(Career Asssessments, Exploration & Counselling)
Career: Sales Agents, Financial Services
Job Description
Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.
Job Tasks
Importance %age |
Task Description |
100
|
Determine customers' financial services needs and prepare proposals to sell services that address these needs. |
96
|
Prepare forms or agreements to complete sales. |
94
|
Contact prospective customers to present information and explain available services. |
93
|
Develop prospects from current commercial customers, referral leads, or sales or trade meetings. |
85
|
Sell services or equipment, such as trusts, investments, or check processing services. |
83
|
Make presentations on financial services to groups to attract new clients. |
82
|
Review business trends to advise customers regarding expected fluctuations. |
55
|
Evaluate costs and revenue of agreements to determine continued profitability. |
Work Activities
Importance %age |
Activity Description |
80
|
Selling or Influencing Others
|
78
|
Performing for or Working Directly with the Public
|
77
|
Making Decisions and Solving Problems
|
76
|
Establishing and Maintaining Interpersonal Relationships
|
74
|
Resolving Conflicts and Negotiating with Others
|
73
|
Organizing, Planning, and Prioritizing Work
|
70
|
Communicating with Supervisors, Peers, or Subordinates
|
70
|
Updating and Using Relevant Knowledge
|
70
|
Communicating with Persons Outside Organization
|
69
|
Developing Objectives and Strategies
|
67
|
Thinking Creatively
|
65
|
Analyzing Data or Information
|
65
|
Getting Information
|
60
|
Evaluating Information to Determine Compliance with Standards
|
60
|
Processing Information
|
57
|
Identifying Objects, Actions, and Events
|
55
|
Judging the Qualities of Things, Services, or People
|
55
|
Performing Administrative Activities
|
55
|
Interpreting the Meaning of Information for Others
|
54
|
Monitor Processes, Materials, or Surroundings
|
54
|
Coaching and Developing Others
|
52
|
Scheduling Work and Activities
|
52
|
Documenting/Recording Information
|
51
|
Interacting With Computers
|
50
|
Coordinating the Work and Activities of Others
|
50
|
Guiding, Directing, and Motivating Subordinates
|
45
|
Assisting and Caring for Others
|
43
|
Monitoring and Controlling Resources
|
43
|
Training and Teaching Others
|
42
|
Provide Consultation and Advice to Others
|
42
|
Developing and Building Teams
|
37
|
Estimating the Quantifiable Characteristics of Products, Events, or Information
|
30
|
Staffing Organizational Units
|
19
|
Handling and Moving Objects
|
17
|
Inspecting Equipment, Structures, or Material
|
9
|
Performing General Physical Activities
|
5
|
Repairing and Maintaining Mechanical Equipment
|
3
|
Operating Vehicles, Mechanized Devices, or Equipment
|
3
|
Repairing and Maintaining Electronic Equipment
|
0
|
Controlling Machines and Processes
|
0
|
Drafting, Laying Out, and Specifying Technical Devices, Parts, and Equipment
|