Finance service sales agent vs branch account executive

The differences between finance service sales agents and branch account executives can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both a finance service sales agent and a branch account executive. Additionally, a finance service sales agent has an average salary of $117,461, which is higher than the $66,124 average annual salary of a branch account executive.

The top three skills for a finance service sales agent include customer service, mutual funds and health insurance. The most important skills for a branch account executive are customer service, insurance products, and administrative tasks.

Finance service sales agent vs branch account executive overview

	Finance Service Sales Agent	Branch Account Executive
Yearly salary	$117,461	$66,124
Hourly rate	$56.47	$31.79
Growth rate	10%	10%
Number of jobs	186,640	107,347
Job satisfaction	-	-
Most common degree	Bachelor's Degree, 61%	Bachelor's Degree, 56%
Average age	43	43
Years of experience	4	4

Finance service sales agent vs branch account executive salary

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

	Finance Service Sales Agent	Branch Account Executive
Average salary	$117,461	$66,124
Salary range	Between $60,000 And $226,000	Between $42,000 And $102,000
Highest paying City	New York, NY	-
Highest paying state	New York	-
Best paying company	Citi	-
Best paying industry	Finance	-

Differences between finance service sales agent and branch account executive education

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

	Finance Service Sales Agent	Branch Account Executive
Most common degree	Bachelor's Degree, 61%	Bachelor's Degree, 56%
Most common major	Business	Business
Most common college	Stanford University	Stanford University

Finance service sales agent vs branch account executive demographics

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

	Finance Service Sales Agent	Branch Account Executive
Average age	43	43
Gender ratio	Male, 68.0% Female, 32.0%	Male, 39.4% Female, 60.6%
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, 5.9% Unknown, 4.2% Hispanic or Latino, 12.5% Asian, 9.9% White, 67.3% American Indian and Alaska Native, 0.2%
LGBT Percentage	6%	6%

Differences between finance service sales agent and branch account executive 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.

Branch account executive example responsibilities.

Manage all aspects of tactical implementations, including creative and technical development, measurement, reporting and ROI analysis.
Utilize SalesForce automation to effectively generate accurate sales forecasting, develop territory planning strategy, and produce detail client reporting.
Focuse on portfolio growth, relationship management, product promotion and office management.

Finance service sales agent vs branch account executive 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 branch account executive skills

Customer Service, 18%
Insurance Products, 18%
Administrative Tasks, 10%
Credit Worthiness, 6%
Real Estate Loans, 4%
Past Due Accounts, 4%

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Finance Service Sales Agent
Finance Service Sales Agent vs Branch Account Executive

Updated January 8, 2025

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