Sales Agents, Financial Services

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Sales Agents, Financial Services

Careers / Sales Agents, Financial Services

Summary Description


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

Sample Job Titles

1.	Account Executive

2.	Banker

3.	Business Banker

4.	Chartered Financial Analyst (CFA)

5.	Client Manager

6.	Finance Specialist

7.	Financial Consultant

8.	Financial Report Service Sales Agent

9.	Financial Representative

10.	Financial Services Agent

11.	Financial Services Associate

12.	Financial Services Representative

13.	Financial Services Sales Representative

14.	Financial Specialist

15.	Inside Sales Representative

16.	Investment Officer

17.	Investment Representative

18.	Loan Broker

19.	Money Manager

20.	Personal Banker

21.	Registered Representative

22.	Relationship Banker

23.	Relationship Manager

24.	Sales Advisor

25.	Sales Representative

26.	Securities Adviser

27.	Select Banker

28.	Wholesale Account Executive

Job Tasks

	Determine customers' financial services needs and prepare proposals to sell services that address these needs. Gather customer or product information to determine customer needs. Develop proposals for current or prospective customers.

	Prepare forms or agreements to complete sales. Prepare sales or other contracts.

	Sell services or equipment, such as trusts, investments, or check processing services. Sell products or services.

	Contact prospective customers to present information and explain available services. Explain technical product or service information to customers. Contact current or potential customers to promote products or services.

	Develop prospects from current commercial customers, referral leads, or sales or trade meetings. Identify potential customers.

	Evaluate costs and revenue of agreements to determine continued profitability.

	Review business trends to advise customers regarding expected fluctuations. Monitor market conditions or trends.

	Make presentations on financial services to groups to attract new clients. Deliver promotional presentations to current or prospective customers.

Work Activities

Importance	Work Activity

Selling or Influencing Others — Convincing others to buy merchandise/goods or to otherwise change their minds or actions.

Communicating with Persons Outside Organization — Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.

Establishing and Maintaining Interpersonal Relationships — Developing constructive and cooperative working relationships with others, and maintaining them over time.

Getting Information — Observing, receiving, and otherwise obtaining information from all relevant sources.

Analyzing Data or Information — Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.

Interacting With Computers — Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.

Making Decisions and Solving Problems — Analyzing information and evaluating results to choose the best solution and solve problems.

Communicating with Supervisors, Peers, or Subordinates — Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.

Processing Information — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.

Organizing, Planning, and Prioritizing Work — Developing specific goals and plans to prioritize, organize, and accomplish your work.

Identifying Objects, Actions, and Events — Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.

Evaluating Information to Determine Compliance with Standards — Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.

Updating and Using Relevant Knowledge — Keeping up-to-date technically and applying new knowledge to your job.

Performing for or Working Directly with the Public — Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.

Resolving Conflicts and Negotiating with Others — Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.

Developing and Building Teams — Encouraging and building mutual trust, respect, and cooperation among team members.

Coaching and Developing Others — Identifying the developmental needs of others and coaching, mentoring, or otherwise helping others to improve their knowledge or skills.

Developing Objectives and Strategies — Establishing long-range objectives and specifying the strategies and actions to achieve them.

Interpreting the Meaning of Information for Others — Translating or explaining what information means and how it can be used.

Provide Consultation and Advice to Others — Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics.

Performing Administrative Activities — Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.

Documenting/Recording Information — Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.

Thinking Creatively — Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions.

Monitor Processes, Materials, or Surroundings — Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.

Scheduling Work and Activities — Scheduling events, programs, and activities, as well as the work of others.

Judging the Qualities of Things, Services, or People — Assessing the value, importance, or quality of things or people.

Guiding, Directing, and Motivating Subordinates — Providing guidance and direction to subordinates, including setting performance standards and monitoring performance.

Training and Teaching Others — Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others.

Estimating the Quantifiable Characteristics of Products, Events, or Information — Estimating sizes, distances, and quantities; or determining time, costs, resources, or materials needed to perform a work activity.

Monitoring and Controlling Resources — Monitoring and controlling resources and overseeing the spending of money.

Coordinating the Work and Activities of Others — Getting members of a group to work together to accomplish tasks.

Assisting and Caring for Others — Providing personal assistance, medical attention, emotional support, or other personal care to others such as coworkers, customers, or patients.

Staffing Organizational Units — Recruiting, interviewing, selecting, hiring, and promoting employees in an organization.

Nature of the Work


	(Abstract from Career Articles)

	Securities, Commodities, and Financial Services Sales Agents
	Securities, commodities, and financial services sales agents connect buyers and sellers in financial markets. They sell securities to individuals, advise companies in search of investors, and conduct trades.

	Read More >>

Working Conditions


	(Abstract from Career Articles)

	Securities, Commodities, and Financial Services Sales Agents
	Securities, commodities, and financial services sales agents work in high-stress environments and often work more than 40 hours per week.

	Read More >>

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Interesting Fact

The U.S. industry whose workers have the lowest unemployment rate is Government (2.8%).

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