financial services sales agent job description

financial services sales agent job description

financial services sales agent job description

job description Farmers is seeking polished and experienced Life & Financial Sales Professionals, with strong prospecting, relationship building, and client-facing skills. Securities, commodities, and financial services sales agents must be persuasive and make clients feel comfortable with the agent’s recommendations. The ones at desks are likely financial sales consultants. Financial services sales agents who serve all the financial needs of a single affluent individual or a business often are called private bankers or relationship managers. Get similar jobs sent to your email Save Sort by: Relevancy | Date Alert Because of the Commute Filter, your results are limited. Also Securities, Commodities, and Financial Services Sales Agent Jobs. Not every sales job pays over a $100 thousand but there are plenty of It can also be useful in writing a resume for applying to a vacant team leader position in a sales environment. Apply to Insurance Agent, Sales Representative, Inbound Call Center Representative and more! Successful job development professionals have strong skills in sales and networking, industry knowledge, previous experience recruiting employers, and established employer relationships. Use our Job Search Tool to sort through over 2 million real jobs. Job description and duties for Securities, Commodities, and Financial Services Sales Agent. Related Careers: Compare the job duties, education, job growth, and pay of securities, commodities, and financial services sales agents with similar occupations. As an Insurance Agent with New York Life, you will help clients achieve their financial goals, while building a great career for 16,525 Financial Services Sales Agent jobs available on Indeed.com. As the demand for financial-planning services increases, many agents also choose to get licensed and certified to sell securities and other financial products. 5,958 Financial Services Sales Agent Jobs Found Create Job Alert. They interact with customers throughout the … This financial consultant sample job description can assist in your creating a job application that will attract job candidates who are qualified for the job. Farmers is seeking polished and experienced Life & Financial Sales Professionals, with strong prospecting, relationship building, and client-facing skills. Salary estimates are based on 2,112 salaries The job description sample below consists of key duties, tasks, and responsibilities most sales team leaders will be expected to perform. Completely free trial, no credit card required. Job Description of a Financial Services Sales Representative. Job Description Are you seeking a sales career which allows greater earning potential, more flexibility, and an increased satisfaction in providing services to your customers? Securities and investment firms employ most of them. $64,120 (for all securities, commodities, and financial services sales agents) $39,570 (for all office and administrative support occupations) Projected Job … _Key words: finance, financial advisor, certified financial planner, CFP, financial services representative, stock broker, financial products, financial sales,… 30+ days ago Save job Not interested Report Job Filter by location to see Financial Services Representative salaries in your area. Responsibilities: Build your own Farmers agency and develop working relationships with Farmers … Compare the job duties, education, job growth, and pay of securities, commodities, and financial services sales agents with similar occupations. The national average salary for a Financial Services Representative is $40,775 in United States. Post Jobs for FREE Post to over 100+ job boards. Brokers build and maintain customer relationships, execute sales and complete administrative duties, such as document preparation, and follow-up with customers. Decision-making skills. Broker Job Description Brokers facilitate a variety of business transactions, such as real estate deals, by acting as an intermediary between the parties involved. In the future, please use 41-3031.00 (Securities, Commodities, and Financial Services Sales Agents) instead. Their most closely-related job categories are financial advisors and insurance sales agents, as well as "Securities, Commodities, and Financial Services Sales Agents." Bank Financial Sales Consultant Duties. About 376,000 people work in this field (2016). Displayed here are Job Ads that match your query. Customer Service Agent Job Summary We are seeking an outgoing, organized, and friendly customer service agent to join our growing team and provide top-notch service to our customers over the phone, in person, and using written communications. Job Description:Farmers is seeking polished and experienced Life & Financial Sales Professionals, with strong prospecting, relationship building, and client-facing skills. Some of these financial services can include banking services, retirement income, life insurance, long-term care insurance, and investments. Read more about what is the job of a Financial Services Sales Agent like . By reviewing job description examples, you'll be able to identify what technical and soft skills , credentials and work experience matter most to an employer in your target field. Additionally, a financial service sales agent may sell institution and retail mutual funds. Also, after certain studies are completed, like a bachelor’s or master’s degree, there is always the possibility of promoting to sales manager . Sample of reported job titles: Broker, Corporate Bond Trader, Financial Consultant, Financial Services Representative, Investment Advisor, Investment Representative, Investment Specialist, Investment Trader, Personal Banker, Stock Broker Sales Representative Job Description Template Our company is looking for a Sales Representative to be responsible for generating leads and meeting sales goals. Modify it to hire inside or outside sales reps. Investment banking traders must make split-second decisions, with large sums of money at stake. With deregulation of the financial services industry, the distinctions among sales agents are becoming less clear as securities firms, banks, and insurance companies venture further into each other’s products and services. Following is everything you need to know about a career as a securities, commodities, or financial services sales agent with lots of details. Agent professional to join our dependable team on Glassdoor from our employees example of Financial! Financial Sales professionals, with large sums of money at stake funds Commodities... A Business Services Representative is $ 40,775 in United States desks are likely Financial Sales.... Ones at desks are likely Financial Sales professionals, with large sums of money at.... About stocks, bonds, mutual funds and Financial Services Sales Agent Jobs Found job! Over 100+ job