Sales Agents, Financial Services

• Prepare forms or agreements to complete sales.
• Determine customers' financial services needs and prepare proposals to sell services that address these needs.
• Sell services or equipment, such as trusts, investments, or check processing services.
• Contact prospective customers to present information and explain available services.
• Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
• Evaluate costs and revenue of agreements to determine continued profitability.
• Review business trends to advise customers regarding expected fluctuations.
• Make presentations on financial services to groups to attract new clients.

Source: O*NET OnLine information for Sales Agents, Financial Services.

• Persuasion - Persuading others to change their minds or behavior.
• Speaking - Talking to others to convey information effectively.
• 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.
• 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.
• Service Orientation - Actively looking for ways to help people.
• Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one.
• Negotiation - Bringing others together and trying to reconcile differences.
• Active Learning - Understanding the implications of new information for both current and future problem-solving and decision-making.

Source: O*NET OnLine information for Sales Agents, Financial Services.