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$43

How much do financial services representative jobs pay per hour?

As of Jun 8, 2026, the average hourly pay for financial services representative in the United States is $25.23, according to ZipRecruiter salary data. Most workers in this role earn between $18.03 and $28.85 per hour, depending on experience, location, and employer.

What are Financial Services Representatives?

Financial Services Representatives are professionals who help clients manage their finances by offering advice on investments, insurance, retirement, and other financial products. They typically work for banks, insurance companies, or financial firms, and assist clients in making informed decisions based on their individual needs and goals. Their responsibilities may include evaluating client financial situations, recommending suitable products, and maintaining long-term client relationships. Additionally, they must stay updated on financial regulations and market trends to provide accurate information.

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 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.

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.
More about Financial Services Representative jobs
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What are the most commonly searched types of Financial Services Representative jobs? The most popular types of Financial Services Representative jobs are:
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Financial Services Representative jobs near you
Infographic showing various Financial Services Representative job openings in the United States as of May 2026, with employment types broken down into 2% As Needed, 92% Full Time, 5% Part Time, and 1% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $52,483 per year, or $25.2 per hour.

Financial Services Representative

MassMutual Alabama

Birmingham, AL • On-site

Full-time

Medical, Dental, Life, Retirement

Posted 14 days ago

Job description

Company Description

Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyowners consistently since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long-term.

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. MassMutual is headquartered in Springfield, Massachusetts and its major affiliates include: Babson Capital Management LLC; Baring Asset Management Limited; Cornerstone Real Estate Advisers LLC; The First Mercantile Trust Company; MassMutual International LLC; MML Investors Services, LLC, Member FINRA and SIPC; OppenheimerFunds, Inc.; and The MassMutual Trust Company, FSB.

For more information, visit www.massmutual.com or find MassMutual on Facebook, Twitter, LinkedIn, YouTube and Google+.


CRN201503-169951


Job Description

As a Financial Services Representative, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. Discover a career that can't be offshored or outsourced. 

At MassMutual Alabama, a MassMutual general agency, you'll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results. 


RESPONSIBILITIES

Prospecting for clients through networking and referrals

Developing and maintaining long-term relationships with clients

Providing financial solutions for clients through fact gathering and needs analyses

Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates


Qualifications

Strong interpersonal skills and customer service focus

Market development/networking abilities

Presentation and organization skills

Strong work ethic, self-motivated and goal-oriented

BA, BS, and/or graduate degree or equivalent work experience required


Additional Information

Results-driven compensation and access to a competitive benefits package including medical and dental, life and disability insurance, and thrift and pension plans are available for qualified Financial Services Representatives. Contact Fanci Worthington today at: 


2 North 20th Street, Suite 1500

Birmingham, AL 35203

(205) 244-8614 

alabama.massmutual.com     


Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies.


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