Financial Services

Sales Agents

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Job Description

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

Skills and Abilities

Strong communication and persuasion skills, noticing and solving problems, active listening, and reacting to others' reactions.



Bachelor's Degree or Higher

Job Duties

Determine financial service needs, prepare proposals to sell services that address the needs, prepare contracts to complete sales, and sell services or equipment.


Financial Analysis Software

Data Base User Interface and Query Software

Enterprise Resource Planning Software

Median Earnings

$20.59 per hour