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.

$26,127 - $57,582
$26K
$41K
$58K
MEDIAN: $40,603
10%
50%
90%

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$11.99 - $20.65
$12
$17
$21
MEDIAN: $16.60
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
$26,127 - $57,582  
   
Bonus
$1,017 - $10,241  
Commission
$5,000  
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).
)
$27,015 - $55,484  
Country: United States | Currency: USD | Updated: 4 May 2017 | Individuals Reporting: 73
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
$11.99 - $20.65  
   
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
$1,017 - $10,241  
   
Commission
$5,000  
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).
)
$27,015 - $55,484  
Country: United States | Currency: USD | Updated: 4 May 2017 | Individuals Reporting: 55

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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

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
77 %
Male
23 %

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 17 votes.
Less than 1 year
9%
1-4 years
39%
5-9 years
20%
10-19 years
22%
20 years or more
11%
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Location:
Years in Fields/Career:
United States (change)

Experience Affects Account Representative, Financial Planning & Insurance Salaries

Late-Career
▲19%

▲3%

National Average
$39,000

▼1%

▼4%

Skills That Affect Account Representative, Financial Planning & Insurance Salaries

▲6%


▲1%

National Average
$39,000

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 17 votes.

Gender

Female
77 %
Male
23 %

Years of Experience

Less than 1 year
9%
1-4 years
39%
5-9 years
20%
10-19 years
22%
20 years or more
11%

Common Health Benefits

medical benefits
Medical: 73%
dental benefits
Dental: 53%
vision benefits
Vision: 48%
no benefits
None: 26%
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