Financial Services Sales Representative: A description for the financial services sales representative job

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Financial Services Sales Representative: Sells financial services to customers of financial institution: Develops prospects from current commercial customers, referral leads, and other sources. Contacts prospective customers to present information on available services, for example deposit accounts, lines-of-credit, sales or inventory financing, cash management, or investment services. Determines customers’ financial services needs and prepares proposals to sell services. Reviews business trends and advises customers regarding expected fluctuations. Attends sales and trade meetings to develop new business prospects. May also make presentations on financial services to groups to attract new clients. May also prepare forms or agreement to complete sale. May also evaluate costs and revenue of agreements to determine if they are profitable to continue. May also sell services, for example check processing and collecting, record keeping and reporting, trust, investment, or safekeeping services, or products for example travelers checks, to other financial institutions. May also solicit businesses to participate in consumer credit card program.

Job industry: financial industry

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