What does a Financial Sales Agent do in 2019?

Becoming a Financial Sales Agent


Financial Sales Agent Salary



Job Growth







Overview: What does a Financial Sales Agent do?

Most investors use financial services sales agents when buying or selling stocks, bonds, shares in mutual funds, or other financial products. Many clients seek out these agents for advice on investments, estate planning, and other financial matters. The most important part of a sales representative’s job is finding clients and building a customer base. Thus, beginning securities and commodities sales agents spend much of their time searching for customers—relying heavily on telephone solicitation. Agents must pass a licensing exam to sell securities and commodities. They work in offices under stressful conditions.

Resources to become a Financial Sales Agent

Take any of these online courses for FREE

Advancement Opportunities: 206% of Average This calculation shows your opportunity for increases in earnings over time. It shows the relative strength of different careers as compared to each other
Average Starting Median income: $71,550
Return on Educational Investment: 116% of Average Shows the relative return on investment of an education beyond high school. The calculation uses potential earning levels over time adjusted for the cost and the time of additional education.
Job Growth: 4/5
Benefits: Yes
All scores range from 1-100. Higher scores are better with the exception of stress.
Bragging rights: 70/100 Based on prestige and social approval, fame and public recognition, high income, highly educated, clean versus “dirty” industry, and level of people you deal with.
Interesting Job: 70/100 Based on exciting subject or environment, variety of activities, fun interaction with people, creating versus completing, and learning interesting things.
Personal Freedom: 48/100 Based on controlling your work, not closely managed, choosing your assignments, tolerable rules and regulations, creative freedom, and setting your own hours.
Stress: 13/100 Based on Intense responsibility (life/death), continuous rejection, dealing with people’s problems, lack of control, quota or sales pressure, and work volume/time pressure.

This is a hypothetical illustration of how long it takes to earn millions of dollars in each job. The calculation is complex, but uses earnings at various points in each career from entry level to mature performer. Individual performance will vary.

Years to make $1,000,000 - 18 Years
Years to make $2,000,000 - 27 Years
Years to make $3,000,000 - 36 Years

Competency Fit: Financial

#1: Analysis: examining and investigating data in detail

#2: Attention to Detail: concentrating on small elements

#3: Complying with regulations: adhering to rules and laws

#4: Financial aptitude: knowledge and skill with money

#5: General mathematics: algebra, finance, business

Top Financial Sales Agent Books for beginners:

Try Audible and Get Two Free Audiobooks

Jobs Similar to Financial Sales Agent

Find your best job match!
Take our career test now!