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Financial Services Sales Agent

Job Summary

Responsible for selling a variety of financial services, including banking services, life insurance, retirement income, investments, and long-term care insurance. May sell retail and institutional mutual funds.

Primary responsibilities

  • Sell financial services to businesses and individuals.
  • Recommend certain services such as life insurance, retirement income, investments, and long-term care insurance.
  • Build relationships with clients and communities.
  • Provide solutions for short and long-term financial goals.
  • Help clients achieve financial security.
  • Present products and services via a presentation or slideshow.
  • Determine clients' financial needs and areas of improvement.
  • Determine security risks.
  • Develop prospects from current commercial customers, referral leads, and sales and trade meetings.
  • Negotiate sales agreements and contracts.
  • Take payments.
  • Prepare forms or agreements.
  • Sell trusts, investments, and check processing services.
  • Determine future growth.
  • Advise customers regarding expected fluctuations.
  • Make presentations on financial services to groups in order to attract new clients.
  • Use financial, tax, economics and accounting skills to review a client's personal data and recommend investment strategies that are appropriate to the client's goals.
  • Advise a client on whether to buy certain types of stocks, bonds and mutual funds.
  • Evaluate financial reporting systems, accounting and collection procedures, and investment activities, and make recommendations for changes to procedures, operating systems, budgets, and other financial control functions.
  • Determine whether loans must be obtained to meet cash requirements or whether surplus cash can be invested.
  • Solicit business, authorize loans, and direct the investment of funds, always adhering to Federal and State laws and regulations.

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