"Financial Services Sales Agent"

Job Description - Part 1 - Duties and Tasks

Basic Job Description:

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

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

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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.

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.

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