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Financial Services Agent Jobs (NOW HIRING)

Bankers Life

Financial Services Professional

Augusta, GA · On-site

$40K - $65K/yr

Gain expertise through sponsored coursework and proprietary agent development training * Guide ... Financial Services Professional? * The ability to present complicated concepts effectively and ...

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 ...

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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 Jul 21, 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 Representative - State Farm Agent Team Member

Adam Deel - State Farm Agent

Columbus, OH • On-site

$50K - $100K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 11 days ago

Job description

Benefits:
  • 401(k) matching
  • Bonus based on performance
  • Company parties
  • Competitive salary
  • Dental insurance
  • Free food & snacks
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Parental leave
  • Training & development
  • Vision insurance

Position Overview
I am a local State Farm Insurance Agent in Columbus, Ohio, seeking a motivated and customer-focused individual to join our team as a Financial Services Representative. If you enjoy working closely with people and are passionate about helping clients achieve their financial goals and secure their futures, this role is an excellent opportunity for you. As a Financial Services Representative, you will work directly with clients to assess their financial needs, provide expert guidance on insurance and investment products, and develop personalized financial solutions. You’ll gain valuable experience in client relationship management, financial planning, and sales within a supportive and collaborative environment. By joining our team, you’ll receive comprehensive training and mentorship from an experienced agent to build your industry knowledge and develop your skills. This position offers a pathway to grow your career in the financial services industry, with the potential to advance toward leadership roles or even become a State Farm agent.
Our Agency
Adam Deel is a State Farm agent in Columbus, Ohio. We are a top ranked agency in the state of Ohio. Our work environment is fast-paced, team centric, and goal oriented. We focus on providing excellent training on the insurance industry while providing existing employees an opportunity to advance within the agency and State Farm. If you are ready to start your career in the insurance industry, our office would be a great home for you! Follow the next steps below to apply. 
Responsibilities
  • Utilize a customer-centric, needs-based approach to educate clients on insurance options and solutions.
  • Generate leads, schedule appointments, and assess customer needs to effectively promote suitable products and services.
  • Collaborate with the agent to set and achieve targeted agency objectives.
Qualifications 
  • In-person position based at our office in Columbus, Ohio
  • Strong communication skills, including written, verbal, and active listening
  • Highly organized with keen attention to detail
  • Proven ability to build client rapport and foster lasting relationships
  • Effective team player with leadership capabilities
  • Thrives in a fast-paced work environment
  • Willingness and ability to obtain Property and Casualty License
  • Willingness and ability to obtain Life and Health License
  • Willingness and ability to obtain FINRA Series 7 and 63 Licenses
Compensation
  • Base pay $40,000 - $60,000
  • Uncapped commission structure 
  • Our top earners make over $100,000 annually
  • Receive bonuses based on performance and agency goals 
Next Steps
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agent’s employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. If you choose to pursue an agency opportunity, you will need to apply and go through the regular State Farm Insurance Companies’ agent selection process.