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Salary and Benefits

Financial Services Representative
$40K-$48K / yr. (est.)
$40K
$44,470 / year
$49K
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 Services Representative

What does a Financial Services Representative do?

As Financial Services Representatives, we are responsible for providing consultation services within the banking and insurance sectors. We develop and maintain professional relationships with customers and coordinate with clients to acquire necessary information. Providing professional assistance to all client issues and ensuring confidentiality is one of our daily responsibilities. We administer the daily activities and maintain comprehensive knowledge of all services and products. Working as Financial Services Representatives, we provide efficient sales and service to customers and monitor various operations.

Core tasks:

  • collect client information
  • provide financial advice
  • monitor market tends

Insights

How Many Years of Experience Do Professionals Need Before Becoming Financial Services Representative?
On average, people work 3-5 years in other positions prior to becoming a Financial Services Representative.
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Insurance AgentHouston, TX - 11 months ago
Hold up, are they saying my years of experience selling insurance is meaningless? 🤔
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Administrative AssistantSan Francisco, CA - 11 months ago
😤 As if my administrative skills aren't valuable in this position!
How Long Do Financial Services Representative Employees Typically Stay in Their Roles?
On average, Financial Services Representatives works in this position for 3-5 years across multiple employers.
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Financial AnalystHouston, TX - 11 months ago
Hmm, I'm surprised by this data. In my experience, Financial Analysts tend to stick with one company for at least 5 years before moving on.
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Private BankerSan Francisco, CA - 11 months ago
🤔 This infographic doesn't match my reality at all. Investment Bankers spend years climbing the career ladder in their firms. It's misleading!
What Is the Job Hopper Score for Financial Services Representative Employees?
Moderate job changes in Financial Services Representative, showing some career movement without excessive turnover.
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Sales RepresentativeMiami, FL - 11 months ago
Who needs just 'moderate job changes'? In sales, we go big or go home. 🌟
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Customer Service RepresentativeHouston, TX - 11 months ago
I'm tired of constantly switching jobs in search of better opportunities. Moderation sounds just about right for me. 🙌

Career path

Path to job

Discover a Financial Services Representative's areas of knowledge sorted by their majors.
Explore the list of higher education institutions that a Financial Services Representative typically studied at.
East Carolina University
North Carolina State University

Path after job

Community

Demographics

What Is the Age and Gender Ratio of Financial Services Representative Employees?
Gender ratio in Financial Services Representative position: 0.615335314338985 Male and 0.384664685661015 Female. Age ratio in Financial Services Representative position: 16-20: 13%, 21-30: 70%, 31-40: 10%, 41-50: 5%, 51-60: 2%, 60+: 0%. Financial Services Representative position is predominantly male (61.5%) with the largest age group being 21-30 years old, followed by 16-20 years old.
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Financial Services RepresentativePhiladelphia, PA - 11 months ago
Can we talk about how few people over 50 are in this field? What's the deal with that? 🧐
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Financial Services RepresentativePhoenix, AZ - 11 months ago
Honestly, we need more diversity in this industry, gotta shake things up! ✊

Workplaces

Who Are the Top Employers for Financial Services Representative?
Top employers of Financial Services Representative position: Foresters Financial, MassMutual, Primerica. People who work in Financial Services Representative position most typically go on to work for the Foresters Financial.
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Financial Services RepresentativeHouston, TX - 11 months ago
Yeehaw! You guys are all wrong! In Houston, the best place to be as an FSR is with MassMutual. They offer fantastic financial products and support for their representatives!
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Financial Services RepresentativePhiladelphia, PA - 11 months ago
💯 Trust me, as someone who currently works as an FSR for Foresters Financial in Philly, they are hands down the top employer here. This infographic is spot on!
Foresters Financial
MassMutual
Primerica
What Industries Does Financial Services Representative Typically Have Experience In?
Industry Background: The most typical industries of Financial Services Representative: Finance & Insurance, Information Technology, Retail, Manufacturing, Professional / Scientific / Technical. Financial Services Representative employees most likely come from a Finance & Insurance industry background.
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Financial Services RepresentativeHouston, TX - 11 months ago
But it's not easy convincing people to trust us with their money. We're constantly fighting against scammers and distrust in the industry.
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Financial Services RepresentativeMiami, FL - 11 months ago
Agreed! And let's not forget the never-ending paperwork and long hours. It takes dedication and skill to do this job well, but not everyone appreciates it. 💪

Find your job as Financial Services Representative

Discussion about Financial Services Representative

Want to know more about Financial Services Representative position?
Share your thoughts and ideas about Financial Services Representative position with others in our community.
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Is Financial Services Representative a female or male dominated profession?
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Liam Brown3 years ago
Mostly men choose this job, but women also choose this.
What is the most common age of a Financial Services Representative?
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Benjamin Gardner3 years ago
People working as a Financial Services Representative are 26 old on average.
How much experience do you need to work as a Financial Services Representative?
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Liam Brown3 years ago
4 years of experience is needed on average for a Financial Services Representative.
Which industries should a Financial Services Representative consider working in?
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Isabella Holmes3 years ago
Finance & Insurance is the most probable for a Financial Services Representative to work in.
Speaking of higher education, do I need a degree as a Financial Services Representative?
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Liam Brown3 years ago
No higher education is the typical for a Financial Services Representative
As a Financial Services Representative, which company should I definitely check out for jobs?
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Liam Brown3 years ago
If you are a Financial Services Representative you should definitely apply for Foresters Financial, MassMutual, Primerica, SECU and TD
How long do people usually work as a Financial Services Representative when they switch to another position?
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Liam Brown3 years ago
On average people change after 4 years.
How likely is it for people working as a Financial Services Representative to switch companies still working as a Financial Services Representative?
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Isabella Holmes3 years ago
The job hopper score is medium for a Financial Services Representative.
From which job titles people come from to work as a Financial Services Representative?
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Sophie Hayes3 years ago
You have a good chance of becoming a Financial Services Representative if you are working as Customer Service Representative, Teller or Personal Banker
What typical professions people working as a Financial Services Representative switch to?
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Benjamin Gardner3 years ago
Working as Financial Services Representative consider Branch Manager, Financial Advisor or Customer Service Representative as a next step in your career.
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