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
Persuasion4.1
Active Listening4.0
Speaking4.0
Critical Thinking4.0
Reading Comprehension3.9
Social Perceptiveness3.8
Service Orientation3.2
Judgment and Decision Making3.2
Knowledge Areas 8
Customer and Personal Service4.5
Economics and Accounting4.1
English Language4.1
Sales and Marketing4.0
Mathematics3.7
Administration and Management3.3
Clerical3.2
Law and Government3.0
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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