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Financial Services Representative

Finance
Financial Sales
Financial Services Sales Agent

Buy and sell securities or commodities in investment and trading firms, or provide financial services to businesses and individuals. May advise customers about stocks, bonds, mutual funds, commodities, and market conditions.

At a Glance

Financial Services Representative earns an average of $54,560/yr. Typical education: High school or GED. Experience: 2.9–3.4 years. Top skills: Sales, Financial Services, Communication.

Avg Annual Salary

$54,560/yr

Typical Education

High school or GED

Experience

2.9–3.4 years

Job Postings

52

Parent Occupation (O*NET)

Securities, Commodities, and Financial Services Sales Agents

Median Wage

$78,140/yr

Growth (2024-34)

+3.3%

Education

Bachelor's degree

Skills & Requirements

Specialized Skills (11)

Financial Services

5.0

Marketing

5.0

Sales Prospecting

5.0

Business Development

4.9

Selling Techniques

4.9

Banking

4.8

Accounting

4.8

Consumer Lending

4.8

Retail Banking

4.7

Loans

4.7

Cross-Selling

4.7

Common Skills (19)

Sales

5.0

Communication

5.0

Customer Service

5.0

Problem Solving

4.9

Self-Motivation

4.9

Self-Discipline

4.9

Positivity

4.9

Detail Oriented

4.9

Leadership

4.9

Listening Skills

4.8

Management

4.8

Interpersonal Communications

4.8

Training And Development

4.8

Presentations

4.8

Operations

4.8

Microsoft Office

4.7

Related Specializations

Other specialized occupations in this field. Many share overlapping skills, making lateral moves more accessible.

Related Pages

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