What am I worth?
Get a free salary report »
What should I pay?
Pay the right way »

Account Representative, Financial Planning & Insurance Salary

An Account Representative, Financial Planning & Insurance earns an average salary of $39,142 per year. People in this job generally don't have more than 20 years' experience.

$27,603 - $55,541
(Median)
$28K
$39K
$56K
MEDIAN: $39,142
10%
50%
90%

Add this chart to your site: 640px    300px

$11.26 - $20.78
(Median)
$11
$15
$21
MEDIAN: $14.00
10%
50%
90%

Add this chart to your site: 640px    300px

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
$27,603 - $55,541  
   
Bonus
$0.00 - $6,500  
Commission
$489.36 - $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).
)
$26,532 - $55,642  
Country: United States | Currency: USD | Updated: 2 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
$11.26 - $20.78  
   
Overtime
$17.62 - $31.68  
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 - $6,500  
   
Commission
$489.36 - $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).
)
$26,532 - $55,642  
Country: United States | Currency: USD | Updated: 2 May 2015 | Individuals Reporting: 76

Find Out Exactly What You Should Be Paid

United States (change)


Comp Managers: Start Here »

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.

Read More...

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


Add this chart to your site:   640px 640px    300px 300px

Account Representative, Financial Planning & Insurance Job Listings

Search for more jobs:

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

United States (change)

Experience Affects Account Representative, Financial Planning & Insurance Salaries

Late-Career
up arrow 35%

Experienced
up arrow 10%

Mid-Career
up arrow 5%

National Average
$37,000


Skills That Affect Account Representative, Financial Planning & Insurance Salaries

National Average
$37,000


Customer Service
up arrow 9%

Sales
up arrow 9%

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 37 votes.

Gender

Female
80 %
Male
20 %

Years of Experience

Less than 1 year
5%
1-4 years
36%
5-9 years
31%
10-19 years
19%
20 years or more
8%

Common Health Benefits

medical benefits Medical: 73% dental benefits Dental: 53%
vision benefits Vision: 43% employee benefits None: 25%
ADVERTISEMENT