Sales Agents, Financial Services

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

Median Annual Wage: $72,070

Education: High school diploma or equivalent (62%); Bachelor's degree (22%); Some college, no degree (8%)

Projected Growth: Average (8% to 14%)

Related Job Titles: Relationship Manager; Registered Representative; Financial Consultant; Financial Services Representative; Personal Banker; Financial Specialist; Investment Officer; Select Banker; Client Manager; Relationship Banker

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Source: O*NET OnLine information for Sales Agents, Financial Services.

More Sales and Related Careers

  • Prepare forms or agreements to complete sales.
  • Sell services or equipment, such as trusts, investments, or check processing services.
  • Contact prospective customers to present information and explain available services.
  • Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
  • Evaluate costs and revenue of agreements to determine continued profitability.
  • Review business trends to advise customers regarding expected fluctuations.
  • Make presentations on financial services to groups to attract new clients.

Source: O*NET OnLine information for Sales Agents, Financial Services.

  • Speaking - Talking to others to convey information effectively.
  • Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
  • Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.
  • Service Orientation - Actively looking for ways to help people.
  • Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one.
  • Active Learning - Understanding the implications of new information for both current and future problem-solving and decision-making.
  • Complex Problem Solving - Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.

Source: O*NET OnLine information for Sales Agents, Financial Services.

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