Account Representative, Financial Planning & Insurance Salary

An Account Representative, Financial Planning & Insurance earns an average salary of $39,376 per year. People in this job generally don't have more than 20 years' experience.

$27,825 - $55,076

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$10.28 - $20.79

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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$19K$38K$57K
Salary
$27,825 - $55,076  
   
Bonus
$0.00 - $9,000  
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).
)
$26,402 - $56,384  
Country: United States | Currency: USD | Updated: 18 Jul 2015 | Individuals Reporting: 109
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
$10.28 - $20.79  
   
Overtime
$16.50 - $32.14  
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 - $9,000  
   
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).
)
$26,402 - $56,384  
Country: United States | Currency: USD | Updated: 18 Jul 2015 | Individuals Reporting: 66
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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 34%


Mid-Career
up arrow 4%

National Average
$37,000


Skills That Affect Account Representative, Financial Planning & Insurance Salaries

National Average
$37,000

Insurance
up arrow 2%


Sales
up arrow 7%

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 30 votes.

Gender

Female
81 %
Male
19 %

Years of Experience

Less than 1 year
6%
1-4 years
35%
5-9 years
28%
10-19 years
22%
20 years or more
10%

Common Health Benefits

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