How To Become a Financial Services Sales Agent

Stan T.Career, RequirementsLeave a Comment

How Long Does It Take, What Degree Do You Need, and More.

What degree do you need

Recommended degree level

High School Diploma

We did a survey to ask other Financial Services Sales Agents what degree they had when they became a Financial Services Sales Agent. Here are the results.
High School Diploma
62.22%


Bachelor’s Degree
22.34%


Associate’s Degree
7.9%


One of the most common questions that we always get is what major or degree do I need to become Financial Services Sales Agents or what courses do I need to take.

We also asked Financial Services Sales Agents what did they major in college or university and here are the top 5 most popular majors that came up.

Financial Planning and Services
Investments and Securities
Business and 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.



Become a Financial Services Sales Agent

schools

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.

View available schools

How hard is it

Difficulty
Not Too Hard

You may need some previous work-related skill, knowledge or experience to be a Financial Services Sales Agent. For example, an electrician must complete 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.

Careers in this difficulty category will usually need 1 or 2 years of on-the-job training and informal training with experienced workers. These careers usually involve using communication and organizational skills to coordinate, supervise, manage, or train others to accomplish goals. Similar careers include hydroelectric production managers, travel agents, electricians, court reporters, and medical assistants.


Related work experience required
2 to 4 years

2 to 4 years
38.75%


1 to 2 years
30.34%


6 to 8 years
12.26%


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%



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 Services 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


Knowledge required

Just like any other job, you will need certain know-hows to excel at your job. Financial Services Sales Agents are generally very knowledgeable 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



Learn more about Financial Services Sales Agents

Summary
Job Description
Salary
Requirements (You are here)
Is This Right For Me

Find a college with the major you want


Related to Financial Services Sales Agents Requirements

Financial Services Sales Agents requirements, how to become Financial Services 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



Leave a Reply

Your email address will not be published. Required fields are marked *