In this career quiz for Financial Sales Agents, you will find out if working as one is right for you.
After taking this career quiz, you will find out if becoming a Financial Services Sales Agent is the right career choice for you and if you should become one.
Best personality for this career
The Persuaders and The Organizers
People who are suitable for to be A Financial Sales Agent like starting up and carrying out projects. They like leading people and making many decisions. Sometimes they require risk taking and often deal with business.
They also like following set procedures and routines. They like working with data and details more than with ideas.
Now let’s assume that your personality matches. Should you still consider becoming A Financial Sales Agent?
Not so fast because you may or may not like what Financial Sales Agents do at their day to day work.
Generally, people who are suited for this job have Integrity and Dependability. Here are their top 5 characteristics.
|3.||Attention to Detail|
Are Financial Sales Agents introverts or extroverts?
According to our introvert and extrovert rating score, Financial Sales Agents are ranked #826 out of 974 jobs for introverts and #137 for extroverts.
In this career quiz, there are 10 questions that will analyze if the Financial Services Sales Agents career is right for you.
There are 3 answers to each question: Dislike, Okay and Like.
Answer “Dislike” if you tell yourself “Ugh… Sounds boring” or “I’m not sure”
Answer “Okay” if you tell yourself “Umm… I think I will be okay with that”
Answer “Like” if you tell yourself “Yes, I’m interested”
Ready? Let’s start
They buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations.
They sell life, property, casualty, health, automotive, or other types of insurance. May refer clients to independent brokers, work as an independent broker, or be employed by an insurance company.
They advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients’ assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
They direct and coordinate financial activities of workers in a branch, office, or department of an establishment, such as branch bank, brokerage firm, risk and insurance department, or credit department.
They evaluate, authorize, or recommend approval of commercial, real estate, or credit loans. Advise borrowers on financial status and payment methods. Includes mortgage loan officers and agents, collection analysts, loan servicing officers, and loan underwriters.