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Financial Services Sales Representative Jobs (NOW HIRING)

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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.

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 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

World Acceptance Corporation

Tuscaloosa, AL

$20/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 26 days ago


Job description

World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.

Summary:The Financial Services Representative (FSR)is responsible fordriving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs. This role requires daily outbound calling, including high-volume collection activity, meeting with customers in person, and closing loans. The FSR is accountable for keeping accounts current while consistently generating new business. Success in this role requires the ability to manage a fast-paced workload, handle challenging conversations, and meet performance goals across sales, collections, tax services, and branch operations, with opportunities for performance-based earnings and advancement.


Compensation

$17-$20 per hour, based on experience and location, plus performance-based bonus opportunities. Total earnings increase with strong individual and branch performance.

Why Join World:

  • Strong growthopportunities- Many of our leaders, including executives, started in this role

  • Promote-from-within culture-A large percentageof team members advance into leadership roles

  • Performance-based earnings- Bonus opportunities tied to branch results

  • Comprehensive benefits for all stages of life- Including major medical, dental, vision, life insurance, long-term disability, and free mental health support

  • Retirement and time off- 401(k) with company match, paid holidays, and vacation time

  • Community focus- Paid volunteer time and a strong commitment to giving back

  • Work-life balance- Predictableschedules with a focus on time outside of work

About World Finance:

World Finance has been recognized as a Top Workplace USA for six consecutive years and a Newsweek Most Trustworthy Company. Since 1962, we have helped millions of customers meet their financial needs through personal loans, tax services, and credit-building solutions. With over 1,000 branches across 16 states, we are committed to serving the communities where we live and work.

Essential Duties and Responsibilities:

  • Drive and close loan sales by taking applications, explaining terms, and asking for the business

  • Conduct substantial daily outbound customer outreach for collections, application follow-up, tax services, and new business generation; thrive in a high-volume, phone-intensive environment

  • Manage delinquent accounts by securing payments and setting payment arrangements

  • Contact approved, pending, and former borrowers to drive loan volume andidentifyopportunities foradditionalfinancial products and services

  • Prepare individual tax returns, gather and review required documentation, andassistcustomers with tax-related questions in compliance with company policies and applicable regulations

  • Assistcustomers in person with loan applications, tax preparation services, payments, account questions, and issue resolution

  • Process payments, account updates, tax-related documentation, and document all activity in company systems

  • Maintainaccurateand compliant records, includingtimelycredit denial letters andrequiredtax documentation

  • Handle and balance cash, and complete required bank runs to deliver deposits

  • Follow company policies, procedures, and regulatory requirements

  • Complete required training and meet performance expectations for sales, collections, tax preparation, and account management

Basic Requirements:

  • High school diploma or equivalent

  • Valid driver's license, reliable transportation, and current insurance

  • Must be able to independently perform all required bank runs, including transporting deposits, without relying on non-employees for transportation

  • Ability to obtain required insurance licensing

Experience & Skills:

  • Experience in sales, customer service, collections, or account managementwith measurable results

  • Proven ability to handlehigh-volume calls and difficult customer conversations

  • Track recordof meeting or exceedinggoals in a fast-paced environment

  • Strong communication, problem-solving, and organizational skills

  • Basic computer skillswithaccurateand consistentdata entry

Preferred Backgrounds:

Experience inbanking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front office, or similar customer-facing rolesispreferred.

Physical and Environmental Requirements:

  • Officebased role with standard lighting and noise levels

  • Regular in-person attendance during scheduled work hours is essential; occasional extended hours or weekend work may berequiredbased on business needs

  • Combination of stationary work and regular movement throughout the office, including occasional walking, standing, bending, reaching, and similar activities

  • Occasional light lifting, pushing, or pulling of office materials (generally upto 30 pounds)

  • Ability to perform computer work, handle documents, and communicate information effectively

  • Fastpaced environment with shifting priorities and deadlines; requires professionalism, adaptability, collaboration, and multitasking

  • Frequent interaction with customers and coworkers; must communicate clearly and professionally in person, by phone, and electronically

  • Mayassistwith general office upkeep tomaintaina professional environment

  • Occasional local travel tooffsitelocationsand banksasrequiredfor business purposes

Disclaimers:
World Finance is an Equal Opportunity Employer and provides reasonable accommodation(s) to qualified individuals with disabilitiesin accordance withthe Americans with Disabilities Act and applicable state and local laws. Applicants or employees who believe they need reasonable accommodation(s) should contact Human Resources or their manager.

The duties and responsibilities listed above present the essential functions of the position. Reasonable accommodation(s) may be made to enable individuals with disabilities to perform these essential functions, unless doing so would cause undue hardship to the Company.

The physical and environmental demands described above are representative of those that must be met to successfully perform the essential functions of the job. Reasonable accommodation(s) may be made to enable individuals with disabilities to perform these functions.

Please note that this job description is not designed to cover orcontaina comprehensive listing of activities, duties, or responsibilities that arerequired ofthe employee. The employer reserves the right tomodify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.

It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.