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Financial Services Sales Agent  What They Do

Just the Facts


Sales Agents, Financial Services Career Video



Sells financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.

This career is part of the Business Management and Administration cluster Business Finance and Accounting pathway.


A person in this career:

  • Determines customers' financial services needs and prepares proposals to sell services that address these needs.
  • Prepares forms or agreements to complete sales.
  • Sells services or equipment, such as trusts, investments, or check processing services.
  • Contacts prospective customers to present information and explain available services.
  • Develops prospects from current commercial customers, referral leads, or sales or trade meetings.
  • Evaluates costs and revenue of agreements to determine continued profitability.
  • Reviews business trends to advise customers regarding expected fluctuations.
  • Makes presentations on financial services to groups to attract new clients.

Working Conditions and Physical Demands

People who do this job report that:

  • You would often handle loads up to 10 lbs., sometimes up to 20 lbs. You might do a lot of walking or standing, or you might sit but use your arms and legs to control machines, equipment or tools.
  • Work in this occupation requires being inside most of the time
  • Work in this occupation involves sitting more than one-third of the time

Working in this career involves (physical activities):

  • Seeing clearly up close
  • Speaking clearly enough to be able to be understood by others
  • Identifying and understanding the speech of another person

Work Hours and Travel

  • Regular working hours and limited travel

Specialty and Similar Careers

Careers that are more detailed or close to this career:

  • Client Manager --
  • Financial Consultant --
  • Financial Services Representative --
  • Financial Specialist --
  • Investment Officer --
  • Personal Banker --
  • Registered Representative --
  • Relationship Banker --
  • Relationship Manager --
  • Select Banker --