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Financial Services Sales Agent Jobs (NOW HIRING)

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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:

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.

Financial Services Sales Representative - Life Insurance

Greensboro, NC • On-site

Lincoln Financial
Finance and Insurance • 5 - 10K employees

$44K - $81K/yr

Full-time

Medical, Retirement, PTO

Re-posted 24 days ago


Lincoln Financial rating

7.4

Company rating: 7.4 out of 10

Based on 73 frontline employees who took The Breakroom Quiz


Job description

Alternate Locations: Greensboro, NC (North Carolina)

 Work Arrangement:

Hybrid : Employee will work 3 days a week in a Lincoln office

Relocation assistance:  is not available for this opportunity.

Requisition #: 76075

The Role at a Glance

As the Financial Services Sales Representative for the Life Insurance team, you will build and maintain business relationships with advisors who market our products and services in order to meet or exceed established individual and team sales goals and help the advisor provide the right solutions to their clients.  This is a consultative phone-based position responding to broker inquiries received via inbound calls. You will answer questions in a variety of areas including: product features, performance, literature requests and hypothetical illustrations. You will receive the proper training and develop your skillset to be able to do the following responsibilities.

What you'll be doing
  • Developing and maintaining an understanding of the Life Insurance products, services, and operational structure to enhance ability to identify and target sales growth opportunities.
  • Providing product and illustration sales support on Lincoln’s products & services (including sales support tools, marketing ideas, etc.) to assigned Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants.
  • Building and maintaining business relationships through effective communication via email, phone and in person with internal/external stakeholders in a customer centric and professional demeanor. 
  • Identifying, recommending, and championing process improvements and organizational initiatives to positively influence the team and quality.
What we’re looking for

Must-haves:

  • Exceptional communication and relationship management skills
  • FINRA SIE License - must obtain within 120 Days 
  • FINRA Series 6 License – must obtain within 120 Days
  • FINRA Series 63 License - must obtain within 120 Days (if required by State)
  • Resident Life & Health insurance licenses - must obtain within 120 Days

Nice-to-haves (Preferred):  

  • Sales or Customer Service experience

What’s it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. 

What’s in it for you:

  • Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes

  • Leadership development and virtual training opportunities

  • PTO/parental leave

  • Competitive 401K and employee benefits

  • Free financial counseling, health coaching and employee assistance program

  • Tuition assistance program

  • Work arrangements that work for you

  • Effective productivity/technology tools and training

The pay range for this position is $44,800 - $81,400 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees.  In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual.  Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

About The Company

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. 

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. 

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. 

Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. 

Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom. 

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview.  Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

This position may be subject to Lincoln’s Political Contribution Policy.  An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.

Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

This Employer Participates in E-Verify. See the E-Verify notices.

Este Empleador Participa en E-Verify. Ver el E-Verify avisos. 


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About Lincoln Financial

Sourced by ZipRecruiter

Lincoln Financial Group, a Fortune 200 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas - Life Insurance, Annuities, Retirement Plan Services and Group Protection - focus on supporting, preserving and enhancing over 17 million customer's lifestyles and retirement outcomes. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $324 billion in end-of-period account values as of June 30, 2021. Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek's Most Responsible Companies, Lincoln Financial Group makes a serious investment in our employees' futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Radnor, PA, US

Year founded

1905