Sales Agents, Financial Services

Sales Agents, Financial Services
These Sales Agents sell services to customers of financial institutions or businesses concerning matters such as loans, taxes, check processing services, trusts or investment securities. They glean referrals or prospective clients from current commercial customers, and obtain leads at trade or sales meetings.They contact prospects to present information and explain the services they offer, explaining how these services can lesson the stress of trying to survey an understand the complexities of financial markets. They analyze the customer’s financial needs and goals and create proposals to sell services that will meet those needs. They prepare forms or agreements to complete sales.They work in a business office and may visit prospects in their homes or meet at a convenient site. They work normal hours, but may make evening or weekend appointments.

Holand Code



Business, Finance, Marketing and Sales

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Lowest 10% Salary ($)


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Highest 90% Salary ($)

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