Finance service sales agent vs agent

The differences between finance service sales agents and agents can be seen in a few details. Each job has different responsibilities and duties. Additionally, a finance service sales agent has an average salary of $117,461, which is higher than the $37,864 average annual salary of an agent.

The top three skills for a finance service sales agent include customer service, mutual funds and health insurance. The most important skills for an agent are insurance products, customer service, and life insurance.

Finance service sales agent vs agent overview

	Finance Service Sales Agent	Agent
Yearly salary	$117,461	$37,864
Hourly rate	$56.47	$18.20
Growth rate	10%	6%
Number of jobs	186,640	184,325
Job satisfaction	-	2
Most common degree	Bachelor's Degree, 61%	Bachelor's Degree, 44%
Average age	43	46
Years of experience	4	-

Finance service sales agent vs agent salary

Finance service sales agents and agents have different pay scales, as shown below.

	Finance Service Sales Agent	Agent
Average salary	$117,461	$37,864
Salary range	Between $60,000 And $226,000	Between $19,000 And $72,000
Highest paying City	New York, NY	New York, NY
Highest paying state	New York	New York
Best paying company	Citi	Latham & Watkins
Best paying industry	Finance	-

Differences between finance service sales agent and agent education

There are a few differences between a finance service sales agent and an agent in terms of educational background:

	Finance Service Sales Agent	Agent
Most common degree	Bachelor's Degree, 61%	Bachelor's Degree, 44%
Most common major	Business	Business
Most common college	Stanford University	University of Pennsylvania

Finance service sales agent vs agent demographics

Here are the differences between finance service sales agents' and agents' demographics:

	Finance Service Sales Agent	Agent
Average age	43	46
Gender ratio	Male, 68.0% Female, 32.0%	Male, 50.5% Female, 49.5%
Race ratio	Black or African American, 5.9% Unknown, 4.2% Hispanic or Latino, 12.5% Asian, 9.0% White, 68.2% American Indian and Alaska Native, 0.2%	Black or African American, 9.2% Unknown, 3.6% Hispanic or Latino, 15.8% Asian, 4.9% White, 66.4% American Indian and Alaska Native, 0.1%
LGBT Percentage	6%	7%

Differences between finance service sales agent and agent duties and responsibilities

Finance service sales agent example responsibilities.

Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
Limit underwriting responsibilities, notary.

Agent example responsibilities.

Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
Verify documentation and coding using CPT and ICD-9 correct coding standards.
Assist TANF customers with obtaining employment.
Direct compliance with all CPT and Medicare guidelines.
Train BDC representatives on phone skills and CRM use.
Bill appropriate ICD-9 codes to the correct insurance companies.

Finance service sales agent vs agent skills

Common finance service sales agent skills

Customer Service, 31%
Mutual Funds, 15%
Health Insurance, 13%
Complete Sales, 9%
Financial Services, 6%
Term Care, 5%

Common agent skills

Insurance Products, 11%
Customer Service, 10%
Life Insurance, 8%
HR, 6%
Inbound Calls, 6%
Financial Services, 6%

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Finance Service Sales Agent
Finance Service Sales Agent vs Agent

Updated January 8, 2025

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