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
Arts and Humanities
Math and Science
Safety and Government
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Basic Skills
Problem Solving
Social
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Verbal
Ideas and Logic
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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:
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You might use software like this on the job: Data base user interface and query software
Financial analysis software
Electronic mail software
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You might like a career in one of these industries:
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See more details at O*NET OnLine about sales agents, financial services.