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Financial Services Agent Jobs (NOW HIRING)

Acumen

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

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 ...

Air Culinaire Worldwide

Guest Services Agent

Tampa, FL · On-site

$13.75 - $17.25/hr

The Guest Services Agent will work with Operations, Network, IT, Finance and Marketing & Sales to consistently deliver an incredible experience to our clients within the Air Culinaire system.

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Financial Services Agent information

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$25K

$65.2K

$132K

How much do financial services agent jobs pay per year?

As of Jun 30, 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 jobs pay 2000 a day?

Financial Services Agents can earn around $2,000 or more per day through commissions, bonuses, and high-value client transactions, especially in roles involving investment advising, wealth management, or sales of financial products. Achieving this level typically requires extensive experience, strong client networks, and relevant certifications such as the Series 7 or Series 63 licenses.

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.

Is it easy to become a financial service rep?

Becoming a financial services agent typically requires a high school diploma or equivalent, and obtaining relevant licenses such as the Series 6 or 7 is often necessary. The process involves passing exams, gaining industry knowledge, and sometimes completing training programs, but the difficulty varies based on individual preparation and experience.

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 million dollars annually, especially in large firms. Other high-paying roles include hedge fund managers, private equity partners, and senior investment bankers, who often receive substantial bonuses and compensation packages. These positions usually require extensive experience, advanced degrees, and strong leadership skills.
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 June 2026, with employment types broken down into 81% Full Time, 15% Part Time, and 4% 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.

Life and Health Insurance Agent

Synergy Financial

San Francisco, CA • Remote

$75K - $100K/yr

Full-time

Medical, Life, Retirement

Posted 17 days ago

Job description

? Remote Insurance & Financial Services Agent (Licensed Preferred) – Commission-Based | Synergy Financial

Location: Remote (U.S. Based)
Employment Type: 1099 Contract | Commission-Only
Industry: Financial Services, Life Insurance, Annuities, Wealth Management, Consulting








✅ Are You an Entrepreneurial Professional with a Passion for Financial Freedom?
Synergy Financial is one of the fastest-growing agencies in financial services, and we’re actively hiring licensed insurance agents, financial professionals, and business-minded entrepreneurs who are looking for a high-impact remote opportunity with uncapped income potential.
If you’re already life and health licensed, or hold Series 6, 63, 65, or 7 licenses — or you're seeking a career change into insurance and financial services — we want to connect with you.









? What We Offer:
Remote, work-from-home flexibility – control your schedule
Performance-based commissions – no cap on earnings
Hands-on mentorship and training
Opportunities to help families with real financial solutions (life insurance, annuities, rollovers, living benefits, etc.)
A clear promotion track and leadership development path
Access to a diverse client base and multi-lingual markets









? Key Responsibilities:
Educate families and individuals on life insurance, annuities, 401(k) rollovers, college funding, and debt solutions
Consult with clients on retirement strategies, legacy planning, and tax-advantaged solutions
Grow your book of business and manage client relationships
Option to build and lead your own remote team with leadership compensation
Work closely with senior field trainers and certified mentors









? Ideal Candidates Have:
An active Life & Health Insurance License (or willingness to obtain one quickly)
Series 6, 63, or 65 licenses are a huge plus (but not required)
Sales, customer service, or consulting experience in financial services
Strong communication and presentation skills
A self-motivated, entrepreneurial mindset
Bilingual capabilities (Spanish, Tagalog, Mandarin, etc.) a strong asset









? Compensation:
This is a commission-only 1099 opportunity with an On-Time-Earnings Estimate (OTE) of $75,000 - $100,000+ annually for full-time, focused agents. Top agents earn well beyond six figures through team overrides and advanced compensation contracts.









? Who We Are:
Synergy Financial is a mission-driven agency powered by Meraki Group Endeavors, our national talent screening partner. We are part of a movement to increase financial literacy, protect families, and build generational wealth through scalable business models and mentorship.
We believe in financial education before financial products — and we're committed to helping people win, both as clients and as agents.









? Ready to Level Up Your Life and Career?
If you're driven, coachable, licensed, and hungry to make a difference — this is not just another sales job. It’s a calling. It’s a career path that rewards performance, leadership, and impact.
? Apply Now to be pre-screened by our JAG-LOGiC team. Your financial future starts today.

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