Financial Services Sales Agents: Salary, Job Description, How To Become One, and Quiz

Stan T.Career, OverviewLeave a Comment

Financial Services Sales Agents

Financial Services Sales Agents sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.

Becoming One
No degree required
Job Satisfaction
Job Growth


Job description

Financial Services Sales Agents sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.

  • Determine customers’ financial services needs and prepare proposals to sell services that address these needs.
  • Prepare forms or agreements to complete sales.
  • Sell services or equipment, such as trusts, investments, or check processing services.
  • Contact prospective customers to present information and explain available services.
Read more about what does a Financial Services Sales Agent really do at work and what is it like being and working as one.


Average salary
$98770 per year

Average hourly wage
$47 per hour

Financial Services Sales Agents with little to no experience tend to make between $34360 and $42650 while the more experienced ones can earn over $123320 per year.

Top 5 paying states Hourly Annual
NY $78 $161,580
CT $59 $122,890
MA $57 $118,310
SD $55 $113,460
KS $52 $107,500

One of the easiest ways to increase your salary as a Financial Services Sales Agent is to move to a higher paying state like NY. Right now, the highest paying states for Financial Services Sales Agents are NY, CT, MA, SD and KS.

However, a higher pay at NY doesn’t guarantee that you will make more because the living expenses at NY might be twice as high than where you are currently at now.

Three other factors that can increase your salary as a Financial Services Sales Agent is the degree you hold, the industry you work in, and lastly the company you work for.


Recommended degree level
No degree required

We asked other Financial Services Sales Agents what degree they had when they got the job and most of them said they had a High School Diploma followed by a Bachelor’s Degree.

Other than that, we also asked them what did they major in and here are the most popular majors that came up.

Financial Planning and Services
Investments and Securities
Business and Personal/Financial Services Marketing Operations
Read more about how to become a Financial Services Sales Agent and the degree, training and education you need.

Pros and Cons

Here are some of the pros and cons of being a Financial Services Sales Agent.

Suitable for people who likes to start and carry out projects
Suitable for people who wants job security and a good working condition
This career is perfect for people who love to work indoors.
It is not too difficult to get into this career. Previous work-related skill, knowledge, or experience is required for this career.
Demand for this career is growing fast
Not suitable for people who likes practical and hands-on work
Long working hours (More than 40 hours per week)

What is the job like

Job satisfaction

Is this job meaningful

63% of Financial Services Sales Agents said they were satisfied with their job and 42% said they feel like their job is making other people’s lives better.

Is this right for me

Best personality for this career
The Entrepreneurs and The Organizers

You can read more about these career personality types here.

People who are suitable for this job tends to like starting up and carrying out projects. They like leading people and making many decisions. Sometimes they require risk taking and often deal with business..

They also like following set procedures and routines. They like working with data and details more than with ideas.

Learn more about Financial Services Sales Agents

Summary (You are here)
Job Description

Related career information

Financial Services Sales Agents job description, Financial Services Sales Agents salary, Financial Services Sales Agents information, what is the job of a Financial Services Sales Agent like, pros and cons about Financial Services Sales Agents, colleges and universities for Financial Services Sales Agents, is Financial Services Sales Agents the right career for me, careers in Sales and Marketing

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Account Executive, Business Banker, Chartered Financial Analyst (CFA), Client Manager, Finance Specialist, Financial Consultant, Financial Report Service Sales Agent, Financial Services Representative, Financial Services Sales Representative, Financial Specialist

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