Sales Agents, Financial Services

Job Description: Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.

Sales Agents, Financial Services spend a lot of their time Selling or Influencing Others. They are naturally good at Oral Expression, Speech Clarity, Deductive Reasoning, and Oral Comprehension. Sales Agents, Financial Services are typically characterized as being Enterprising and Conventional. They are usually very knowledgable about Customer and Personal Service, Sales and Marketing, and Mathematics and are skilled at Reading Comprehension and Persuasion.

Work Activities

Selling or Influencing Others
  
Performing for or Working Directly with the Public
  
Making Decisions and Solving Problems
  
Establishing and Maintaining Interpersonal Relationships
  
Resolving Conflicts and Negotiating with Others
  
Organizing, Planning, and Prioritizing Work
  
Updating and Using Relevant Knowledge
  
Communicating with Supervisors, Peers, or Subordinates
  
Communicating with Persons Outside Organization
  
Developing Objectives and Strategies
  
Thinking Creatively
  
Getting Information
  
Analyzing Data or Information
  
Evaluating Information to Determine Compliance with Standards
  
Processing Information
  
Identifying Objects, Actions, and Events
  
Interpreting the Meaning of Information for Others
  
Performing Administrative Activities
  
Judging the Qualities of Things, Services, or People
  
Coaching and Developing Others
  
Monitor Processes, Materials, or Surroundings
  
Scheduling Work and Activities
  
Documenting/Recording Information
  
Interacting With Computers
  
Coordinating the Work and Activities of Others
  
Guiding, Directing, and Motivating Subordinates
  
Assisting and Caring for Others
  
Training and Teaching Others
  
Monitoring and Controlling Resources
  
Developing and Building Teams
  
Provide Consultation and Advice to Others
  
Estimating the Quantifiable Characteristics of Products, Events, or Information
  
Staffing Organizational Units
  
Handling and Moving Objects
  
Inspecting Equipment, Structures, or Material
  
Performing General Physical Activities
  

Abilities

Oral Expression
  
Speech Clarity
  
Deductive Reasoning
  
Oral Comprehension
  
Speech Recognition
  
Written Expression
  
Fluency of Ideas
  
Near Vision
  
Written Comprehension
  
Problem Sensitivity
  
Originality
  
Inductive Reasoning
  
Information Ordering
  
Number Facility
  
Mathematical Reasoning
  
Far Vision
  
Category Flexibility
  
Memorization
  
Visualization
  
Flexibility of Closure
  
Speed of Closure
  
Selective Attention
  
Finger Dexterity
  
Perceptual Speed
  
Time Sharing
  
Visual Color Discrimination
  
Auditory Attention
  
Hearing Sensitivity
  
Manual Dexterity
  
Arm-Hand Steadiness
  
Control Precision
  
Gross Body Coordination
  
Speed of Limb Movement
  
Stamina
  
Depth Perception
  

Interests

Enterprising
  
Conventional
  
Social
  
Investigative
  
Artistic
  
Realistic
  

Knowledge

Customer and Personal Service
  
Sales and Marketing
  
Mathematics
  
Computers and Electronics
  
Economics and Accounting
  
English Language
  
Administration and Management
  
Law and Government
  
Personnel and Human Resources
  
Education and Training
  
Psychology
  
Clerical
  
Communications and Media
  
Production and Processing
  
Public Safety and Security
  
History and Archeology
  
Therapy and Counseling
  
Philosophy and Theology
  
Sociology and Anthropology
  
Telecommunications
  
Engineering and Technology
  

Wages

Connecticut
$144,400  
 
New York
$113,390  
 
District of Columbia
$90,090  
 
North Carolina
$84,380  
 
Massachusetts
$84,180  
 
Kansas
$83,590  
 
Vermont
$83,230  
 
California
$78,390  
 
Georgia
$77,970  
 
Arkansas
