Financial Sales Agents Quiz: Is This The Right Career For Me

Stanley TanLeave a Comment



is Financial Sales Agents the right job for me
what career should i pursue

Financial Services Sales Agents

Other names for this job might include Account Executive, Business Banker, Chartered Financial Analyst (CFA), Client Manager, Finance Specialist, Financial Consultant, Financial Report Service Sales Agent, Financial Services Representative, Financial Services Sales Representative, Financial Specialist


  • $102860
    Salary
  • 63%
    Job satisfaction
  • Medium
    Becoming one
  • Medium
    Job growth
OwlGuru Rank

B+



Should I Be A Financial Sales Agent – 1 Min Quiz


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.



Is This Right For Me

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.

1.Integrity
2.Dependability
3.Attention to Detail
4.Cooperation
5.Self Control

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.



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Instructions to Quiz

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



Career Quiz

QuestionDislikeOkayLike
You’re interested in customer and personal service like customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
You’re interested in economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
Determine customers’ financial services needs and prepare proposals to sell services that address these needs.
Prepare forms or agreements to complete sales.
You like starting up and carrying out projects.
You like leading people and making many decisions. You don’t mind risk taking and dealing with business.
You like following set procedures and routines.
You like working with data and details more than with ideas.
You like working with, communicating with, and teaching people.
You like helping or providing service to others.



Your Results

Done?

Now count how many points you have.
Dislike = 0 point
Okay = 1 point
Like = 2 points

After you’re done counting your points. Click below to view your results.

Here are your results.
00 to 09 points = You will not like this career
10 to 15 points = You are the right person for the job
16 to 20 points = You are perfect for this career


How we can help

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Yes, I'm sure


Rank: B
Salary: $103260

They buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations.
Rank: C+
Salary: $63730

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.
Rank: A+
Salary: $108090

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.
Rank: A+
Salary: $130230

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.
Rank: A
Salary: $73670

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.







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Career type

Sales and Marketing
Financial and Investment Planning

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Learn more about Financial Sales Agents

Summary
Job Description
Salary
Requirements
Is This Right For Me (You are here)

Study To Be A Financial Sales Agent


Related to Financial Sales Agents Quiz

Financial Services Sales Agents quiz, should i become a Financial Services Sales Agent, is Financial Sales Agents suitable for me, do i want to be a Financial Services Sales Agent, Financial Sales Agents personality test

Additional resources

http://www.bls.gov/OOH/sales/securities-commodities-and-financial-services-sales-agents.htm
http://www.gafm.com/
http://www.sifma.org/
http://www.finra.org/

OwlGuru.com
OwlGuru.com is a career and college finder site. We help students to find a career and college that is right for them.
Financial Services Sales Agents
Written by: Stanley Tan
Financial Sales Agents sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.
4.5 / 5 stars

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