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.
General and Operations Managers Advertising and Promotions Managers Marketing Managers Sales Managers Public Relations and Fundraising Managers Administrative Services Managers Treasurers and Controllers Financial Managers, Branch or Department Transportation Managers Regulatory Affairs Managers Financial Examiners Loan Officers First-Line Supervisors of Non-Retail Sales Workers Advertising Sales Agents Real Estate Sales Agents Sales Engineers First-Line Supervisors of Office and Administrative Support Workers