$75,760  
 
Illinois
$74,980  
 
Rhode Island
$73,360  
 
Maine
$70,520  
 
New Mexico
$67,900  
 
Pennsylvania
$67,470  
 
Florida
$66,710  
 
Alabama
$65,350  
 
New Jersey
$65,160  
 
Virginia
$64,330  
 
Minnesota
$64,210  
 
Oklahoma
$63,390  
 
Nebraska
$61,580  
 
South Carolina
$60,540  
 
Indiana
$60,090  
 
Mississippi
$59,830  
 
Tennessee
$58,810  
 
West Virginia
$58,080  
 
Missouri
$56,060  
 
Washington
$55,120  
 
Alaska
$53,520  
 
Utah
$52,940  
 
New Hampshire
$52,730  
 
North Dakota
$52,250  
 
Louisiana
$52,220  
 
Texas
$52,000  
 
Idaho
$51,210  
 
Ohio
$50,130  
 
Montana
$49,240  
 
Oregon
$48,880  
 
Wisconsin
$48,290  
 
Colorado
$46,600  
 
Iowa
$45,740  
 
Arizona
$44,060  
 
Michigan
$43,740  
 
Hawaii
$42,340  
 
South Dakota
$42,300  
 
Wyoming
$36,820  
 
Kentucky
$35,740  
 
Puerto Rico
$33,620  
 
Nevada
$32,350  
 

Skills

Reading Comprehension
  
Persuasion
  
Critical Thinking
  
Speaking
  
Active Listening
  
Active Learning
  
Writing
  
Judgment and Decision Making
  
Service Orientation
  
Social Perceptiveness
  
Systems Evaluation
  
Monitoring
  
Negotiation
  
Mathematics
  
Complex Problem Solving
  
Systems Analysis
  
Instructing
  
Time Management
  
Coordination
  
Learning Strategies
  
Management of Personnel Resources
  
Operations Analysis
  
Management of Financial Resources
  
Management of Material Resources
  
Operation Monitoring
  
Programming
  
Technology Design
  

Work Values

Working Conditions
  
Achievement
  
Relationships
  
Independence
  
Support
  
Recognition
  

Work Styles

Integrity
  
Dependability
  
Initiative
  
Persistence
  
Leadership
  
Stress Tolerance
  
Independence
  
Achievement/Effort
  
Self Control
  
Attention to Detail
  
Cooperation
  
Concern for Others
  
Adaptability/Flexibility
  
Analytical Thinking
  
Social Orientation
  
Innovation
  

Related University Degree Programs

Work Context

Telephone
  
Face-to-Face Discussions
  
Deal With External Customers
  
Contact With Others
  
Electronic Mail
  
Work With Work Group or Team
  
Indoors, Environmentally Controlled
  
Importance of Being Exact or Accurate
  
Frequency of Decision Making
  
Impact of Decisions on Co-workers or Company Results
  
Level of Competition
  
Spend Time Sitting
  
Letters and Memos
  
Structured versus Unstructured Work
  
Coordinate or Lead Others
  
Frequency of Conflict Situations
  
Time Pressure
  
Freedom to Make Decisions
  
Deal With Unpleasant or Angry People
  
Responsibility for Outcomes and Results
  
Degree of Automation
  
Importance of Repeating Same Tasks
  
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
  
Physical Proximity
  
Responsible for Others' Health and Safety
  
Public Speaking
  
Duration of Typical Work Week
  
Spend Time Making Repetitive Motions
  
Spend Time Walking and Running
  
Consequence of Error
  
In an Enclosed Vehicle or Equipment
  
Spend Time Standing
  
Deal With Physically Aggressive People
  
Pace Determined by Speed of Equipment
  
Cramped Work Space, Awkward Positions
  
Sounds, Noise Levels Are Distracting or Uncomfortable
  
Spend Time Bending or Twisting the Body
  
Extremely Bright or Inadequate Lighting
  
Exposed to Contaminants
  
Indoors, Not Environmentally Controlled
  
Outdoors, Exposed to Weather
  
Very Hot or Cold Temperatures
  
Exposed to Disease or Infections
  
Outdoors, Under Cover
  
Work Schedules
  
Spend Time Kneeling, Crouching, Stooping, or Crawling
  
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
  
Exposed to Minor Burns, Cuts, Bites, or Stings
  
Exposed to Radiation
  
Exposed to Hazardous Conditions
  
Spend Time Climbing Ladders, Scaffolds, or Poles
  
In an Open Vehicle or Equipment
  
Spend Time Keeping or Regaining Balance
  
