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Financial Services Agent Jobs (NOW HIRING)

WFG Chicago

Financial Services

Chicago, IL · On-site

Through our parent companies, Transamerica and Aegon, we are able to assess financial needs, educate clients, and offer a wide variety of services that match financial needs and goals. Every ...

Air Culinaire Worldwide

Guest Services Agent

Coppell, TX · On-site

$14 - $17.75/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.

WFG Chicago

Financial Services

Chicago, IL

Through our parent companies, Transamerica and Aegon, we are able to assess financial needs, educate clients, and offer a wide variety of services that match financial needs and goals. Every ...

FORTH

Consumer Services Agent

Schaumburg, IL · On-site

$50K - $60K/yr

About the Role The Consumer Service Agent serves as a front-line contact center professional ... Experience in debt settlement, banking, financial services, or treasury operations is a plus. What ...

New

Air Culinaire Worldwide

Guest Services Agent

Coppell, TX · On-site

$14 - $17.75/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 Aug 10, 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.

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 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 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, 77% Full Time, 17% Part Time, 1% Temporary, 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 Administrator - State Farm Agent Team Member

Bobby Simpson - State Farm Agent

Collinsville, IL • On-site

$60K - $80K/yr

Full-time

Medical, PTO

Re-posted 18 days ago

Job description

Benefits:
  • Opportunity for advancement
  • Paid time off
  • Training & development

ROLE DESCRIPTION:
As a  Financial Services Administrator – State Farm Agent Team Member with Bobby Simpson - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Work with the agent to establish and meet marketing goals
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
  • Bachelor's degree in finance, economics, accounting, or a related field.
  • Must be able to obtain relevant financial service licenses.
  • Proven experience working as a financial services representative.
  • Sound knowledge of financial legislation.
  • Proficiency in Microsoft Office applications.
  • Strong mathematical skills.
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication skills.
  • Exceptional customer service skills.
  • Successful track record of meeting sales goals/quotas preferred
BENEFITS:
  • Salary plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Health benefits
  • Profit sharing
  • Growth potential/Opportunity for advancement within my office

Flexible work from home options available.