Sales Agents, Financial Services
Also called:
Financial Consultant, Financial Specialist, Investment Officer, 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.
- Contact prospective customers to present information and explain available services.
- Sell services or equipment, such as trusts, investments, or check processing services.
Business
- customer service
- sales and marketing
Arts and Humanities
Math and Science
- arithmetic, algebra, geometry, calculus, or statistics
Safety and Government
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Basic Skills
- listening to others, not interrupting, and asking good questions
- thinking about the pros and cons of different ways to solve a problem
Problem Solving
- noticing a problem and figuring out the best way to solve it
Social
- talking people into changing their minds or their behavior
- understanding people's reactions
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Verbal
- communicate by speaking
- listen and understand what people say
Ideas and Logic
- notice when problems happen
- use rules to solve problems
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People interested in this work like activities that include leading, making decisions, and business.
They do well at jobs that need:
- Integrity
- Dependability
- Initiative
- Leadership
- Persistence
- Stress Tolerance
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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
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bachelor's degree or
master's degree
usually needed
Get started on your career:
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New job opportunities are very likely in the future.
$71,720
per year, on average
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You might like a career in one of these industries:
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