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Become A Finance Representative

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Working As A Finance Representative

  • Selling or Influencing Others
  • Communicating with Persons Outside Organization
  • Establishing and Maintaining Interpersonal Relationships
  • Getting Information
  • Analyzing Data or Information
  • Deal with People

  • Mostly Sitting

  • Stressful

  • $45,000

    Average Salary

What Does A Finance Representative Do At Hewlett Packard Enterprise Company

* Pro-actively prospect, sell, maintain and grow new dealer relationships with specific HP authorized dealers, end-user customers and HP sales teams.
* Engagement includes supporting daily transactions aligned to the go to market programs for the dealer, their inside sales team community and end-users buying from those resellers driving incremental HPFS lease funding and service volume.
* Contribute to supporting specific HP authorized partner(s) teams, HP sales teams and end customer accounts to meet assigned volume quota.
* Work with internal operations teams to ensure customer satisfaction and service standards are achieved.
* Utilize consultative sales approach to identify opportunities with specific HP authorized partner(s) and end-user customer accounts.
* Educate specific HP authorized partners & HP sales teams and end-user customers on the benefits of leasing and the leasing process, TCO and NPV analysis.
* Train HP & Channel sales people about the benefits of leasing and participate in joint sales/phone calls with these sales people.
* Provide feedback to business development on competitive data, as well as products needed to support the business.
* Contribute to leasing penetration into HP's Channel Market; increase HPFS lease customer base.
* Maintain familiarity with the IT & Lease/Finance marketplace, competitors and their products

What Does A Finance Representative Do At M & T Bank

* Acting in the role of a resident solution partner or in the capacity of a business development manager for transactional opportunities, identify, process and close equipment financing opportunities that meet the bank’s credit and profitability guidelines.
* Provide training to the commercial bank’s Relationship Managers on the value of Commercial Equipment Financing solutions to the bank and its clients.
* Participate regionally in the formal relationship planning process.
* Actively participate in all regional staff and community banking meetings.
* Continue to follow equipment and market trends and update self on changes in accounting rules and trends.
* Actively participate in civic and community activities with an emphasis on volunteerism and board participation.
* Coach/mentor new Leasing Sales Representatives.
* Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
* Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
* Promote an environment that supports diversity and reflects the M&T Bank brand.
* Complete other related duties as assigned.
* Working closely with regional relationship managers, team leaders and market presidents as well as M&T Credit groups and officers, identify equipment financing opportunities that meet the bank’s standards and provide the guidance necessary to close and book these transactions.
* In addition, this position is responsible for the continued oversight of these transactions and will assist in servicing these accounts as needed by the line and the client.
* May coach/mentor new Leasing Sales Representatives or act in a player-coach team leader role

What Does A Finance Representative Do At Tenet Healthcare

* Include the following.
* Others may be assigned._
* Evaluates documentation to approve or deny charity and indigent care for compliance to Conifer policies.
* Analyzes and assesses tax returns, income verifications, bank statements, living expenses, etc.
* Completes application packets recommending or denying Conifer Charity or Indigent Care including calculation of income/expense and outstanding debt and preparation of summary sheet.
* Contacts patients to obtain required verifications and other financial documentation to evaluate for Conifer Charity and Indigent Care.
* Keeps accurate logs of accounts approved or denied for financial assistance.

What Does A Finance Representative Do At Kforce

* Obtains and/or verifies demographic, clinical, financial, and insurance information in the process of pre-registering and financially clearing patients for service delivery, including the entry of patient/guarantor information in the patient registration/accounting systems
* Conducts insurance eligibility/benefit verification, referral/authorization, and financial education on designated accounts
* Performs activities that relate to pre-registration and financial clearance for multiple patient types (e.g.
* Inpatient Admissions, Diagnostic Outpatients, Ambulatory Surgery, Series accounts), and supports coverage of other departmental divisions; Frequent communications will occur with patients/family members/guarantors, and physicians/office staff in the deployment of key activities
* Notifies patient/guarantor of patient liabilities, collects such liabilities, and/or refers appropriate cases to Financial Counseling for follow-up and consultation
* High School diploma or equivalent required
* AA/AS or equivalent experience and education is desired
* Certified Healthcare Access Associate (CHAA) and/or Certified Patient Account Technician (CPAT) and/or Certified Revenue Cycle Representative (CRCR

