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The differences between finance & sales representatives and customer sales representatives can be seen in a few details. Each job has different responsibilities and duties. While it typically takes 2-4 years to become a finance & sales representative, becoming a customer sales representative takes usually requires 6-12 months. Additionally, a finance & sales representative has an average salary of $86,114, which is higher than the $38,744 average annual salary of a customer sales representative.
The top three skills for a finance & sales representative include financial products, work ethic and customer service. The most important skills for a customer sales representative are customer service, product knowledge, and customer sales.
| Finance & Sales Representative | Customer Sales Representative | |
| Yearly salary | $86,114 | $38,744 |
| Hourly rate | $41.40 | $18.63 |
| Growth rate | 10% | -4% |
| Number of jobs | 175,031 | 303,801 |
| Job satisfaction | - | - |
| Most common degree | Bachelor's Degree, 67% | Bachelor's Degree, 37% |
| Average age | 43 | 40 |
| Years of experience | 4 | 12 |
A finance and sales representative is responsible for selling financial services and instruments to clients according to their needs and requirements. Finance and sales representatives identify the clients' long-term financial goals and objectives to provide accurate investment options and plans by considering their risk tolerance and credit performance. They also follow the movement of the stock market and inform the clients of any changes that may affect their portfolio and financial stability. A finance and sales representative must have excellent analytical and communication skills, especially in handling client accounts and developing financial strategies for their best interests.
The primary role of customer service representatives is to help customers with questions and complaints. It is also their duties and responsibilities to provide customers with information about services and products, take and process orders, and process returns and modifications. They also store records of customer transactions and interactions and provide feedback on customer service efficacy. Customer service representatives must also ensure that they can give customer satisfaction and offer the best professional support.
Finance & sales representatives and customer sales representatives have different pay scales, as shown below.
| Finance & Sales Representative | Customer Sales Representative | |
| Average salary | $86,114 | $38,744 |
| Salary range | Between $62,000 And $119,000 | Between $27,000 And $54,000 |
| Highest paying City | - | Santa Rosa, CA |
| Highest paying state | - | Hawaii |
| Best paying company | - | Merck |
| Best paying industry | - | Finance |
There are a few differences between a finance & sales representative and a customer sales representative in terms of educational background:
| Finance & Sales Representative | Customer Sales Representative | |
| Most common degree | Bachelor's Degree, 67% | Bachelor's Degree, 37% |
| Most common major | Business | Business |
| Most common college | University of Pennsylvania | - |
Here are the differences between finance & sales representatives' and customer sales representatives' demographics:
| Finance & Sales Representative | Customer Sales Representative | |
| Average age | 43 | 40 |
| Gender ratio | Male, 57.3% Female, 42.7% | Male, 44.9% Female, 55.1% |
| Race ratio | Black or African American, 5.7% Unknown, 4.1% Hispanic or Latino, 11.9% Asian, 9.9% White, 68.1% American Indian and Alaska Native, 0.2% | Black or African American, 10.6% Unknown, 5.4% Hispanic or Latino, 24.4% Asian, 6.8% White, 52.1% American Indian and Alaska Native, 0.7% |
| LGBT Percentage | 6% | 7% |