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Sales Agents, Financial Services

Also called: Financial Consultant, Financial Specialist, Personal Banker, Relationship Manager

What they do:
Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.
On the job, you would:
  • Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  • Prepare forms or agreements to complete sales.
  • Sell services or equipment, such as trusts, investments, or check processing services.


  • customer service
  • accounting and economics
Arts and Humanities
  • English language
Math and Science
  • arithmetic, algebra, geometry, calculus, or statistics
Safety and Government
  • law and government


Basic Skills
  • listening to others, not interrupting, and asking good questions
  • talking to others
  • talking people into changing their minds or their behavior
  • understanding people's reactions
Problem Solving
  • noticing a problem and figuring out the best way to solve it


  • communicate by speaking
  • listen and understand what people say
Ideas and Logic
  • use rules to solve problems
  • notice when problems happen


People interested in this work like activities that include leading, making decisions, and business.
They do well at jobs that need:
  • Integrity
  • Dependability
  • Attention to Detail
  • Cooperation
  • Self Control
  • Stress Tolerance


You might use software like this on the job:

Data base user interface and query software
  • Database management software
  • FileMaker Pro software
Financial analysis software
  • Bloomberg Professional
  • Financial needs analysis software
Electronic mail software
  • Email software
  • IBM Lotus Notes


Education: (rated 3 of 5)
high school diploma/GED or
bachelor's degree
usually needed

Get started on your career:

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Job Outlook

Bright Outlook
New job opportunities are very likely in the future.
per year, on average
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See more details at O*NET OnLine about sales agents, financial services.