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Investment Sales Rep Jobs (NOW HIRING)

trainwell

Licensed Investment Representative

Suitland, MD · On-site +1

$60K - $75K/yr

About Trainwell Trainwell is a premier sales training and coaching platform built exclusively for ... Series 6 (Investment Company/Variable Contracts Products Representative) - Required. Series 63 ...

trainwell

Licensed Investment Representative

Suitland, MD · Remote

$60K - $75K/yr

About Trainwell Trainwell is a premier sales training and coaching platform built exclusively for ... Series 6 (Investment Company/Variable Contracts Products Representative) -- Required. Series 63 ...

Fusion Growth Partners Inc.

$150 - $200/hr

What You're Selling You will represent one of the most compelling investment propositions in the ... Phase 1: Sales & Business Development You will prospect, present, and close new partner ...

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Investment Sales Rep information

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$23K

$76.7K

$141.5K

How much do investment sales rep jobs pay per year?

As of Sep 9, 2026, the average yearly pay for investment sales rep in the United States is $76,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,500.00 and $93,000.00 per year, depending on experience, location, and employer.

What does an investment sales rep do?

An Investment Sales Representative is a financial professional who sells investment products, such as stocks, bonds, mutual funds, and other securities, to clients. They assess clients’ financial needs and goals, recommend suitable investment options, and help manage investment portfolios. These professionals often work for banks, brokerages, or investment firms and must stay updated on market trends and regulations. They also provide ongoing support and advice to help clients make informed financial decisions.

What are the key skills and qualifications needed to thrive as an investment sales rep?

To thrive as an Investment Sales Rep, you need a strong background in finance, sales acumen, and knowledge of investment products, often supported by a bachelor's degree and relevant licenses such as Series 7 and 63. Familiarity with CRM software, financial analysis tools, and trading platforms is typically required. Excellent communication, negotiation, and relationship-building skills help set top performers apart in this client-facing role. These competencies are vital for building trust, meeting sales targets, and ensuring clients receive suitable investment solutions.

What are some common challenges faced by investment sales reps when building their client base?

Investment Sales Reps often face the challenge of establishing trust and credibility with new clients, especially in a highly competitive financial services industry. Building a robust client base typically requires persistent networking, cold-calling, and following up on leads, which can be time-consuming and sometimes discouraging. Additionally, staying up-to-date with market trends and regulatory changes is essential to provide clients with informed advice and maintain long-term relationships. Overcoming these challenges often involves leveraging mentorship, ongoing training, and utilizing technology to streamline prospecting and client management processes.

How to get into investment sales?

To become an investment sales representative, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining sales experience, developing strong communication skills, and obtaining relevant licenses such as the Series 7 and Series 63 are often required to succeed in the role.

What are popular job titles related to Investment Sales Rep jobs?

For Investment Sales Rep jobs, the most frequently searched job titles are:

Infographic showing various Investment Sales Rep job openings in the United States as of September 2026, with employment types broken down into 79% Full Time, 20% Part Time, and 1% Contract. Highlights an 83% Physical, 1% Hybrid, and 16% Remote job distribution, with an average salary of $76,681 per year, or $36.9 per hour.

Senior Investment Sales Broker (Seattle)

Seattle, WA • On-site

Northmarq
Securities, Commodity Contracts, and Financial Investments • 1 - 5K employees
Learn more about Northmarqexternal

Contractor

Re-posted 25 days ago

Job description

At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential - whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate!
As part of our aggressive growth strategy, we are seeking a Senior Investment Broker to join our Seattle, WA team. This individual will become a top investment sales producer who wants to take their production to the next level. Our unique, entrepreneurial approach to building and supporting teams allows our Senior Investment Brokers to develop a business within our platform. This position will be given autonomy to create their own business model and will be responsible for the leadership and bottom-line success of their team.
*This position is an in-office position, with an immediate start date.
Position Responsibilities:
  • Develop a business that you will manage with our unique, entrepreneurial approach to building and support teams that Northmarq provides
  • You will benefit from an open, collaborative platform which includes full access to our shared database, a proven system unmatched by our competitors
  • You will be provided corporate marketing tools, a specialized marketing and research staff, outstanding support resources, industry-specific technology, and exceptional training
  • Be a producer and a manager to a team of 2-3 brokers and be responsible for the leadership and bottom-line success of the team
  • You will be given support in building your team by sourcing and screening qualified candidates

What We're Looking For:
  • Bachelor's Degree in a related field
  • Excellent verbal and written communication skills
  • 4+ years of investment sales experience and proven deal track record
  • You are incredibly self-motivated, tenacious, and appreciate uncapped potential
  • You possess the desire and ability to effectively build and manage a team
  • You have a strong entrepreneurial mindset
  • Your track record indicates successfully generating new business and building relationships, proven through repeat client business

Required Professional Certifications or Licenses: The candidate must hold a current valid real estate license in the state where they will work prior to starting the program or obtain one within the first 90 days of beginning with Northmarq.
Compensation: This position operates as a 1099 independent contractor full commission team agreement incentive plan basis.
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