Post job

Investment representative vs licensed sales agent

The differences between investment representatives and licensed sales agents can be seen in a few details. Each job has different responsibilities and duties. It typically takes 4-6 years to become both an investment representative and a licensed sales agent. Additionally, an investment representative has an average salary of $65,361, which is higher than the $36,453 average annual salary of a licensed sales agent.

The top three skills for an investment representative include money management, mutual funds and financial services. The most important skills for a licensed sales agent are real estate, lead generation, and customer service.

Investment representative vs licensed sales agent overview

Investment RepresentativeLicensed Sales Agent
Yearly salary$65,361$36,453
Hourly rate$31.42$17.53
Growth rate10%10%
Number of jobs35,91463,324
Job satisfaction--
Most common degreeBachelor's Degree, 78%Bachelor's Degree, 55%
Average age4343
Years of experience66

What does an investment representative do?

Investment representatives, also known as financial advisers, usually work in a bank, investment company, credit institution, or other financial firm. They handle the marketing and promotion of financial services and give clients investment advice. They do this is the phone or through face-to-face transactions. This position requires someone to be customer-oriented, communicate effectively, and know how to handle a crisis.

What does a licensed sales agent do?

A sales agent is the one who serves as a seller for the customer. They are the one who fulfills and allows them to choose a product or item that they need. Some of their tasks include offering products, taking orders, and providing services for clients. Also, they keep the required documents to report errors or dissatisfaction. Their skills involve being customer-oriented, good management skills, and can communicate effectively.

Investment representative vs licensed sales agent salary

Investment representatives and licensed sales agents have different pay scales, as shown below.

Investment RepresentativeLicensed Sales Agent
Average salary$65,361$36,453
Salary rangeBetween $37,000 And $112,000Between $25,000 And $51,000
Highest paying CityNew York, NYMinnetonka, MN
Highest paying stateNew YorkNew York
Best paying companyAmerican Century InvestmentsOracle
Best paying industryFinanceFinance

Differences between investment representative and licensed sales agent education

There are a few differences between an investment representative and a licensed sales agent in terms of educational background:

Investment RepresentativeLicensed Sales Agent
Most common degreeBachelor's Degree, 78%Bachelor's Degree, 55%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaStanford University

Investment representative vs licensed sales agent demographics

Here are the differences between investment representatives' and licensed sales agents' demographics:

Investment RepresentativeLicensed Sales Agent
Average age4343
Gender ratioMale, 72.1% Female, 27.9%Male, 45.1% Female, 54.9%
Race ratioBlack or African American, 5.9% Unknown, 4.2% Hispanic or Latino, 12.4% Asian, 9.9% White, 67.4% American Indian and Alaska Native, 0.2%Black or African American, 5.9% Unknown, 4.2% Hispanic or Latino, 12.6% Asian, 9.5% White, 67.6% American Indian and Alaska Native, 0.2%
LGBT Percentage6%6%

Differences between investment representative and licensed sales agent duties and responsibilities

Investment representative example responsibilities.

  • Act as an investor center product coordinator; provide guidance on product and sales techniques for manage account solutions and annuities.
  • Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
  • Re-Obtain previously hold FINRA licenses.
  • Sell fix and variable annuities.
  • License financial adviser & insurance producer register with both FINRA & the state of Massachusetts.
  • Answer inquiries with regards to equities, options, mutual fund, fixed-income and unit investment trusts.
  • Show more

Licensed sales agent example responsibilities.

  • Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
  • Develop a working knowledge of the Medicaid program used to educate customers on product eligibility.
  • Demonstrate strong understanding of Comcast products, promoting and selling offerings to individual customers by knocking every door within assign territories.
  • Service Humana ACA plan members on benefits, service.
  • Comply with all regulatory guidelines as well as HIPAA and privacy guidelines, demonstrate client/customer confidentiality.
  • Handle, process and accurately record confidential financial and health customer information following all applicable HIPAA privacy laws.
  • Show more

Investment representative vs licensed sales agent skills

Common investment representative skills
  • Money Management, 46%
  • Mutual Funds, 28%
  • Financial Services, 2%
  • FINRA, 2%
  • Customer Relationships, 2%
  • Market Trends, 2%
Common licensed sales agent skills
  • Real Estate, 27%
  • Lead Generation, 24%
  • Customer Service, 7%
  • Auto Insurance, 3%
  • Medicare Advantage, 3%
  • Inbound Calls, 3%