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Occupation information for

Sales Agents, Financial Services
District Of Columbia

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description

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

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details

Currently Employed: 798

Projected Annual Job Openings: 40

Typical Hourly Wage: $22.98 - $62.14

Typical Annual Salary: $47,800 - $129,200

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typical training

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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typical job duties

  • Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  • Prepare forms or agreements to complete sales.
  • Sell services or equipment, such as trusts, investments, or check processing services.
  • Contact prospective customers to present information and explain available services.
  • 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.
  • Make presentations on financial services to groups to attract new clients.

tools & technology


Tools:
  • Desktop calculator
  • Desktop computers
  • Notebook computers
  • Personal computers

Technology:
  • Data base user interface and query software
  • Electronic mail software
  • Financial analysis software
  • Spreadsheet software
  • Word processing software

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