O*NET Career Intelligence
Sales Agents, Financial Services
SOC 41-3031.02
Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.
Zone 3
Sales and Related
8
Skills
8
Knowledge
3
Job Zone
No
Green
Top Skills 8
Persuasion
4.1
Active Listening
4.0
Speaking
4.0
Critical Thinking
4.0
Reading Comprehension
3.9
Social Perceptiveness
3.8
Service Orientation
3.2
Judgment and Decision Making
3.2
Knowledge Areas 8
Customer and Personal Service
4.5
Economics and Accounting
4.1
English Language
4.1
Sales and Marketing
4.0
Mathematics
3.7
Administration and Management
3.3
Clerical
3.2
Law and Government
3.0
Key Tasks
1Determine customers' financial services needs and prepare proposals to sell
services that address these needs.
2Prepare forms or agreements to complete sales.
3Sell services or equipment, such as trusts, investments, or check processing
services.
4Contact prospective customers to present information and explain available
services.
5Develop prospects from current commercial customers, referral leads, or sales or
trade meetings.
Also Known As
Account Executive
Banker
Branch Sales Representative
Business Banker
Chartered Financial Analyst (CFA)
Client Manager
Finance Specialist
Financial Consultant
Financial Report Service Sales Agent
Financial Representative
Tools & Equipment
10-key calculators
Desktop computers
Notebook computers
Personal computers
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