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Account Representative, Financial Planning & Insurance Salary

An Account Representative, Financial Planning & Insurance earns an average salary of $39,145 per year. People in this job generally don't have more than 20 years' experience.

$27,886 - $55,541
(Median)
$28K
$39K
$56K
MEDIAN: $39,145
10%
50%
90%

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$11.52 - $20.80
(Median)
$12
$15
$21
MEDIAN: $15.00
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
$27,886 - $55,541  
   
Bonus
$0.00 - $6,638  
Commission
$587 - $25,532  
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).
)
$26,769 - $55,930  
Country: United States | Currency: USD | Updated: 16 May 2015 | Individuals Reporting: 125
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
$11.52 - $20.80  
   
Overtime
$17.54 - $31.80  
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 - $6,638  
   
Commission
$587 - $25,532  
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).
)
$26,769 - $55,930  
Country: United States | Currency: USD | Updated: 16 May 2015 | Individuals Reporting: 76
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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 33%


Mid-Career
up arrow 4%

National Average
$37,000


Skills That Affect Account Representative, Financial Planning & Insurance Salaries

National Average
$37,000



Sales
up arrow 8%

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 35 votes.

Gender

Female
80 %
Male
20 %

Years of Experience

Less than 1 year
5%
1-4 years
35%
5-9 years
31%
10-19 years
20%
20 years or more
8%

Common Health Benefits

medical benefits Medical: 73% dental benefits Dental: 54%
vision benefits Vision: 43% employee benefits None: 25%
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