Occupation information for

Sales Agents, Financial Services

United States

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

Compare Skills Bright Outlook

Bright Outlook

Currently Employed: 312,200

Yearly Projected Openings: 13,370

Typical Hourly Wage: $20.16 - $63.48

Typical Annual Salary: $41,900 - $132,000

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Typical education needed for entry: Bachelor's degree

Typical work experience needed for a job in this occupation: None

Typical on-the-job training once you have a job in this occupation: Moderate-term on-the-job training

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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 or equipment, such as trusts, investments, or check processing services.
Prepare forms or agreements to complete sales.
Develop prospects from current commercial customers, referral leads, or sales or 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.

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