Financial Services Sales Agent Resume Sample

Financial Services Sales Agent Sample Resume

Resume Sample Bullet Points
  • Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.
  • Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  • 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.
  • Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
  • Review business trends to advise customers regarding expected fluctuations.
    Make presentations on financial services to groups to attract new clients.
Resume Sample Keywords and Simple Phrases
  • Performing for or working directly with the public
  • Analyzing data or information
  • Decision-making, creative thinking and problem solving
  • Communicating with persons outside organization
  • Communicating with supervisors, peers, or subordinates
  • Establishing and maintaining interpersonal relationships
  • Selling or influencing others
  • Judging the qualities of things, services, or people
  • Processing information
  • Developing objectives and strategies
  • Identifying objects, actions, and events
  • Updating and using relevant knowledge
  • Interpreting the meaning of information for others
  • Resolving conflicts and negotiating with others
  • Performing administrative activities
  • Getting information
  • Interacting with computer programs, software, e-mail programs, etc
  • Organizing, planning, and prioritizing work
  • Documenting and recording information
  • Monitor processes, materials, or surroundings
  • Evaluating information to determine compliance with standards
  • Scheduling work and activities
  • Follow contract, property, or insurance laws
  • Evaluate degree of financial risk
  • Provide customer service
  • Conduct sales presentations
  • Complete information on loan forms
  • Use sales techniques
  • Access media advertising services
  • Use interpersonal communication techniques
  • Maintain telephone logs
  • Make decisions
  • Prepare reports
  • Fill out business or government forms
  • Evaluate product quality for sales activities
  • Sell products or services
  • Sell securities services
  • Obtain information from individuals
  • Use knowledge of economic trends
  • Use computers to enter, access or retrieve data
  • Use marketing techniques
  • Use knowledge of written communication in sales work
  • Interview customers
  • Maintain records, reports, or files
  • Use public speaking techniques
  • Ensure correct grammar, punctuation, or spelling
  • Make presentations on financial matters

Did we miss anything?

Are we missing bullet points?