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243 Financial Sales Jobs

Sales professionals build client relationships by understanding financial needs and matching them to products.

Financial Sales jobs by city

• Hong Kong Island11
• Central11
• Hong Kong9
• Luxembourg7

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• Insurance Claims and Sales326

Questions

• What licenses do financial sales roles require?

  Most positions require Series 7 or Series 65 licensing, though some entry-level roles hire before candidates obtain them. Employers typically support licensing through study materials and exam fees, with completion expected within the first months of employment.

• What does a typical day look like in financial sales?

  Days involve client calls, product research, proposal preparation, and relationship management across multiple accounts. Time splits between outbound prospecting, responding to inbound inquiries, attending client meetings, and updating CRM systems with activity records.

• What skills matter most for this work?

  Active listening, product knowledge, and persistence drive success more than aggressive tactics. Comfort with rejection and the ability to find multiple paths to closing a deal also separate stronger performers from others.

• How do financial sales roles differ from trading or advisory positions?

  Sales professionals focus on acquiring and maintaining clients while demonstrating how products meet their needs. Traders execute transactions based on market conditions, while advisors typically work deeper with existing clients on comprehensive planning.

• What progression looks like from entry-level roles?

  Entry-level associates typically move into senior associate or specialist positions after 2-3 years, then into team lead roles managing others. Some professionals transition into account management, sales management, or product specialist positions.

• Do these roles involve travel?

  Travel expectations vary by employer and account base. Some positions are fully office or phone-based, while others require regular client visits or occasional conference attendance.

• How much independence do sales professionals have?

  Independence grows with experience and performance history. Junior roles often follow established processes and scripts with manager oversight, while senior professionals manage their own client relationships and territory strategy.

• What separates financial sales from customer service roles?

  Sales professionals own the relationship from prospecting through close and beyond, driving new business revenue. Customer service roles typically support existing clients with questions or service issues without the responsibility for acquiring new business.

• How do quotas and targets factor into the work?

  Most roles carry individual revenue targets or activity metrics set quarterly or annually. Performance against these numbers typically determines compensation structure and advancement opportunities.

• What working conditions are typical?

  Most positions operate during standard business hours with phone and computer as primary tools. Periods of high market activity or quarter-end deadlines often extend hours, and many roles include performance pressure tied directly to personal income.