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Salary and Benefits

Financial Representative
$44K-$54K / yr. (est.)
$45K
$49,498 / year
$54K
Average base salary
The salary information provided is based on data collected from various reliable sources and may vary depending on individual qualifications and other factors.

About Financial Representative

What does a Financial Representative do?

In the role of Financial Representative, we are responsible for selling different financial services and products of the company. We have the ability to satisfy and convince the customers with our services. We also participate in a large number of customer meetings for suggesting to them the best financial services and products based on their mission. Working as Financial Representatives, we provide assistance in all types of business checkings and savings of deposit accounts. We also review the designed documentation for checking their accuracy and compliance with the bank’s policies and procedures. We have the ability to work collaboratively with other teams in identifying opportunities to sell the bank products.

Core tasks:

  • performing technical tasks within the company
  • cold pitching the potential customers
  • suggesting reliable solutions to the clients
  • gathering important customer data
  • scheduling meetings with customers

Insights

How Many Years of Experience Do Professionals Need Before Becoming Financial Representative?
On average, people work 3-5 years in other positions prior to becoming a Financial Representative.
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Financial RepresentativeHouston, TX - 9 months ago
i don't mind working a few years in other positions, it can provide a broader perspective and help me build a solid foundation 💪
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Financial RepresentativeAtlanta, GA - 9 months ago
seriously though, why waste years in jobs that won't help my career progression? 🙅
How Long Do Financial Representative Employees Typically Stay in Their Roles?
On average, Financial Representatives works in this position for 3-5 years across multiple employers.
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Investment AdvisorNew York City, NY - 9 months ago
I disagree with the turnover trend shown for Financial Representatives. Professionals in this position have a deep understanding of the intricate financial landscape, making them incredibly valuable.
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Consultant Wealth ManagementLos Angeles, CA - 9 months ago
cmon!nobody cares about so-called "turnover rate" nonsense. A good Financial Rep is exceptional at exceeding clients' expectations and should be appreciated for his/her skills in wealth management! 💪
What Is the Job Hopper Score for Financial Representative Employees?
Moderate job changes in Financial Representative, showing some career movement without excessive turnover.
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EconomistHouston, TX - 9 months ago
It's perplexing how this infographic fails to address the impact of automation and artificial intelligence on the future of this profession. This oversight raises concerns about the long-term stability of Financial Representation as a viable career.
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Financial AnalystMiami, FL - 9 months ago
I appreciate this infographic highlighting the moderate job changes within the field of Financial Representation. It reinforces the importance of continuous skill development and adaptability, allowing professionals to stay relevant in an ever-evolving industry. 💪

Career path

Path to job

Discover a Financial Representative's areas of knowledge sorted by their majors.
Explore the list of higher education institutions that a Financial Representative typically studied at.
Brigham Young University-Idaho
Florida State University

Path after job

Community

Demographics

What Is the Age and Gender Ratio of Financial Representative Employees?
Gender ratio in Financial Representative position: 0.758404916231188 Male and 0.241595083768812 Female. Age ratio in Financial Representative position: 16-20: 10%, 21-30: 73%, 31-40: 10%, 41-50: 5%, 51-60: 2%, 60+: 0%. Financial Representative position is predominantly male (75.8%) with the largest age group being 21-30 years old, followed by 31-40 years old.
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Financial RepresentativeSan Francisco, CA - 9 months ago
I find it troubling that age group 60+ is not represented in the Financial Representative position. Don't older individuals have valuable knowledge and insights to contribute?
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Financial RepresentativeMiami, FL - 9 months ago
🤔 I wonder if the predominantly male nature of this role contributes to the age gap among Financial Representatives. Do men have more career opportunities in this field?

Workplaces

Who Are the Top Employers for Financial Representative?
Top employers of Financial Representative position: COUNTRY Financial, Fidelity Investments, Modern Woodmen. People who work in Financial Representative position most typically go on to work for the COUNTRY Financial.
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Financial RepresentativeMiami, FL - 9 months ago
COUNTRY Financial is the best in the business. They provide excellent training and support to their representatives, setting them up for success.
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Financial RepresentativeSeattle, WA - 9 months ago
I've been with Fidelity Investments for years, and the opportunities for growth and advancement are unmatched. Other companies don't even come close.
COUNTRY Financial
Fidelity Investments
Modern Woodmen
What Industries Does Financial Representative Typically Have Experience In?
Industry Background: The most typical industries of Financial Representative: Finance & Insurance, Professional / Scientific / Technical, Health Care, Information Technology, Administrative & Support. Financial Representative employees most likely come from a Finance & Insurance industry background.
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Financial RepresentativeMiami, FL - 9 months ago
🤔 How can you claim to provide unbiased financial advice when you often represent specific financial institutions with their own agenda?
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Financial RepresentativeSeattle, WA - 9 months ago
Guys, let's be a little more understanding. Financial Representatives are trained professionals who aim to help individuals achieve their financial goals. We should appreciate their expertise and guidance.

Find your job as Financial Representative

Discussion about Financial Representative

Want to know more about Financial Representative position?
Share your thoughts and ideas about Financial Representative position with others in our community.
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How is the gender diversity among people working as a Financial Representative?
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Sophie Hayes3 years ago
Mostly men choose this job, but women also choose this.
What is the most common age of a Financial Representative?
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Isabella Holmes3 years ago
The average age is 27
How many years of experience do you usually have as a Financial Representative?
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Isabella Holmes3 years ago
You probably need around 4 years to work as a Financial Representative
What industries does a Financial Representative typically work in?
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Sophie Hayes3 years ago
Finance & Insurance employs the most.
Is a degree needed to work as a Financial Representative?
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Isabella Holmes3 years ago
As a Financial Representative you’ll probably need No higher education
Where are you working as a Financial Representative?
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Benjamin Gardner3 years ago
It’s common for a Financial Representative to work for COUNTRY Financial, Fidelity Investments, Modern Woodmen, Northwestern Mutual and Western & Southern Life
How long do you usually work as a Financial Representative before changing to another position?
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Liam Brown3 years ago
A Financial Representative typically moves on after 4 years
How frequently people change companies if they work as a Financial Representative?
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Sophie Hayes3 years ago
The job hopper score is medium for a Financial Representative.
From which job titles people come from to work as a Financial Representative?
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Benjamin Gardner3 years ago
Typical prior positions for a Financial Representative are Sales Associate, Financial Advisor or Customer Service Representative
What are the typical next steps for someone working as a Financial Representative?
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Benjamin Gardner3 years ago
Consider the following: Financial Advisor, Relationship Manager or Financial Analyst
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Disclaimer

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