Sales Agents, Financial Services
Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.
Education & Training
Percentage of workers at each education and training level
Education Level
Prior Experience Needed
Work experience required to enter this job
Training Provided After Hiring
How long it typically takes to learn on the job
How AI Impacts Each Task
8 tasks analyzed
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.
| Task | AI Capability | Risk | Time % |
|---|---|---|---|
| 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. | - | - | - |
Essential Soft Skills
Traits that are hard for AI to replicate
Wage & Employment (2024)
Median Wage
$78,140
per year
Mean Wage
$110,400
per year
Employment
472K
workers
Wage Range
$47,080 - $215,210
10th - 90th pct
Wage Distribution
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Awaiting Assessment
This occupation has 8 tasks in the database and is queued for the next scoring run. Risk scores, protective factors, and skill gaps will appear once the assessment completes.