Wholesale and Retail Buyers, Except Farm Products, Sales Agents, Securities and Commodities, Sales Representatives, Wholesale and Manufacturing, Technical and Scientific Products, Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products, Real Estate Sales Agents
| Years of Education | 5.7,5.7,10,6,3 |
| Joining / Leaving | |
| Art / Science Degrees |
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? ?People
This section shows data about the people that work in Sales Agents, Financial Services.
USA
People in Sales Agents, Financial Services live in
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Jobs
This section presents aggregate statistics about the jobs that people have in Sales Agents, Financial Services.
Typical Tasks
- 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 and equipment, such as trusts, investments, and check processing services.
- Prepare forms or agreements to complete sales.
- Develop prospects from current commercial customers, referral leads, and sales and 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.
What are Sales Agents, Financial Services?
Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.