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Financial Services Sales Agent

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What is a Financial Services Sales Agent?

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

What Do Financial Services Sales Agents Do On a Daily Basis?

  • Contact prospective customers to present information and explain available services.
  • Evaluate costs and revenue of agreements to determine continued profitability.
  • Make presentations on financial services to groups to attract new clients.
  • Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  • Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
  • Sell services or equipment, such as trusts, investments, or check processing services.

Things a Financial Services Sales Agent Should Know How to Do

Financial Services Sales Agents state the following job skills are important in their day-to-day work.

Persuasion: Persuading others to change their minds or behavior.

Active Listening: Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

Speaking: Talking to others to convey information effectively.

Critical Thinking: Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

Reading Comprehension: Understanding written sentences and paragraphs in work related documents.

Social Perceptiveness: Being aware of others' reactions and understanding why they react as they do.

  • Securities Adviser
  • Financial Representative
  • Branch Service Representative
  • Investment Representative
  • Retail Personal Banker

What Kind of Financial Services Sales Agent Job Opportunities Are There?

In 2016, there was an estimated number of 375,700 jobs in the United States for Financial Services Sales Agent. New jobs are being produced at a rate of 6.2% which is above the national average. The Bureau of Labor Statistics predicts 23,200 new jobs for Financial Services Sales Agent by 2026. Due to new job openings and attrition, there will be an average of 38,000 job openings in this field each year.


The states with the most job growth for Financial Services Sales Agent are Arizona, Utah, and Iowa. Watch out if you plan on working in Massachusetts, New Jersey, or Maine. These states have the worst job growth for this type of profession.

What is the Average Salary of a Financial Services Sales Agent

The average yearly salary of a Financial Services Sales Agent ranges between $34,360 and $208,000.


Financial Services Sales Agents who work in New York, South Dakota, or Connecticut, make the highest salaries.

How much do Financial Services Sales Agents make in different U.S. states?

State Annual Mean Salary
Alabama $82,810
Alaska $101,290
Arizona $72,750
Arkansas $74,490
California $81,610
Colorado $76,160
Connecticut $122,890
Delaware $87,390
District of Columbia $103,380
Florida $82,810
Georgia $77,000
Hawaii $85,660
Idaho $62,690
Illinois $91,640
Indiana $92,400
Iowa $75,380
Kansas $107,500
Kentucky $85,420
Louisiana $89,550
Maine $81,670
Maryland $97,570
Massachusetts $118,310
Michigan $79,320
Minnesota $104,570
Mississippi $78,220
Missouri $80,280
Montana $89,270
Nebraska $86,920
Nevada $70,480
New Hampshire $98,030
New Jersey $98,850
New Mexico $56,380
New York $161,580
North Carolina $88,810
North Dakota $100,060
Ohio $77,960
Oklahoma $78,220
Oregon $66,120
Pennsylvania $86,970
Rhode Island $100,390
South Carolina $75,120
South Dakota $113,460
Tennessee $75,610
Texas $85,720
Utah $71,460
Vermont $105,770
Virginia $90,410
Washington $79,930
West Virginia $83,930
Wisconsin $77,780
Wyoming $70,030

Tools & Technologies Used by Financial Services Sales Agents

Below is a list of the types of tools and technologies that Financial Services Sales Agents may use on a daily basis:

  • Microsoft Excel
  • Microsoft Word
  • Microsoft Office
  • Microsoft PowerPoint
  • Microsoft Outlook
  • Web browser software
  • Microsoft Access
  • Data entry software
  • Email software
  • Word processing software
  • Spreadsheet software
  • Microsoft SharePoint
  • Microsoft Dynamics
  • IBM Notes
  • FileMaker Pro
  • Oracle PeopleSoft
  • Scheduling software
  • Salesforce software
  • IBM Cognos Impromptu
  • Oracle E-Business Suite Financials

How do I Become a Financial Services Sales Agent?

Learn what Financial Services Sales Agent education requirements there are.


How many years of work experience do I need?


Where do Financial Services Sales Agents Work?


The table below shows some of the most common industries where those employed in this career field work.


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Image Credit: Dave Dugdale via Creative Commons Attribution-Share Alike 2.0 Generic

More about our data sources and methodologies.

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