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Financial Services Sales Agent Jobs (NOW HIRING)

Farmers Insurance

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Insurance Sales Agent

Buda, TX · On-site

$55K - $100K/yr

... financial management, marketing and sales, and customer service - Collaborate with other Farmers ... Sales Agent in the Austin, Texas area. Company Description In 1928, two men shared a dream of ...

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Financial Services Sales Agent information

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$25K

$65.2K

$132K

How much do financial services sales agent jobs pay per year?

As of Sep 13, 2026, the average yearly pay for financial services sales 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 sales agent?

Financial Services Sales Agents are professionals who sell financial products and services to individuals and businesses. They may offer products such as stocks, bonds, insurance, mutual funds, and retirement plans. Their role involves assessing clients' financial needs, recommending suitable products, and explaining investment options. They also help clients complete transactions and may provide ongoing account management and customer service. These agents often work for banks, investment firms, or insurance companies and must stay informed about financial regulations and market trends.

How does a financial services sales agent typically collaborate with other departments within a financial institution?

Financial Services Sales Agents often work closely with colleagues in departments such as underwriting, compliance, and customer service to ensure clients receive accurate and suitable financial products. They may coordinate with underwriters to finalize loan details or with compliance teams to confirm all regulatory requirements are met. Regular communication with marketing or product development teams is also common to stay informed about new offerings or policy changes. This collaborative environment supports the agent’s ability to provide comprehensive solutions and maintain strong client relationships.

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

To thrive as a Financial Services Sales Agent, you need strong sales acumen, knowledge of financial products, and typically a bachelor's degree in finance, business, or a related field, along with relevant licenses such as Series 7 or Series 63. Familiarity with CRM software, financial modeling tools, and trading platforms is also important. Excellent interpersonal skills, persuasive communication, and resilience help build client trust and close deals. These competencies ensure the ability to effectively match clients with suitable products, maintain compliance, and achieve sales targets in a competitive industry.

What is the difference between Financial Services Sales Agent vs Insurance Sales Agent?

AspectFinancial Services Sales AgentInsurance Sales Agent
CredentialsLicenses for securities, investments, or financial advisingInsurance licenses specific to health, life, or property insurance
Work EnvironmentFinancial firms, banks, investment companiesInsurance agencies, brokerages, independent agents
Industry UsageFinancial planning, investment advising, wealth managementInsurance sales, policy advising, risk management

Both roles involve selling financial products, but Financial Services Sales Agents focus on investments and financial planning, while Insurance Sales Agents specialize in insurance policies. The credentials and work environments overlap, but their product focus and industry applications differ.

What cities are hiring for Financial Services Sales Agent jobs?

Cities with the most Financial Services Sales Agent job openings:

Who are the top companies hiring for Financial Services Sales Agent jobs?

The top employers for Financial Services Sales Agent jobs are:

What states have the most Financial Services Sales Agent jobs?

States with the most job openings for Financial Services Sales Agent jobs include:

What are popular job titles related to Financial Services Sales Agent jobs?

For Financial Services Sales Agent jobs, the most frequently searched job titles are:

Financial Services Sales Agent jobs near you
Infographic showing various Financial Services Sales Agent job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, 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.

Remote Securities, Commodities & Financial Services Sales Agent

Manhattan, NY • Remote

Turing
IT Services • 51 - 200 employees
Learn more about Turingexternal

$100 - $150/hr

Contractor

Posted 20 days ago

Job description

Turing is looking for candidates with strong experience in securities trading, investment sales, or financial advisory services within the finance and investment sector.

Role Overview:
  • In this role, you will contribute to projects that help fine-tune and evaluate large language models using your expertise in financial markets, sales processes, and investment instruments.
  • No prior AI experience is required.
  • These projects will help you explore how AI can be leveraged to enhance financial analysis, client advisory, and operational efficiency in securities and investment services.

What Does Day-to-Day Look Like:
  • Design and solve realistic market and client advisory scenarios to test AI reasoning.
  • Write clear, structured explanations covering securities trading, portfolio management, product suitability, and regulatory compliance.
  • Evaluate AI responses for accuracy, professionalism, and adherence to ethical and compliance standards in financial services.
  • Collaborate with researchers to refine AI understanding of financial markets, investment instruments, and advisory workflows.

Requirements:
  • 4+ years of experience as a Securities Sales Agent, Financial Services Representative, Investment Broker, or a related role.
  • Background in Finance, Economics, Business Administration, or a related field (Bachelor’s or higher preferred).
  • FINRA Series 7, Series 63, or equivalent securities licenses preferred.
  • Strong English communication and reasoning skills.
  • Ability to explain complex financial concepts and instruments clearly and effectively.

Perks of Freelancing with Turing & Offer Details:
  • Strong compensation (exact amount varies by project).
  • Work in a fully remote environment.
  • Engagement type: Contractor assignment/freelancer, potentially full-time.
  • Duration of projects: approximately 1 month (with possibility for extension).

What Turing is NOT seeking from your expertise:
  • Confidential or proprietary information from any employer, university, etc.
  • Trade secrets or internal company or university data.
  • Specific client information or case details.
  • Any information that would violate NDAs, employment agreements or other confidentiality obligations.

About Turing:
Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems. Turing supports customers in two ways: first, by accelerating frontier research with high-quality data, advanced training pipelines, plus top AI researchers who specialize in coding, reasoning, STEM, multilinguality, multimodality, and agents; and second, by applying that expertise to help enterprises transform AI from proof of concept into proprietary intelligence with systems that perform reliably, deliver measurable impact, and drive lasting results on the P&L.