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
  
Exposed to Whole Body Vibration
  
Exposed to Hazardous Equipment
  
Exposed to High Places
  

-40 hours-

Duration of Typical Work Week
  

-A lot of freedom-

Freedom to Make Decisions
  
Structured versus Unstructured Work
  

-About half the time-

Spend Time Making Repetitive Motions
  
Spend Time Sitting
  
Spend Time Standing
  
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
  
Spend Time Kneeling, Crouching, Stooping, or Crawling
  
Spend Time Climbing Ladders, Scaffolds, or Poles
  
Spend Time Bending or Twisting the Body
  
Spend Time Keeping or Regaining Balance
  
Spend Time Walking and Running
  

-Completely automated-

Degree of Automation
  

-Constant contact with others-

Contact With Others
  

-Contact with others about half the time-

Contact With Others
  

-Contact with others most of the time-

Contact With Others
  

-Continually or almost continually-

Spend Time Sitting
  
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
  
Spend Time Walking and Running
  
Spend Time Making Repetitive Motions
  
Spend Time Keeping or Regaining Balance
  
Spend Time Standing
  
Spend Time Kneeling, Crouching, Stooping, or Crawling
  
Spend Time Climbing Ladders, Scaffolds, or Poles
  
Spend Time Bending or Twisting the Body
  

-Every day-

Telephone
  
Face-to-Face Discussions
  
Indoors, Environmentally Controlled
  
Electronic Mail
  
Frequency of Decision Making
  
Time Pressure
  
Frequency of Conflict Situations
  
Deal With Unpleasant or Angry People
  
Letters and Memos
  
Cramped Work Space, Awkward Positions
  
Deal With Physically Aggressive People
  
In an Enclosed Vehicle or Equipment
  
Sounds, Noise Levels Are Distracting or Uncomfortable
  
Public Speaking
  
Extremely Bright or Inadequate Lighting
  
Exposed to Disease or Infections
  
In an Open Vehicle or Equipment
  
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
  
Outdoors, Exposed to Weather
  
Exposed to Whole Body Vibration
  
Exposed to Hazardous Equipment
  
Exposed to Contaminants
  
Exposed to High Places
  
Outdoors, Under Cover
  
Very Hot or Cold Temperatures
  
Exposed to Radiation
  
Exposed to Minor Burns, Cuts, Bites, or Stings
  
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
  
Indoors, Not Environmentally Controlled
  
Exposed to Hazardous Conditions
  

-Extremely competitive-

Level of Competition
  

-Extremely important-

Deal With External Customers
  
Work With Work Group or Team
  
Importance of Being Exact or Accurate
  
Coordinate or Lead Others
  
Importance of Repeating Same Tasks
  
Pace Determined by Speed of Equipment
  

-Extremely serious-

Consequence of Error
  

-Fairly important-

Importance of Repeating Same Tasks
  
Coordinate or Lead Others
  
Deal With External Customers
  
Importance of Being Exact or Accurate
  
Pace Determined by Speed of Equipment
  
Work With Work Group or Team
  

-Fairly serious-

Consequence of Error
  

-High responsibility-

Responsible for Others' Health and Safety
  
Responsibility for Outcomes and Results
  

-Highly automated-

Degree of Automation
  

-Highly competitive-

Level of Competition
  

-I don't work near other people (beyond 100 ft.)-

Physical Proximity
  

-I work with others but not closely (e.g., private office)-

Physical Proximity
  

-Important-

Coordinate or Lead Others
  
Importance of Repeating Same Tasks
  
Importance of Being Exact or Accurate
  
Work With Work Group or Team
  
Deal With External Customers
  
Pace Determined by Speed of Equipment
  

-Important results-

Impact of Decisions on Co-workers or Company Results
  

-Irregular (changes with weather conditions, production demands, or contract duration)-

