daily life of a Financial Services Sales Agent
are Financial Services Sales Agents happy with their job

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
  • 63%
    Job satisfaction
  • Medium
    Becoming one
  • Medium
    Job growth
OwlGuru Rank


Being A Financial Sales Agent: What You Really Do

In this job description guide, you will find out what do Financial Services Sales Agents do and what is their typical work day like. After reading this, you will have a much better idea on whether you will like working as a Financial Services Sales Agent or not.

Job summary

Financial Sales Agents sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.

We asked Financial Sales Agents how satisfied they are with their job. Here is what they said.

Job satisfaction


How meaningful is this job


63% of them said they were satisfied with their job and 42% said they find that their job makes the world a better place or helps to make someone else’s life better.

Become one

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Typical day

On a daily basis, Financial Sales Agents Determine customers’ financial services needs and prepare proposals to sell services that address these needs. They Contact prospective customers to present information and explain available services.

1 of the main responsibilities as A Financial Sales Agent is to Prepare forms or agreements to complete sales.

Some may also Develop prospects from current commercial customers, referral leads, or sales or trade meetings.

A typical day for A Financial Sales Agent look like this:

Gather customer or product information to determine customer needs.
Develop proposals for current or prospective customers.
Explain technical product or service information to customers.
Contact current or potential customers to promote products or services.
Prepare sales or other contracts.

We asked some Financial Sales Agents a few questions to find out what else does their work day look like. Here is what we found.

Do you have telephone conversations everyday in this job?94% said yes
Do you have to use email everyday in this job?83% said yes
How important is it to work in a team in this job?53% said very important
Do you have group discussions everyday in this job?73% said yes
Do you have to meet strict deadlines everyday in this job?23% said yes
Do you talk or work with customers everyday in this job?57% said yes
Do you have to deal with angry customers everyday in this job?3% said yes
Do you have to make decisions everyday in this job?70% said yes

Other responsibilities

Besides the “typical day” things that Financial Sales Agents do, they Sell services or equipment, such as trusts, investments, or check processing services. They might also Review business trends to advise customers regarding expected fluctuations.

On a weekly to monthly basis, Financial Sales Agents Evaluate costs and revenue of agreements to determine continued profitability.

A typical week or month for them might include:

Sell products or services.
Monitor market conditions or trends.

Working life

Working hours

More than 40 hours per week

Working schedule

Regular (Set schedule and routine)

In a typical work week as A Financial Sales Agent, you can expect to work More than 40 hours per week.

Do Financial Sales Agents work in an office-style work environment?


Once a week

Once a month

Once a year


Do Financial Sales Agents work in a warehouse-style work environment?


Once a week

Once a month

Once a year


Do Financial Sales Agents work outdoors?


Once a week

Once a month

Once a year


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. You will like this career if you are someone who likes starting up and carrying out projects. They like leading people and making many decisions. Sometimes they require risk taking and often deal with business. You also like following set procedures and routines. They like working with data and details more than with ideas.

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Career type

Sales and Marketing Financial and Investment Planning

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Related to Financial Services Sales Agents Job Description

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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/ [schema type=”review” url=”https://www.owlguru.com/” name=”OwlGuru.com” description=”OwlGuru.com is a career and college finder site. We help students to find a career and college that is right for them.” rev_name=”Financial Services Sales Agents” rev_body=”Financial Sales Agents sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.” author=”Stanley Tan” user_review=”4.5″ min_review=”1″ max_review=”5″ ]