Sales Agents, Financial ServicesSell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments. Job Task- Contact prospective customers in order 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.
- Prepare forms or agreements to complete sales.
- Sell services and equipment, such as trusts, investments, and check processing services.
- Evaluate costs and revenue of agreements in order to determine continued profitability.
- Make presentations on financial services to groups in order to attract new clients.
- Review business trends in order to advise customers regarding expected fluctuations.
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