The Job Description of a Financial Services Sales Agent
There is an increasing demand for trustworthy financial counsel in a rapidly changing economy from both individuals and corporations. Because of this burgeoning demand, opportunities for financial services sales agents have tremendously increased. This factor makes it a great choice of career for persons interested in finance, communication, and sales. What do you think a financial services sales agent does? A financial services sales agent is applying skills to get customers to bring money into financial products such as insurance, mutual funds, retirement plans, stocks, and bonds. The core function of the agent is to study the client's financial setup and recommend the best products that will help in reaching the goal. This will also require a fair understanding of the financial market, the client's needs, and codes and ethics across the industry. The following tasks would be generally accepted by the agents: Client Consultation: Identifying the financial needs, r...