An Account Representative, Financial Planning & Insurance earns an average salary of $41,364 per year.

$27,100 - $58,723
(Median)
$27K
$41K
$59K
MEDIAN: $41,364
10%
50%
90%

Add this chart to your site: 640px    300px

$11.98 - $21.46
(Median)
$12
$16
$21
MEDIAN: $16.00
10%
50%
90%

Add this chart to your site: 640px    300px

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
$27,100 - $58,723  
   
Bonus
$1,030 - $43,359  
Commission
$5,087  
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).
)
$26,600 - $56,751  
Country: United States | Currency: USD | Updated: 28 Oct 2016 | Individuals Reporting: 68
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
$11.98 - $21.46  
   
Overtime
$25.96  
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
$1,030 - $43,359  
   
Commission
$5,087  
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).
)
$26,600 - $56,751  
Country: United States | Currency: USD | Updated: 28 Oct 2016 | Individuals Reporting: 55
United States (change)

Find Out Exactly What You Should Be Paid

United States (change)


Employers: 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)

Find Out Exactly What You Should Be Paid

United States (change)


Employers: Start Here »

Experience Affects Account Representative, Financial Planning & Insurance Salaries

Late-Career
up arrow 26%


National Average
$39,000



Skills That Affect Account Representative, Financial Planning & Insurance Salaries

Sales
up arrow 4%

Customer Service
up arrow 2%

Insurance
up arrow 1%

National Average
$39,000

Job Satisfaction

Extremely satisfied
Rated 5 out of 5
based on 13 votes.

Gender

Female
78 %
Male
22 %

Years of Experience

Less than 1 year
9%
1-4 years
34%
5-9 years
24%
10-19 years
22%
20 years or more
11%

Common Health Benefits

medical benefits
Medical: 78%
dental benefits
Dental: 55%
medical benefits
Vision: 50%
dental benefits
None: 22%
ADVERTISEMENT