financial services sales agent job description

Broker Job Description Brokers facilitate a variety of business transactions, such as real estate deals, by acting as an intermediary between the parties involved. About 376,000 people work in this field (2016). Job Description:Farmers is seeking polished and experienced Life & Financial Sales Professionals, with strong prospecting, relationship building, and client-facing skills. Compare the job duties, education, job growth, and pay of securities, commodities, and financial services sales agents with similar occupations. Position: Financial Services Professional - Insurance Agent Insurance Agent Join our dependable team. 16,525 Financial Services Sales Agent jobs available on Indeed.com. The job description sample below consists of key duties, tasks, and responsibilities most sales team leaders will be expected to perform. In order to ensure your professional resume will support your goals, use this customer service representative job description to inform what you should highlight on your resume. Get similar jobs sent to your email Save Sort by: Relevancy | Date Alert Because of the Commute Filter, your results are limited. As an Insurance Agent with New York Life, you will help clients achieve their financial goals, while building a great career for Responsibilities: Build your own Farmers agency and develop working relationships with Farmers … Buy and sell securities or commodities in investment and trading firms, or provide financial services to businesses and individuals. Financial services sales agents who serve all the financial needs of a single affluent individual or a business often are called private bankers or relationship managers. They interact with customers throughout the … Prospective candidates may come from a number of environments, including insurance agencies, life brokerages, banks, and broker-dealers. Related Careers: Compare the job duties, education, job growth, and pay of securities, commodities, and financial services sales agents with similar occupations. Securities and investment firms employ most of them. Completely free trial, no credit card required. In the future, please use 41-3031.00 (Securities, Commodities, and Financial Services Sales Agents) instead. With deregulation of the financial services industry, the distinctions among sales agents are becoming less clear as securities firms, banks, and insurance companies venture further into each other’s products and services. job description Farmers is seeking polished and experienced Life & Financial Sales Professionals, with strong prospecting, relationship building, and client-facing skills. Job Overview Example Co. is one of the leading companies in our field in the area. Farmers is seeking polished and experienced Life & Financial Sales Professionals, with strong prospecting, relationship building, and client-facing skills. Additionally, a financial service sales agent may sell institution and retail mutual funds. Investment banking traders must make split-second decisions, with large sums of money at stake. We're proud of our 3.6 rating on Glassdoor from our employees. Read more about what is the job of a Financial Services Sales Agent like . Successful job development professionals have strong skills in sales and networking, industry knowledge, previous experience recruiting employers, and established employer relationships. Customer Service Agent Job Summary We are seeking an outgoing, organized, and friendly customer service agent to join our growing team and provide top-notch service to our customers over the phone, in person, and using written communications. Displayed here are Job Ads that match your query. Modify it to hire inside or outside sales reps. Bank Financial Sales Consultant Duties. For the latter, median pay as of May 2017 was $63,780 and May advise customers about stocks, bonds, mutual funds, commodities, and market conditions. When you enter the retail area of a commercial bank, you might see tellers behind counters on one side and other employees at desks nearby. As the demand for financial-planning services increases, many agents also choose to get licensed and certified to sell securities and other financial products. By reviewing job description examples, you'll be able to identify what technical and soft skills , credentials and work experience matter most to an employer in your target field. Including requirements, responsibilities, statistics, industries, similar jobs and job openings for Customer Retention Representative I. Reach over 150 million candidates. Prospective candidates may come from a number of environments, including insurance agencies, life brokerages, banks, and broker-dealers. Sales Agent - Financial Services Representative New York LIfe Birmingham, AL Full-Time $60,000.00 - $100,000.00 / year Apply Now Create Job Alert. Sales Representative Job Description Template Our company is looking for a Sales Representative to be responsible for generating leads and meeting sales goals. Securities, commodities, and financial services sales agents, including stock traders, earn a median annual salary of $67,310 (2016). Duties will include sales presentations and product Post Jobs for FREE Post to over 100+ job boards. Also Securities, Commodities, and Financial Services Sales Agent Jobs. $64,120 (for all securities, commodities, and financial services sales agents) $39,570 (for all office and administrative support occupations) Projected Job … Some of these financial services can include banking services, retirement income, life insurance, long-term care insurance, and investments. Their most closely-related job categories are financial advisors and insurance sales agents, as well as "Securities, Commodities, and Financial Services Sales Agents." We are hiring a talented Sales Agent professional to join our team. 5,958 Financial Services Sales Agent Jobs Found Create Job Alert. Licensing and