An Account Representative, Financial Planning & Insurance earns an average salary of $41,193 per year.

$25,701 - $57,134
$26K
$41K
$57K
MEDIAN: $41,193
10%
50%
90%

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$11.75 - $21.43
$12
$17
$21
MEDIAN: $16.67
10%
50%
90%

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National Salary Data (?
XAll compensation data shown are gross 10th to 90th percentile ranges. Take the PayScale Survey to find out how location influences pay for this job.
)
$0$20K$40K$60K
Salary
$25,701 - $57,134  
   
Bonus
$1,454 - $10,304  
Commission
$5,500  
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).
)
$26,235 - $56,249  
Country: United States | Currency: USD | Updated: 18 Jan 2017 | Individuals Reporting: 65
National Hourly Rate Data (?
XAll compensation data shown are gross 10th to 90th percentile ranges. Take the PayScale Survey to find out how location influences pay for this job.
)
$0$10$20$30
Hourly Rate
$11.75 - $21.43  
   
Overtime
$25.00  
National Annualized Data (?
XAll compensation data shown are gross 10th to 90th percentile ranges. Take the PayScale Survey to find out how location influences pay for this job.
)
$0$20K$40K$60K
Bonus
$1,454 - $10,304  
   
Commission
$5,500  
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).
)
$26,235 - $56,249  
Country: United States | Currency: USD | Updated: 18 Jan 2017 | Individuals Reporting: 54

Find Out Exactly What You Should Be Paid

United States (change)

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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

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

Common Career Paths for Account Representative, Financial Planning & Insurance


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Account Representative, Financial Planning & Insurance Job Listings

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Popular Skills for Account Representative, Financial Planning & Insurance

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

Median of all compensation (including tips, bonus, and overtime) by years of experience.

Related Job Salaries

Key Stats for Account Representative, Financial Planning & Insurance

Gender

Female
77 %
Male
23 %

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 14 votes.
036
Less than 1 year
10%
1-4 years
37%
5-9 years
21%
10-19 years
21%
20 years or more
11%
Location:
Years in Fields/Career:
United States (change)

Experience Affects Account Representative, Financial Planning & Insurance Salaries

Late-Career
up arrow 27%


National Average
$39,000



Skills That Affect Account Representative, Financial Planning & Insurance Salaries

up arrow 5%



National Average
$39,000

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 14 votes.

Gender

Female
77 %
Male
23 %

Years of Experience

Less than 1 year
10%
1-4 years
37%
5-9 years
21%
10-19 years
21%
20 years or more
11%

Common Health Benefits

medical benefits
Medical: 77%
dental benefits
Dental: 56%
vision benefits
Vision: 50%
dental benefits
None: 22%
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