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Financial Services Sales Representative Jobs (NOW HIRING)

A Flai Agency

Be Seen First

Financial Services Representative

Morton Grove, IL · On-site

$40K - $75K/yr

Join Our Winning Team as a Financial Services Representative ... Are you a dynamic, sales-driven individual seeking a rewarding career with unlimited growth ...

A Flai Agency

Be Seen First

Financial Services Representative

Morton Grove, IL · On-site

$40K - $75K/yr

Join Our Winning Team as a Financial Services Representative ... Are you a dynamic, sales-driven individual seeking a rewarding career with unlimited growth ...

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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 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 Representative

StaffMyAgency LLC

Amarillo, TX • On-site

$115K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 14 days ago

Job description

Financial Services Representative
Salary Range: $65,000 - $110,000
Established State Farm agency is hiring a Licensed Financial Services Representative with active Series 65, 6, and/or 63 licenses. This role focuses on financial planning, investment-related services, insurance-based financial solutions, and long-term client relationship management. We are seeking a motivated, licensed professional with experience in financial services, investment sales, insurance sales, or wealth management who is passionate about helping clients build and protect their financial future.
Responsibilities
  • Provide financial services guidance including retirement planning, investment-related products, and insurance-based financial solutions
  • Develop and maintain long-term client relationships
  • Conduct financial needs analysis and recommend appropriate products and strategies
  • Cross-sell financial services to existing insurance clients
  • Generate new business through referrals, networking, and prospecting
  • Conduct policy reviews, account reviews, and financial planning discussions
  • Maintain compliance with all FINRA and state insurance regulations
  • Meet or exceed production, sales, and revenue goals
Qualifications
  • Active Series 65, 6, and/or 63 license required
  • Property & Casualty and Life & Health licenses preferred or willingness to obtain
  • Experience in financial services, investment sales, insurance sales, or wealth management preferred
  • Strong consultative sales and relationship-building skills
  • Knowledge of retirement planning, annuities, mutual funds, or financial products a plus
  • Self-motivated, goal-oriented, and professional
  • Strong communication and client advisory skills
Compensation & Benefits
  • Base Salary plus Bonus plus Commission
  • Paid Time Off (vacation and personal/sick days)
  • Health and Dental insurance
  • Profit Sharing
  • 401(k) Retirement
  • Career growth within the financial services and insurance industry
About Us
Our State Farm agency is committed to helping individuals, families, and small businesses protect and grow their financial future through personalized insurance and financial services. We specialize in auto insurance, home insurance, life insurance, small business coverage, retirement planning, and financial services solutions. Our team is dedicated to providing clear guidance, personalized recommendations, and long-term client relationships built on trust and integrity. We serve a diverse community and proudly offer bilingual support (English and Spanish). Our culture emphasizes professionalism, growth, and a strong customer-first approach.

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