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

What is a finance sales consultant and how to become one

Updated January 8, 2025

4 min read

Most people associate sales with retail, but financial institutions also sell products. In fact, most customers need considerable assistance to choose between the various kinds of accounts, loans, investments, and other financial products on offer. That's where the job of the finance sales consultant comes in. They help match customers to the bank products that are right for them.

The finance sales consultant usually works in a bank's branch office and helps people who come in looking for advice, whether they are banking for their personal needs or as business owners. The finance sales consultant advises them on the best financial choices for their needs and helps the bank gain customers, thanks to their excellent customer service skills.

Finance sales consultants need to have excellent financial knowledge, especially about the latest developments in banking products, and customer service skills. Many prepare for this role by starting out in other customer service positions.

ScoreFinance Sales ConsultantUS Average

Salary

3.6

Avg. Salary $45,562

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 10.23%

Black or African American 5.72%

Hispanic or Latino 12.02%

Unknown 4.14%

White 67.68%

Gender

female 37.48%

male 62.52%

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 sales consultant

Explore finance sales consultant education requirements

Most common finance sales consultant degrees

Bachelor's

60.7 %

Associate

17.0 %

High School Diploma

11.2 %

Start to develop specific finance sales consultant skills

Skills	Percentages
Customer Satisfaction	18.80%
Sales Process	18.13%
Financial Services	17.39%
Customer Service	8.57%
Loan Applications	5.69%

Complete relevant finance sales consultant training and internships

Accountants spend an average of 1-3 months on post-employment, on-the-job training. New finance sales consultants 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 sales consultant based on U.S. Bureau of Labor Statistics data and data from real finance sales consultant resumes.

Research finance sales consultant duties and responsibilities

Process teller transactions, manage and service ATM, schedule and process cash shipments, and manage branch cash.
Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
Introduce Swagelok quality system and implement CRM system for operation optimization and organizational growth.
Perform monthly client-profitability analysis using branch profit and loss metrics in order to maximize current client profitability and cross-sell opportunities.

Prepare your finance sales consultant resume

When your background is strong enough, you can start writing your finance sales consultant resume.

You can use Zippia's AI resume builder to make the resume writing process easier while also making sure that you include key information that hiring managers expect to see on a finance sales consultant resume. You'll find resume tips and examples of skills, responsibilities, and summaries, all provided by Zippi, your career sidekick.

Choose from 10+ customizable finance sales consultant resume templates

Build a professional finance sales consultant resume in minutes. Browse through our resume examples to identify the best way to word your resume. Then choose from 10+ resume templates to create your finance sales consultant resume.

Apply for finance sales consultant jobs

Now it's time to start searching for a finance sales consultant 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 sales consultants rate their job?

5/5

Based on 1 ratings

5 stars

4 stars

3 stars

2 stars

1 star

Finance sales consultant reviews

A zippia user wrote a review on May 2020

Cons

I don't like feeling like I haven't did a great at job at making customers feel comfortable and confident about where and who they are purchasing from.

A zippia user wrote a review on Jul 2019

Pros

Working with a diverse clientele and helping people

5.0

A zippia user wrote a review on May 2019