Overview

Scoop

Day-to-Day

• Make bids or offers to buy or sell securities.
• Monitor markets or positions.
• Agree on buying or selling prices at optimal levels for clients.
• Keep accurate records of transactions.
• Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.

Best For You If...

In Action

Want to see what it's like to be a Financial Services Sales Agent? We've curated a playlist for you to explore.

Financial Services Sales Agent

This short video gives an overview of what this career is all about.

Pathways to this Career

Here are few pathways you can take to become a Financial Services Sales Agent. Click on a pathway to learn more about it.

Associate's Degree

An associate's degree typically provides graduates with foundational knowledge and skills for entry-level jobs in the graduate's industry, or serves as a stepping stone towards further education.

📚 College

Finish in 2-3 years

Bachelor's Degree

A bachelor's degree typically results in increased knowledge about a variety of academic subjects, specialized knowledge in a focused field of study, and is considered the foundational qualification for many careers.

📚 College

Finish in 4-5+ years

Workforce Development Program

A workforce development program typically enhances participants' opportunities to succeed in the workforce through employment skill-building, career counseling, connections to employers, and pathways to high-demand and high-wage jobs.

📚 Training

Finish in 6 months - 2 years

Learn More About The Industry

Administration & Sales

The primary activities of this group involve managing teams and projects, providing administrative support, and selling products or services.