Work Schedules
  

-Less than 40 hours-

Duration of Typical Work Week
  

-Less than half the time-

Spend Time Standing
  
Spend Time Walking and Running
  
Spend Time Bending or Twisting the Body
  
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
  
Spend Time Making Repetitive Motions
  
Spend Time Kneeling, Crouching, Stooping, or Crawling
  
Spend Time Climbing Ladders, Scaffolds, or Poles
  
Spend Time Sitting
  
Spend Time Keeping or Regaining Balance
  

-Limited freedom-

Freedom to Make Decisions
  
Structured versus Unstructured Work
  

-Limited responsibility-

Responsible for Others' Health and Safety
  
Responsibility for Outcomes and Results
  

-Minor results-

Impact of Decisions on Co-workers or Company Results
  

-Moderate responsibility-

Responsibility for Outcomes and Results
  
Responsible for Others' Health and Safety
  

-Moderate results-

Impact of Decisions on Co-workers or Company Results
  

-Moderately automated-

Degree of Automation
  

-Moderately close (at arm's length)-

Physical Proximity
  

-Moderately competitive-

Level of Competition
  

-More than 40 hours-

Duration of Typical Work Week
  

-More than half the time-

Spend Time Sitting
  
Spend Time Bending or Twisting the Body
  
Spend Time Walking and Running
  
Spend Time Standing
  
Spend Time Making Repetitive Motions
  
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
  
Spend Time Kneeling, Crouching, Stooping, or Crawling
  
Spend Time Climbing Ladders, Scaffolds, or Poles
  
Spend Time Keeping or Regaining Balance
  

-Never-

In an Open Vehicle or Equipment
  
Spend Time Keeping or Regaining Balance
  
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
  
Exposed to Whole Body Vibration
  
Exposed to Hazardous Equipment
  
Exposed to High Places
  
Exposed to Radiation
  
Exposed to Hazardous Conditions
  
Spend Time Climbing Ladders, Scaffolds, or Poles
  
Exposed to Minor Burns, Cuts, Bites, or Stings
  
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
  
Spend Time Kneeling, Crouching, Stooping, or Crawling
  
Exposed to Contaminants
  
Exposed to Disease or Infections
  
Outdoors, Under Cover
  
Outdoors, Exposed to Weather
  
Extremely Bright or Inadequate Lighting
  
Cramped Work Space, Awkward Positions
  
Very Hot or Cold Temperatures
  
Indoors, Not Environmentally Controlled
  
Sounds, Noise Levels Are Distracting or Uncomfortable
  
Spend Time Bending or Twisting the Body
  
In an Enclosed Vehicle or Equipment
  
Deal With Physically Aggressive People
  
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
  
Spend Time Making Repetitive Motions
  
Spend Time Walking and Running
  
Spend Time Standing
  
Public Speaking
  
Time Pressure
  
Frequency of Conflict Situations
  
Indoors, Environmentally Controlled
  
Telephone
  
Spend Time Sitting
  
Face-to-Face Discussions
  
Frequency of Decision Making
  
Electronic Mail
  
Deal With Unpleasant or Angry People
  
Letters and Memos
  

-No contact with others-

Contact With Others
  

-No freedom-

Freedom to Make Decisions
  
Structured versus Unstructured Work
  

-No responsibility-

Responsible for Others' Health and Safety
  
Responsibility for Outcomes and Results
  

-No results-

Impact of Decisions on Co-workers or Company Results
  

-Not at all automated-

Degree of Automation
  

-Not at all competitive-

Level of Competition
  

-Not important at all-

Pace Determined by Speed of Equipment
  
Importance of Repeating Same Tasks
  
Coordinate or Lead Others
  
Work With Work Group or Team
  
Deal With External Customers
  
Importance of Being Exact or Accurate
  

-Not serious at all-

Consequence of Error
  

-Occasional contact with others-

Contact With Others
  

-Once a month or more but not every week-

Public Speaking
  
Deal With Unpleasant or Angry People
  
Sounds, Noise Levels Are Distracting or Uncomfortable
  
Frequency of Conflict Situations
  
Frequency of Decision Making
  
Time Pressure
  
Letters and Memos
  
Outdoors, Exposed to Weather
  
Deal With Physically Aggressive People
  
