Financial Sales Representative

Job Title: Financial Sales Representative

Location: Oklahoma City, Oklahoma

Industry: Financial Services / Investment Sales

Pay: $65,000 - $75,000 / year+ commission

Benefits: This position is eligible for medical, dental, vision, and 401(k).

About Our Client:

Addison Group is partnering with a well-established financial services organization seeking a Financial Sales Representative to support the growth of their institutional investment business. The ideal candidate is motivated, client-focused, and knowledgeable in financial markets.

Job Description:

This role is responsible for expanding institutional relationships and offering investment solutions that support clients’ long-term financial strategies. The position blends relationship management, market expertise, and consultative sales within the banking and credit union space.

Key Responsibilities:

• Develop and strengthen partnerships with financial institutions such as community banks, regional banks, and credit unions.
• Introduce and position a variety of fixed-income and investment products aligned with institutional portfolio goals.
• Work with clients to understand balance-sheet priorities and help identify practical investment and risk-management approaches.
• Provide ongoing education to clients regarding market activity, economic trends, and portfolio considerations.
• Coordinate with internal research teams and product specialists to deliver informed recommendations.
• Manage the end-to-end sales process, including outreach, meetings, proposals, and long-term account support.
• Maintain current knowledge of market shifts, regulatory developments, and industry changes impacting institutional investors.
• Achieve sales targets while upholding ethical standards and compliance requirements.

Qualifications:

• Bachelor’s degree in Finance, Economics, Business, or related discipline.
• Previous experience in financial or investment sales, ideally working with institutional clients.
• Understanding of fixed-income instruments, capital markets, and balance-sheet concepts.
• Strong interpersonal, presentation, and relationship-building skills.
• Ability to analyze financial information and offer informed, strategic guidance.
• Series 7 and Series 63/66 required or willing to obtain.
• Driven, organized, and comfortable working independently as well as in a collaborative environment.

Additional Details:

This is a full-time, long-term opportunity offering a mixture of client interaction, consultative selling, and strategic financial work within the institutional investment space.

Perks:

• Professional development and licensing support
• Opportunity to work with an established institutional client base
• Collaborative and growth-oriented environment