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Financial Services Sales Representative Jobs (NOW HIRING)

VentureTech Solutions

Sales Representative

Sunrise, FL · On-site

Job Overview Sales Representative | Settlement Sales Associate | Financial Sales Consultant Hiring ... Financial services or settlement industry experience is a plus but not required. Compensation

AMG Financial Services

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Financial Services Representative

Raleigh, NC · Remote

$45K - $100K/yr

Financial Services Representative (Training Provided) ⚠️ Please Read Before Applying This opportunity is NOT for everyone. If you're looking for a guaranteed hourly wage, salary, or a traditional ...

AMG Financial Services

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Financial Services Representative

Tampa, FL · On-site

$45K - $100K/yr

Financial Services Representative (Training Provided) ⚠️ Please Read Before Applying This opportunity is NOT for everyone. If you're looking for a guaranteed hourly wage, salary, or a traditional ...

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

As of Aug 15, 2026, the average yearly pay for financial services sales representative in the United States is $73,966.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,000.00 and $91,000.00 per year, depending on experience, location, and employer.

What does a financial services sales representative do?

A financial services sales representative fulfills both a sales and customer service role by handling almost all client needs for your portfolio of customers. Your daily duties include advising clients on investments and related products, transferring funds, and monitoring economic trends and financial markets to provide sound advice and informed services. Rather than buying and selling on the market, you spend your time contacting current and prospective clients to introduce and recommend solutions and services, including the servicing of accounts. In addition to working with clients, your responsibilities also include working with financial analysts working on caseloads to meet sales and client targets.

What are the key skills and qualifications needed to thrive as a financial services sales representative?

To thrive as a Financial Services Sales Representative, you need a solid understanding of financial products, sales strategies, and regulatory compliance, often supported by a bachelor's degree and relevant financial licenses such as FINRA Series 6 or 7. Familiarity with CRM software, financial planning tools, and market analysis systems is typically required. Strong interpersonal skills, active listening, and persuasive communication help build client trust and drive sales success. These skills are crucial for meeting sales targets, maintaining client relationships, and ensuring compliance in a competitive, regulated industry.

What does a financial services sales representative do?

A Financial Services Sales Representative helps clients select and purchase financial products such as insurance policies, investment accounts, and retirement plans. They assess clients’ financial needs, explain product options, and guide them in making informed decisions to reach their financial goals. Representatives often build relationships with clients, answer questions, and provide ongoing support to ensure satisfaction and long-term financial planning. They may work for banks, insurance companies, or investment firms, and usually need strong sales and communication skills.

How do financial services sales representatives typically balance meeting sales targets with providing personalized client solutions?

Financial Services Sales Representatives are often evaluated on their ability to meet or exceed sales goals, but successful representatives also prioritize understanding each client's financial needs and recommending tailored products. Balancing these objectives requires excellent listening skills, a consultative approach, and strong time management. Representatives commonly collaborate with colleagues in product management, compliance, and customer service to ensure solutions are both suitable and compliant with regulations. Maintaining this balance not only helps build long-term client relationships but also supports ongoing professional growth within the organization.
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Financial Services Sales Representative jobs near you
Infographic showing various Financial Services Sales Representative job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 16% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $73,966 per year, or $35.6 per hour.

Financial Services Sales Representative

LLOYD E CHESLEY JR INSURANCE AGENCY

Washington, DC • Remote

$1.0K - $10K/mo

Full-time

Re-posted 29 days ago

Job description

We’re looking for an experienced, licensed Life Insurance Sales Specialist ready to make a real impact. At the Lloyd E. Chesley Jr Insurance Agency we provide you with strong support, and the flexibility to grow your career. You’ll consult with clients, recommend tailored policies, and meet sales targets—all while helping families secure their futures.

Requirements:

  • Active Life Insurance License.

  • Proven success in life insurance sales.

  • Strong communication and client relationship skills.

What We Offer:

  • Competitive, commission-based pay with bonuses.

  • Flexible work options (remote or hybrid).

  • Ongoing training and growth opportunities

Company Description

The Lloyd E. Chesley Jr. Insurance Agency, based in Northeast Washington D.C., provides personalized insurance solutions to individuals and families. We are committed to exceptional service, helping clients manage their risks, protect their assets and secure their financial future.