How to hire a finance sales consultant

How to hire a finance sales consultant, step by step

Here's a step-by-step finance sales consultant 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 sales consultant job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new finance sales consultant
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   Before you post your finance sales consultant job, you should take the time to determine what type of worker your business needs. While certain jobs definitely require a full-time employee, it's sometimes better to find a finance sales consultant for hire on a part-time basis or as a 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 sales consultant 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 shows salaries for various types of finance sales consultants.

   Type of Finance Sales Consultant	Description	Hourly rate
   Finance Sales Consultant	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.	$16-28
   Banker	A banker is primarily responsible for assisting clients with their banking needs, particularly when withdrawing, depositing, and paying. Aside from handling transactions, bankers are also mainly responsible for opening and closing accounts, processing requirements, verifying the validity of documentation, recommending services and other financial options to clients, and resolving inquiries and concerns... Show more	$9-46
   Phone Banker	As the name entails, phone bankers work for banks, financial institutions, or even at call centers whose primary job is to assist banking customers' needs and inquiries via telephone. Their duties and responsibilities may include handling concerns about bank transactions, keeping customers informed of bank policies and procedures, and processing financial applications... Show more	$12-20

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Customer Satisfaction
   • Sales Process
   • Financial Services
   • Customer Service
   • Loan Applications
   • Workplace
   • Business Development
   • Bank Products
   • Product Knowledge
   • Cross-Sell
   • Financial Products
   • Wealth Management
   • Outbound Calls
   • Equity Loans

   Check all skills

   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.
   • Balance cash drawer, vault, and ATM with exactness, also adding cash and correcting any disputes.
   • Supervise motivated and coach treasury management staff in all aspects of treasury management.

3. Make a budget

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

   • Location. For example, finance sales consultants' average salary in iowa is 53% less than in new york.
   • Seniority. Entry-level finance sales consultants 42% less than senior-level finance sales consultants.
   • Certifications. A finance sales consultant 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 sales consultant's salary.

   Average finance sales consultant salary

   $45,562yearly

   $21.90 hourly rate

   ---

   Entry-level finance sales consultant salary

   $34,000 yearly salary

   Updated January 23, 2026

4. Writing a finance sales consultant job description

   A finance sales consultant job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. To help get you started, here's an example of a finance sales consultant job description:

   Finance sales consultant job description example

   **Capitol Honda, a Penske Automotive Group dealership, is looking for Special Finance Sales Consultant to join our team and deliver extraordinary customer experiences.**
   **JOIN OUR TEAM**
   
   Here at Penske Automotive Group (PAG), we strive to create a positive and inclusive workplace that promotes excellence and achievement, as we aim to deliver the very best experience possible to our customers. We are looking for dependable and committed professionals who share that same passion to join our sales team.
   
   Come join our team and serve our communities essential transportation needs in a clean, friendly, and safe environment with a top automotive brand and a Fortune 500 company. We are seeking committed, passionate, and enthusiastic individuals with great a work ethic, the highest degree of integrity, and excellent customer and interpersonal skills to join our team and deliver a world class car buying experience to our valued clients. The Special Finance Sales Consultant can earn upwards of $150k per year.
   
   **WHAT WE HAVE TO OFFER**
   
   + Fortune 500 company, ranked among the "World's Most Admired Companies" by Fortune Magazine
   
   + Consistently recognized by Automotive News as among the "Best Dealerships to Work For."
   
   + Competitive compensation with uncapped earning potential - our commission-based pay structure allows you to control your income.
   
   + Comprehensive benefits program, including health care options (medical, dental and vision) and 401k savings and retirement plan with company match.
   
   + Training, resources and opportunities for career growth and advancement, tailored to individual performance, experience and interests.
   
   + Values-driven culture built on integrity, professionalism, excellence and teamwork.
   
   **WHAT WE ARE LOOKING FOR**
   
   + Desire to work hand in hand with customers and financial institutions to create credit solutions
   
   + Credit building
   
   + Special finance
   
   + Sales
   
   + Desking
   
   + Spanish Bi-lingual candidates are strongly encouraged to apply.
   
   **WHAT YOU CAN BRING TO THE TABLE**
   
   + Commitment: Ensure our customers have a world-class car-buying experience at every step along their sales journey.
   
   + Excellence: Provide an unparalleled level of knowledge, expertise, and authenticity to help customers find the vehicle they're looking for.
   
   + Growth Mindset: Strive to grow the dealership and your career by hitting challenging monthly goals.
   
   + Initiative: Bring new business to the dealership through referrals, networking and repeat business.
   
   **APPLY WITH US!**
   
   If you are ready for a rewarding career with competitive compensation and benefits, and opportunities to excel and advance, consider joining us on the Penske Automotive Group team. Our interview process typically includes a phone interview, several in-person interviews, background check, reference check, driving record review and a drug screen. Be a part of the best customer experience team in the automotive industry... apply with us today!
   
   Penske Automotive Group is an equal opportunity employer and maintains a drug- and alcohol-free workplace. All applicants must possess a valid driver's license and have a good driving record.
   
   Req Number: 21850
   
   Position Code: 710104
   
   Type: Full-time
   
   Dealership: Capitol Honda
   
   Location Address: 745 W. Capitol Expressway Auto Mall
   
   **EEO Statement**
   
   The Company is committed to hiring a diverse and qualified workforce. We will not consider any characteristic or category protected by state or federal law in hiring or employment decisions, including but not limited to race, national origin, color, religion, sex, sexual orientation, gender identity, disability, age, status as a parent, or genetic information.

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5. Post your job

   There are various strategies that you can use to find the right finance sales consultant for your business:

   • Consider promoting from within or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to find candidates who meet your education requirements.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to reach potential job candidates.

   Post your job online:

   • Post your finance sales consultant job on Zippia to find and recruit finance sales consultant candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   Your first interview with finance sales consultant candidates should focus on their interest in the role and background experience. As the hiring process goes on, you can learn more about how they'd fit into the company culture in later rounds of interviews.

   It's also good to ask about candidates' unique skills and talents. You can move on to the technical interview if a candidate is good enough for the next step.

   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 sales consultant

   Once you've decided on a perfect finance sales consultant 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.

   It's also important to follow up with applicants who do not get the job with an email letting them know that the position is filled.

   To prepare for the new employee's start date, you can create an onboarding schedule and complete any necessary paperwork, such as employee action forms and onboarding documents like I-9 forms, benefits enrollment, and federal and state tax forms. Human Resources should also ensure that a new employee file is created.

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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