In this career summary, you will find out what the job of A Financial Sales Agent is about and what it is like.
After reading this, you will have a good idea on what the job is about and decide if this is the right career for you.
Financial Services Sales Agents sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.
$102860 per year
$49.45 an hour
Financial Sales Agents with little to no experience tend to make between $32680 and $40410 while the more experienced ones make over $135430 per year.
|Top 5 paying states||Hourly||Annual|
1 of the easiest ways to increase your salary as A Financial Sales Agent is to move to a higher paying state like NY. Right now, the highest paying states for Financial Sales Agents are NY, NH, CT, MA and KS.
However a higher pay at NY doesn’t guarantee that you will make more because the living expenses at NY might be 2x higher than where you are currently at now.
3 other factors that can increase your salary as A Financial Sales Agent is the degree you hold, the industry you work in and lastly the company you work for (bigger companies like the Fortune 500 companies tend to pay more).
Recommended degree level
High School Diploma (or GED)
We asked other Financial Sales Agents what degree they had when they got the job and most of them said they had a High School Diploma followed by Bachelors degree.
Other than that we also asked them what did they major in and here are the most popular majors that came up.
Another popular question from our readers is what makes A Financial Sales Agent successful or would they be good in this career.
Well, we found that most successful Financial Sales Agents have these 5 skillsets.
In addition to that, 1 common characteristic among successful Financial Sales Agents is they are good at Integrity. Here are the top 5 common characteristics.
|Attention to Detail|
= Hot in-demand that most employers are looking for
Pros and Cons
Here are some reasons why you should and shouldn’t choose A Financial Sales Agent as your career.
|Suitable for people who likes to start and carry out projects|
|Suitable for people who wants job security and a good working condition|
|This career is perfect for people who love to work indoors.|
|It is not too difficult to get into this career. Previous workrelated skill, knowledge, or experience is required for this career.|
|Demand for this career is growing fast|
|Not suitable for people who likes practical and handson work|
|Long working hours (More than 40 hours per week)|
There will be pros and cons for all jobs. The point is how much do the pros outweigh the cons to you.
A pro to you might be a con to Bob. A pro to Bob might be a con to you. We suggest reading about this career framework that can help you to find out what type of careers are right for you.
What is the job like
Is this job meaningful
More than 40 hours per week
Regular (Set schedule and routine)
On a normal working week Financial Services Sales Agents work More than 40 hours per week.
63% of Financial Sales Agents said they were satisfied with their job and 42% said they feel like their job is making other people’s lives better.
Is this right for me
Best personality for this career
The Persuaders and The Organizers
You can read more about these career personality types here.
People who are suitable for this job tends to 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.
How we can help
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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.
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