Occupation Info

Financial Services Sales Agent

Overview: Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.
Duties: Determine customers' financial services needs and prepare proposals to sell services that address these needs. Contact prospective customers to present information and explain available services. Sell services or equipment, such as trusts, investments, or check processing services. Prepare forms or agreements to complete sales. Develop prospects from current commercial customers, referral leads, or sales or trade meetings. Review business trends to advise customers regarding expected fluctuations. Make presentations on financial services to groups to attract new clients. Evaluate costs and revenue of agreements to determine continued profitability.
Degree(s): A.A. Liberal Arts and Sciences 
A.S. Liberal Arts and Sciences (Mathematics and Science) 
A.A.S. Accounting 
A.A.S. Management: Marketing Concentration 
A.S. Business Administration (Accounting and Marketing) 
  
Job Outlook: Employment in this field is projected to grow 9% to 13% from 2014 to 2024, which is faster than the average projected growth for all occupations.
Education Level: Training for this occupation generally requires an Associate Degree from a 2 year or community college.
Recommended Skills:
  • Weighing out the options in a situation or a problem and logically choosing the best course of action.
  • Actively looking for ways to help people.
  • Paying attention to what other people are saying, and taking time to understand the points being made.
  • Allocating and budgeting your time for different tasks so that things get done when needed.
  • Being aware of the reactions of others, and understanding why they react the way they do.
  • Persuading, encouraging and motivating others to accept your ideas.
  • The ability to understand complex written paragraphs, instructions, or reports.
  • Using logic to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • Talking, giving speeches, or speaking in a group to convey information, explain ideas, or give instructions.
  • Composing and communicating your ideas in written form.
Recommended Values:
  • Having a routine job where the duties are very predictable and not likely to change over a long period of time.
  • Persuading and influencing others to change their attitudes, behavior, and/or opinions.
  • Being able to decide on how to get something done without significant direction from someone else.
  • Having a level of income that will afford you with luxuries, and which will allow you to become financially independent.
 

* National data collected by the Department of Labor in 2014 with projections through 2024. For New York green job information .

* For New York salary data information .

* For New York green job information .

Understanding acquiring positions in this field may be enhanced through continuing academic study (i.e. earning a baccalaureate or a master's degree) and/or work experience in the field, Queensborough Community College has established transfer agreementswith other institutions for students who wish to further pursue their educational goals. Students are highly encouraged to meet with one of our Career Services to fully understand the opportunities available through study in their degree program.

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