Sales Agents, Financial Services

Bookmark Print History Journal


    • Please sign in to view journal entries

Your Employment History in this Occupation

Please sign in to view Employment History

Please fill out the fields below to e-mail someone a link to this page

Please sign in to bookmark occupations

About the Job

Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.

It is also Called

  • Wholesale Account Executive
  • Select Banker
  • Securities Adviser
  • Sales Representative
  • Sales Professional
  • Sales Advisor
  • Retail Personal Banker
  • Relationship Manager
  • Relationship Banker
  • Registered Representative
View All

What They Do

  • Make presentations on financial services to groups to attract new clients.
  • Review business trends to advise customers regarding expected fluctuations.
  • Evaluate costs and revenue of agreements to determine continued profitability.
  • Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
  • Contact prospective customers to present information and explain available services.
  • Sell services or equipment, such as trusts, investments, or check processing services.
  • Prepare forms or agreements to complete sales.
  • Determine customers' financial services needs and prepare proposals to sell services that address these needs.


People who work in this occupation generally have the interest code: EC.

This means people who work in this occupation generally have Enterprising interests, but also prefer Conventional environments.

Work Values

People who work in this occupation generally prize Working Conditions, but also value Achievement and Relationships in their jobs.

Things They Need to Know

  • Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • Economics and Accounting - Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
  • English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
  • Sales and Marketing - Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
  • Mathematics - Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

Things They Need to Be Able to Do

  • Persuasion - Persuading others to change their minds or behavior.
  • Speaking - Talking to others to convey information effectively.
  • Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
  • Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.
  • Service Orientation - Actively looking for ways to help people.

Education Required

Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.


In 2016, the average annual wage in Pennsylvania was $96,070 with most people making between $35,100 and $195,740


avg. annual growth

During 2014, this occupation employed approximately 11,610 people in Pennsylvania. It is projected that there will be 12,380 employed in 2024.

This occupation will have about 77 openings due to growth and about 203 replacement openings for approximately 280 total annual openings.

Pennsylvania Department of Education