Should I Become a Financial Services Sales Agent (One Minute Quiz)

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Career Quiz and Most Suitable Personality.

Career Quiz

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

QuestionDislikeOkayLike
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.

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:
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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Interested in becoming a Financial Services Sales Agent? Find the right schools that can help you to become one. This service is free thanks to our sponsors.

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Suitable Personality

Best personality for this career

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.


Typical Day

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.




Learn more about Financial Services Sales Agents

Summary
Job Description
Salary
Requirements
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Related to Financial Services Sales Agents Quiz

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