Financial Services Representative Jobs in Maryland
Financial services representative jobs in Maryland concentrate in banking, insurance, wealth management, and credit services, with the Baltimore metro and the Washington, D.C. suburbs anchoring the bulk of demand. Employers like T. Rowe Price, CareFirst BlueCross BlueShield, and M&T Bank maintain large Maryland footprints and hire across experience levels from entry-level client associates to senior relationship managers. The most in-demand specialties are retirement planning, life and health insurance sales, and investment account management. See the openings below and apply to the ones that match your experience.
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We are looking for motivated, coachable, and entrepreneurial individuals who are interested in building a career in the financial services industry.
As a Financial Services Representative, you will receive training and support to learn about life insurance, financial protection, client education, and business development. You will have the opportunity to develop valuable skills in sales, communication, networking, and leadership while building your own client base and professional network.
Responsibilities:
- Learn and become knowledgeable about life insurance and financial services products
- Meet with individuals and families to understand their financial protection needs
- Educate clients about available insurance and financial solutions
- Develop and maintain professional relationships with clients
- Prospect and generate new business through networking, referrals, and outreach
- Attend company training, workshops, and team meetings
- Follow up with prospective clients and business partners
- Develop leadership and business-building skills
- Maintain professional and ethical communication with clients and prospects
Ideal Candidate:
- Motivated and self-driven
- Coachable and willing to learn
- Strong communication and interpersonal skills
- Comfortable speaking with new people
- Goal-oriented and consistent
- Entrepreneurial mindset
- Professional and dependable
- Interested in personal and professional growth
- Previous sales, customer service, business, recruiting, real estate, or financial-services experience is a plus, but not necessarily required
What We Offer:
- Flexible scheduling
- Part-time and full-time opportunities
- Training and mentorship
- Professional and leadership development
- Opportunity to build a business and develop a client network
- Supportive team environment
Compensation: Commission/performance-based. Income varies based on individual production, activity, and applicable company agreements. This is not a guaranteed-salary position.
Licensing: Candidates must meet applicable state licensing requirements before conducting activities that require a license.
Our ideal business partner isn't necessarily someone with years of experience — we're looking for someone willing to learn, take action, and build.
Pay: $2,500.00 - $8,000.00 per month
Work Location: In person
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Find JobsFinancial Services Representative Jobs by City in Maryland
Where Maryland roles are concentrated, by current openings.
Financial Services Representative Job Market in Maryland
A snapshot from current Maryland openings, updated as new roles post.
Who's Hiring
What Maryland Employers Look For
The qualifications that appear most often in financial services representative jobs across Maryland.
- Active FINRA Series 6 or Series 7 license recognized in Maryland required
- Maryland Insurance Administration producer license for life, health, or variable products
- Bachelor's degree in finance, business, economics, or a closely related field
- Demonstrated experience managing client portfolios or financial product sales
- Proficiency with CRM platforms and financial planning or account management software
- Strong communication skills with ability to explain complex products to retail clients
Financial Services Representative Jobs in Maryland: Frequently Asked Questions
How do you become a financial services representative in Maryland?
Most financial services representative roles in Maryland require passing FINRA licensing exams, typically the Series 6 or Series 7, which qualify you to sell investment products, and the Series 63 for state securities registration. Roles involving insurance products additionally require a Maryland Insurance Administration producer license. Employers generally expect a bachelor's degree in finance, business, or economics, though some firms consider candidates with strong sales backgrounds and sponsor licensing during onboarding.
Which companies hire financial services representatives in Maryland?
Maryland financial services representative roles are posted by State Farm, Andrews Federal Credit Union, and New York Life and others right now, based on current listings on Migrate Mate as of September 2026. Maryland's concentration of large insurers, asset managers, and regional banks in Baltimore and the D.C. suburbs means steady hiring volume across both national firms and locally headquartered institutions.
Which Maryland cities have the most financial services representative jobs?
Beltsville, Maryland, and Suitland have the most financial services representative openings in Maryland. Baltimore drives the largest share through its headquarters-heavy banking and insurance sector, while the D.C. suburb corridor through Bethesda and Rockville attracts wealth management and advisory firms serving a high-income professional population, making smaller suburban markets far more active than their size would suggest.
Are there remote financial services representative jobs in Maryland?
Yes, and they're more available than in many client-facing roles, though in-person work remains common for relationship-heavy positions. About 50% of financial services representative openings tied to Maryland are remote or hybrid as of September 2026, reflecting how much of the role involves phone and digital client interactions. Inside sales, inbound service, and plan administration functions are the sub-roles most consistently offered remotely.
How can I get hired as a financial services representative in Maryland with little or no experience?
The most realistic entry path is applying to licensed sales associate or client service representative roles at Maryland-based insurance carriers and retail banks, where firms like CareFirst, M&T Bank, and Sandy Spring Bank regularly hire candidates without prior financial services experience and sponsor their FINRA or Maryland Insurance Administration licensing. Moving from a customer service, teller, or retail banking role is a common lateral path that hiring managers in Maryland actively credit. Completing your Series 6 exam before applying, even without employer sponsorship, gives you a measurable edge in a competitive field.
Where can I find and apply to financial services representative jobs in Maryland?
You can find and apply to financial services representative jobs in Maryland on Migrate Mate, which lists current Maryland openings. Search the listings to find roles that match your experience, license status, and preferred location, then apply directly to the ones that fit.
See All 10 Financial Services Representative Jobs in Maryland
Find roles in Maryland that match your experience and apply in just a few clicks.
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