What is a finance service sales agent and how to become one

Key steps to become a finance service sales agent

1. Explore finance service sales agent education requirements

   Most common finance service sales agent degrees

   Bachelor's

   61.0 %

   Associate

   17.1 %

   Master's

   9.8 %

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2. Start to develop specific finance service sales agent skills

   Skills	Percentages
   Customer Service	30.68%
   Mutual Funds	14.69%
   Health Insurance	12.64%
   Complete Sales	9.10%
   Financial Services	5.70%

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3. Complete relevant finance service sales agent training and internships

   Accountants spend an average of 1-3 months on post-employment, on-the-job training. New finance service sales agents learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as a finance service sales agent based on U.S. Bureau of Labor Statistics data and data from real finance service sales agent resumes.

4. Research finance service sales agent duties and responsibilities

   • Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
   • Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
   • Limit underwriting responsibilities, notary.

5. Apply for finance service sales agent jobs

   Now it's time to start searching for a finance service sales agent job. Consider the tips below for a successful job search:

   1. Browse job boards for relevant postings
   2. Consult your professional network
   3. Reach out to companies you're interested in working for directly
   4. Watch out for job scams