What Does A Finance Representative Do At Investors Bank

* Interact with and build relationships with bank partners
* Become proficient on the phone with prospecting calls, service calls and sales calls
* Develop strong listening skills and the ability to take complex ideas and clearly communicate them to prospects / customers
* Learn the IFG approved products for sale
* Demonstrate the ability to conduct quick starts, branch meetings, referral training,
* Demonstrate the ability to present products / concepts and close business through needs based selling
* Track revenue reports, referrals back to the bank and appointments as needed
* Assist FA partners in planning and hosting seminars and focus days
* Attend IFG meetings, bank rallies and external activities
* Obtain series 7 and series 65/66 after completing 6 months of employment
* Adhere to current regulatory rules and regulations
* Ability to meet deadlines
* Ability to work closely with FA in determining ways to increase revenue.
* Team player
* NJ Life License, Series 6 and 63 registrations - required
* Successful sales track record with previous employer
* Strong communication skills Equal Opportunity Employer Minorities/Women/Protected

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How To Become A Finance Representative

A bachelor’s degree is required for entry-level jobs, and a master’s degree in business administration (MBA) is useful for advancement.


Securities, commodities, and financial services sales agents generally must have a bachelor’s degree to get an entry-level job. Studies in business, finance, accounting, or economics are important, especially for larger firms. Many firms hire summer interns before their last year of college, and those who are most successful are offered full-time jobs after they graduate.

Numerous agents eventually get a master’s degree in business administration (MBA), which is often a requirement for high-level positions in the securities industry. Because the MBA exposes students to real-world business practices, it can be a major asset for jobseekers. Employers often reward MBA holders with higher level positions, better compensation, and large signing bonuses.


Most employers provide intensive on-the-job training, teaching employees the specifics of the job, such as the products and services offered. Trainees in large firms may receive technical instruction in securities analysis and selling strategies. Firms often rotate their trainees among various departments to give them a broad understanding of the securities business.

Securities, commodities, and financial services sales agents must keep up with new products and services and other developments. They attend conferences and training seminars regularly.

Licenses, Certifications, and Registrations

Brokers and investment bankers must register as representatives of their firm with the Financial Industry Regulatory Authority (FINRA). To obtain the license, potential agents must pass a series of exams.

Many other licenses are available, each of which gives the holder the right to sell different investment products and services. Traders and some other sales representatives also need licenses, although these vary by firm and specialization. Financial services sales agents may need to be licensed, especially if they sell securities or insurance. Most firms offer training to help their employees pass the licensing exams.

Agents who are registered with FINRA must attend continuing education classes to keep their licenses. Courses consist of computer-based training on legal requirements or new financial products or services.

Although not always required, certification enhances professional standing and is recommended by employers. Brokers, investment bankers, and financial services sales agents can earn the Chartered Financial Analyst (CFA) certification, sponsored by the CFA Institute. To qualify for this certification, applicants need a bachelor’s degree or 4 years of related work experience and must pass three exams, which require several hundred hours of independent study. Applicants also must have an international passport. Exams cover subjects in accounting, economics, securities analysis, financial markets and instruments, corporate finance, asset valuation, and portfolio management. Applicants can take the exams while they are getting the required work experience.


Securities, commodities, and financial services sales agents usually advance to senior positions in a firm by accumulating a greater number of accounts. Although beginners often service the accounts of individual investors, they may eventually service large institutional accounts, such as those of banks and retirement funds.

After taking a series of tests, some brokers become portfolio managers and have greater authority to make investment decisions regarding an account. For more information on portfolio managers, see the profile on financial analysts.

Some experienced sales agents become branch office managers and supervise other sales agents while continuing to provide services for their own clients. A few agents advance to top management positions or become partners in their firms.

Many investment banks use an “up or out” policy, in which entry-level investment bankers are either promoted or terminated after 2 or 3 years. Investment banks use this policy to ensure that entry-level positions are not occupied long term, allowing the bank to bring in new workers.

Important Qualities

Analytical skills. To judge the profitability of potential deals, securities, commodities, and financial services sales agents must have strong analytical skills. This includes computer programming skills which they use to analyze financial products. 

Customer-service skills. Securities, commodities, and financial services sales agents must be persuasive and make clients feel comfortable with the agent’s recommendations.

Decisionmaking skills. Investment banking traders must make split-second decisions, with large sums of money at stake.

Detail oriented. Investment bankers must pay close attention to the details of initial public offerings and mergers and acquisitions because small changes can have large consequences.

Initiative. Securities, commodities, and financial services sales agents must create their own client base by making “cold” sales calls to people to whom they have not been referred and to people not expecting the call.

Math skills. Securities, commodities, and financial services sales agents need to be familiar with mathematical tools, including investment formulas.

