Typical Tasks
Determine customers' financial services needs and prepare proposals to sell services that address these needs.
Monitor markets or positions.
Contact prospective customers to present information and explain available services.
Discuss financial options with clients and keep them informed about transactions.
Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
A day in the life
What kind of work is this?
Enterprising
Business based Work
Conventional
Organized, Procedural Work
Social
Working with people
What personality traits do you need to succeed?
Integrity
Dependability
Stress Tolerance
Attention to Detail
Initiative
Persistence
What key skills are needed for this job?
Active Listening
Critical Thinking
Monitoring
Judgment and Decision Making
Persuasion
Reading Comprehension
Expected Knowledge
Customer and Personal Service
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Economics and Accounting
Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
English Language
Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Common Activities
Working with Computers
Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
Getting Information
Observing, receiving, and otherwise obtaining information from all relevant sources.
Establishing and Maintaining Interpersonal Relationships
Developing constructive and cooperative working relationships with others, and maintaining them over time.
