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