National Application Center :: career details :: Sales Agents, Financial Services
Career Details :: Sales Agents, Financial Services
Sell financial services, such as loan, tax, and securities counseling, to customers of financial institutions and business establishments.
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.
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.
Employees in these occupations usually need one or two years of training involving both on-the-job experience and informal training with experienced workers.
- 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.
- 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
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
Frequent Work Context
- Job-Required Social Interaction
- Persuade Someone to a Course of Action
- Objective or Subjective Information
- Provide a Service to Others