Customer Sales Advisor Jobs in District of Columbia
Customer Sales Advisor jobs in District of Columbia are concentrated in a highly active market anchored by financial services, government contracting, insurance, and telecommunications, with openings at every level from entry-level account support to senior client relations. Most hiring is centered in Washington, D.C. proper, with additional demand in the broader metro corridor, where established employers like Geico, Comcast, and T-Mobile maintain lasting customer-facing operations. The most in-demand specialties are insurance sales advising, B2B account management, and financial products advisory. Find a role that fits below and apply directly.
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Showing 5 of 55+ Customer Sales Advisor jobs
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
- Coach and mentor the branch team by providing training on products and services.
- Works together with bankers, meet with customers, and introduce new clients to bankers for additional products and services.
- Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
- Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
- Builds role as the internal and external mortgage expert and maintains good relationships with customers.
- Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
- Bachelor's degree or equivalent work experience in sales and/or real estate
- 3+ years of mortgage lending and proven sales experience in retail banking
- Knowledge of real estate market in local area
- Excellent written and oral communication skills
- Knowledge of FHA, VA, FNMA, and FHLMC guidelines
- Preferred qualifications, capabilities, and skills
- FHA/VA sales experience
- Marketing, promoting, relationship building, and consulting skills
- Intermediate PC skills in a Windows environment
Preferred qualifications, capabilities, and skills
- FHA/VA sales experience
- Marketing, promoting, relationship building, and consulting skills
- Intermediate PC skills in a Windows environment
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JP Morgan Chase's review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx.
ABOUT USChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
- Coach and mentor the branch team by providing training on products and services.
- Works together with bankers, meet with customers, and introduce new clients to bankers for additional products and services.
- Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
- Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
- Builds role as the internal and external mortgage expert and maintains good relationships with customers.
- Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
- Bachelor's degree or equivalent work experience in sales and/or real estate
- 3+ years of mortgage lending and proven sales experience in retail banking
- Knowledge of real estate market in local area
- Excellent written and oral communication skills
- Knowledge of FHA, VA, FNMA, and FHLMC guidelines
- Preferred qualifications, capabilities, and skills
- FHA/VA sales experience
- Marketing, promoting, relationship building, and consulting skills
- Intermediate PC skills in a Windows environment
Preferred qualifications, capabilities, and skills
- FHA/VA sales experience
- Marketing, promoting, relationship building, and consulting skills
- Intermediate PC skills in a Windows environment
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JP Morgan Chase's review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx.
ABOUT USChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
See All 55 Customer Sales Advisor Jobs in District of Columbia
Find roles in District of Columbia that match your experience and apply in just a few clicks.
Find Customer Sales Advisor JobsCustomer Sales Advisor Jobs by City in District of Columbia
Where District of Columbia roles are concentrated, by current openings.
Customer Sales Advisor Job Market in District of Columbia
A snapshot from current District of Columbia openings, updated as new roles post.
Who's Hiring
- United States Department of Justice11
- Booz Allen Hamilton3
- Trucordia2
- Fannie Mae2
- U.S. Office of Personnel Management2
Top Industries Hiring
- Government & Public Sector
- Technology & Software
- Banking & Financial Services
What District of Columbia Employers Look For
The qualifications that appear most often in customer sales advisor jobs across District of Columbia.
- High school diploma or GED required, bachelor's degree preferred by most District of Columbia employers
- Demonstrated experience in customer-facing sales, account management, or client service roles
- Proficiency with CRM platforms such as Salesforce or Microsoft Dynamics
- Strong verbal communication and active listening skills for diverse District of Columbia clientele
- Ability to meet or exceed monthly and quarterly sales targets in a metrics-driven environment
- Familiarity with compliance standards relevant to financial or insurance products sold in the district
Customer Sales Advisor Jobs in District of Columbia: Frequently Asked Questions
How do you become a customer sales advisor in District of Columbia?
Most customer sales advisor roles in District of Columbia require at least a high school diploma, though employers in insurance and financial services typically expect a bachelor's degree in business, communications, or a related field. If you pursue insurance sales advising specifically, you must obtain a District of Columbia producer license through the DC Department of Insurance, Securities and Banking, which requires completing pre-licensing education and passing the relevant state licensing exam before you can sell or advise on policies.
Which companies hire customer sales advisors in District of Columbia?
Companies currently hiring customer sales advisors in District of Columbia include United States Department of Justice, Booz Allen Hamilton, and Trucordia, per current listings on Migrate Mate as of July 2026. The district's mix of large insurance carriers, federal contractors, and telecommunications providers means hiring is steady across multiple industries rather than concentrated in a single sector.
Which District of Columbia cities have the most customer sales advisor jobs?
Washington lead the district in customer sales advisor openings. Because the District of Columbia is a single urban jurisdiction, most positions are located in Washington proper, driven by the high concentration of insurance offices, financial services firms, and telecom companies headquartered or maintaining regional operations in the city's commercial corridors and downtown business districts.
Are there remote customer sales advisor jobs in District of Columbia?
Yes, and they are fairly common for this role. About 48% of customer sales advisor openings tied to District of Columbia are remote or hybrid as of July 2026, reflecting the desk-based and phone-driven nature of much of the work. Inside sales, account renewals, and financial product advising are the sub-areas most likely to offer fully remote or flexible arrangements.
How can I get hired as a customer sales advisor in District of Columbia with little or no experience?
The most realistic entry point is applying to customer service representative or retail banking associate roles at district employers like Geico, Capital One, or TD Bank, which routinely promote from within into advisory positions. Entry-level openings in insurance customer support at carriers operating out of D.C. also serve as a practical ladder. Earning a District of Columbia insurance pre-licensing certificate through an approved course provider gives candidates without prior sales experience a concrete, employer-recognized credential that moves applications forward.
Where can I find and apply to customer sales advisor jobs in District of Columbia?
You can find and apply to customer sales advisor jobs in District of Columbia on Migrate Mate, which lists current openings in the district. Search the available roles, find positions that match your background and preferences, and apply directly to the ones that fit.
See All 55 Customer Sales Advisor Jobs in District of Columbia
Find roles in District of Columbia that match your experience and apply in just a few clicks.
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