Sales Agents, Financial Services

Finance > Securities & Investments

Projected Growth: Average

Projected Job Openings

Medium Preparation Needed

Job Description

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

Common job titles of Sales Agents, Financial Services include:
Client Manager, Financial Consultant, Financial Services Representative, Financial Specialist, Investment Officer, Personal Banker, Registered Representative, Relationship Banker, Relationship Manager, Select Banker.


    Contact prospective customers to present information and explain available services. Determine customers' financial services needs and prepare proposals to sell services that address these needs. Prepare forms or agreements to complete sales. Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
    Evaluate costs and revenue of agreements to determine continued profitability. Review business trends to advise customers regarding expected fluctuations. Sell services or equipment, such as trusts, investments, or check processing services.
    Make presentations on financial services to groups to attract new clients.


Personal computers

Notebook computers

Desktop computers

10-key calculators


Data entry software

IBM Cognos Impromptu


Microsoft Dynamics

Microsoft Dynamics GP

Microsoft SharePoint

Oracle Hyperion

All Technologies

Oracle PeopleSoft Financials

Salesforce software

Bloomberg Professional

Database management software

Email software

FileMaker Pro

Financial needs analysis software

Fund accounting software

Project management software

Realm Business Solutions INSIGHT for ARGUS

Sage 50 Accounting

Sales analysis software

Scheduling software

Spreadsheet software

Web-based information systems


Very ImportantIntermediatePersuasion – Persuading others to change their minds or behavior.


Listen to and understand information and ideas presented through spoken words and sentences. Communicate information and ideas in speaking so others will understand. Apply general rules to specific problems to produce answers that make sense.


Economics and Accounting

Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.

English Language

Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

Sales and Marketing

Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.


Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

Administration and Management

Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.


Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.

Law and Government

Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.


Previous work-related skill, knowledge, or experience is required for these occupations. For example, an electrician must have completed three or four years of apprenticeship or several years of vocational training, and often must have passed a licensing exam, in order to perform the job.

  • 62.22% said they needed a High School Diploma.
  • 22.34% said they needed a Bachelor's Degree.

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