Financial Service Sales Agents Job Description

Financial Service Sales Agents sell financial services, such as loans, tax, and securities counseling to customers of financial institutions and business establishments.

Tasks for Financial Service Sales Agents

  • The Financial Service Sales Agents determine customers’ financial services needs and prepare proposals to sell services that address these needs.

  • The Financial Service Sales Agents contacts prospective customers to present information and explain available services.

  • The Financial Service Sales Agents sell services and equipment, such as trusts, investments, and check processing services.

  • The Financial Service Sales Agent prepares forms or agreements to complete sales.

  • The Financial Service Sales Agent develops prospects from current commercial customers, referral leads, and sales and trade meetings.

  • The Financial Service Sales Agent reviews business trends to advice customers regarding expected fluctuations.

  • The Financial Service Sales Agent makes presentations on financial services to groups to attract new clients.

  • The Financial Service Sales Agent evaluates costs and revenue of agreements to determine continued profitability.

Knowledge requirements for Financial Service Sales Agents

  • The Financial Service Sales Agent needs knowledge of principles and processes for providing customer and personal services. This includes customer needs, assessment, meeting quality standards for services, and evaluation of customer satisfaction.

  • The Financial Service Sales Agent needs 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.

  • The Financial Service Sales Agent needs knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

  • The Financial Service Sales Agent needs knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.

  • The Financial Service Sales Agent needs knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

  • The Financial Service Sales Agent needs 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.

  • The Financial Service Sales Agent needs knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.

  • The Financial Service Sales Agent needs knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.

Skill requirements for Financial Service Sales Agent

  • The Financial Service Sales Agent gives 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.

  • The Financial Service Sales Agent needs the skill to successfully talk to others to convey information effectively to do their job function.

  • The Financial Service Sales Agent understands written sentences and paragraphs in work related documents.

  • The Financial Service Sales Agent must be able to management their time and the time of others that is in their department.

  • The Financial Service Sales Agent must have the skill to consider the relative costs and benefits of potential actions to choose the most appropriate one.

  • The Financial Service Sales Agent uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

  • The Financial Service Sales Agent persuades others to change their minds or behavior.

  • The Financial Service Sales Agent assesses performance of you, other individuals or organizations to make improvements or take corrective action.

  • The Financial Service Sales Agent understands the implications of new information for both current and future problem solving and decision making.

The Financial Service Sales Agent needs the ability to communicate information and ideas in speaking so others will understand. They need to be able to listen to and understand information and ideas presented through spoken words and sentences. The Financial Service Sales Agent needs the ability to understand information and ideas presented through spoken words and sentences. They must be able to speak clearly so that others can understand what you are trying to do and sell. The Financial Service Sales Agent also must have the ability to understand the speech of another person. This is vital when you are speaking to clients as many people have different accents and methods of pronouncing words.

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