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Account Representative, Financial Planning & Insurance Salary (United States)

The average salary for an Account Representative, Financial Planning & Insurance is $38,222 per year. People in this job generally don't have more than 20 years' experience. For the first five to ten years in this position, salary increases modestly, but any additional experience does not have a big effect on pay.
Account Representative, Financial Planning & Insurance Salary (?
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.
)
$27,857 - $55,769
(Median)
28K
38K
48K
56K
MEDIAN: $38,222
10%
50%
75%
90%
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Account Representative, Financial Planning & Insurance Salary (?
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.
)
$11.36 - $20.12
(Median)
11
15
17
20
MEDIAN: $15.00
10%
50%
75%
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
$27,857 - $55,769  
   
Bonus
$0.00 - $6,638  
Commission
$198.66 - $25,168  
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).
)
$26,459 - $55,991  
Country: United States | Currency: USD | Updated: 11 Dec 2014 | Individuals Reporting: 154
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
$11.36 - $20.12  
   
Overtime
$17.88 - $31.10  
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
$198.66 - $25,168  
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).
)
$26,459 - $55,991  
Country: United States | Currency: USD | Updated: 11 Dec 2014 | Individuals Reporting: 88
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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

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Experience Affects Account Representative, Financial Planning & Insurance Salaries

Experienced
up arrow 7%
Mid-Career
up arrow 3%
National Average
$37,000

Skills That Affect Account Representative, Financial Planning & Insurance Salaries

National Average
$37,000
Customer Service
up arrow 10%
Sales
up arrow 10%

Job Satisfaction

Highly satisfied Image
Highly satisfied
Rated 4 out of 5 based on 42 votes.

Gender

Female
80%
female alumni
 
Male
20%
male alumni

Years of Experience

Less than 1 year
7%
1-4 years
36%
5-9 years
32%
10-19 years
18%
20 years or more
7%

Common Health Benefits

medical benefits Medical: 74% dental benefits Dental: 55%
vision benefits Vision: 43% employee benefits None: 24%