Career Quiz and Most Suitable Personality.
In this career quiz, there are 10 questions that will give you a pretty good perspective on whether the career of a Financial Services Sales Agent 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
|You are interested in principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.|
|You are 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.|
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.
0 to 9 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.
Become a Financial Services Sales Agent
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The Entrepreneurs and The Organizers
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.
You can read more about these career personality types here.
Financial Services Sales Agents sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments..
Here is what a typical day’s work for a Financial Services Sales Agent looks like:
- Determine customers’ financial services needs and prepare proposals to sell services that address these needs.
- Prepare forms or agreements to complete sales.
- Sell services or equipment, such as trusts, investments, or check processing services.
- Contact prospective customers to present information and explain available services.
- Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
Find out more about what Financial Services Sales Agents do at work.
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.
receive and disburse money in establishments other than financial institutions. May use electronic scanners, cash registers, or related equipment. May process credit or debit card transactions and validate checks.
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.
buy or sell energy products on the behalf of residential or commercial customers or utilities. Negotiate and oversee contracts for energy sales.
demonstrate merchandise and answer questions for the purpose of creating public interest in buying the product. May sell demonstrated merchandise.
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