Account Representative, Financial Planning & Insurance Salary

An Account Representative, Financial Planning & Insurance earns an average salary of $40,788 per year. People in this job generally don't have more than 20 years' experience.

$27,948 - $58,420
(Median)
$28K
$41K
$58K
MEDIAN: $40,788
10%
50%
90%

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$11.63 - $20.97
(Median)
$12
$15
$21
MEDIAN: $15.00
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
$27,948 - $58,420  
   
Bonus
$0.00 - $9,716  
Commission
$500 - $30,000  
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).
)
$26,472 - $57,714  
Country: United States | Currency: USD | Updated: 12 Jan 2016 | Individuals Reporting: 95
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$11$22$33
Hourly Rate
$11.63 - $20.97  
   
Overtime
$15.10 - $32.60  
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$22K$44K$66K
Bonus
$0.00 - $9,716  
   
Commission
$500 - $30,000  
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).
)
$26,472 - $57,714  
Country: United States | Currency: USD | Updated: 12 Jan 2016 | Individuals Reporting: 70
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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 31%



National Average
$38,000


Skills That Affect Account Representative, Financial Planning & Insurance Salaries

Insurance
0%

National Average
$38,000

Sales
up arrow 3%


Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 26 votes.

Gender

Female
77 %
Male
23 %

Years of Experience

Less than 1 year
6%
1-4 years
33%
5-9 years
28%
10-19 years
22%
20 years or more
10%

Common Health Benefits

medical benefits
Medical: 71%
dental benefits
Dental: 57%
medical benefits
Vision: 47%
dental benefits
None: 27%
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