Financial Sales Representative Jobs
Financial Sales Representative jobs are open across banking, insurance, fintech, and wealth management, at every level from entry-level to senior and management, with specializations in retail banking, investment products, and insurance sales. See the openings below and apply to the ones that match your experience.
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Showing 5 of 896+ Financial Sales Representative jobs
If you're seeking more than just a job, join Heights Finance and kickstart your career!
Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs.
Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money®, LendDirect®, Heights Finance. Each brand is constantly evolving to better serve our customers.
Be part of a dynamic team that is shaping the future of consumer finance. Apply today!
Stories of Success
~ Ashley S., District Manager - Alabama
"Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled."
~ Jessica W., Operations Trainer - United States
Responsibilities:As a Financial Service Representative, you’ll be at the heart of our customer experience—delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job—it’s a chance to grow your career, make a difference, and be rewarded for your success.
If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let’s achieve success together!
- Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism.
- Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
- Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings.
- Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.
- Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence.
- Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.
This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth.
We’re looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment.
- Customer Focus: A genuine desire to help others and provide top-tier service in every interaction.
- Sales Mindset: Confidence in promoting products and services that meet customer needs.
- Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.
- Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.
- Adaptability: Willingness to learn new systems and processes in a dynamic environment.
- Team Player: A collaborative spirit with a desire to contribute to team success.
- Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.
- Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required—we’ll train the right candidate!
Work Location: 1290 Kennestone Cir, Bldg D, Ste 113, Marietta, GA
Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons
Hourly: $17.00 - $24.00
The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience.
All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company’s 401(K) program with company match, 30 days post hire, starting on the 1st of the month.
Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Attain4All, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
This employer participates in E-Verify for US-based hires.
#LI-Onsite
Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections
Attain Finance Supports Equal Employment Opportunity. Attain Finance (dba Cash Money®, LendDirect®, and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.
Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end in @attainfinance.com, @heightsfinance.com, @lenddirect.com, and @cashmoney.ca
If you're seeking more than just a job, join Heights Finance and kickstart your career!
Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs.
Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money®, LendDirect®, Heights Finance. Each brand is constantly evolving to better serve our customers.
Be part of a dynamic team that is shaping the future of consumer finance. Apply today!
Stories of Success
~ Ashley S., District Manager - Alabama
"Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled."
~ Jessica W., Operations Trainer - United States
Responsibilities:As a Financial Service Representative, you’ll be at the heart of our customer experience—delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job—it’s a chance to grow your career, make a difference, and be rewarded for your success.
If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let’s achieve success together!
- Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism.
- Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
- Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings.
- Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.
- Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence.
- Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.
This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth.
We’re looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment.
- Customer Focus: A genuine desire to help others and provide top-tier service in every interaction.
- Sales Mindset: Confidence in promoting products and services that meet customer needs.
- Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.
- Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.
- Adaptability: Willingness to learn new systems and processes in a dynamic environment.
- Team Player: A collaborative spirit with a desire to contribute to team success.
- Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.
- Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required—we’ll train the right candidate!
Work Location: 1290 Kennestone Cir, Bldg D, Ste 113, Marietta, GA
Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons
Hourly: $17.00 - $24.00
The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience.
All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company’s 401(K) program with company match, 30 days post hire, starting on the 1st of the month.
Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Attain4All, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
This employer participates in E-Verify for US-based hires.
#LI-Onsite
Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections
Attain Finance Supports Equal Employment Opportunity. Attain Finance (dba Cash Money®, LendDirect®, and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.
Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end in @attainfinance.com, @heightsfinance.com, @lenddirect.com, and @cashmoney.ca
Financial Sales Representative Jobs by Experience Level
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Find JobsFinancial Sales Representative Job Market
Who's Hiring
- State Farm192
- World Finance132
- Northwestern Mutual41
- Heights Finance25
- Fidelity Investments25
Top Industries Hiring
- Insurance28
- Healthcare & Medical Services15
- Technology & Software2
- Banking & Financial Services2
What Employers Look For
The qualifications that appear most often in financial sales representative jobs.
- Active Series 6, Series 7, or Series 63 FINRA license or willingness to obtain
- Demonstrated experience meeting or exceeding revenue or new-account sales targets
- Proficiency with CRM platforms to manage pipelines and client relationships
- State insurance producer license for roles involving life, health, or property products
- Bachelor's degree in finance, business, economics, or a related field
- Strong consultative selling skills and ability to explain complex financial products clearly
Tips for Your Financial Sales Representative Job Search
Tailor your resume to licensing
List any FINRA licenses, insurance producer licenses, or state securities registrations right at the top of your resume. Many applicant tracking systems screen for these credentials before a recruiter ever sees your application, so burying them in a summary costs you interviews.
Quantify your book of business
Hiring managers in financial sales want numbers. Replace phrases like 'grew client accounts' with the percentage increase in assets under management, revenue generated, or new accounts opened. If you can show you built a pipeline from scratch, say so with specifics.
Target openings by product type
Financial sales covers everything from annuities to commercial lending. Search by product category, not just job title, so you're applying to roles where your existing product knowledge translates directly and you can speak credibly in the first interview.
Apply early to roles that fit
Migrate Mate lists financial sales representative openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare for a sales simulation interview
Most financial sales interviews include a live pitch or role-play scenario, often selling a product you've never seen before. Practice walking a stranger through the value of a financial product in under two minutes, handling a price objection, and asking for a commitment.
Negotiate your base-to-commission split
Compensation structures vary widely across this role, from straight commission to balanced base-plus-variable. Before accepting an offer, ask about ramp periods, draw arrangements, and how the payout structure changes after your first full year.
Financial Sales Representative Jobs: Frequently Asked Questions
Which companies are hiring the most financial sales representatives?
The companies hiring the most financial sales representatives right now include State Farm, World Finance, and Northwestern Mutual, with the largest share of openings in Texas, Florida, and California, based on current listings on Migrate Mate as of November 2026. Regional banks and national insurance carriers consistently represent a large portion of active openings.
How many financial sales representative jobs are remote?
About 64% of financial sales representative openings are fully remote or hybrid as of November 2026, with remote work most common in roles focused on digital financial products, insurance sales, and phone-based investment accounts. Roles tied to in-branch retail banking or face-to-face wealth management typically require an in-person presence.
How do you become a financial sales representative?
Start by earning a bachelor's degree in finance, business, or economics, then obtain the FINRA licenses or state insurance licenses required for the products you plan to sell. Entry-level roles at banks or insurance agencies often provide licensing support and structured training. Building a client base early through referrals and consistent follow-up is what separates candidates who advance from those who stall.
Can you get hired as a financial sales representative with little or no experience?
Yes, many insurance agencies and retail banks hire candidates with no direct financial sales experience and train them in-house while covering licensing costs. Demonstrating any prior sales experience, even in an unrelated field, plus a willingness to work on a commission-heavy structure significantly improves your chances. Roles labeled 'financial representative trainee' or 'associate financial advisor' are typically designed for candidates starting from scratch.
What does the financial sales representative interview process look like?
Most employers start with a phone screen to assess communication skills and licensing status, followed by a structured interview covering your sales approach and past results. A role-play exercise where you pitch a product or handle a client objection is common in the second or third round. Final stages often include a background check and licensing verification before an offer is extended.
Where can I find and apply to financial sales representative jobs?
You can find and apply to financial sales representative jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your licensing, product focus, and experience level, then apply directly to each listing that fits.
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Find roles that match your experience and apply in just a few clicks.
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