How To Become A Financial Sales Agent: Degree and Education Requirements

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what degree do you need to become a Financial Services Sales Agent
majors for Financial Services Sales Agents

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+



Be A Financial Sales Agent: What You Really Need


In this requirements guide for Financial Services Sales Agents, you will find out what do you need to become a Financial Services Sales Agent and what it takes to become one.

After reading this, you will be able to plan for your future if you want to be a Financial Services Sales Agent.



Degree required

Recommended degree level

High School Diploma

High School Diploma
62.22%

Bachelors degree
22.34%

Associates degree
7.9%

Some college courses
7.54%

No degree
%

Generally, employers are looking for Financial Sales Agents who have a High School Diploma. They also prefer someone who is good in Persuasion and Active Listening.

1 common question that we always get is what major or degree do I need to become A Financial Sales Agent or what courses do I need to take.

We did a survey to ask other Financial Sales Agents what did they major in college or university and here are the most popular majors that came up.

Financial Planning and Services
Investments and Securities
Business and Personal/Financial Services Marketing Operations

Sales Agents, Financial Services generally must have a bachelor’s degree to get an entry-level job. Degrees in business, finance, accounting, or economics are important, especially for larger firms. Numerous agents eventually get a master’s degree in business administration (MBA), which is often a requirement for high-level positions in the financial industry.



Schools

schools for Financial Sales Agents

Interested in becoming A Financial Sales Agent? Find the right schools that can help you to become one. You will need some of your details to get you matched with the right college or university. This service is free thanks to our sponsors.

Questions to ask the university or college:

  1. How many students are in the program?
  2. Is your program accredited?
  3. How many faculty members do you have? Do they hold the right credentials?
  4. What is your job placement rate?
  5. Does your school hold career fairs or other on-campus events with employers? How many employers typically attend?
  6. How many of your students have at least one internship by graduation?

Click to start becoming a Financial Services Sales Agent




How long does it take

Difficulty
Medium

You may need some previous work-related skill, knowledge or experience to be A Financial Sales Agent.

For example: An electrician must have completed three or four years of apprenticeship or several years of vocational training, and often must have passed a licensing exam, in order to perform the job.

To become A Financial Sales Agent, you will usually need 1 to 2 years of training which includes both on-the-job experience and training with experienced workers.


How long does it take
2 to 4 years


Work experience
2 to 4 years

2 to 4 years
38.75%

1 to 2 years
30.34%

6 to 8 years
12.26%

4 to 6 years
7.92%

No experience
3.48%

Job training
1 to 3 months

1 to 3 months
31.81%

6 months to 1 year
31.35%

1 to 2 years
16.87%

3 to 6 months
10.16%

0 to 1 month
9.8%

Most Financial Sales Agents have 2 to 4 years work experience and 1 to 3 months job training.

To increase your chances of getting a job, you can look for job training while studying to be one.



License and certifications

Do you need any license or certification
Registration required


Sales Agents, Financial Services must register as representatives of their firm with the Financial Industry Regulatory Authority (FINRA). To obtain the license, potential agents must pass a series of exams. Many other licenses are available, each of which gives the holder the right to sell different investment products and services. Traders and some other sales representatives also need licenses, although these vary by firm and specialization. Financial services sales agents may need to be licensed, especially if they sell securities or insurance.



Skills required

We asked other Financial Sales Agents if they could only have 5 skills, what would they be. Here is what they said.

1. Persuasion what does this mean
2.Active Listening what does this mean
3.Speaking what does this mean
4.Critical Thinking what does this mean
5.Reading Comprehension what does this mean
= Hot in-demand that most employers are looking for

We did some research and found that most successful Financial Sales Agents have these 5 common characteristics. Most of them had Integrity and Dependability.

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




Knowledge required

Just like any other job, you will need some know-hows to do the job. To become a successful Financial Sales Agents you need to acquire knowledge in these 5 key areas.

1. Customer and Personal Service what does this mean
2.Economics and Accounting what does this mean
3.English Language what does this mean
4.Sales and Marketing what does this mean
5.Mathematics what does this mean

As A Financial Sales Agent, you may also be required to know how to use certain Financial analysis software, Data base user interface and query software and Data base user interface and query software tools.

Bloomberg Professional (Financial analysis software)
Data entry software (Data base user interface and query software)
Database management software (Data base user interface and query software)
Email software (Electronic mail software)
FileMaker Pro software (Data base user interface and query software)
= Hot in-demand that most employers are looking for




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Career type

Sales and Marketing
Financial and Investment Planning

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Related to Financial Services Sales Agents Requirements

Financial Services Sales Agents requirements, how to become Financial Sales Agents, degree required to be a Financial Services Sales Agent, Financial Services Sales Agents license and certifications, majors to be a Financial Services Sales Agent, is it hard to become a Financial Services Sales Agent and how long does it take

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/

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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.
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