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View job description, responsibilities and qualifications. A financial service sales agent is an individual who is responsible for selling a plethora of unique financial services. This job generally requires the ability to do the following work and meet the following responsibilities: Apply to account manager, sales representative, entry level financial analyst and more! Financial services sales agents consult on a wide variety of banking, securities, insurance, and related services to individuals and businesses, often catering the services to meet the client's financial needs.
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Sales representative duties and responsibilities include:
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Telephone sales representatives answer incoming calls and work to sell prospective customers products and services.
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May sell retail and institutional mutual funds. There are numerous roles and paths here: Solve operational problems such as issues with statements, deposits, checks, and credit card transactions. They answer customer questions and address concerns, so they should be. Selling products and services using solid arguments to prospective customers.
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Sales agent job description what is a sales agent?
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