What do Sales Agents, Financial Services do?

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

  • 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.
  • Prepare forms or agreements to complete sales.
  • Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
  • Review business trends to advise customers regarding expected fluctuations.
  • Make presentations on financial services to groups to attract new clients.
  • Evaluate costs and revenue of agreements to determine continued profitability.

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Necessary Skills

  • Persuasion
  • Critical Thinking
  • Active Listening
  • Reading Comprehension
  • Speaking
  • Social Perceptiveness

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