Financial Representative Jobs
Financial representative jobs are open across insurance, banking, wealth management, and financial services firms, with specializations in life insurance sales, investment planning, and client advisory, at every level from entry-level to senior and regional. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 844+ Financial Representative jobs
Job Responsibilities
- Ensures that all clean claims are submitted the day they are received, submitted via the appropriate medium, and with all required attachments. Serves in the place of the supervisor or manager in their absence.
- Resolves complex issues either through individual actions or by coordinating information/actions of other team members, Patient Accounts staff, other hospital departments, or at the payer level. Seeks assistance from supervisor when needed.
- Ensures that claims are reviewed, corrections are identified/made or resolutions are initiated within 24 hours from the date that claims are received. Identifies the need for and provides support/guidance to other team members to promote their efficiency and productivity.
- Handles complex and/or highest dollar accounts while providing appropriate follow-up based on established protocol or SRGs.
- Ensures appropriate and timely documentation of all account activity while appropriately handling all correspondence within 48 hours of receipt.
- Documents activity in HealthQuest and TRAC and ensures that documentation is professional, appropriate, accurately depicts actions performed, and is in accordance with departmental quality review standards.
- Works payer response reports and rejection reports while ensuring they meet departmental productivity and quality review standards. Maintains knowledge of payer requirements, UB-92 standards, system (Hospital, clearinghouse, payer) functionality, and hospital policies and procedures.
- Takes direction from management to resolve issues in addition to providing support, education, and guidance to team members. Performs duties, as assigned, in the absence of the supervisor or manager. May perform additional duties as assigned.
Additional Requirements
Certification - Not requiredLicensure - Not requiredExperience - 3 years of Experience in revenue cycle, finance, customer service or data analyticsEducation - Associate Degree or an additional three years of experience appropriate to the position under consideration.
Job Responsibilities
- Ensures that all clean claims are submitted the day they are received, submitted via the appropriate medium, and with all required attachments. Serves in the place of the supervisor or manager in their absence.
- Resolves complex issues either through individual actions or by coordinating information/actions of other team members, Patient Accounts staff, other hospital departments, or at the payer level. Seeks assistance from supervisor when needed.
- Ensures that claims are reviewed, corrections are identified/made or resolutions are initiated within 24 hours from the date that claims are received. Identifies the need for and provides support/guidance to other team members to promote their efficiency and productivity.
- Handles complex and/or highest dollar accounts while providing appropriate follow-up based on established protocol or SRGs.
- Ensures appropriate and timely documentation of all account activity while appropriately handling all correspondence within 48 hours of receipt.
- Documents activity in HealthQuest and TRAC and ensures that documentation is professional, appropriate, accurately depicts actions performed, and is in accordance with departmental quality review standards.
- Works payer response reports and rejection reports while ensuring they meet departmental productivity and quality review standards. Maintains knowledge of payer requirements, UB-92 standards, system (Hospital, clearinghouse, payer) functionality, and hospital policies and procedures.
- Takes direction from management to resolve issues in addition to providing support, education, and guidance to team members. Performs duties, as assigned, in the absence of the supervisor or manager. May perform additional duties as assigned.
Additional Requirements
Certification - Not requiredLicensure - Not requiredExperience - 3 years of Experience in revenue cycle, finance, customer service or data analyticsEducation - Associate Degree or an additional three years of experience appropriate to the position under consideration.
Financial Representative Jobs by Experience Level
Top Cities Hiring Financial Representatives
Explore financial representative openings in the cities hiring most right now.
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Find Financial Representative JobsFinancial Representative Job Market
Who's Hiring
- State Farm180
- World Finance122
- Northwestern Mutual40
- Banner Health18
- Fidelity Investments18
Top Industries Hiring
- Insurance24
- Healthcare & Medical Services17
- Technology & Software2
- Banking & Financial Services2
- Education1
What Employers Look For
The qualifications that appear most often in financial representative jobs.
- Active Series 6, Series 7, or state life and health insurance license
- Proven experience in financial product sales or client advisory roles
- Bachelor's degree in finance, business, economics, or a related field
- Proficiency with CRM platforms for managing client pipelines and activity tracking
- Strong needs-analysis and consultative selling skills for individual and business clients
- FINRA registration or willingness to obtain required registrations within 90 days of hire
Tips for Your Financial Representative Job Search
Tailor your resume to the license
Financial representative postings split sharply between roles requiring Series 6 or Series 7 licenses and those requiring life and health insurance licenses. List your active licenses in a dedicated section near the top so hiring managers don't have to hunt for them.
Quantify your book of business
Hiring managers in this role want to see client retention rates, assets under management growth, or new policies written per quarter. Replace vague phrases like 'grew client base' with specific numbers that show the scope of your sales or advisory work.
Apply early to roles that fit
Migrate Mate lists financial representative openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Highlight your prospecting methods clearly
Many postings explicitly ask how candidates generate leads. Your resume and cover letter should name your actual methods, whether that's referral networks, community outreach, or warm calling, rather than leaving prospecting experience implied in generic sales language.
Prepare for a production-based interview round
Expect at least one interview stage where you role-play a needs-based sales conversation with a fictional client. Practice walking through a fact-finding dialogue that covers income protection, retirement planning, and risk tolerance before you walk in.
Negotiate your payout structure, not just base pay
Most financial representative offers blend a base draw with commission or renewal residuals. Before accepting, ask specifically how the commission grid scales with production tiers and whether renewal commissions vest if you leave before a certain tenure.
Financial Representative Jobs: Frequently Asked Questions
Which companies are hiring the most financial representatives?
State Farm, World Finance, and Northwestern Mutual are hiring the most financial representatives right now, with openings concentrated in Texas, Florida, and California, based on current listings on Migrate Mate as of November 2026. Demand is especially consistent at insurance carriers and independent broker-dealer networks.
How many financial representative jobs are remote?
About 62% of financial representative openings are fully remote or hybrid as of November 2026, though the share varies by specialization. Client-facing insurance sales roles tend to require in-person territory coverage, while financial planning support and back-office advisory roles are more likely to offer remote flexibility.
How do you become a financial representative?
Start by earning a bachelor's degree in finance, business, or economics, then obtain the state insurance license or FINRA registration required for your target specialization. Most employers provide a licensing study period before your start date. Building early client relationships through networking accelerates your path to meeting production benchmarks in your first year.
Can you get hired as a financial representative with little experience?
Yes, many insurance carriers and broker-dealer firms hire candidates with no prior financial services experience if you're willing to earn your license through their sponsored training program. Demonstrating a strong personal network, prior sales experience in any industry, and comfort with commission-based income makes you a competitive candidate even without a financial services background.
What does the financial representative interview process look like?
The process typically involves an initial phone screen focused on your motivation for commission-based work, followed by an in-person or video interview with a district or regional manager. Many firms add a role-play exercise where you conduct a mock client needs analysis. Final-stage conversations often cover your personal network and how you plan to build a book of business.
Where can I find and apply to financial representative jobs?
You can find and apply to financial representative jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your license type, specialization, and preferred location, then apply directly to each listing that fits your background.
See All 844+ Financial Representative Jobs
Find roles that match your experience and apply in just a few clicks.
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