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Salary and Benefits

Financial Sales Consultant
$54K-$66K / yr. (est.)
$54K
$60,299 / year
$66K
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 Sales Consultant

What does a Financial Sales Consultant do?

Working as Financial Sales Consultants, we are responsible for administering the personal accounts of customers to create and design the estimated plans and documents. We are capable of selling the financial products and services of the company to the target audience. In the role of Financial Sales Consultant, we prepare tailored customer solutions that comply with the company's regulations and rules and meet the expectations of customers. We have the ability to continuously improve the existing pipelines and build new ones for the target prospects. We also write proposals and present the approved ones to the prospective customers.

Core tasks:

  • completing the administrative tasks
  • managing business opportunities
  • providing consultation services to the customers
  • recommending new financial products
  • attending our customer’s queries

Insights

How Many Years of Experience Do Professionals Need Before Becoming Financial Sales Consultant?
On average, people work 3-5 years in other positions prior to becoming a Financial Sales Consultant.
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Financial Sales ConsultantAustin, TX - 6 months ago
It's called building a solid career foundation. You can't just jump into a job like this without proper experience. 🏋
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Financial Sales ConsultantSeattle, WA - 6 months ago
I'd rather spend those years working hard for the same company to become a financial superstar instead of switching jobs all the time. 💪
How Long Do Financial Sales Consultant Employees Typically Stay in Their Roles?
On average, Financial Sales Consultants works in this position for 3-5 years across multiple employers.
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Insurance AgentHouston, TX - 6 months ago
No wonder Financial Sales Consultants gain experience quickly when they're constantly jumping ship. Makes my steady, loyal work look like a snail race. 😡
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Financial AnalystSan Francisco, CA - 6 months ago
I'm not surprised Financial Sales Consultants switch jobs so frequently when the industry rewards top performers so well. Big numbers talk, after all!
What Is the Job Hopper Score for Financial Sales Consultant Employees?
Steady employment history in Financial Sales Consultant, with a tendency to stay with one company for extended periods of time.
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Financial AdvisorChicago, IL - 6 months ago
Sticking with one company for extended periods can indicate loyalty and commitment to clients' financial well-being. Trust is built through long-term relationships. 👥
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Options TraderHouston, TX - 6 months ago
Day traders thrive on agility and hunting for lucrative opportunities in the market. Sometimes it's wise to explore various firms to access diverse resources. 💪

Career path

Path to job

Discover a Financial Sales Consultant's areas of knowledge sorted by their majors.
Explore the list of higher education institutions that a Financial Sales Consultant typically studied at.
Kent State University
Penn State University

Path after job

Community

Demographics

What Is the Age and Gender Ratio of Financial Sales Consultant Employees?
Gender ratio in Financial Sales Consultant position: 0.609696641386782 Male and 0.390303358613218 Female. Age ratio in Financial Sales Consultant position: 16-20: 11%, 21-30: 69%, 31-40: 13%, 41-50: 5%, 51-60: 2%, 60+: 0%. Financial Sales Consultant position is predominantly male (61.0%) with the largest age group being 21-30 years old, followed by 31-40 years old.
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Financial Sales ConsultantPhiladelphia, PA - 6 months ago
this is not just a gender problem, but an age problem as well. What about inclusivity and equal opportunities? 👎
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Financial Sales ConsultantPhoenix, AZ - 6 months ago
As a woman in this field, I can tell you that the barriers and biases are real. We need change, now! ✊

Workplaces

Who Are the Top Employers for Financial Sales Consultant?
Top employers of Financial Sales Consultant position: Allstate, Allstate Financial Services, LLC, PNC. People who work in Financial Sales Consultant position most typically go on to work for the Allstate.
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Financial Planning AssociateMiami, FL - 6 months ago
Allstate leading the list of top Financial Sales Consultant employers?? I have my doubts about their expertise in this field, to be honest.
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Insurance Sales RepresentativeSan Francisco, CA - 6 months ago
So Allstate is the top employer for Financial Sales Consultants? Figures! They control the insurance market, and now they're taking over finance too!
Allstate
Allstate Financial Services, LLC
PNC
What Industries Does Financial Sales Consultant Typically Have Experience In?
Industry Background: The most typical industries of Financial Sales Consultant: Finance & Insurance, Information Technology, Professional / Scientific / Technical, Retail, Manufacturing. Financial Sales Consultant employees most likely come from a Finance & Insurance industry background.
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Financial Sales ConsultantHouston, TX - 6 months ago
Y'all don't know the half of it! I'm constantly dealing with rejection and competing against other consultants in this job. It can be tough, but when you make those big sales, it's oh so satisfying! 💰
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Financial Sales ConsultantMiami, FL - 6 months ago
I'm here in sunny Miami, where networking is the name of the game. As a Financial Sales Consultant, establishing connections and being persuasive are crucial to ensure success in this industry.

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Discussion about Financial Sales Consultant

Want to know more about Financial Sales Consultant position?
Share your thoughts and ideas about Financial Sales Consultant position with others in our community.
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Do a lot of women work as a Financial Sales Consultant?
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Sophie Hayes3 years ago
40% are women in this profession only.
What is the typical age of people who work as a Financial Sales Consultant?
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Isabella Holmes3 years ago
The typical age is 27 for a Financial Sales Consultant.
Is a Financial Sales Consultant considered to be a junior profession?
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Benjamin Gardner3 years ago
4 years of experience is needed on average for a Financial Sales Consultant.
Which industries should a Financial Sales Consultant consider working in?
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Isabella Holmes3 years ago
Most typically work in the Finance & Insurance industry.
Is it encouraged to have a degree as a Financial Sales Consultant?
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Sophie Hayes3 years ago
As a Financial Sales Consultant you’ll probably need No higher education
Which company employs the most people in the Financial Sales Consultant role?
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Sophie Hayes3 years ago
Most people work for Allstate, Allstate Financial Services, LLC, PNC, PNC Bank Corp. and Strategic Financial Solutions
How long do you usually work as a Financial Sales Consultant before changing to another position?
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Benjamin Gardner3 years ago
4 years is the typical lifespan for a Financial Sales Consultant.
Is it frequent for people to switch companies and still work as a Financial Sales Consultant?
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Sophie Hayes3 years ago
Changing companies for a Financial Sales Consultant is not typical.
What occupations do people usually work in before becoming a Financial Sales Consultant?
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Sophie Hayes3 years ago
Typical prior positions for a Financial Sales Consultant are Customer Service Representative, Personal Banker or Teller
What are the typical next steps for someone working as a Financial Sales Consultant?
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Benjamin Gardner3 years ago
Working as Financial Sales Consultant consider Branch Manager, Personal Banker or Relationship Manager as a next step in your career.
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Disclaimer

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