Sales Agents, Financial Services


Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.
Also called: Financial Consultant, Financial Specialist, Personal Banker, Relationship Manager

Knowledge:

    Business
  • customer service
  • accounting and economics
    Arts and Humanities
  • English language
    Math and Science
  • arithmetic, algebra, geometry, calculus, or statistics
    Safety and Government
  • law and government

Skills:

    Basic Skills
  • listening to others, not interrupting, and asking good questions
  • talking to others
    Social
  • talking people into changing their minds or their behavior
  • understanding people's reactions
    Problem Solving
  • noticing a problem and figuring out the best way to solve it

Abilites:

    Verbal
  • communicate by speaking
  • listen and understand what people say
    Ideas and Logic
  • use rules to solve problems
  • notice when problems happen

Personality:

Description: People interested in this work like activities that include leading, making decisions, and business.
    They do well at jobs that need
  • Integrity
  • Dependability
  • Attention to Detail
  • Cooperation
  • Self Control
  • Stress Tolerance

Technology:

    Financial analysis software
  • Bloomberg Professional
  • Realm Business Solutions INSIGHT for ARGUS
    Data base user interface and query software
  • Data entry software
  • Microsoft Access
    Enterprise resource planning ERP software
  • Microsoft Dynamics GP
  • Oracle Hyperion

Education:

    high school diploma/GED
    bachelor's degree
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