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Insurance And Financial Services Agent information

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$28K

$56.9K

$100K

How much do insurance and financial services agent jobs pay per year?

As of Jun 30, 2026, the average yearly pay for insurance and financial services agent in the United States is $56,850.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,500.00 and $63,000.00 per year, depending on experience, location, and employer.

How do Insurance and Financial Services Agents typically build and maintain their client base?

Insurance and Financial Services Agents often build their client base through a combination of networking, referrals, community involvement, and targeted marketing efforts. Maintaining strong, long-term relationships is crucial, so agents regularly follow up with clients to review policies, address changing needs, and provide ongoing support. Many agents also collaborate closely with colleagues, such as underwriters and financial advisors, to deliver comprehensive solutions. Consistent communication and a client-focused approach are key to success in this role.

What is the highest paying insurance agent job?

The highest paying insurance and financial services agent roles are typically in senior positions such as agency owners, executive agents, or specialized consultants, often earning six-figure incomes. These roles usually require extensive experience, advanced certifications, and strong sales skills, with income largely driven by commissions and bonuses based on performance.

What are the key skills and qualifications needed to thrive as an Insurance and Financial Services Agent, and why are they important?

To thrive as an Insurance and Financial Services Agent, you need a solid understanding of insurance products, financial planning, and sales strategies, typically supported by a relevant bachelor's degree and the necessary state licenses. Familiarity with CRM software, financial analysis tools, and industry-specific platforms is essential for efficient client management and compliance. Strong interpersonal skills, active listening, and persuasive communication help agents build trust and long-term relationships with clients. These skills are critical for meeting client needs, complying with regulations, and achieving business growth in a competitive industry.

What is the difference between Insurance And Financial Services Agent vs Insurance Broker?

AspectInsurance And Financial Services AgentInsurance Broker
CredentialsLicenses for selling insurance and financial productsSimilar licensing requirements, often with additional certifications
Work EnvironmentWorks for insurance companies or financial institutionsActs independently or for brokerage firms, representing multiple insurers
Employer & IndustryInsurance companies, banks, financial firmsIndependent or agency-based, representing multiple insurers

Insurance And Financial Services Agents typically work for specific companies, selling their products, while Insurance Brokers operate independently, offering clients a range of options from various insurers. Both roles require licensing and involve client consultations, but their employment settings and product offerings differ.

How much do insurance agents earn?

Insurance and financial services agents typically earn a median annual salary of around $50,000 to $60,000, with top earners making over $100,000 through commissions and bonuses. Earnings depend on experience, sales skills, the type of insurance sold, and the geographic location, often supplemented by commissions from policies sold.

What jobs pay 2000 a day?

Insurance and financial services agents can earn $2,000 or more per day through commissions, especially when managing high-value policies or investments. Success in such roles often depends on experience, sales skills, and client portfolio size, with top earners reaching this level regularly. These roles typically require licensing, certifications, and a strong understanding of financial products.

What does a financial insurance agent do?

A financial insurance agent sells and manages insurance policies and financial products to clients, helping them select coverage that meets their needs. They analyze clients' financial situations, explain policy options, and often require licensing and strong customer service skills to succeed in the role.

What are Insurance and Financial Services Agents?

Insurance and Financial Services Agents are professionals who help individuals and businesses choose insurance policies and financial products that best meet their needs. They assess clients' financial situations, recommend appropriate coverage or investment options, and assist with claims or policy updates. These agents often represent multiple insurance companies or financial institutions and are knowledgeable about a range of products, including life, health, auto, and property insurance, as well as retirement plans and investment services.
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Insurance And Financial Services Agent jobs near you

Insurance & Financial Representative

Riverfront Insurance & Financial Group

Port Huron, MI

$100K/yr

Full-time

Posted 13 days ago

Key responsibilities

  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor.

  • Create customized financial plans for each client based on their life stage, professional circumstances, and fluctuating financial needs.

  • Offer solutions in insurance, asset accumulation, and retirement planning.

Job description

Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.


Benefits Include:

  • Flexible schedule with a strong work-life balance.
  • Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.
  • Training allowance and performance-based incentives.
  • Company-sponsored professional development opportunities.
  • Sponsorship for required licenses and continuous training.


Compensation:

$70,000 - $100,000 yearly commission


Responsibilities:
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor.
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs.
  • Offer solutions in insurance, asset accumulation, and retirement planning.
  • Work within a hybrid model, attending in-person meetings and training sessions as required.
  • Maintaining compliance with industry regulations and licensing requirements.

Qualifications:
  • Self-motivated, coachable, and driven to succeed.
  • Strong interpersonal and communication skills.
  • Competitive mindset with a history of leadership or achievement.
  • No prior experience in finance is required—comprehensive training is provided.
  • Must be authorized to work in the US.

About Company

Riverfront Insurance & Financial Group is based in downtown Port Huron, proudly serving individuals, families, and businesses across Michigan. Built on trust, experience, and a genuine commitment to helping others, our team focuses on protecting what matters most while helping clients plan confidently for the future. We believe in taking the time to understand each person's unique goals and providing guidance that is clear, honest, and personalized. We're committed to being there when clients need us most while also fostering a team-oriented environment where hard work is balanced with connection, collaboration, and celebrating wins.