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Financial Services Sales Agent

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What You Need to Know About Financial Services Sales Agent

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

Financial Services Sales Agent Responsibilities

  • Prepare forms or agreements to complete sales.
  • Evaluate costs and revenue of agreements to determine continued profitability.
  • Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
  • Contact prospective customers to present information and explain available services.
  • Make presentations on financial services to groups to attract new clients.
  • Review business trends to advise customers regarding expected fluctuations.

Things a Financial Services Sales Agent Should Know How to Do

These are the skills Financial Services Sales Agents say are the most useful in their careers:

Persuasion: Persuading others to change their minds or behavior.

Active Listening: Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

Speaking: Talking to others to convey information effectively.

Critical Thinking: Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

Reading Comprehension: Understanding written sentences and paragraphs in work related documents.

Social Perceptiveness: Being aware of others’ reactions and understanding why they react as they do.

Other Financial Services Sales Agent Job Titles

  • Client Manager
  • Financial Consultant
  • Finance Specialist
  • Sales Representative
  • Relationship Manager

Job Opportunities for Financial Services Sales Agents

There were about 375,700 jobs for Financial Services Sales Agent in 2016 (in the United States). New jobs are being produced at a rate of 6.2% which is above the national average. The Bureau of Labor Statistics predicts 23,200 new jobs for Financial Services Sales Agent by 2026. Due to new job openings and attrition, there will be an average of 38,000 job openings in this field each year.

Forecasted Number of Jobs for Financial Services Sales Agents in U.S.

The states with the most job growth for Financial Services Sales Agent are Arizona, Utah, and Iowa. Watch out if you plan on working in Massachusetts, New Jersey, or Maine. These states have the worst job growth for this type of profession.

Financial Services Sales Agent Salary

The salary for Financial Services Sales Agents ranges between about $34,360 and $208,000 a year.

Salary Ranges for Financial Services Sales Agents

Financial Services Sales Agents who work in New York, South Dakota, or Connecticut, make the highest salaries.

Below is a list of the median annual salaries for Financial Services Sales Agents in different U.S. states.

State Annual Mean Salary
Alabama $82,810
Alaska $101,290
Arizona $72,750
Arkansas $74,490
California $81,610
Colorado $76,160
Connecticut $122,890
Delaware $87,390
District of Columbia $103,380
Florida $82,810
Georgia $77,000
Hawaii $85,660
Idaho $62,690
Illinois $91,640
Indiana $92,400
Iowa $75,380
Kansas $107,500
Kentucky $85,420
Louisiana $89,550
Maine $81,670
Maryland $97,570
Massachusetts $118,310
Michigan $79,320
Minnesota $104,570
Mississippi $78,220
Missouri $80,280
Montana $89,270
Nebraska $86,920
Nevada $70,480
New Hampshire $98,030
New Jersey $98,850
New Mexico $56,380
New York $161,580
North Carolina $88,810
North Dakota $100,060
Ohio $77,960
Oklahoma $78,220
Oregon $66,120
Pennsylvania $86,970
Rhode Island $100,390
South Carolina $75,120
South Dakota $113,460
Tennessee $75,610
Texas $85,720
Utah $71,460
Vermont $105,770
Virginia $90,410
Washington $79,930
West Virginia $83,930
Wisconsin $77,780
Wyoming $70,030

What Tools & Technology do Financial Services Sales Agents Use?

Below is a list of the types of tools and technologies that Financial Services Sales Agents may use on a daily basis:

  • Microsoft Excel
  • Microsoft Word
  • Microsoft Office
  • Microsoft PowerPoint
  • Microsoft Outlook
  • Web browser software
  • Microsoft Access
  • Data entry software
  • Email software
  • Word processing software
  • Spreadsheet software
  • Microsoft SharePoint
  • Microsoft Dynamics
  • IBM Notes
  • FileMaker Pro
  • Oracle PeopleSoft
  • Scheduling software
  • Salesforce software
  • IBM Cognos Impromptu
  • Oracle E-Business Suite Financials

How to Become a Financial Services Sales Agent

Education needed to be a Financial Services Sales Agent:

Financial Services Sales Agent Degree Level

How Long Does it Take to Become a Financial Services Sales Agent?

Financial Services Sales Agent Work Experience

Where Financial Services Sales Agents Are Employed

Financial Services Sales Agent Sectors

The table below shows the approximate number of Financial Services Sales Agents employed by various industries.

Financial Services Sales Agent Industries

Those thinking about becoming a Financial Services Sales Agent might also be interested in the following careers:


Image Credit: Dave Dugdale via Creative Commons Attribution-Share Alike 2.0 Generic

More about our data sources and methodologies.

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