How to hire a finance & sales representative

How to hire a finance & sales representative, step by step

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

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1. Identify your hiring needs

   Before you start hiring a finance & sales representative, 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

   A finance & sales representative's background is also an important factor in determining whether they'll be a good fit for the position. For example, finance & sales representatives from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   Here's a comparison of finance & sales representative salaries for various roles:

   Type of Finance & Sales Representative	Description	Hourly rate
   Finance & Sales Representative	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.	$29-57
   Sales Agent	A sales representative is responsible for offering goods and services to potential and existing clients. Sales representatives must display a strong knowledge of the company's products to assist customers with their inquiries and concerns... Show more	$10-45
   Personal Banking Representative	Personal banking representatives typically earn $39K per year. This position requires a high school diploma or GED at a minimum, but employers prefer a bachelor's degree in finance, business, or a related field... Show more	$12-20

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Financial Products
   • Work Ethic
   • Customer Service
   • Loan Applications
   • Product Knowledge
   • FSR
   • Bank Products
   • Business Relationships
   • Financial Services
   • Financial Objectives
   • Business Development
   • Life Insurance
   • Bank Secrecy Act
   • Real Estate

   Check all skills

   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.
   • Provide notary services of documents for customers and partners.
   • Take lending applications, open new accounts, notary services.

3. Make a budget

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

   • Location. For example, finance & sales representatives' average salary in alabama is 51% less than in minnesota.
   • Seniority. Entry-level finance & sales representatives 48% less than senior-level finance & sales representatives.
   • Certifications. A finance & sales representative 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 representative's salary.

   Average finance & sales representative salary

   $86,114yearly

   $41.40 hourly rate

   ---

   Entry-level finance & sales representative salary

   $62,000 yearly salary

   Updated December 24, 2025

4. Writing a finance & sales representative job description

   A job description for a finance & sales representative 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 & sales representative job description:

   Finance & sales representative job description example

   We are NPC Financial. We’re South Florida’s longest-established financial planning and investment management firm serving Miami, Hollywood, West Palm Beach, and all surrounding areas since 1951. Our vision is to
   
   be the primary resource that businesses and families can turn to for objective financial advice to help build, manage and protect their assets through all life's transitions.
   
   Our advisory team’s mission is to protect and grow our client's financial wealth using unique strategies for long-term success and we couldn’t do this without hiring the best people. We’re a group of hard-working overachievers who are deeply focused on building the future of finance.
   
   There are a few things we look for across all new associates. First, we look for candidates who will thrive in a culture like ours, where we default to trust, embrace feedback, and consistently want to grow. Second, we expect all our advisors to commit to our mission-focused approach to our work. Finally, we seek people who are excited to learn about and embrace their careers, because those are the people who enjoy the dynamics of building their businesses.
   Ready to join us?
   Here’s who we are looking for: -You’ve got positive energy.
   -You’re never tired of learning.
   -You appreciate direct communication.
   -You’re open to candid feedback and see every setback as an opportunity to grow.
   -You can pivot to adopt new strategies.
   -You’re not looking for a boring job, but a dynamic business career.
   -You have a “can-do” attitude and are empowered by taking 100% responsibility for achieving our mission.
   -You have an entrepreneurial spirit.
   -You want to be part of a winning team. We’re stronger together. Requirements:
   -US Citizenship or permanent residen -Bachelor’s degree in finance or related field Preferred Skills and Qualifications
   -Bachelor’s degree in finance or related field -Current certificate of qualifications, 215 Life, health, and annuity, may also include CFP, CFA, FINRA Series 7, 63, 66 Securities Registration -1-2 years of financial or accounting experience -Knowledge of securities, insurance, and mutual fund industries -Personal integrity; ability to keep client and company confidence -Proficient in Microsoft Office and PowerPoint -Experience with financial planning software

   Copy this example

   

5. Post your job

   There are a few common ways to find finance & sales representatives for your business:

   • Promoting internally or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to meet candidates with the right educational background.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to recruit passive job-seekers.

   To find finance & sales representative candidates, you can consider the following options:

   • Post your job opening on Zippia or other job search websites.
   • Use niche websites that focus on engineering and technology jobs, such as salesjobs, salesheads, allretailjobs.com, sales trax.
   • Post your job on free job posting websites.

6. Interview candidates

   To successfully recruit finance & sales representatives, 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.

   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 representative

   Once you've selected the best finance & sales representative candidate for the job, it's time to write an offer letter. In addition to salary, this letter should include details about the benefits and perks you offer the candidate. Ensuring that your offer is competitive is essential, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and you should be open to discussion. After you reach an agreement, the final step is formalizing the 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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