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

• Sales Agent, Financial-Report Service
• Sales Representative, Financial Services

• Contact prospective customers to present information and explain available services.
• Determine customers' financial services needs and prepare proposals to sell services that address these needs.
• Develop prospects from current commercial customers, referral leads, and sales and trade meetings.
• Evaluate costs and revenue of agreements to determine continued profitability.
• Make presentations on financial services to groups to attract new clients.
• Prepare forms or agreements to complete sales.
• Review business trends to advise customers regarding expected fluctuations.
• Sell services and equipment, such as trusts, investments, and check processing services.

• access media advertising services
• advise clients on financial matters
• advise clients or customers
• complete information on loan forms
• conduct sales presentations
• ensure correct grammar, punctuation, or spelling
• evaluate degree of financial risk
• evaluate product quality for sales activities
• fill out business or government forms
• follow contract, property, or insurance laws
• interview customers
• maintain records, reports, or files
• maintain telephone logs
• make decisions
• make presentations on financial matters
• motivate people
• obtain information from individuals
• prepare reports
• provide customer service
• sell products or services
• sell securities services
• use computers to enter, access or retrieve data
• use interpersonal communication techniques
• use knowledge of economic trends
• use knowledge of written communication in sales work
• use marketing techniques
• use public speaking techniques
• use sales techniques