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 582+ Financial Representative jobs
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Our thriving office is located at: 1670 Route 34, Suite 2, Wall Twp., NJ 07727
- Time with NM: 42 years.
- Prior Experience: Rick has spent his career with Northwestern Mutual, building over four decades of experience helping clients achieve financial security and long-term confidence.
- Passionate About: Rick values spending time with his family and enjoys outdoor activities such as boating, golfing, and playing softball. He also loves to travel and is a devoted New York Mets fan.
- Time with NM: 17 years.
- Prior Experience: N/A.
- Passionate About: Tanner enjoys coaching his children's sports teams and spending quality time with his family. Outside of work, he loves traveling, boating during the summer, and relaxing at the beach.
- Time with NM: 5 years.
- Prior Experience: N/A.
- Passionate About: Ed enjoys both playing and watching sports, with football being his favorite. He also follows baseball, hockey, and basketball, and spends much of his free time staying active at the gym.
- Time with NM: 2 years.
- Prior Experience: N/A.
- Passionate About: Giana enjoys spending time with her family and friends. She loves taking dance classes, attending concerts, going on walks, and relaxing at the beach.
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
- Education: A bachelor's degree is preferred.
- Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
- Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
- Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
- Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
- Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
- Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Flexible work from home options available.
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Our thriving office is located at: 1670 Route 34, Suite 2, Wall Twp., NJ 07727
- Time with NM: 42 years.
- Prior Experience: Rick has spent his career with Northwestern Mutual, building over four decades of experience helping clients achieve financial security and long-term confidence.
- Passionate About: Rick values spending time with his family and enjoys outdoor activities such as boating, golfing, and playing softball. He also loves to travel and is a devoted New York Mets fan.
- Time with NM: 17 years.
- Prior Experience: N/A.
- Passionate About: Tanner enjoys coaching his children's sports teams and spending quality time with his family. Outside of work, he loves traveling, boating during the summer, and relaxing at the beach.
- Time with NM: 5 years.
- Prior Experience: N/A.
- Passionate About: Ed enjoys both playing and watching sports, with football being his favorite. He also follows baseball, hockey, and basketball, and spends much of his free time staying active at the gym.
- Time with NM: 2 years.
- Prior Experience: N/A.
- Passionate About: Giana enjoys spending time with her family and friends. She loves taking dance classes, attending concerts, going on walks, and relaxing at the beach.
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
- Education: A bachelor's degree is preferred.
- Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
- Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
- Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
- Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
- Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
- Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Flexible work from home options available.
Financial Representative Jobs by Experience Level
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Find Financial Representative JobsFinancial Representative Job Market
Who's Hiring
- State Farm119
- Northwestern Mutual88
- World Finance65
- Heights Finance28
- Attain Finance27
Top Industries Hiring
- Insurance78
- Healthcare & Medical Services8
- Banking & Financial Services2
- Technology & Software1
- Consulting & Professional Services1
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, Northwestern Mutual, and World Finance are hiring the most financial representatives right now, with openings concentrated in Texas, California, and Florida, based on current listings on Migrate Mate as of August 2026. Demand is especially consistent at insurance carriers and independent broker-dealer networks.
How many financial representative jobs are remote?
About 44% of financial representative openings are fully remote or hybrid as of August 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 582+ Financial Representative Jobs
Find roles that match your experience and apply in just a few clicks.
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