"Financial Services Sales Agent"

Job Description - Part 2 - Typical Daily Activities

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

Job Activities for: "Financial Services Sales Agent"

1) Communicating with Persons Outside Organization -- Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.

2) Selling or Influencing Others -- Convincing others to buy merchandise/goods or to otherwise change their minds or actions.


3) Getting Information -- Observing, receiving, and otherwise obtaining information from all relevant sources.


4) Making Decisions and Solving Problems -- Analyzing information and evaluating results to choose the best solution and solve problems.


5) Interpreting the Meaning of Information for Others -- Translating or explaining what information means and how it can be used.

6) Establishing and Maintaining Interpersonal Relationships -- Developing constructive and cooperative working relationships with others, and maintaining them over time.


7) Updating and Using Relevant Knowledge -- Keeping up-to-date technically and applying new knowledge to your job.


8) Documenting/Recording Information -- Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.


9) Identifying Objects, Actions, and Events -- Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.

10) Provide Consultation and Advice to Others -- Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics.


11) Judging the Qualities of Things, Services, or People -- Assessing the value, importance, or quality of things or people.

12) Monitor Processes, Materials, or Surroundings -- Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.


13) Performing for or Working Directly with the Public -- Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.

14) Communicating with Supervisors, Peers, or Subordinates -- Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.


15) Processing Information -- Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.


16) Analyzing Data or Information -- Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.

Job Description for "Financial Services Sales Agent" continued here...

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

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