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Finance Representative jobs

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Finance Representative Career Paths

Finance Representative
Account Manager Account Executive
Account Director
9 Yearsyrs
Personal Banker Branch Manager General Manager
Account Manager
5 Yearsyrs
Account Executive Sales Manager
Director Of Sales
10 Yearsyrs
Assistant Branch Manager Operations Manager Branch Manager
Finance Center Manager
6 Yearsyrs
Loan Officer Branch Manager Account Manager
Major Account Manager
7 Yearsyrs
Finance Advisor Assistant Vice President
Manager, Assistant Vice President
7 Yearsyrs
Account Executive Regional Sales Manager
National Sales Manager
10 Yearsyrs
Account Manager Senior Account Manager Account Executive
Regional Accounts Manager
8 Yearsyrs
Finance Analyst Operations Manager Account Executive
Regional Sales Director
10 Yearsyrs
Finance Advisor Finance Analyst Operations Manager
Regional Sales Manager
9 Yearsyrs
Finance Analyst Account Manager Account Executive
Relationship Manager
6 Yearsyrs
Finance Service Representative Office Manager Account Manager
Sales Account Manager
6 Yearsyrs
Service Representative Sales Consultant Director Of Sales
Sales Vice President
9 Yearsyrs
Personal Banker Service Manager Account Manager
Senior Account Manager
7 Yearsyrs
Service Representative Account Manager Relationship Manager
Senior Relationship Manager
10 Yearsyrs
Branch Manager General Manager Account Executive
Senior Sales Executive
9 Yearsyrs
Branch Manager Account Executive Sales Manager
Senior Sales Manager
7 Yearsyrs
Finance Service Representative Assistant Branch Manager Account Executive
Strategic Accounts Manager
9 Yearsyrs
Loan Officer Office Manager Account Manager
Territory Account Manager
8 Yearsyrs
Assistant Branch Manager Assistant Vice President
Vice President & Sales Manager
9 Yearsyrs
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Finance Representative Demographics


  • Male

  • Female

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • German

  • Chinese

  • Mandarin

  • Arabic

  • Hindi

  • Korean

  • Portuguese

  • Italian

  • Russian

  • Japanese

  • Urdu

  • Cantonese

  • Vietnamese

  • Armenian

  • Carrier

  • Greek

  • Tagalog

  • Gujarati

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Finance Representative

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Finance Representative Education

Finance Representative

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Real Finance Representative Salaries

Job Title Company Location Start Date Salary
Financial Representative NMP Planning Co., Inc. NY Feb 05, 2015 $100,443
Financial Representative NMP Planning Co., Inc. NY Feb 10, 2012 $99,008
Financial Representative NMP Planning Co., Inc. NY Feb 05, 2012 $99,008
Financial Representative NMP Planning Co., Inc. NY Dec 05, 2013 $90,106
Financial Representative NMP Planning Co., Inc. NY Dec 05, 2010 $66,758
Financial Representative Firstrade Securities Inc. NY Aug 15, 2016 $63,215
Financial Representative Firstrade Securities Inc. NY Apr 03, 2016 $63,215
Financial Representative NMP Planning Co., Inc. NY Oct 02, 2009 $57,554
Financial Representative Certified Financial Services, LLC Paramus, NJ Oct 01, 2012 $57,000
Financial Representative The Guardian Life Insurance Company of America Las Vegas, NV Jan 14, 2010 $47,070 -
Financial Representative Steeley & Associates, Inc. Bethesda, MD Sep 10, 2013 $46,000
Financial Representative Statetrust Capital, LLC Miami, FL Jan 04, 2016 $45,000
Financial Representative MW Financial Group Ltd Farmington, CT Sep 22, 2012 $42,575
Financial Representative NMP Planning Co., Inc. Bohemia, NY Sep 24, 2009 $42,000
Financial Representative Gerhard Graf Birmingham, AL Nov 02, 2009 $34,498
Financial Representative Gerhard Graf Birmingham, AL Dec 01, 2009 $34,498
Financial Representative Gerhard Graft Birmingham, AL Oct 01, 2009 $34,498
Financial Representative Gerhard Graf Birmingham, AL Oct 01, 2009 $34,498

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Top Skills for A Finance Representative


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Top Finance Representative Skills

  1. Financial Goals
  2. Customer Service
  3. Life Insurance
You can check out examples of real life uses of top skills on resumes here:
  • Provided expert advice and innovative solutions to help meet clients' financial goals and objectives at every life stage.
  • Resolve sensitive customer service related issues.
  • Associate Agent/Office Manager Processed and submitted life insurance applications, following through policy placement.
  • Worked as a financial representative selling whole life and disability insurance by phone and in person.
  • Support Financial Representatives from constructing client reports to maintaining files and calendars

Top Finance Representative Employers

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