Careers and Occupations

Sales Agents, Financial Services

Sales Agents, Financial Services

Sales Agents, Financial Services Videos


Related Areas of Study
Sales Agents, Financial Services Description

Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.

Sales Agents, Financial Services Related Job Titles

Account Executive, Business Banker, Chartered Financial Analyst (CFA), Client Manager, Finance Specialist, Financial Consultant, Financial Report Service Sales Agent, Financial Services Representative, Financial Services Sales Representative, Financial Specialist, Inside Sales Representative, Investment Officer, Investment Representative, Loan Broker, Money Manager, Personal Banker, Registered Representative, Relationship Banker, Relationship Manager, Securities Adviser, Select Banker, Wholesale Account Executive,


Sales Agents, Financial Services Related Careers
Sales Agents, Financial Services Tasks
Core Tasks
  • Sell services or equipment, such as trusts, investments, or check processing services.
  • Prepare forms or agreements to complete sales.
  • Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  • Contact prospective customers to present information and explain available services.
  • Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
  • Review business trends to advise customers regarding expected fluctuations.
  • Make presentations on financial services to groups to attract new clients.
Supplemental Tasks
  • Evaluate costs and revenue of agreements to determine continued profitability.

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