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Financial Services Sales Representative Jobs in Rochester, NY

InsuraTec

Sales Representative (Remote)

Rochester, NY · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Batavia, NY · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

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Financial Services Sales Representative information

See Rochester, NY salary details

$21.7K

$73K

$100.7K

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

As of Aug 21, 2026, the average yearly pay for financial services sales representative in Rochester, NY is $72,999.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,300.00 and $89,800.00 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 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.

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.

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.
More about Financial Services Sales Representative jobs

What cities near Rochester, NY are hiring for Financial Services Sales Representative jobs?

Cities near Rochester, NY with the most Financial Services Sales Representative job openings:

Financial Services Sales Representative jobs near you
Infographic showing various Financial Services Sales Representative job openings in Rochester, NY as of August 2026, with employment types broken down into 100% Full Time. Highlights an 93% In-person, and 7% Hybrid job distribution, with an average salary of $72,999 per year, or $35.1 per hour.

Patient Financial Services Representative

University of Kentucky

Pavilion, NY • On-site, Remote

$16.25 - $17.75/hr

Full-time

Posted 3 days ago

New

University Of Kentucky rating

7.5

Company rating: 7.5 out of 10

Based on 132 frontline employees who took The Breakroom Quiz

313th of 620 rated colleges and universities

Job description

Beyond Blue
Job Posting Title:
Patient Financial Services Representative
Requisition Number:
R-000001753
Department Name:
Supervisor, Patient Financial Services
Work Location:
Pavilion
Grade Level:
2
Type of Position:
Regular
Position Time Status:
Full time
Equivalency Link
https://hr.uky.edu/employment/working-uk/equivalencies
Shift:
Days (United States of America)
Job Description:
Our University Community
We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors, the University of Kentucky is a Tobacco & Drug Free campus.
The University follows both the federal and state Constitutions as well as all applicable federal and state laws on nondiscrimination. The University provides equal opportunities for qualified persons in all aspects of institutional operations and does not discriminate on the basis of race, color, national origin, ethnic origin, religion, creed, age, physical or mental disability, veteran status, uniformed service, political belief, sex, sexual orientation, gender identity, gender expression, pregnancy, marital status, genetic information or social or economic status.
Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

What University Of Kentucky employees say

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About University of Kentucky

Sourced by ZipRecruiter

The University of Kentucky (UK), the state's flagship university, was founded in 1865 and its beautiful, sprawling campus, nestled in downtown Lexington, now covers over 900 acres and is home to more than 30,000 students and approximately 13,500 employees. The trees and beautifully manicured greenspaces are a source of pride for the university and combine to create an impressive oasis amidst the busy cityscape that surrounds it.

Industry

Colleges, universities, and professional schools

Company size

10,000+ Employees

Headquarters location

Lexington, KY, US

Year founded

1865

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