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

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Financial Services Sales Agents career information
pros and cons of being a Financial Services Sales Agent

Financial Services Sales Agents

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

$98770
Salary
63%
Job Satisfaction
Not Too Hard
Becoming One
Medium
Job Growth
Suitable Personality

Financial Services Sales Agents

Salary, Job Description, How To Become One, and More


In this career summary, you will find out what the job of a Financial Services Sales Agent is about and what it is like.

After reading this, you will have a good idea on what the job is about and decide if this is the right career for you.



Job description

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


    Read more about what does a Financial Services Sales Agent really do at work and what is it like being and working as one.




    Become one

    schools for Financial Services Sales Agents

    Interested in becoming a Financial Services Sales Agent? Find the right schools that can help you to become one. This service is free thanks to our sponsors.

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    Salary

    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 statesHourlyAnnual
    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.



    Requirements

    Recommended degree level
    High School Diploma (or GED)

    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.

    PROS
    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
    CONS
    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
    63%

    Is this job meaningful
    42%


    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.



    How we can help

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    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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