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Sales Agents, Financial Services - 41-3031.02

O*NET-SOC Description

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

Sample of Reported Job Titles

  • Client Manager
  • Financial Consultant
  • Financial Services Representative
  • Financial Specialist
  • Investment Officer
  • Personal Banker
  • Registered Representative
  • Relationship Banker
  • Relationship Manager
  • Select Banker

SOC Occupation Groups

Related Occupations


  • 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, or sales or 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 or equipment, such as trusts, investments, or check processing services.

Detailed Work Activities

  • Contact current or potential customers to promote products or services.
  • Deliver promotional presentations to current or prospective customers.
  • Develop proposals for current or prospective customers.
  • Explain technical product or service information to customers.
  • Gather customer or product information to determine customer needs.
  • Identify potential customers.
  • Monitor market conditions or trends.
  • Prepare sales or other contracts.
  • Sell products or services.

Military Crosswalk Titles

No information available.

Apprenticeship Crosswalk Titles

No information available.

DOT Crosswalk Titles

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