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Financial Services Sales Agent

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All About Financial Services Sales Agents

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

Financial Services Sales Agent Responsibilities

  • Determine customers’ financial services needs and prepare proposals to sell services that address these needs.
  • Make presentations on financial services to groups to attract new clients.
  • Review business trends to advise customers regarding expected fluctuations.
  • Evaluate costs and revenue of agreements to determine continued profitability.
  • Prepare forms or agreements to complete sales.
  • Develop prospects from current commercial customers, referral leads, or sales or trade meetings.

Skills Needed to be a Financial Services Sales Agent

When polled, Financial Services Sales Agents say the following skills are most frequently used in their jobs:

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.

  • Business Banker
  • Sales Consultant
  • Financial Report Service Sales Agent
  • Finance Specialist
  • Branch Sales Representative

Job Opportunities for Financial Services Sales Agents

In the United States, there were 375,700 jobs for Financial Services Sales Agent in 2016. 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. The BLS estimates 38,000 yearly job openings in this field.


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.

How Much Does a Financial Services Sales Agent Make?

The salary for Financial Services Sales Agents ranges between about $34,360 and $208,000 a year.


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

What Tools do Financial Services Sales Agents Use?

Although they’re not necessarily needed for all jobs, the following technologies are used by many Financial Services Sales Agents:

  • 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?

Are there Financial Services Sales Agents education requirements?


How many years of work experience do I need?


Where Financial Services Sales Agents Are Employed


The table below shows the approximate number of Financial Services Sales Agents employed by various industries.


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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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