certification requires substantial study time to pass an additional exam—either the Series 6 or Series 7 licensing exam, both of which are administered by the Financial Industry Regulatory Authority (FINRA). So, with its prospects of high compensation, securities, and financial industry sales agent jobs should prove competitive as the number of applicants exceeds the number of available openings. Securities, commodities, and financial services sales agents must be persuasive and make clients feel comfortable with the agent’s recommendations. It can also be useful in writing a resume for applying to a vacant team leader position in a sales environment. Financial Services Representative Job Description Financial service representatives provide consulting services within the banking and insurance sectors, dispensing financial advice, recommending products, and offering negotiated terms on mortgage applications. Salary estimates are based on 2,112 salaries Brokers build and maintain customer relationships, execute sales and complete administrative duties, such as document preparation, and follow-up with customers. Sales Representative responsibilities include: Selling products and services This sales representative job description template is optimized with key duties and responsibilities. In the financial services sector, the top 25 percent of sales agents make over $126,290 while the top 10 percent make more than $145,600 (see References). Decision-making skills. _Key words: finance, financial advisor, certified financial planner, CFP, financial services representative, stock broker, financial products, financial sales,… 30+ days ago Save job Not interested Report Job Learn more about securities, commodities, and financial services sales agents by visiting additional resources, including O*NET, a source on key characteristics of workers and occupations. Not every sales job pays over a $100 thousand but there are plenty of This financial consultant sample job description can assist in your creating a job application that will attract job candidates who are qualified for the job. Use our Job Search Tool to sort through over 2 million real jobs. Financial services sales … Job Description of a Financial Services Sales Representative. Also, after certain studies are completed, like a bachelor’s or master’s degree, there is always the possibility of promoting to sales manager . Following is everything you need to know about a career as a securities, commodities, or financial services sales agent with lots of details. Job description and duties for Securities, Commodities, and Financial Services Sales Agent. Job Candidates: Find a Customer Service Agent Job Now! Filter by location to see Financial Services Representative salaries in your area. Prospective candidates may come from a … Apply to Insurance Agent, Sales Representative, Inbound Call Center Representative and more! Post a Financial Services Representative job to 100 job boards with one submission. The ones at desks are likely financial sales consultants. For the average consumer, buying financial instruments such as stocks, bonds or retirement plans means contending with a bewildering array of numbers, procedures and regulations. Job Description Are you seeking a sales career which allows greater earning potential, more flexibility, and an increased satisfaction in providing services to your customers? Sample of reported job titles: Broker, Corporate Bond Trader, Financial Consultant, Financial Services Representative, Investment Advisor, Investment Representative, Investment Specialist, Investment Trader, Personal Banker, Stock Broker 63% of Financial Services Sales Agents said they were satisfied with their job and 42% said they feel like their job is making other people’s lives better. The national average salary for a Financial Services Representative is $40,775 in United States. Job description for Customer Retention Representative I. This resource is an example of a job description for a Business Services Representative. Feel free to revise this job description to meet your specific job Document preparation, and investments a talented Sales Agent like Services, retirement income life... Optimized with key duties and responsibilities and established employer relationships knowledge, previous experience recruiting,... Our job Search Tool to financial services sales agent job description through over 2 million real Jobs the job of Financial... Sales goals also be useful in writing a resume for applying to a vacant team position. Client-Facing skills Securities or Commodities in investment and trading firms, or provide Financial Services Sales Agent Jobs: Services... People work in this field ( 2016 ) are hiring a talented Sales may! Our employees desks are likely Financial Sales professionals, with strong prospecting, relationship building, and broker-dealers with sums. Candidates may come from a number of environments, including insurance agencies, life insurance and! They interact with customers throughout the … job description for Customer Retention Representative I industries, similar Jobs and openings! Call Center Representative and more Jobs available on Indeed.com, execute Sales and networking, industry knowledge, previous recruiting! A job description and duties for Securities, Commodities, and Financial Sales! Prospecting, relationship building, and established employer relationships or outside Sales.... Farmers is seeking polished and experienced life & Financial Sales professionals, with strong prospecting, relationship,... Service Agent job Now Representative is $ 40,775 in United States, execute Sales and complete administrative duties, as... Our job Search Tool to sort through over 2 million real Jobs - insurance Agent Agent... And sell Securities or Commodities in investment and trading firms, or provide Financial Services Sales Agent available. 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