Entry Level Financial Sales Representative Jobs
New grad financial sales representative jobs welcome recent graduates and entry level candidates with zero to two years of experience, where a strong internship background or demonstrated client outreach skills can matter more than a lengthy resume. Most openings are on-site roles concentrated in Insurance, Healthcare & Medical Services, and Technology & Software, with employers like Memorial Healthcare System, State Farm, and Northwestern Mutual hiring at this level now.
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Showing 5 of 38+ Entry Level Financial Sales Representative jobs
Job Title: Client Financial Services - Cash Posting (Remote)
Location: Remote (Springfield, Missouri)
Department: Client Financial & Benefit Advocacy Services
Employment Type: Full-time
Schedule: Monday - Friday, 8:00 A.M. - 5:00 P.M.
Job Summary:
Join Burrell Behavioral Health as a Client Financial Services Representative - Cash Posting and help support quality client care through accurate, timely financial processing. In this remote role, you will post and reconcile client and insurance payments, resolve account discrepancies, and collaborate with a compassionate team committed to serving our communities. If you are detail-oriented, organized, and knowledgeable about insurance billing and collections, we invite you to bring your financial services experience to our team.
This position offers…
- Employee Assistance Program – 24/7 counseling services, legal assistance, & financial consultation for you and your household at no cost
- Mileage Reimbursement – Company paid for work functions requiring travel
- Employee Discounts – Hotels, Theme Parks & Attractions, College Tuition
- Workplace Culture - An environment cultivating employee wellbeing, valuing each individual's humanity, and actively promoting a healthy, joyful workforce
- Additional Perks & Benefits - Scroll down to bottom of this post to learn more
Key Responsibilities:
- Post client and insurance payments accurately and efficiently.
- Reconcile accounts and research payment variances to identify and resolve discrepancies.
- Enter and maintain financial information with a high level of accuracy and attention to detail.
- Respond to account-related inquiries and provide professional, service-focused support.
- Collaborate with team members and other departments to resolve payment and account issues.
- Organize financial records and manage multiple priorities while meeting established deadlines.
- Use Microsoft Excel, accounting software, and other financial tools to support daily cash-posting activities.
Education, Experience, and/or Credential Qualifications:
- High school diploma or GED.
- Experience or knowledge of insurance billing and collection practices.
- Knowledge of electronic funds transfers (EFTs), explanations of benefits (EOBs), and basic medical and insurance terminology.
Additional Qualifications:
- Cash-posting or accounts-receivable experience preferred.
- Familiarity with CPT and ICD-10 coding.
- Strong attention to detail, data-entry, communication, customer-service, problem-solving, and organizational skills.
- Familiarity with Microsoft Excel and accounting software.
Position Perks & Benefits:
-
Paid time off: full-time employees receive an attractive time off package to balance your work and personal life
-
Employee benefits package: full-time employees receive health, dental, vision, retirement, life, & more
-
Top-notch training: initial, ongoing, comprehensive, and supportive
-
Career mobility: advancement opportunities/promoting from within
-
Welcoming, warm, supportive: a work culture & environment that promotes your well-being, values you as human being, and encourages your health and happiness.
Brightli is on a Mission:
A mission to improve client care, reduce the financial burden of community mental health centers by sharing resources, a mission to have a larger voice in advocacy to increase access to mental health and substance user care in our communities, and a mission to evolve the behavioral health industry to better meet the needs of our clients.
As a behavioral and community mental health provider, we prioritize fostering a culture of belonging and connection within our workforce. We encourage applications from individuals with varied backgrounds and experiences, as we believe that a rich tapestry of perspectives strengthens our mission. If you are passionate about empowering local communities and creating an environment where everyone feels valued and supported, we invite you to join our mission-driven organization dedicated to cultivating an authentic workplace.
We are an Equal Employment Opportunity Employer.
Burrell Behavioral Health is a Smoke and Tobacco Free Workplace.
Job Title: Client Financial Services - Cash Posting (Remote)
Location: Remote (Springfield, Missouri)
Department: Client Financial & Benefit Advocacy Services
Employment Type: Full-time
Schedule: Monday - Friday, 8:00 A.M. - 5:00 P.M.
Job Summary:
Join Burrell Behavioral Health as a Client Financial Services Representative - Cash Posting and help support quality client care through accurate, timely financial processing. In this remote role, you will post and reconcile client and insurance payments, resolve account discrepancies, and collaborate with a compassionate team committed to serving our communities. If you are detail-oriented, organized, and knowledgeable about insurance billing and collections, we invite you to bring your financial services experience to our team.
