Sales Agents, Financial Services

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What do they do?

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

Also known as:

Client Manager, Financial Consultant, Financial Sales Advisor, Financial Services Representative, Financial Specialist, Investment Officer, Personal Banker, Registered Representative, Relationship Banker, Relationship Manager, Sales Representative, Select Banker

Typical Wages

Annual wages for Securities, Commodities, and Financial Services Sales Agents in United States

★ You’re seeing wages for Securities, Commodities, and Financial Services Sales Agents because we don’t have information for Sales Agents, Financial Services.
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Projected Growth Rate

Employment of Securities, Commodities, and Financial Services Sales Agents is projected to show little or no change from 2018 to 2028.

★ You’re seeing projected growth rate for Securities, Commodities, and Financial Services Sales Agents because we don’t have information for Sales Agents, Financial Services.
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Projected Employment

No Data Available

Projected Employment Rankings For Virginia:

  • 1.5%

    Percent Change

    Ranks #32 in job growth rate
  • 810

    Annual Projected Job Openings

    Ranks #16 in net job growth
★ You’re seeing projected employment information for Securities, Commodities, and Financial Services Sales Agents because we don’t have information for Sales Agents, Financial Services.

Select Type of Degree:

Typical College Majors

Majors that prepare Sales Agents, Financial Services:

Indicates your preferred majors

★ Number of granted degrees for degree type, Bachelors degree, is listed after the major.

Education Level

  • Doctorate or Professional Degree (2.8%)
  • Master's degree (17.3%)
  • Bachelor's degree (52.1%)
  • Associate's degree (5%)
  • Some college, no degree (14.3%)
  • High school diploma equivalent (7.5%)
  • Less than high school diploma (0.8%)

Percent of workers in this field

★ You’re seeing education information for Securities, commodities, and financial services sales agents because we don’t have information for Sales Agents, Financial Services. Please note the information may not be the same for both occupations.

Colleges that Prepare

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Skills

People in this career often have these 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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Knowledge

People in this career often know a lot about:

  • 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.
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Abilities

People in this career often have talent in:

  • Oral Comprehension - The ability to listen to and understand information and ideas presented through spoken words and sentences.
  • Oral Expression - The ability to communicate information and ideas in speaking so others will understand.
  • Deductive Reasoning - The ability to apply general rules to specific problems to produce answers that make sense.
  • Written Comprehension - The ability to read and understand information and ideas presented in writing.
  • Problem Sensitivity - The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
  • Written Expression - The ability to communicate information and ideas in writing so others will understand.
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Activities: what you might do in a day

People in this career often do these activities:

  • Gather customer or product information to determine customer needs.
  • Develop proposals for current or prospective customers.
  • Prepare sales or other contracts.
  • Sell products or services.
  • Explain technical product or service information to customers.
  • Contact current or potential customers to promote products or services.
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This page includes data from:

O*NET OnLine Career data: O*NET 24.3 Database by the U.S. Department of Labor, Employment and Training Administration (“USDOL/ETA”). Used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA

Occupation statistics: USDOL U.S. Bureau of Labor Statistics Occupational Employment Statistics

careeronestop logo Videos: CareerOneStop, USDOL/ETA and the Minnesota Department of Employment & Economic Development

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