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Financial Services Sales Representative Jobs (NOW HIRING)

Moody Street Group

Financial Advisor

Boston, MA · On-site

Our Financial Services Sales Representatives , utilize a values based approach and market primarily by introduction. We are supported by a marketing staff that is trained to do the back-office work ...

Moody Street Group

Financial Advisor

Boston, MA

Our Financial Services Sales Representatives , utilize a values based approach and market primarily by introduction. We are supported by a marketing staff that is trained to do the back-office work ...

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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 6, 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.
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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 June 2026, with employment types broken down into 70% Full Time, 18% Part Time, and 12% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $73,966 per year, or $35.6 per hour.

Financial Services Sales Representative

Cornerstone Funeral Solutions

Conroe, TX • On-site

$65K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 26 days ago

Job description


Looking for a career change or to grow your success?

Become a Financial Services Sales Representative

At Opes One, you’ll be part of a Financial Services Team which allows you the freedom to provide solutions for clients from a strong portfolio of innovative financial products/strategies. You’ll have access to advanced technology tools and in-depth training, and a resource network so you can focus on activities that get results.

Our highly qualified team of professionals provides specialized expertise in areas including risk management, disability insurance, life insurance, retirement savings, investments, business succession planning, and estate planning. You will have the chance to help others turn their financial dreams into reality and make a positive impact on the lives of your associates and your community.

What sort of responsibilities should a person in this position expect?

  • We seek people interested in constantly expanding their skill set and developing their potential.
  • You will be required to show initiative in prioritizing tasks and carrying them through to completion.
  • With our guidance, you will set and attain your own financial objectives.
  • You will collaborate with other successful agents in our firm to help build your client base.
  • You should be able to develop strong business relationships throughout the community.

What qualifications are we looking for in a person?

  • Strong market development and networking skills
  • Self-motivated, disciplined and goal-oriented
  • A strong verbal, written, and interpersonal communicator with demonstrated success in building new relationships
  • Exhibits a commitment to professionalism, honesty, and a strong work ethic
  • BA, BS, and/or graduate degree or equivalent work experience
  • Sales experience ideal
  • Financial Industry or insurance experience not required, but must be able to obtain appropriate license(s)
  • Bi-lingual a plus (Spanish & English)
  • Must be a US Citizen or Permanent Resident only

Anticipated Income: $65,000K - $150,000K

Results-driven compensation, and access to a competitive benefits package including medical, dental, vision, life, disability, and retirement plans are available for qualified Financial Services Consultants. Management, and Senior Management opportunities available with performance.

If you want to take your income and personal growth to the next level, apply today!