Sales Agents, Financial Services
SOC: 41-3031.02 · Job Zone 3 (Medium preparation)
Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.
Task Breakdown
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.
Evaluate costs and revenue of agreements to determine continued profitability.
Review business trends to advise customers regarding expected fluctuations.
Make presentations on financial services to groups to attract new clients.
| Task | Category | AI Capability | Risk Score | 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. | - | - | - | |
| Evaluate costs and revenue of agreements to determine continued profitability. | - | - | - | |
| Review business trends to advise customers regarding expected fluctuations. | - | - | - | |
| Make presentations on financial services to groups to attract new clients. | - | - | - |
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