Sales Agents, Financial Services Go Back to List Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.

Tasks
	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.

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.
	Service Orientation - Actively looking for ways to help people.
	Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one.
	Complex Problem Solving - Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
	Negotiation - Bringing others together and trying to reconcile differences.

Knowledge
	Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
	Economics and Accounting - Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
	English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
	Sales and Marketing - Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
	Mathematics - Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
	Administration and Management - Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
	Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
	Law and Government - Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
	Education and Training - Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.
	Psychology - Knowledge of human behavior and performance; individual differences in ability, personality, and interests; learning and motivation; psychological research methods; and the assessment and treatment of behavioral and affective disorders.

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Education & Training   Education:   Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.   Related Experience:   Previous work-related skill, knowledge, or experience is required for these occupations. For example, an electrician must have completed three or four years of apprenticeship or several years of vocational training, and often must have passed a licensing exam, in order to perform the job.

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Wage Information
	Region Average Entry Level  Mid-Range  Annual  Hourly  Statewide $115,855.00 $55.70  $25.22  $28.74 - $63.44  Bridgeport/Stamford $135,715.00 $65.25  $28.84  $31.21 - $74.59  Danbury $81,926.00 $39.39  $23.22  $23.65 - $54.09  Hartford $95,746.00 $46.03  $22.62  $23.19 - $58.57  New Haven $91,370.00 $43.92  $24.28  $27.14 - $47.50  New London/Norwich $97,659.00 $46.95  $23.25  $24.22 - $49.85  Waterbury $86,053.00 $41.38  $22.23  $23.33 - $48.66

Occupation Outlook ( 2016 - 2026 ) Average Annual Job Openings:   522   Employment in this occupation is expected to grow more slowly than average, but the number of annual openings will offer very good job opportunities.

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	Some of the occupational information on this page is formulated from O*NETTM v17.0 data. O*NETTM is a trademark of the U.S. Department of Labor, Employment and Training Administration.