ICR

Sales Agents, Financial Services :

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


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About the Job


Indiana Average Salary $96,940.00
Average Time to Fill 37 days
Typical Education High school diploma or equivalent
Typical Experience Over 2 years, up to and including 4 years
10 Year Projected Openings (2014-2024) 1,117
10 Year Expected Percentage Change (2014-2024) 6.50 %

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Skills Profile


Essential (Soft) Skills

Essential Skills to Employers

Oral Communication
Critical Thinking
Professionalism
Written Communication
Attention to Detail
Integrity
Information Gathering
Customer Service
Numerical and Arithmetic Application
Following Directions
Decision-making
Resource Allocation
Leadership
Organization
Adaptability
Work Ethic
Conflict Management

Top Job Duties and Responsibilities

Monitor Processes, Materials, or Surroundings

Monitor consumer or market trends
Monitor trends in world trade
Monitor market conditions or trends
Track financial transactions such as deposits, payments, funding, or fees
Track sales activity or trends
Monitor credit extension decisions

Processing Information

Calculate Return on Investment (ROI)
Calculate monetary exchange
Compute state and federal taxes
Calculate financial data
Calculate rates for organization's products or services
Compile data or information for financial reports

Interpreting the Meaning of Information for Others

Explain available financial assistance
Explain financial information to customers
Explain products to customers or customer representatives
Explain technical product or service information to customers
Conduct financial presentations

Documenting/Recording Information

Maintain financial records, reports, or files
Maintain records of sales or other business transactions
Maintain customer and account records
Prepare financial reports
Prepare sales or other contracts
Maintain telephone logs

Analyzing Data or Information

Identify financial risks to company
Analyze market conditions or trends
Analyze sales activities or trends
Analyze financial data or information

Getting Information

Gather customer or product information to determine customer needs
Determine customer needs
Conduct interviews to gather financial information
Access media advertising services
Obtain customer signature and approval on work orders and jobs

Performing Administrative Activities

Prepare correspondence relating to financial discrepancies
Answer questions from customers or the public
Process orders for merchandise, supplies, or services
Execute sales or other financial transactions
Distribute informational bulletins

Establishing and Maintaining Interpersonal Relationships

Maintain relationships with clients and customers
Establish relationships with clients and customers
Develop professional relationships or networks
Maintain relationships with stakeholders

Performing for or Working Directly with the Public

Contact current or potential customers to promote products or services
Sell products or services
Solicit orders from established or new customers
Provide financially related customer service

Identifying Objects, Actions, and Events

Identify potential markets
Identify potential or prospective customers
Evaluate customer opportunities
Identify best product for customer's needs

Communicating with Persons Outside Organization

Consult with customers concerning needs
Adapt response to match client socioeconomic condition
Confer with party responsible for individual taxpayer representation
Discuss account status or activity with customers or patrons

Evaluating Information to Determine Compliance with Standards

Verify bank or financial transactions
Verify signatures for financial transactions
Review records for accuracy and completeness


Real-Time Job Posting Statistics


Booster Skills & Certifications

Job Seekers possessing booster skills & certifications, such as those listed below, added to core skills are more marketable, harder to find and expensive to hire.

Hard to Fill: Employers find positions requiring these skills to be hard to fill. These skills and certifications make a job seeker more in demand because the skills are not widely available.

Expensive to Fill: Employers find positions requiring these skills to be expensive to fill. Job seekers with these skills and certifications are likely to earn more money.

Skill or Certification Certi - fication Hard to Fill Expensive to Fill
Sales Calls
Financial Services Industy Experience
Financial Analysis
Sales Planning
Sales Goals
Financial Statements
Economics



Department of Workforce Development Resources