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Financial Services Representative Jobs in Michigan

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How much do financial services representative jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for financial services representative in Michigan is $21.99, according to ZipRecruiter salary data. Most workers in this role earn between $15.72 and $25.14 per hour, depending on experience, location, and employer.

What is a financial services representative?

As a financial services representative (FSR), you work as a sales agent for an investment bank, insurance company, or another financial institution. Your job duties include guiding clients through your organization’s basic services and offerings, determining which might be right for them. You discuss their financial goals and develop a plan to reach them with their preferred amount of risk tolerance. A career as an FSR requires a bachelor’s degree in business or marketing. Sometimes special licensing is required, especially when selling regulated products like insurance. Additional voluntary certifications and experience gained in internships or elsewhere in the financial industry can make you a more competitive candidate when applying to positions. Since you will be interacting with clients, strong interpersonal skills will also help throughout your career.

What are the key skills and qualifications needed to thrive as a financial services representative, and why are they important?

To thrive as a Financial Services Representative, you need strong knowledge of financial products, customer service expertise, and typically a bachelor's degree in finance or a related field. Familiarity with CRM software, financial planning tools, and relevant licenses such as FINRA Series 6 or 7 are often required. Excellent communication, problem-solving abilities, and a client-focused attitude help build trust and lasting client relationships. These skills ensure representatives can effectively advise clients, comply with regulations, and grow business in a competitive industry.

What are some common challenges financial services representatives face when managing client expectations?

Financial Services Representatives often encounter challenges in balancing client expectations with realistic financial outcomes, especially during market fluctuations or when clients have ambitious goals. Clear communication and regular updates are essential to help clients understand investment risks and timelines. Building trust and educating clients about financial products can help manage expectations and foster long-term relationships. This role requires patience, adaptability, and strong interpersonal skills to address concerns and provide tailored solutions.

What is the difference between Financial Services Representative vs Customer Service Representative?

AspectFinancial Services RepresentativeCustomer Service Representative
Required CredentialsFINRA Series 6/7, possibly CFP or insurance licensesNo specific licenses required
Work EnvironmentFinancial institutions, banks, investment firmsRetail, call centers, service departments
Employer & IndustryFinancial services industry

The Financial Services Representative and Customer Service Representative roles often overlap in client interaction but differ mainly in credentials and industry focus. Financial Services Representatives handle investment and financial products, requiring licenses and industry-specific knowledge, while Customer Service Representatives focus on general customer support without specialized licenses. Both roles are vital in their respective sectors, but the Financial Services Representative typically requires more financial expertise and credentials.

More about Financial Services Representative jobs

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For Financial Services Representative jobs in Michigan, the most frequently searched job titles are:

What job categories do people searching Financial Services Representative jobs in Michigan look for?

The top searched job categories for Financial Services Representative jobs in Michigan are:

What cities in Michigan are hiring for Financial Services Representative jobs?

Cities in Michigan with the most Financial Services Representative job openings:

What are popular job titles related to Financial Services Representative jobs in MI?

For Financial Services Representative jobs in MI, the most frequently searched job titles are:

Financial Services Representative jobs near you
Infographic showing various Financial Services Representative job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 17% Part Time, 2% Temporary, 4% Contract, and 1% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $45,744 per year, or $22 per hour.

