This question is about finance representative.

How do I become a financial service representative?

By Zippia Team - Dec. 17, 2021

You become a financial service representative with a mix of customer service skills and strong analytical thinking. Good companies provide initial and continuing training programs and mentors to get you fluent with their products and services. You do not need a degree for the position, but it may be preferred.

Financial service representatives are sales jobs that provide financial advice and match products with customers to meet their goals.

Financial Service Representative Specialities:

Stocks
Bonds
Life insurance
Retirement plan
Mortgage plan

How do I become a financial service representative?

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