Extremely Bright or Inadequate Lighting
  
In an Enclosed Vehicle or Equipment
  
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
  
Indoors, Not Environmentally Controlled
  
Exposed to Contaminants
  
Exposed to Minor Burns, Cuts, Bites, or Stings
  
Outdoors, Under Cover
  
Exposed to High Places
  
Electronic Mail
  
Very Hot or Cold Temperatures
  
Exposed to Radiation
  
Cramped Work Space, Awkward Positions
  
Exposed to Hazardous Conditions
  
In an Open Vehicle or Equipment
  
Exposed to Disease or Infections
  
Telephone
  
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
  
Exposed to Whole Body Vibration
  
Exposed to Hazardous Equipment
  
Face-to-Face Discussions
  
Indoors, Environmentally Controlled
  

-Once a week or more but not every day-

Letters and Memos
  
Frequency of Conflict Situations
  
Time Pressure
  
In an Enclosed Vehicle or Equipment
  
Deal With Unpleasant or Angry People
  
Public Speaking
  
Frequency of Decision Making
  
Electronic Mail
  
Exposed to Contaminants
  
Cramped Work Space, Awkward Positions
  
Sounds, Noise Levels Are Distracting or Uncomfortable
  
Outdoors, Exposed to Weather
  
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
  
Indoors, Not Environmentally Controlled
  
Exposed to Hazardous Conditions
  
Deal With Physically Aggressive People
  
In an Open Vehicle or Equipment
  
Extremely Bright or Inadequate Lighting
  
Exposed to Disease or Infections
  
Telephone
  
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
  
Exposed to Whole Body Vibration
  
Exposed to Hazardous Equipment
  
Face-to-Face Discussions
  
Indoors, Environmentally Controlled
  
Exposed to High Places
  
Outdoors, Under Cover
  
Very Hot or Cold Temperatures
  
Exposed to Radiation
  
Exposed to Minor Burns, Cuts, Bites, or Stings
  

-Once a year or more but not every month-

Public Speaking
  
Indoors, Not Environmentally Controlled
  
Very Hot or Cold Temperatures
  
Deal With Physically Aggressive People
  
Sounds, Noise Levels Are Distracting or Uncomfortable
  
Extremely Bright or Inadequate Lighting
  
Outdoors, Under Cover
  
Exposed to Disease or Infections
  
Deal With Unpleasant or Angry People
  
Time Pressure
  
Outdoors, Exposed to Weather
  
Exposed to Minor Burns, Cuts, Bites, or Stings
  
Cramped Work Space, Awkward Positions
  
Exposed to Whole Body Vibration
  
Exposed to Hazardous Equipment
  
Face-to-Face Discussions
  
Frequency of Decision Making
  
Indoors, Environmentally Controlled
  
In an Enclosed Vehicle or Equipment
  
Exposed to Contaminants
  
Exposed to High Places
  
Electronic Mail
  
Exposed to Radiation
  
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
  
Exposed to Hazardous Conditions
  
Letters and Memos
  
In an Open Vehicle or Equipment
  
Telephone
  
Frequency of Conflict Situations
  
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
  

-Regular (established routine, set schedule)-

Work Schedules
  

-Seasonal (only during certain times of the year)-

Work Schedules
  

-Serious-

Consequence of Error
  

-Slightly automated-

Degree of Automation
  

-Slightly close (e.g., shared office)-

Physical Proximity
  

-Slightly competitive-

Level of Competition
  

-Some freedom-

Structured versus Unstructured Work
  
Freedom to Make Decisions
  

-Very close (near touching)-

Physical Proximity
  

-Very high responsibility-

Responsibility for Outcomes and Results
  
Responsible for Others' Health and Safety
  

-Very important-

Importance of Repeating Same Tasks
  
Importance of Being Exact or Accurate
  
Coordinate or Lead Others
  
Pace Determined by Speed of Equipment
  
Work With Work Group or Team
  
Deal With External Customers
  

-Very important results-

Impact of Decisions on Co-workers or Company Results
  

-Very little freedom-

Structured versus Unstructured Work
  
Freedom to Make Decisions
  

-Very serious-

Consequence of Error
  

Task Ratings

- Importance Core-

Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  
Contact prospective customers to present information and explain available services.
  
