Account Representative, Financial Planning & Insurance Salary

An Account Representative, Financial Planning & Insurance earns an average salary of $40,341 per year. People in this job generally don't have more than 20 years' experience.

$25,173 - $59,679
$25K
$40K
$60K
MEDIAN: $39,747
10%
50%
90%

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$12.01 - $20.14
$12
$16
$20
MEDIAN: $16.46
10%
50%
90%

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$0$59K
Salary $25,173 - $59,679
Bonus $1,445 - $9,967
Profit Sharing $3,000
Commission $5,087
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
$26,707 - $56,249
  • Country: United States
  • Currency: USD
  • Updated: 25 Jul 2017
  • Individuals Reporting: 83
Hourly Data $0$29
Hourly Rate $12.01 - $20.14
Overtime $25.00
Annual Data $0$56K
Bonus $1,445 - $9,967
Commission $5,087
Profit Sharing $3,000
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
$26,707 - $56,249
  • Country: United States
  • Currency: USD
  • Updated: 25 Jul 2017
  • Individuals Reporting: 56

Find Out Exactly What You Should Be Paid

United States (change)

Job Description for Account Representative, Financial Planning & Insurance

Account representatives for financial planning & insurance are often required to pass Series 6 or/and 7 exams that are administered by the Financial Industry Regulatory Authority, a government agency. Account representatives in financial industry must follow rules and regulations from various government agencies, such as the Security Exchange Commission, Internal Revenue Service, Department of Labor's Employee Retirement Income Security Act.

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Account Representative, Financial Planning & Insurance Tasks

  • Analyze customer information and make recommendations for additional services.
  • Sell insurance or financial services to potential and current customers through phone calls, mailing campaigns, and interviews.

Common Career Paths for Account Representative, Financial Planning & Insurance


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Account Representative, Financial Planning & Insurance Job Listings

Popular Skills for Account Representative, Financial Planning & Insurance

Pay by Experience Level for Account Representative, Financial Planning & Insurance

Pay by Experience for an Account Representative, Financial Planning & Insurance has a positive trend. An entry-level Account Representative, Financial Planning & Insurance with less than 5 years of experience can expect to earn an average total compensation of $38,000 based on 67 salaries provided by anonymous users. Average total compensation includes tips, bonus, and overtime pay. An Account Representative, Financial Planning & Insurance with mid-career experience which includes employees with 5 to 10 years of experience can expect to earn an average total compensation of $40,000 based on 31 salaries. An experienced Account Representative, Financial Planning & Insurance which includes employees with 10 to 20 years of experience can expect to earn an average total compensation of $38,000 based on 31 salaries. An Account Representative, Financial Planning & Insurance with late-career experience which includes employees with greater than 20 years of experience can expect to earn an average total compensation of $46,000 based on 12 salaries.

Related Job Salaries

Key Stats for Account Representative, Financial Planning & Insurance

Gender

Female
75 %
Male
25 %

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 23 votes.
Less than 1 year
11%
1-4 years
38%
5-9 years
20%
10-19 years
22%
20 years or more
9%
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Location:
Years in Fields/Career:
United States (change)

Experience Affects Account Representative, Financial Planning & Insurance Salaries

Late-Career
▲20%

▲4%

▼0%

National Average
$39,000

▼3%

Skills That Affect Account Representative, Financial Planning & Insurance Salaries

▲7%


▲1%

National Average
$39,000

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 23 votes.

Gender

Female
75 %
Male
25 %

Years of Experience

Less than 1 year
11%
1-4 years
38%
5-9 years
20%
10-19 years
22%
20 years or more
9%

Common Health Benefits

medical benefits
Medical: 72%
dental benefits
Dental: 55%
vision benefits
Vision: 47%
no benefits
None: 27%
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