How do I become a good financial services representative?

Question

Zippia Team · Accepted Answer

To become a good financial services representative, you need a strong foundation in finance and business processes and the right combination of soft skills such as people skills, integrity, entrepreneurial spirit, resilience, inquisitiveness, and a desire to help.

Here are the top 6 skills all good financial services representatives should have:

People Skills: The ability to create, build, and maintain strong relationships with clients and interact with diverse people is paramount to success as a financial service representative.
Integrity: It may sound like a cliche, but it is crucial to establish yourself as someone worthy of your client's trust.
Entrepreneurial Spirit: Perhaps the most important trait can be tenacious in committing the time and energy it takes to grow in the profession, find new clients, and better serve your existing ones.
Resiliency: As a financial service representative, you'll need to weather the ups and downs that are part of building a business for yourself and a lifetime plan for your clients. It can take 3 to 4 years of consistent effort to establish a prosperous practice.
Inquisitiveness: Successful financial services representatives are passionate about expanding their knowledge base for their own intellectual satisfaction and providing their clients with the best service possible.
Desire to Help: Good financial service representatives are motivated primarily by their ability to make an impact. Making a difference by helping others is another benefit of this career path.