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Financial Sales Jobs (NOW HIRING)

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Financial Sales Intern

Southfield, MI · On-site

$13.75 - $18.50/hr

Our Summer 2026 Financial Sales Internship offers you the unique opportunity to work in an exciting, fast-paced environment in Southfield, MI ! You'll gain hands-on experience in business development ...

Premium Merchant Funding

Financial Sales Intern

Southfield, MI · On-site

$13.75 - $18.50/hr

Our Summer 2026 Financial Sales Internship offers you the unique opportunity to work in an exciting, fast-paced environment in Southfield, MI ! You'll gain hands-on experience in business development ...

Northwestern Mutual

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Financial Sales Advisor

Manchester, NH · On-site

$75K - $125K/yr

Financial Representatives at Northwestern Mutual Northern New England help their clients live more ... History of success in sales, athletics, military, client services, or client-facing roles.

Premium Merchant Funding

Financial Sales Intern

Southfield, MI · On-site

$13.75 - $18.50/hr

Our Summer 2026 Financial Sales Internship offers you the unique opportunity to work in an exciting, fast-paced environment in Southfield, MI ! You'll gain hands-on experience in business development ...

Marissa Letendre

Financial Sales Analyst

Melville, NY · On-site

That's because we believe every associate contributes to our success. • Plans and prepares financial/operational models and analyzes scenarios and results for presentation to management. • ...

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How much do financial sales jobs pay per year?

As of Aug 19, 2026, the average yearly pay for financial sales in the United States is $86,070.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,500.00 and $93,500.00 per year, depending on experience, location, and employer.

What is financial sales?

Financial sales refers to the process of selling financial products and services, such as investments, insurance, loans, and banking solutions, to individuals or businesses. Professionals in this field identify client needs, recommend suitable products, and help clients make informed financial decisions. They often work in banks, investment firms, insurance companies, or financial advisory companies. Strong communication, analytical, and customer service skills are essential for success in financial sales.

What are financial sales jobs?

As a financial sales representative, your job is to help clients select financial products or services. This often includes insurance, banking services, investments, and similar products. In this role, you may also help people make a plan to achieve a financial goal and assist them with paperwork. You may build customized products or solutions or give presentations to explain complex financial topics. Many financial sales jobs also focus on helping determine security risks, taking payments, writing contracts, and explaining any applicable tax incentives. Most of these jobs involve working with a wide variety of products and services, some of which may change quickly. This makes the ability to memorize and apply new information essential to your success in this role.

What are the key skills and qualifications needed to thrive as a financial sales professional?

To thrive in Financial Sales, you need a solid understanding of financial products, market trends, and sales strategies, often backed by a degree in finance, business, or economics. Familiarity with CRM software, financial modeling tools, and relevant certifications such as FINRA Series 7 or 63 is typically required. Strong interpersonal skills, persuasive communication, and resilience distinguish top performers in this field. These skills and qualifications are crucial for building client trust, meeting sales targets, and navigating the competitive financial services environment.

What are some common challenges faced in a financial sales role, and how can they be addressed?

Professionals in Financial Sales often encounter challenges such as meeting ambitious sales targets, navigating complex financial products, and building trust with clients who may be unfamiliar with investment options. To address these challenges, successful representatives focus on continuous learning, staying updated on market trends, and developing strong interpersonal communication skills. Additionally, leveraging mentorship within the team and utilizing CRM tools can help streamline client management and improve performance.

What is the difference between Financial Sales vs Financial Advisor?

AspectFinancial SalesFinancial Advisor
CredentialsSales licenses (e.g., Series 7, Series 63)Certifications like CFP, CFA, or ChFC often preferred
Work EnvironmentSales-focused, target-driven, often commission-basedClient-focused, advisory, fee-based or commission
Employer & Industry UsageFinancial firms, banks, brokeragesIndependent firms, banks, financial planning companies
Search & Comparison IntentSales roles, financial product sellingFinancial planning, investment advice

Financial Sales primarily involves selling financial products and services, often with a focus on meeting sales targets. Financial Advisors, on the other hand, provide personalized financial planning and investment advice to clients. While both roles require financial knowledge and licenses, Financial Sales emphasizes sales skills, whereas Financial Advisors focus on client relationships and financial planning expertise.

Is financial sales a good career?

Financial sales is a career that involves selling financial products such as investments, insurance, or banking services, often requiring strong communication and sales skills. It can offer high earning potential through commissions and bonuses, but also involves performance targets and market fluctuations. Success in this field typically depends on experience, certifications, and the ability to build client relationships.
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What are the most commonly searched types of Financial Sales jobs?

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What states have the most Financial Sales jobs?

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The top searched job categories for Financial Sales jobs are:

financial sales jobs near you
Infographic showing various Financial Sales job openings in the United States as of August 2026, with employment types broken down into 80% Full Time, 19% Part Time, and 1% Contract. Highlights an 78% Physical, 1% Hybrid, and 21% Remote job distribution, with an average salary of $86,070 per year, or $41.4 per hour.

Financial Sales Representative

South Carolina Federal Credit Union

Charleston, SC • On-site

Full-time

Re-posted 9 days ago

Job description

Description
South Carolina Federal Credit Union is currently seeking a Financial Sales Representative to join our team of outstanding professionals at our Sam Rittenberg Financial Center in Charleston, SC.
Are you passionate about helping others? Do you enjoy interacting with customers regularly and working in a team environment? As a Financial Sales Representative, you will provide exceptional customer service and offer financial products and services that meet the customers' needs.
As a Financial Sales Representative, a typical day might look like this:
  • Collaborate with team members during the morning huddle and discuss sales goals for the day.
  • Greet and develop rapport with members who enter the financial center or call on the telephone.
  • Answer a member's question about the auto loan application process.
  • Ask a member open-ended questions about their financial goals and recommend products and services based on their needs.
  • Follow up with a member who recently opened an account.
  • Chat briefly with your manager to discuss wins, challenges and progress on sales goals.
  • Call members to share a new promotion for which they may qualify.

This job might be for you if:
  • You enjoy building relationships with customers and uncovering their financial needs in person and over the telephone.
  • You are passionate about the sales profession and take pride in offering customers financial products and services that fit their needs.
  • You are a pro at managing your time, staying on track and meeting your goals.
  • You are awesome at consistently following policies and procedures.
  • You are a reliable, cooperative team player, and thrive in a fast-paced, multi-tasking environment.
  • You volunteer for new challenges without being asked.
  • You are seeking some work/life balance and want a schedule that allows you to spend nights and most weekends with your family and friends.

The Perks:
We know that pay and benefits are important to you, and they are important to us too. Join our team and you'll enjoy:
  • A chance to build lasting relationships with not only your team, but our customers as well.
  • Opportunities to make a difference by volunteering and getting involved in the community.
  • A company that cares about your total wellness by providing a program that includes workshops, onsite physicals, and more.
  • Opportunities to grow within a company that's dedicated to your development and promoting talent internally.

To land this role, you need to have a high school diploma (or equivalent), at least one year of experience working specifically in a sales position selling products and/or services with a proven record of meeting or exceeding sales goals, and a positive attitude.
NOTE: Relevant military experience is considered for veterans and transitioning service members.
South Carolina Federal Credit Union is an Equal Employment Opportunity Employer.
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