This position offers…
- Employee Assistance Program – 24/7 counseling services, legal assistance, & financial consultation for you and your household at no cost
- Mileage Reimbursement – Company paid for work functions requiring travel
- Employee Discounts – Hotels, Theme Parks & Attractions, College Tuition
- Workplace Culture - An environment cultivating employee wellbeing, valuing each individual's humanity, and actively promoting a healthy, joyful workforce
- Additional Perks & Benefits - Scroll down to bottom of this post to learn more
Key Responsibilities:
- Post client and insurance payments accurately and efficiently.
- Reconcile accounts and research payment variances to identify and resolve discrepancies.
- Enter and maintain financial information with a high level of accuracy and attention to detail.
- Respond to account-related inquiries and provide professional, service-focused support.
- Collaborate with team members and other departments to resolve payment and account issues.
- Organize financial records and manage multiple priorities while meeting established deadlines.
- Use Microsoft Excel, accounting software, and other financial tools to support daily cash-posting activities.
Education, Experience, and/or Credential Qualifications:
- High school diploma or GED.
- Experience or knowledge of insurance billing and collection practices.
- Knowledge of electronic funds transfers (EFTs), explanations of benefits (EOBs), and basic medical and insurance terminology.
Additional Qualifications:
- Cash-posting or accounts-receivable experience preferred.
- Familiarity with CPT and ICD-10 coding.
- Strong attention to detail, data-entry, communication, customer-service, problem-solving, and organizational skills.
- Familiarity with Microsoft Excel and accounting software.
Position Perks & Benefits:
-
Paid time off: full-time employees receive an attractive time off package to balance your work and personal life
-
Employee benefits package: full-time employees receive health, dental, vision, retirement, life, & more
-
Top-notch training: initial, ongoing, comprehensive, and supportive
-
Career mobility: advancement opportunities/promoting from within
-
Welcoming, warm, supportive: a work culture & environment that promotes your well-being, values you as human being, and encourages your health and happiness.
Brightli is on a Mission:
A mission to improve client care, reduce the financial burden of community mental health centers by sharing resources, a mission to have a larger voice in advocacy to increase access to mental health and substance user care in our communities, and a mission to evolve the behavioral health industry to better meet the needs of our clients.
As a behavioral and community mental health provider, we prioritize fostering a culture of belonging and connection within our workforce. We encourage applications from individuals with varied backgrounds and experiences, as we believe that a rich tapestry of perspectives strengthens our mission. If you are passionate about empowering local communities and creating an environment where everyone feels valued and supported, we invite you to join our mission-driven organization dedicated to cultivating an authentic workplace.
We are an Equal Employment Opportunity Employer.
Burrell Behavioral Health is a Smoke and Tobacco Free Workplace.
See All 38 Entry Level Financial Sales Representative Jobs
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Find JobsEntry Level Financial Sales Representative Job Market
Who's Hiring
- Memorial Healthcare System10
- State Farm8
- Northwestern Mutual7
- Banner Health4
- Unum1
Top Industries Hiring
- Insurance19
- Healthcare & Medical Services15
- Technology & Software1
- Banking & Financial Services1
Entry Level Financial Sales Representative Jobs: Frequently Asked Questions
How do I get an entry level financial sales representative job?
Start by highlighting any internship, campus sales competition, or client-facing experience on your resume, since employers at this level care more about communication skills and coachability than tenure. Earning a relevant license or certification, such as the Series 6 or Series 63, signals commitment. Targeting firms with formal training programs gives new candidates the structured ramp-up that early-career roles require.
Which companies hire entry level financial sales representatives?
Companies hiring entry level financial sales representatives right now include Memorial Healthcare System, State Farm, and Northwestern Mutual, based on current listings on Migrate Mate as of November 2026. Hiring at this level covers large financial institutions with dedicated training cohorts, regional insurance agencies, and independent brokerage firms that actively recruit candidates directly from college programs.
Are there remote entry level financial sales representative jobs?
Yes, though remote availability at this level is more limited than for senior roles. About 12% of entry level financial sales representative openings are remote or hybrid as of November 2026, with fully remote positions more common at national insurance carriers and fintech companies than at local wealth management or banking offices.
Are these new grad financial sales representative jobs?
Yes, many of these listings are new grad and junior roles that explicitly welcome recent graduates and candidates with little to no professional experience. A new grad-friendly posting typically accepts zero to two years of experience, counts internships or part-time sales work toward qualifications, and may consider a strong portfolio or academic record in lieu of a traditional work history.
Which industries hire the most entry level financial sales representatives?
Entry Level financial sales representative roles concentrate in Insurance, Healthcare & Medical Services, and Technology & Software, based on current listings on Migrate Mate as of November 2026. These sectors drive junior hiring because they rely on large sales forces, have ongoing client acquisition needs, and invest in training new graduates who can grow into licensed producers or account managers over time.