Financial Services Representative

Michigan First Credit Union

Lansing, MI • On-site

Other

Medical, Dental, Vision, Life, Retirement

Re-posted 16 days ago

Michigan First Credit Union rating

9.2

Company rating: 9.2 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Location : Address
409 N Marketplace Blvd
Location : City
Lansing
Location : Postal Code
48917
Responsibilities
Location
This branch is a Retail In-Store branch. These branches are located in Walmart, Meijer, and Kroger stores.
Branch Hours
Monday - Friday: 10:00 a.m. - 7:00 p.m
Saturday: 10:00 a.m. - 3:00 p.m.
Sunday: Closed.
Financial Service Representative
We are currently seeking a Financial Services Representative to join us. The person in this position will report to the Branch Manager.
Job Description
Can you start a conversation with anyone? Do you enjoy helping people find the right solution with a smile? If so, we've got the perfect position for you at one of our retail in-store locations.
As a Retail In-Store Financial Service Representative at Michigan First Credit Union, you'll be challenged to deliver five-star service while building relationships with our members. We're a family here, so outstanding teamwork is a must. Our number one goal is to provide our members and potential new members with personalized solutions to their financial situations so they can walk out feeling happy, satisfied, and worry-free.
What You'll Do:
  • Deliver stellar service to credit union members and potential new members. No slackers here!
  • Serve as a face for our brand. Happy, confident, positive - that's who we are.
  • Provide solutions. We want the critical thinkers, the expert interviewers, the stellar listeners. You'll need to be able to provide unique and personalized financial solutions for our members and potential new members. This means helping them with their loan decisions, showing them how to save money, and figuring what accounts work best for them.
  • Introduce potential new members to all the amazing perks of being a Michigan First Credit Union member.
  • Follow through. If you can deliver on promises and make sure all details are covered, you'll LOVE it here at Michigan First!

Qualifications
What We're Looking For:
  • Outgoing, personable candidates. You must truly love talking to people to work here.
  • Professional experience, preferably 3+ years. Have you worked in financial sales or retail? Great! Have you worked in a relationship banker or personal banker role? Even better!
  • Customer service, preferably 3+ years. We're a people's credit union, and our members deserve the best possible experience.
  • You'll have to be able to learn our products and services thoroughly and quickly. That's what we're here for, after all! You'll need a high school diploma/GED, preferably an Associate's in business or a related field.
  • A flexible schedule. Our in-store locations are open later and on Saturdays to better serve our members.
  • We need team players! You must be able to assist at any of our in-store locations to meet business needs.

Who We Are
Michigan First Credit Union was founded 100 years ago (1926) by educators and delivers world-class service to more than 160,000+ members at our branches throughout the State of Michigan, and we're still growing! We offer financial solutions for every life stage and seek to positively transform our members' lives through personalized service that meets their unique needs.
Simply put, Michigan First Credit Union's sole mission is to provide the highest quality member experience. Working here, you'll get to participate in a strong culture, centered around service, professionalism, and growth.
Michigan First highlights:
  • 500+ team members
  • 32 locations spanning Grand Rapids, Jackson, Lansing, Muskegon and throughout Metro Detroit
  • Industry leader in community support and charitable giving through the Michigan First Foundation
  • Member Services Call Center operates 24/7/365
  • Over $1.5 Billion in assets

Awards Michigan First Credit Union has been the proud recipient of:
  • 2025 Best & Brightest in the Nation
  • 2025 Best & Brightest in Metro Detroit
  • 2025 Best & Brightest in West Michigan
  • 2025 Best Credit Unions to Work For
  • 2025 Crain's Cool Places to Work in southeast Michigan
  • 2025 Detroit Free Press Top Workplaces
  • 2025 Financial Services Top Workplaces
  • 2025 Fall Culture Excellence Top Workplaces
  • 2024 Michigan Veterans Affairs Agency - Certified Veteran Friendly Employer - Bronze Level
  • 2021 Credit Union of the Year by NAFCU (National Association of Federally-Insured Credit Unions)

Benefits and perks of joining our award-winning team include:
  • Very competitive pay
  • Low-cost medical, dental, and vision benefit options. Employer-paid life and disability insurance
  • 401(k) - 100% match up to 5% deferral
  • Tuition reimbursement for both Undergraduate and Graduate degree program
  • Access to a complimentary concierge service that assists with nearly any item on your to-do list
  • Free, state-of-the-art fitness center at our Lathrup Village headquarters with exercise equipment, showers and locker rooms
  • Wellness initiatives and events throughout the year to help team members stay healthy
  • Loan discounts for certain secured and unsecured loans and mortgages
  • Opportunities for pay increases, incentives and profit-sharing, based on performance
  • Onsite subsidized top notch Cafe 26 for team members' use
  • Onsite bowling center

Michigan First Credit Union is an Equal Opportunity Employer.

What Michigan First Credit Union employees say

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