Mid Level Financial Sales Representative Jobs
Mid level financial sales representative jobs go to professionals ready to own client portfolios, drive revenue targets with limited oversight, and guide junior team members through complex deals. Openings run across Insurance, with {{remote_hybrid_pct}}% remote or hybrid availability, and employers like State Farm hiring at this level now.
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Showing 5 of 9+ Mid Level Financial Sales Representative jobs
- Simple IRA matching
- Opportunity for advancement
- Paid time off
- Bonus based on performance
- Competitive salary
As a Financial Services Representative with Brian Hanson's State Farm agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
- Consult customers with financial planning and investment options.
- Assist customers with portfolio management and asset allocation.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
- 3+ years of experience in financial services.
- Analytical and communication skills.
- Series 6/63/65 or SIE licenses preferred.
- SIE, Series 6/63/65, and other relevant certifications.
- Simple IRA matching
- Opportunity for advancement
- Paid time off
- Bonus based on performance
- Competitive salary
As a Financial Services Representative with Brian Hanson's State Farm agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
- Consult customers with financial planning and investment options.
- Assist customers with portfolio management and asset allocation.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
- 3+ years of experience in financial services.
- Analytical and communication skills.
- Series 6/63/65 or SIE licenses preferred.
- SIE, Series 6/63/65, and other relevant certifications.
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Top Industries Hiring
- Insurance
Mid Level Financial Sales Representative Jobs: Frequently Asked Questions
How do I get a mid level financial sales representative job?
Position your existing experience around measurable outcomes: revenue generated, client accounts managed, and deals closed independently. Highlight product knowledge depth and your ability to work without close supervision. Applications that show you've owned a territory or segment, not just supported one, stand out at the mid level. Tailoring your resume to reflect client relationship management and quota attainment is essential.
Which companies hire mid level financial sales representatives?
Companies hiring mid level financial sales representatives right now include State Farm, based on current listings on Migrate Mate as of November 2026. At this level, hiring tends to come from financial services firms, insurance carriers, and wealth management companies seeking professionals who can independently manage client relationships and contribute to growth targets.
How do I move up to a mid level financial sales representative role?
Progression from entry level to mid level comes from building a demonstrable record of independent performance. That means moving beyond assigned leads to developing your own pipeline, deepening your knowledge of financial products, and taking on more complex accounts. Showing measurable impact, such as consistent quota attainment and growing a client base, signals readiness for mid level responsibility and broader ownership.
Which industries hire the most mid level financial sales representatives?
Mid Level financial sales representative roles concentrate in Insurance, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at the mid level because they require professionals who can independently manage accounts, understand complex financial products, and build long-term client relationships without heavy supervision.