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* ELMI Occupation Profile - Sales Agents, Financial Services *
 
Sales Agents, Financial Services
(O*NET 41-3031.02, SOC 41-3031)
What they do
Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.
 
Also called:
Client Manager, Financial Consultant, Financial Services Representative, Financial Specialist, Investment Officer, Personal Banker, Registered Representative, Relationship Banker, Relationship Manager, Select Banker
 
 
Wages
Securities, Commodities, and Financial Services Sales Agents*
Vermont - 2018
Percentile1HourlyYearly
10% $ 18.34   $38,150  
25% $ 23.11   $48,060  
Median $ 35.05   $72,900  
75% $ 59.10   $122,940  
90% $100.00+   $208,000+  
 
Average $ 50.85   $105,770  
* You're seeing information for "Securities, Commodities, and Financial Services Sales Agents" because it includes "Sales Agents, Financial Services" for which information is not available.
1 What are Percentile Wages?
More at CareerOneStop
 
Industries of Employment
Securities, Commodities, and Financial Services Sales Agents*
United States - 2016
IndustryPercent of total
  • Securities, commodity contracts, and other financial investments and related activities
43%
  • Credit intermediation and related activities
43%
  • Self-employed workers, all industries
5%
  • Management of companies and enterprises
4%
  • Insurance carriers and related activities
3%
* You're seeing information for "Securities, Commodities, and Financial Services Sales Agents" because it includes "Sales Agents, Financial Services" for which there is no information.
More at BLS
 
Knowledge
People in this career often know a lot about:
  • 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.
  • Sales and Marketing
    Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
  • Mathematics
    Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
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Skills
People in this career often have these skills:
  • Persuasion
    Persuading others to change their minds or behavior.
  • Active Listening
    Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • Critical Thinking
    Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • Speaking
    Talking to others to convey information effectively.
  • Reading Comprehension
    Understanding written sentences and paragraphs in work related documents.
More at O*NET
 
Interests
People in this career often prefer these work environments:
  • Enterprising
    Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.
  • Conventional
    Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.
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Work Styles
People in this career will do well at jobs that need:
  • Integrity
    Job requires being honest and ethical.
  • Dependability
    Job requires being reliable, responsible, and dependable, and fulfilling obligations.
  • Attention to Detail
    Job requires being careful about detail and thorough in completing work tasks.
  • Cooperation
    Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.
  • Self Control
    Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.
More at O*NET
 
Other Resources
  • CareerOneStop
    resource for job seekers, students, businessess and career professionals
  • O*NET Online
    nation's primary source of occupational information
 
Related Occupations
More at O*NET
 
 
Career Video
 
Projected Employment
Securities, Commodities, and Financial Services Sales Agents*
 Vermont
2016 employment 542
2026 employment 561
Annual percent change
(compounded)
0.3%
Annual projected job openings
(due to change and separations)
52
* You're seeing information for "Securities, Commodities, and Financial Services Sales Agents" because it includes "Sales Agents, Financial Services" for which there is no information.
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Education and Experience:
Securities, Commodities, and Financial Services Sales Agents*
  • Typical education needed for entry
    Bachelor's degree
  • Work experience in a related occupation
    No work experience
  • Typical on-the-job training needed to attain competency
    1 to 12 months on-the-job training
* You're seeing information for "Securities, Commodities, and Financial Services Sales Agents" because it includes "Sales Agents, Financial Services" for which there is no information.
Based on BLS Education and Training Classifications
 
Job Zone
Medium Preparation Needed
  • Specific Vocational Preparation Range
    (6.0 to < 7.0) - A typical worker will require over 1 year up to and including 2 years of training to achieve average performance in this occupation.
Based on O*Net Job Zones and SVP
 
Education Level
How much education do most people in this career have?
Education level Percent of
U.S. Workers
Doctoral or professional degree
or post-MA certificate
  0%
Master's degree or
post-BA certificate
  0%
Bachelor's degree   22%
Associate's degree   8%
Certificate or some college,
no degree
  8%
High school diploma
or equivalent
  62%
Less than high school diploma   0%
More at O*NET
 
Abilities
People in this career often have talent in:
  • Deductive Reasoning
    The ability to apply general rules to specific problems to produce answers that make sense.
  • Oral Comprehension
    The ability to listen to and understand information and ideas presented through spoken words and sentences.
  • Oral Expression
    The ability to communicate information and ideas in speaking so others will understand.
  • Written Comprehension
    The ability to read and understand information and ideas presented in writing.
  • Problem Sensitivity
    The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
More at O*NET
 
Work Activities
In general, what you might do:
  • Selling or Influencing Others
    Convincing others to buy merchandise/goods or to otherwise change their minds or actions.
  • Communicating with Persons Outside Organization
    Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.
  • Establishing and Maintaining Interpersonal Relationships
    Developing constructive and cooperative working relationships with others, and maintaining them over time.
  • Getting Information
    Observing, receiving, and otherwise obtaining information from all relevant sources.
  • Analyzing Data or Information
    Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
More at O*NET
 
Detailed Work Activities
What you might do in a day:
  • Develop proposals for current or prospective customers.
  • Gather customer or product information to determine customer needs.
  • Prepare sales or other contracts.
  • Sell products or services.
  • Contact current or potential customers to promote products or services.
More at O*NET
 
Tasks
On the job, you would:
  • 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.
More at O*NET
 
O*NET in-it

This page includes information from the O*NET 24.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA.

BLS

This page includes information produced in cooperation with the U.S. Bureau of Labor Statistics, Occupational Employment Statistics and State Occupational Projecions programs.

 
 
 
 
Vermont.gov State of Vermont Department of Labor