Explore current opportunities within the finance and investment sector, from traditional financial services and insurance to fast-growing fintech and alternative finance solutions.
This page brings together financial sales opportunities for independent sales agents, advisors, and intermediaries.
Many opportunities sit between the client and the provider.
Your role is often to identify demand and connect it with the right solution, rather than handle the full sales process yourself.
While many opportunities are performance-based, they are usually positioned as advisory roles. Success depends on trust, communication, and a consultative approach rather than transactional selling.
Active sales roles in Financial Services, Investment, & Insurance
OnePosting is a long-established technology company providing supplier accounts payable automation and invoice fraud prevention to organisations in 27 countries.…
As a Sales Agent you will be offering brands the opportunity to partner with Provenance Insurance Brokers and provide insurance…
Diaspora Insurance offers Funeral Cash Cover to African expats worldwide, providing them with peace of mind when far away from…
CompassWay is a provider of digital transformation solutions with strong expertise in Digital Lending. Our approach is different because we…
NewbridgeFX is a foreign exchange and international payments specialist. We help businesses and individuals convert currencies and transfer money internationally…
Are you a dynamic B2B sales professional with a well-established network? Visiativ, leaders in innovation funding and R&D tax relief,…
About the Firm Pathway Commercial Finance is a UK commercial finance brokerage supporting SMEs with a range of funding requirements,…
SME Business Finance Ltd is a UK-based business finance brokerage helping small and medium-sized businesses secure funding at every stage…
A market that never stops moving
Money never sits still for long.
Businesses need to get paid.
Customers need financing.
Companies need insurance, funding, and ways to grow.
That is why financial services sales remain one of the most active and resilient sectors for independent sales agents.
Even when the economy slows down, financial activity does not stop. It just changes direction. Demand for financial products, insurance solutions, and business funding continues in different forms.
This creates ongoing opportunities for independent sales advisors in finance who know how to connect the right solution with the right client.
Where independent agents fit in
A large part of the financial services industry runs through intermediaries.
Banks, lenders, insurance providers, and fintech companies rarely rely on direct sales alone. Instead, they work with independent sales agents, brokers, and introducers to bring in new business.
That is where you come in.
Many financial sales roles are not about closing complex deals yourself. They are about identifying opportunities, starting conversations, and connecting clients with regulated providers.
This applies across:
- business loans and SME finance
- insurance and protection products
- investment platforms and wealth services
- fintech and payment solutions
For many independent sales agents, this makes financial sales both accessible and scalable.
Different ways to earn in this space
There are several ways to operate as an independent sales agent in financial services. You can choose the model that fits your experience and ambitions.
- Introducer / lead generator
Generate leads for financial services, insurance, or lending providers. Earn per deal or introduction. - Appointment setter
Book meetings for regulated financial advisors or insurance specialists. - Broker / intermediary
Act as the link between clients and providers across loans, insurance, or investment products. - Appointed representative
Operate under an authorised firm and sell regulated financial products. - Build your own financial or insurance agency
Develop your own client base and create long-term recurring income.
Some agents focus on volume. Others build long-term advisory-style relationships.
High demand, but not a free-for-all
Financial services is a high-opportunity sector. But it is also a regulated one.
- Some financial sales activities are regulated
Giving advice or closing certain insurance or investment deals may require FCA authorisation. - Other roles have a lower barrier to entry
Lead generation and appointment setting in financial services are often not regulated. - Compliance is essential
Even as an introducer or independent sales agent, handling data and communication must be done properly. - There is room to grow
Many independent sales advisors in finance start with lead generation and move into brokerage or full advisory roles over time.
In short, this is a sector where independent sales agents can start simple, build experience, and scale into more advanced and higher-earning roles.
Find Sales Agents in the Finance Sector
Contact us and include some information about the products or services you want agents to sell. We have many agents with experience in the finance sector in our network. One of our account managers will get back to you with information and a suggestion shortly thereafter.