How to hire a finance agent

How to hire a finance agent, step by step

Here's a step-by-step finance agent hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a finance agent job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new finance agent
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   Before you start hiring a finance agent, identify what type of worker you actually need. Certain positions might call for a full-time employee, while others can be done by a part-time worker or contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   Hiring the perfect finance agent also involves considering the ideal background you'd like them to have. Depending on what industry or field they have experience in, they'll bring different skills to the job. It's also important to consider what levels of seniority and education the job requires and what kind of salary such a candidate would likely demand.

   This list presents finance agent salaries for various positions.

   Type of Finance Agent	Description	Hourly rate
   Finance Agent	Securities, commodities, and financial services sales agents connect buyers and sellers in financial markets. They sell securities to individuals, advise companies in search of investors, and conduct trades.	$13-50
   Personal Banker	A personal banker is responsible for managing the customers' financial records and assisting them in various banking transactions. Personal bankers' duties also include handling customers' inquiries for financial plans, understanding the banking and financial industry principles, processing applications, verifying account details, and offering bank products based on the customers' needs... Show more	$13-23
   Merchant	A merchant is responsible for selling goods and services for an organization to generate revenues by reaching out to existing and potential customers and discuss the products' features. Merchants must have extensive knowledge of the goods offered by the company to be able to respond to customers' inquiries and concerns accurately... Show more	$22-57

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Term Care
   • Customer Inquiries
   • Annuities
   • Financial Products
   • Customer Issues
   • Payment Arrangements
   • Retirement Planning
   • Inbound Calls
   • Retirement Income
   • Health Insurance
   • Outbound Calls
   • Financial Aid
   • Past Due Accounts
   • Insurance Coverage

   Check all skills

   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.
   • Process claims for missing or stolen ATM cards handle any customer service issues and answer questions.
   • Represent publicly and privately hold companies in mergers and acquisitions, securities offerings, corporate finance and general corporate matters.

3. Make a budget

   Including a salary range in your finance agent job description is one of the best ways to attract top talent. A finance agent can vary based on:

   • Location. For example, finance agents' average salary in alaska is 68% less than in new york.
   • Seniority. Entry-level finance agents 73% less than senior-level finance agents.
   • Certifications. A finance agent with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in a finance agent's salary.

   Average finance agent salary

   $54,522yearly

   $26.21 hourly rate

   ---

   Entry-level finance agent salary

   $28,000 yearly salary

   Updated December 16, 2025

4. Writing a finance agent job description

   A job description for a finance agent role includes a summary of the job's main responsibilities, required skills, and preferred background experience. Including a salary range can also go a long way in attracting more candidates to apply, and showing the first name of the hiring manager can also make applicants more comfortable. As an example, here's a finance agent job description:

   Finance agent job description example

   Genesis10 is currently seeking an Quality Assurance Consultant with our client in the financial industry in their New York, NY location. This is a 12 month + contract position.
   Responsibilities: Design, development, and support of Equity Derivative infrastructure
   Focuses on owning and driving the discussion/work stream and working with business and technology other stakeholders in identifying solutions
   Facilitate design review sessions with technology teams within Equity Linked Technology and other tech partners
   Execute on all facets of delivery to the Equity Linked Technology User community from discussions with users shaping deliverables through to the production release of functionality
   Demonstrations of new functionality to business and technology users
   Design of test strategy including preparing test cases, as required
   Work closely with the business and technology teams to gather testing requirements and acceptance criteria
   Coordinate UAT activities, releases, and migration events
   Tracking of defects and progress of resolution
   Escalation of issues in a timely manner
   Produce system and process documentation
   Ensure adherence to audit and operational standards
   
   Requirements: Hands-on experience and in-depth knowledge of Python Application development (5+ years)
   Problem-solving skills with an ability to address performance issues
   A flexible, "can do " attitude; comfortable working in a fast-paced environment with frequent release cycles and rapidly changing priorities
   The ability to effectively communicate within a multi-disciplined team, across multiple locations and time zones, and to interact with various technology partners
   Able to work as a W2 employee of Genesis10 (no Corp-to-Corp)
   
   Desired Skills: Java, real time messaging, SQL experience preferred
   An understanding of Equity derivative business and Quartz application development
   Working experience with complex systems (grid, object-oriented database, Oracle, etc.)
   
   If you have the described qualifications and are interested in this exciting opportunity, please apply!
   About Genesis10:
   Genesis10 is a leading U.S. business and technology consulting firm with hundreds of clients needing proven talent and solutions to power their strategic initiatives. If you are a high performing business or IT professional with solid, referenced experience, we want to meet you. Genesis10 recruiters and delivery professionals are highly accomplished career advocates, who get to know you beyond your resume to position you with the opportunities that fit your skills, experience and aspirations. We have benefit options to fit your needs and a support staff that works with you from placement throughout your engagement project after project. To learn more about Genesis10 and to view all our available career opportunities, please visit us at www.genesis10.com. "Genesis10 is an Equal Opportunity Employer, M/F/D/V

   Copy this example

   

5. Post your job

   To find finance agents for your business, try out a few different recruiting strategies:

   • Consider internal talent. One of the most important talent pools for any company is its current employees.
   • Ask for referrals. Reach out to friends, family members, and your current work to ask if they know any finance agents they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit entry-level finance agents with the right educational background.
   • Social media platforms. LinkedIn, Facebook, and Twitter have more than 3.5 billion users, and they're a great place for company branding and reaching potential job candidates.

   Post your job online:

   • Post your finance agent job on Zippia to find and recruit finance agent candidates who meet your exact specifications.
   • Use field-specific websites such as salesjobs, salesheads, allretailjobs.com, sales trax.
   • Post a job on free websites.

6. Interview candidates

   To successfully recruit finance agents, your first interview needs to engage with candidates to learn about their interest in the role and experience in the field. You can go into more detail about the company, the role, and the responsibilities during follow-up interviews.

   Remember to include a few questions that allow candidates to expand on their strengths in their own words. Asking about their unique skills might reveal things you'd miss otherwise. At this point, good candidates can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new finance agent

   Once you've decided on a perfect finance agent candidate, it's time to write an offer letter. In addition to salary, it should include benefits and perks available to the employee. Qualified candidates may be considered for other positions, so make sure your offer is competitive. Candidates may wish to negotiate. Once you've settled on the details, formalize your agreement with a contract.

   You should also follow up with applicants who don't get the job with an email letting them know that you've filled the position.

   To prepare for the new finance agent first day, you should share an onboarding schedule with them that covers their first period on the job. You should also quickly complete any necessary paperwork, such as employee action forms and onboarding documents like I-9, benefits enrollment, and federal and state tax forms. Finally, Human Resources must ensure a new employee file is created for internal record keeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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