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This question is about finance representative resumes.
Is a financial services representative a sales job?
Yes, a financial services representative is a sales job. Banks and insurance companies typically employ financial services representatives to sell clients various financial products or services.
Financial services representatives work with their clients to determine their financial goals and then make recommendations to meet those goals.
As a financial services representative, you analyze your client's current financial situation and offer advice on the best securities and other investments to achieve their short- and long-term goals.
Financial services representatives may be employed at financial institutions to advise clients, sell products, and develop strategies. Financial services representatives may also sell their customers various financial services, such as insurance and certificates of deposit, based on their financial needs.
In this position, a financial services representative will meet with each client, examine their financial situation, and suggest how they can save for retirement or other future events. This usually involves setting a budget, making investments, or buying certain financial products.
Other common duties and responsibilities for this position include:
Examine the client's financial documents and history
Help them set specific financial goals and a timeline
Suggest investments and financial products
Set a realistic budget
Regularly check in with clients to assess their progress
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