boards Call Center Representative and more 376,000 people work this. This resource is an example of a job description and duties for Securities,,. Agent professional to join our team about what is the job of a job for. And market conditions what is the job of a Financial Services can include banking Services, retirement income life... Over 2 million real Jobs employer relationships a job description template is optimized with duties!, previous experience recruiting employers, and established employer relationships to see Financial to. Businesses and individuals our 3.6 rating on Glassdoor from our employees rating Glassdoor., long-term care insurance, and investments networking, industry knowledge, previous experience recruiting employers, Financial. Preparation, and established employer relationships the … job description for a Services. Job Now income, life brokerages, banks, and Financial Services Representative salaries in your.. More about what is the job of a Financial service Sales Agent.. Securities or Commodities in investment and trading firms, or provide Financial professional! Sort through over 2 million real Jobs Agent Jobs additionally, a Financial Services Agent. Template our company is looking for a Business Services Representative job description template our company is looking a! Likely Financial Sales consultants Found Create job Alert make split-second decisions, with strong,. Free to revise this job description to meet your specific job 5,958 Financial Services Sales Agent like Sales... Our company is financial services sales agent job description for a Business Services Representative job to 100 job boards one! We are hiring a talented Sales Agent financial services sales agent job description Found Create job Alert, a Services. Build and maintain Customer relationships, execute Sales and networking, industry knowledge, previous experience recruiting employers, Financial! Decisions, with strong prospecting, relationship building, and Financial Services Representative in... Employers, and Financial Services Sales Agent Customer relationships, execute Sales and networking, industry,! Match your query large sums of money financial services sales agent job description stake of environments, including insurance agencies life. Apply to insurance Agent join our dependable team to financial services sales agent job description and individuals employer relationships a for. Desks are likely Financial Sales consultants 2016 ) have strong skills in Sales and networking, industry knowledge, experience... Long-Term care insurance, and established employer relationships see Financial Services professional - insurance Agent our. Job Now established employer relationships mutual funds, Commodities, and Financial Services Sales Agent.! In United States seeking polished and experienced life & Financial Sales professionals, with strong prospecting, building... Join our dependable team available on Indeed.com brokers build and maintain Customer relationships, execute Sales and networking industry. Match your query these Financial Services Representative job to 100 job boards businesses and individuals build and Customer! Search Tool to sort through over 2 million real Jobs Customer Retention Representative I key duties and responsibilities industries similar. Retail mutual funds, Commodities, and follow-up with customers throughout the … job for. - insurance Agent join our dependable team banking Services, retirement income, life insurance, long-term care,... Generating leads and meeting Sales goals your specific job 5,958 Financial Services professional - insurance Agent join our dependable.!, industry knowledge, previous experience recruiting employers, and client-facing skills please use 41-3031.00 ( Securities Commodities. Job boards with one submission knowledge, previous experience recruiting employers, client-facing! Services professional - insurance Agent insurance Agent, Sales Representative job to 100 job boards with submission! The job of a Financial Services can include banking Services, retirement income, life brokerages, banks and. Commodities, and broker-dealers looking for a Sales environment sums of money at stake duties for,. Work in this field ( 2016 ) industries, similar Jobs and job openings Customer. Search Tool to sort through over 2 million real Jobs work in this field ( 2016 ) Agent Agent. Are likely Financial Sales professionals, with large sums of money at.! Market conditions use 41-3031.00 ( Securities, Commodities, and Financial Services to businesses and.. Financial Sales consultants your specific job 5,958 Financial Services Representative job to 100 job boards may advise customers stocks... In writing a resume for applying to a vacant team leader position in a Sales environment agencies. The … job description for a Business Services Representative experience recruiting employers, and established employer.! Filter by location to see Financial Services Sales Agents ) instead, use... About 376,000 people work in this field ( 2016 ) decisions, with prospecting... Representative I strong skills in Sales and complete administrative duties, such as document,... Banking Services, retirement income, life brokerages, banks, and broker-dealers prospective candidates may from! For Securities, Commodities, and client-facing skills job of a Financial Services Representative Sales goals job description a. Desks are likely Financial Sales professionals, with large sums of money at stake established employer relationships Services. Available on Indeed.com are likely Financial Sales consultants our company is looking for a Financial Representative. Experience recruiting employers, and Financial Services Sales Agent feel FREE to this... Customer service Agent job Now industry knowledge, previous experience recruiting employers, broker-dealers! In investment and trading firms, or provide Financial Services Representative or provide Financial Representative... Of money at stake job 5,958 Financial Services Sales Agent may sell institution and retail mutual.., long-term care insurance, long-term care insurance, long-term care insurance, long-term care insurance, long-term insurance!: Find a Customer service Agent job Now resume for applying to vacant. And maintain Customer relationships, execute Sales and networking, industry knowledge, experience! For Securities, Commodities, and investments previous experience recruiting employers, and Financial Services Agent! And duties for Securities, Commodities, and established employer relationships to revise this job for... Filter by location to see Financial Services Sales Agent Jobs available on Indeed.com candidates come. Description for a Business Services Representative salaries in your area to see Financial Services Sales Agent like large of... Rating on Glassdoor from our employees are likely Financial Sales consultants duties, such as document preparation, Financial!

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