Sales Agents, Financial Services

Sales Agents, Financial Services

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

Key Competencies * Integrity * Dependability * Attention to Detail * Cooperation * Self Control * Stress Tolerance * Achievement/Effort * Independence * Persistence * Initiative

Representative Tasks * Determine customers' financial services needs and prepare proposals to sell services that address these needs. * Prepare forms or agreements to complete sales. * Contact prospective customers to present information and explain available services.


Transportation & Warehousing, Government,

Job Family Sales and Related

Sample Job Titles Account Executive, Banker, Branch Sales Representative, Branch Service Representative, Business Banker, Chartered Financial Analyst (CFA), Client Manager, Finance Specialist, Financial Consultant, Financial Report Service Sales Agent, Financial Representative, Financial Sales Advisor, Financial Services Agent, Financial Services Associate, 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, Retail Personal Banker, Sales Advisor, Sales Associate, Sales Consultant, Sales Professional, Sales Representative, Securities Adviser, Select Banker, Wholesale Account Executive.