Click here to Discover Your Best Career Choices in 15 Minutes

"Financial Services Sales Agent"

Job Description - Part 1

Basic Job Description:

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

Part 1	Part 2	Part 3	Part 4	Part 5
Duties / Tasks	Activities	Skills	Abilities	Knowledge / Experience

Click here to Discover Your Best Career Choices in 15 Minutes

Job Duties and Tasks for: "Financial Services Sales Agent"

1) Contact prospective customers in order to present information and explain available services.

2) Determine customers' financial services needs, and prepare proposals to sell services that address these needs.

3) Develop prospects from current commercial customers, referral leads, and sales and trade meetings.

4) Prepare forms or agreements to complete sales.

5) Sell services and equipment, such as trusts, investments, and check processing services.

6) Evaluate costs and revenue of agreements in order to determine continued profitability.

Thanks for visiting CareerPlanner.com
How can we help you with your career?

1) Use Career Testing to find the perfect career

2) Use Career Counseling to discover your career direction

3) Use Personality Type Testing to learn what really motivates you

4) Is your resume getting you enough interviews?
See How To Write The Perfect Resume.

7) Make presentations on financial services to groups in order to attract new clients.

8) Review business trends in order to advise customers regarding expected fluctuations.

9) Guide cranes to move loads about decks.

Is being a "Financial Services Sales Agent" your very best career choice?

Our Career Interest Test will show you which careers match your interests.

Our Free Personality Test will show you which careers match your personality and why.