Career Details :: Sales Agents, Financial Services
Description
Sell financial services, such as loan, tax, and securities counseling, to customers of financial institutions and business establishments.
Experience
Previous work-related skill, knowledge, or experience is required for these occupations. For example, an electrician must have completed three or four years of apprenticeship or several years of vocational training, and often must have passed a licensing exam, in order to perform the job.
Education
Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree. Some may require a bachelor's degree.
Training
Employees in these occupations usually need one or two years of training involving both on-the-job experience and informal training with experienced workers.
Tasks
- Develops prospects from current commercial customers, referral leads, and sales and trade meetings.
- Reviews business trends and advises customers regarding expected fluctuations.
- Prepares forms or agreement to complete sale.
- Sells services and equipment, such as trust, investment, and check-processing services.
- Makes presentations on financial services to groups to attract new clients.
- Contacts prospective customers to present information and explain available services.
- Determines customers' financial services needs and prepares proposals to sell services.
- Evaluates costs and revenue of agreements to determine continued profitability.
Related Careers
- Real Estate Sales Agents
- Sales Agents, Securities and Commodities
- Sales Representatives, Electrical/Electronic
- Sales Representatives, Mechanical Equipment and Supplies
- Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products
- Wholesale and Retail Buyers, Except Farm Products
Important Abilities
General Work Activities
- Communicating With Persons Outside Organization
- Selling or Influencing Others
- Getting Information Needed to Do the Job
- Establishing & Maintaining Relationships
- Making Decisions and Solving Problems
Important Skills
Frequent Work Context
- Job-Required Social Interaction
- Persuade Someone to a Course of Action
- Objective or Subjective Information
- Provide a Service to Others
- Indoors
Related Majors
| Major | Add to XapPack |
|---|---|
| Banking/Finance |  [ add ] |
| Business Administration/Finance | [ add ] |
| Business Financial Management | [ add ] |
| Business/Finance | [ add ] |
| Business/Management/Finance | [ add ] |
| Commerce/Finance | [ add ] |
| Corporate Financial Management | [ add ] |
| Economics/Finance | [ add ] |
| Farm Business Management/Finance | [ add ] |
| Finance | [ add ] |
| Finance/Banking | [ add ] |
| Finance/Business | [ add ] |
| Finance/Economics | [ add ] |
| Finance/Financial Services | [ add ] |
| Finance/Insurance | [ add ] |
| Finance/International Business | [ add ] |
| Finance/Investments | [ add ] |
| Finance/Marketing | [ add ] |
| Finance/Pre-Law | [ add ] |
| Finance/Real Estate | [ add ] |
| Finance/Real Estate/Law | [ add ] |
| Financial Management | [ add ] |
| Financial Markets/Trading | [ add ] |
| Financial Planning | [ add ] |
| Financial Planning/Services | [ add ] |
| Financial Services | [ add ] |
| Financial Services/Planning | [ add ] |
| Financial Services/Risk Management | [ add ] |
| Insurance/Finance | [ add ] |
| International Business Finance | [ add ] |
| Quantitative Methods/Finance | [ add ] |
Institutions Offering Related Majors
No institutions found.