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. 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.|
* National data collected by the Department of Labor in 2014 with projections through 2024. 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.