Services Agent Jobs (NOW HIRING)

Woodmen Life

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Life Insurance Financial Services Agent

Dinwiddie, 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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$25K

$65.2K

$132K

How much do financial services agent jobs pay per year?

As of Jul 20, 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 are Financial Services Agents?

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, and why are they important?

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 is the lowest position at a bank?

The lowest position at a bank often is a bank teller or customer service representative, roles that typically require basic skills and minimal prior experience. These entry-level positions serve as starting points for careers in banking and may lead to higher roles with experience and additional training.

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 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.

What is the highest paying job in financial services?

In financial services, chief executive officers (CEOs) and chief financial officers (CFOs) typically earn the highest salaries, often exceeding several hundred thousand dollars annually, especially in large firms. Senior roles such as investment bankers, private equity managers, and hedge fund managers also command high compensation, often including bonuses and profit sharing. These positions usually require extensive experience, advanced degrees, and strong leadership skills.

Is financial services a good career?

A career as a financial services agent offers opportunities in client advising, sales, and financial planning, often requiring strong communication skills and industry certifications. It can provide a stable income, commission-based earnings, and career advancement options, but job satisfaction depends on individual interests and performance. The field is competitive and requires ongoing education to stay current with financial regulations and products.
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 July 2026, with employment types broken down into 94% Full Time, 4% Part Time, and 2% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $65,227 per year, or $31.4 per hour.

Financial Services Agent

Yanka & Associates Inc

Oxford, MA • Remote

Part-time

Re-posted 20 days ago

Job description

As a Financial Services Representative in the Primerica business, your role is to assist clients in achieving their financial goals through personalized financial solutions and services. This includes educating clients on budgeting, debt management, savings, investments, and insurance.

Responsibilities:

  • Meet with clients to understand their financial needs and goals.

  • Provide financial education and guidance.

  • Develop customized financial plans.

  • Assist clients in selecting suitable financial products.

  • Present and explain product features and benefits.

  • Facilitate account openings, insurance applications, and investment transactions.

  • Maintain regular contact with clients to review their progress.

  • Stay updated on industry trends and regulations.

  • Attend training sessions to enhance skills.

  • Meet sales targets by prospecting new clients and generating referrals.

Requirements:

  • Strong communication skills

  • Able to pass a background check

  • Eligible to work in the US

  • Ethical conduct and integrity

  • Sales or customer services experience is beneficial

Benefits:

  • Flexible schedule and the ability to work remotely from anywhere in the United States.

  • Comprehensive training program and ongoing support to help you succeed.

  • Opportunities for career advancement and professional development.