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

What is a finance & sales representative and how to become one

Updated January 8, 2025

4 min read

Let's face it, many people didn't even learn the basics in high school economics classes! So as a finance and sales representative, you help banking customers understand and buy the best banking products. You provide customer service to potential bank clients looking to take out loans, buy insurance, or invest in other financial solutions.

As a finance and sales representative, you will discuss various banking options with prospective customers. You will advise them on products and services, providing information and clearing up their doubts. You need extensive knowledge of the financial services of the bank or institute you work for.

A degree in economics or a finance-related field is usually a requirement of candidates for this position. You will need a knack for sales, just like any sales representative, and excellent communication and interpersonal skills.

ScoreFinance & Sales RepresentativeUS Average

Salary

6.7

Avg. Salary $86,114

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 9.92%

Black or African American 5.69%

Hispanic or Latino 11.94%

Unknown 4.14%

White 68.09%

Gender

female 42.69%

male 57.31%

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 representative

Explore finance & sales representative education requirements

Most common finance & sales representative degrees

Bachelor's

67.2 %

Associate

15.4 %

High School Diploma

7.8 %

Start to develop specific finance & sales representative skills

Skills	Percentages
Financial Products	10.56%
Work Ethic	8.30%
Customer Service	7.63%
Loan Applications	6.99%
Product Knowledge	6.12%

Complete relevant finance & sales representative training and internships

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

Research finance & sales representative duties and responsibilities

Manage customer portfolios, service relationships, and used profiling analysis tools to identify cross-selling opportunities.
Perform advance math functions with capability to analyze credit and financial information.
Used profiling analysis tools to identify cross-sell opportunities and ultimately increase the product-per-customer ratio.
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 representative resume

When your background is strong enough, you can start writing your finance & sales representative 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 representative 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 representative resume templates

Build a professional finance & sales representative 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 representative resume.