Sales Agents, Financial Services

Course Advisor

United States

On-site

USD 34,360 - 208,000

Full time

14 days+

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Job summary

Course Advisor is seeking a Financial Services Sales Agent to sell financial services, including loan and tax counseling. The ideal candidate will review business trends, prepare sales agreements, and evaluate financial service needs of customers. Success in this role depends on strong skills in persuasion, active listening, and critical thinking. The position offers a competitive salary, with averages ranging between $34,360 and $208,000 based on experience and location, particularly in states like New York and South Dakota.

Qualifications

Experience in financial services sales or related field.
Ability to understand customer needs and sell appropriate services.
Strong communication and interpersonal skills.

Responsibilities

Sell financial services, such as loan and tax counseling.
Review business trends to advise customers.
Prepare forms or agreements to complete sales.

Skills

Persuasion

Active Listening

Speaking

Critical Thinking

Reading Comprehension

Social Perceptiveness

Tools

Microsoft Excel

Salesforce software

Microsoft Office

Data entry software

Job description

Financial Services Sales Agent

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

Responsibilities

Review business trends to advise customers regarding expected fluctuations.
Prepare forms or agreements to complete sales.
Evaluate costs and revenue of agreements to determine continued profitability.
Sell services or equipment, such as trusts, investments, or check processing services.
Determine customers’ financial services needs and prepare proposals to sell services that address these needs.
Develop prospects from current commercial customers, referral leads, or sales or trade meetings.

Key Skills

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.

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