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Financial Services Sales Representative Jobs (NOW HIRING)

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Financial Services Sales Representative information

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

As of Jul 26, 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 is the role of a financial sales representative?

A financial services sales representative is responsible for selling financial products and services such as loans, investments, and insurance to clients. They assess client needs, provide financial advice, and build relationships to meet sales targets, often requiring strong communication skills and industry knowledge. Certification or licensing may be required depending on the products sold.

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 is a financial services sales representative?

A financial services sales representative is a professional who sells financial products and services such as insurance, investments, or banking solutions to clients. They often need strong communication skills, industry knowledge, and may require licensing or certifications depending on the products they sell.

Can you make $500,000 a year in sales?

Financial Services Sales Representatives can potentially earn $500,000 annually through high-performing sales, commissions, and bonuses, especially in roles with large client portfolios or high-value transactions. Achieving this level of income typically requires extensive experience, strong sales skills, and a focus on lucrative markets or products. Such earnings are more common among top producers in the industry.

What are the key skills and qualifications needed to thrive as a Financial Services Sales Representative, and why are they important?

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 jobs pay 4000 a week without a degree?

Financial Services Sales Representatives can earn $4,000 or more per week through commissions and bonuses, especially in high-value markets or with extensive experience. Success in this role often depends on strong sales skills, industry knowledge, and building a client base, with some positions offering high earning potential without requiring a degree.

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.
What cities are hiring for Financial Services Sales Representative jobs? Cities with the most Financial Services Sales Representative job openings:
Who are the top companies hiring for Financial Services Sales Representative jobs? The top employers for Financial Services Sales Representative jobs are:
What states have the most Financial Services Sales Representative jobs? States with the most job openings for Financial Services Sales Representative jobs include:
Infographic showing various Financial Services Sales Representative job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $73,966 per year, or $35.6 per hour.
Financial Services Sales Representative - MoneyGuard

Financial Services Sales Representative - MoneyGuard

Lincoln Financial

Radnor, PA

$44K - $81K/yr

Other

Medical, Retirement, PTO

Posted 19 days ago


Lincoln Financial rating

7.4

Company rating: 7.4 out of 10

Based on 73 frontline employees who took The Breakroom Quiz

220th of 298 rated insurance


Job description

Alternate Locations: Radnor, PA (Pennsylvania)

 Work Arrangement:

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

Relocation assistance:  is not available for this opportunity.

Requisition #: 76262

The Role at a Glance

As the Financial Services Sales Representative for MoneyGuard, 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 MoneyGuard 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
Application Deadline

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 (866) 922-6543.

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