Account Representative, Financial Planning & Insurance Salary

An Account Representative, Financial Planning & Insurance earns an average salary of $39,503 per year. People in this job generally don't have more than 20 years' experience.

$27,935 - $54,784
(Median)
$28K
$40K
$55K
MEDIAN: $39,503
10%
50%
90%

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$10.35 - $20.66
(Median)
$10
$15
$21
MEDIAN: $14.00
10%
50%
90%

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National Salary Data (?
XAll compensation data shown are gross, national 10th to 90th percentile ranges. Pay can vary greatly by location. To view local data, take the PayScale survey.
)
$0$19K$38K$57K
Salary
$27,935 - $54,784  
   
Bonus
$0.00 - $8,940  
Commission
$507 - $27,617  
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).
)
$26,494 - $55,961  
Country: United States | Currency: USD | Updated: 2 Jul 2015 | Individuals Reporting: 112
National Hourly Rate Data (?
XAll compensation data shown are gross, national 10th to 90th percentile ranges. Pay can vary greatly by location. To view local data, take the PayScale survey.
)
$0$11$22$33
Hourly Rate
$10.35 - $20.66  
   
Overtime
$17.34 - $32.03  
National Annualized Data (?
XAll compensation data shown are gross, national 10th to 90th percentile ranges. Pay can vary greatly by location. To view local data, take the PayScale survey.
)
$0$22K$44K$66K
Bonus
$0.00 - $8,940  
   
Commission
$507 - $27,617  
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).
)
$26,494 - $55,961  
Country: United States | Currency: USD | Updated: 2 Jul 2015 | Individuals Reporting: 69
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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

  • 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

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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

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Experience Affects Account Representative, Financial Planning & Insurance Salaries

Late-Career
up arrow 32%


Mid-Career
up arrow 4%

National Average
$38,000


Skills That Affect Account Representative, Financial Planning & Insurance Salaries

National Average
$38,000

Insurance
up arrow 3%


Sales
up arrow 8%

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 31 votes.

Gender

Female
81 %
Male
19 %

Years of Experience

Less than 1 year
6%
1-4 years
35%
5-9 years
29%
10-19 years
21%
20 years or more
9%

Common Health Benefits

medical benefits Medical: 71% dental benefits Dental: 52%
vision benefits Vision: 42% employee benefits None: 27%
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