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Financial Services Agent Jobs (NOW HIRING)

Acumen Fiscal Agent

Client Services Agent

Hamilton, NJ · Remote

$14.75 - $20/hr

Acumen Fiscal Agent is seeking a Client Services Agent to join our remote team. As a Client ... You will respond to inquiries, resolve issues, and guide clients through our financial products and ...

Acumen Fiscal Agent

Client Services Agent

Hamilton, NJ · Remote

$15.50 - $20.50/hr

Acumen Fiscal Agent is seeking a Client Services Agent to join our remote team. As a Client ... You will respond to inquiries, resolve issues, and guide clients through our financial products and ...

Acumen Fiscal Agent

Client Services Agent

Hamilton, NJ · On-site

$15.50 - $20.50/hr

Acumen Fiscal Agent is seeking a Client Services Agent to join our remote team. As a Client ... You will respond to inquiries, resolve issues, and guide clients through our financial products and ...

Acumen Fiscal Agent

Client Services Agent

Ogden, UT · On-site

$15.25 - $20.25/hr

Acumen Fiscal Agent is seeking a Client Services Agent to join our remote team. As a Client ... You will respond to inquiries, resolve issues, and guide clients through our financial products and ...

Acumen Fiscal Agent

Client Services Agent

Ogden, UT · Remote

$15.25 - $20.25/hr

Acumen Fiscal Agent is seeking a Client Services Agent to join our remote team. As a Client ... You will respond to inquiries, resolve issues, and guide clients through our financial products and ...

Acumen Fiscal Agent

Client Services Agent

Trenton, NJ · Remote

$15.50 - $20.75/hr

Client Services Agent Change the world. Get paid for it. At Acumen, we're on a mission to help the ... You will respond to inquiries, resolve issues, and guide clients through our financial products and ...

Acumen Fiscal Agent

Client Services Agent

Ogden, UT · Remote

$15.25 - $20.25/hr

Acumen Fiscal Agent is seeking a Client Services Agent to join our remote team. As a Client ... You will respond to inquiries, resolve issues, and guide clients through our financial products and ...

Woodmen Life

Be Seen First

Life Insurance Financial Services Agent

Midlothian, VA · Remote

Come work with us full-time with benefits as an insurance agent. Woodmen Life is a well-established ... Qualifications: Previous experience in insurance, customer service or other related fields ...

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Financial Services Agent information

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How much do financial services agent jobs pay per year?

As of Jun 8, 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 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.

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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

Financial Services Agent

Yanka & Associates Inc

Oxford, MA • Remote

Part-time

Posted 7 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.