How To Become A Finance Agent: What It Is and Career Path

What is a finance agent and how to become one

Updated January 8, 2025

2 min read

There is more than meets the eye when it comes to being a finance agent. For example, did you know that they make an average of $26.21 an hour? That's $54,522 a year! Between 2018 and 2028, the career is expected to grow 10% and produce 47,700 job opportunities across the U.S.

ScoreFinance AgentUS Average

Salary

4.3

Avg. Salary $54,522

Avg. Salary $59,228

Stability level

6.9

Growth rate 10%

Growth rate 0.3%

Diversity

6.1

Race

American Indian and Alaska Native 0.21%

Asian 12.15%

Black or African American 5.42%

Hispanic or Latino 11.21%

Unknown 4.12%

White 66.91%

Gender

female 51.10%

male 48.90%

Age - 43

Race

American Indian and Alaska Native 3.00%

Asian 7.00%

Black or African American 14.00%

Hispanic or Latino 19.00%

White 57.00%

Gender

female 47.00%

male 53.00%

Age - 43

Stress level

6.9

Stress level is high

7.1 - high

Complexity level

7.0

Complexity level is challenging

7 - challenging

Work life balance

6.6

Work life balance is good

6.4 - fair

Key steps to become a finance agent

Explore finance agent education requirements

Most common finance agent degrees

Bachelor's

52.7 %

Associate

18.6 %

High School Diploma

13.6 %

Start to develop specific finance agent skills

Skills	Percentages
Term Care	21.87%
Customer Inquiries	18.69%
Annuities	10.98%
Financial Products	7.81%
Customer Issues	6.33%

Complete relevant finance agent training and internships

Accountants spend an average of 1-3 months on post-employment, on-the-job training. New finance agents learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as a finance agent based on U.S. Bureau of Labor Statistics data and data from real finance agent resumes.

Research finance agent duties and responsibilities

Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
Assemble, and stage POS system.
Test and diagnose problems on POS VeriFone FD55 and component parts.
Provide technical support to ATM vendors including high volume machines locate in casinos.

Apply for finance agent jobs

Now it's time to start searching for a finance agent job. Consider the tips below for a successful job search:

Browse job boards for relevant postings
Consult your professional network
Reach out to companies you're interested in working for directly
Watch out for job scams

How do finance agents rate their job?

-/5

5 stars

4 stars

3 stars

2 stars

1 star

Finance agent reviews

A zippia user wrote a review on Nov 2019

Pros

It give me unforgettable memories and experience In additional generating life time skills and excellence of the knowledge of is involved

A zippia user wrote a review on May 2019

Pros

Admin and I pay attention to details ,decisions making and a team player

Cons

Nothing