Financial Sales

Financial Services Sales Jobs

Find financial services sales jobs in Ireland. Browse wealth management, banking, fintech, and investment sales roles with strong base and commission packages.

€40,000 – €200,000 OTE
Typical Salary Range

About Financial Sales Roles

Financial services sales spans a wide range of roles — from retail banking relationship managers to private wealth advisers, fintech account executives, and institutional sales professionals. The sector combines strong earning potential with the complexity of regulated products and long-term client relationships. HELM supports financial sales professionals with compliant activity tracking and relationship management tools.

Key Skills for Financial Sales Jobs

Financial product knowledge

Regulatory compliance

Needs analysis

Relationship management

Wealth planning

Consultative selling

HELM OS — The Tool Top Financial Sales Professionals Use

HELM is the AI Operating System for Revenue. Whether you're hiring Financial Sales talent or already in the role, HELM's pipeline management, AI coaching, and outreach automation help you perform at your best.

For Financial Sales Professionals

Use HELM to manage your pipeline, get AI coaching on your deals, and automate your outreach sequences. Start free — no credit card required.

For Hiring Managers

Use HELM to manage your Financial Sales hiring pipeline, track candidates, and onboard new reps with AI-powered training and coaching tools.

Frequently Asked Questions

Financial services sales roles include: retail banking relationship managers, private banking advisers, wealth management consultants, investment product sales, fintech account executives (selling payment, lending, or treasury tech), insurance brokers, and institutional sales covering pension funds and asset managers.
Requirements vary by role. Retail banking: APA or QFA designation. Financial advice: QFA or CFP. Stockbroking: relevant CISI qualifications. Fintech AE roles: generally no specific financial qualifications required, though product knowledge of payments, lending, or treasury is valued.
Financial services sales pay varies enormously. Fintech AEs earn €60,000–€120,000 OTE. Private wealth advisers earn €80,000–€250,000+. Retail banking relationship managers earn €40,000–€70,000. Commission structures typically include a mix of new business commission and annual renewal income.
HELM provides compliance-ready activity logging, full audit trails of client interactions, relationship health tracking across a large client book, and AI reminders for renewal and review meetings — all critical for financial services professionals managing complex, long-term client relationships.

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