Financial Services Sales Agent - Course Advisor : Job Details

All About Financial Services Sales AgentsFinancial Services Sales Agent Definition: Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.List of Financial Services Sales Agent Job DutiesReview business trends to advise customers regarding expected fluctuations.Prepare forms or agreements to complete sales.Evaluate costs and revenue of agreements to determine continued profitability.Sell services or equipment, such as trusts, investments, or check processing services.Determine customers' financial services needs and prepare proposals to sell services that address these needs.Develop prospects from current commercial customers, referral leads, or sales or trade meetings.What Skills Do You Need to Work as a Financial Services Sales Agent?Below is a list of the skills most Financial Services Sales Agents say are important on the job.Persuasion: Persuading others to change their minds or behavior.Active Listening: Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.Speaking: Talking to others to convey information effectively.Critical Thinking: Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.Reading Comprehension: Understanding written sentences and paragraphs in work-related documents.Social Perceptiveness: Being aware of others' reactions and understanding why they react as they do.What is the Average Salary of a Financial Services Sales Agent?The average yearly salary of a Financial Services Sales Agent ranges between $34,360 and $208,000. Financial Services Sales Agents who work in New York, South Dakota, or Connecticut make the highest salaries.How do I Become a Financial Services Sales Agent?What kind of Financial Services Sales Agent requirements are there?Where do Financial Services Sales Agents Work?Financial Services Sales Agents work in various industries.#J-18808-Ljbffr