Avg. Base Hourly Rate (USD)
The average hourly pay for a Financial Services Representative is $17.38
What is the Pay by Experience Level for Financial Services Representatives?
An entry-level Financial Services Representative with less than 1 year experience can expect to earn an average total compensation (includes tips, bonus, and overtime pay) of $16.39 based on 71 salaries. An early career Financial Services Representative with 1-4 years of experience earns an average total compensation of $16.95 …Read more
What Do Financial Services Representatives Do?
A financial services representative works for a bank or other financial establishment to assist customers with a variety of the investments. They may also serve as the point person for handling regular loan applications for home mortgages, which includes providing information to customers on the application process. The financial services representative must be familiar with - and able to speak to customers about - a variety of investment strategies to suit the varying needs of the bank’s …Read more
- Provide financial advice and match financial products with customers' needs and goals.
- Develop long-term rapport with customers and foster profitable relationships.
- Monitor market trends, identify and pursue potential customer leads, and meet sales goals.
- Discuss customers' financial concerns, questions, and needs.