Sell services or equipment, such as trusts, investments, or check processing services.
  
Prepare forms or agreements to complete sales.
  
Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
  
Review business trends to advise customers regarding expected fluctuations.
  
Make presentations on financial services to groups to attract new clients.
  

- Importance Supplemental-

Evaluate costs and revenue of agreements to determine continued profitability.
  

- Relevance of Task Core-

Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  
Prepare forms or agreements to complete sales.
  
Contact prospective customers to present information and explain available services.
  
Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
  
Sell services or equipment, such as trusts, investments, or check processing services.
  
Make presentations on financial services to groups to attract new clients.
  
Review business trends to advise customers regarding expected fluctuations.
  

- Relevance of Task Supplemental-

Evaluate costs and revenue of agreements to determine continued profitability.
  

-Daily Frequency of Task (Categories 1-7) Core-

Contact prospective customers to present information and explain available services.
  
Review business trends to advise customers regarding expected fluctuations.
  
Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  
Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
  
Sell services or equipment, such as trusts, investments, or check processing services.
  
Prepare forms or agreements to complete sales.
  
Make presentations on financial services to groups to attract new clients.
  

-Daily Frequency of Task (Categories 1-7) Supplemental-

Evaluate costs and revenue of agreements to determine continued profitability.
  

-Hourly or more Frequency of Task (Categories 1-7) Core-

Sell services or equipment, such as trusts, investments, or check processing services.
  
Prepare forms or agreements to complete sales.
  
Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  
Contact prospective customers to present information and explain available services.
  
Review business trends to advise customers regarding expected fluctuations.
  
Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
  
Make presentations on financial services to groups to attract new clients.
  

-Hourly or more Frequency of Task (Categories 1-7) Supplemental-

Evaluate costs and revenue of agreements to determine continued profitability.
  

-More than monthly Frequency of Task (Categories 1-7) Core-

Make presentations on financial services to groups to attract new clients.
  
Review business trends to advise customers regarding expected fluctuations.
  
Prepare forms or agreements to complete sales.
  
Sell services or equipment, such as trusts, investments, or check processing services.
  
Contact prospective customers to present information and explain available services.
  
Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  
Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
  

-More than monthly Frequency of Task (Categories 1-7) Supplemental-

Evaluate costs and revenue of agreements to determine continued profitability.
  

-More than weekly Frequency of Task (Categories 1-7) Core-

Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
  
Prepare forms or agreements to complete sales.
  
Contact prospective customers to present information and explain available services.
  
Review business trends to advise customers regarding expected fluctuations.
  
Sell services or equipment, such as trusts, investments, or check processing services.
  
Make presentations on financial services to groups to attract new clients.
  
Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  

-More than weekly Frequency of Task (Categories 1-7) Supplemental-

Evaluate costs and revenue of agreements to determine continued profitability.
  

-More than yearly Frequency of Task (Categories 1-7) Core-

Make presentations on financial services to groups to attract new clients.
  
Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
  
Sell services or equipment, such as trusts, investments, or check processing services.
  
Review business trends to advise customers regarding expected fluctuations.
  
Prepare forms or agreements to complete sales.
  
Contact prospective customers to present information and explain available services.
  
Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  

-More than yearly Frequency of Task (Categories 1-7) Supplemental-

Evaluate costs and revenue of agreements to determine continued profitability.
  

-Several times daily Frequency of Task (Categories 1-7) Core-

Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  
Prepare forms or agreements to complete sales.
  
Contact prospective customers to present information and explain available services.
  
Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
  
Sell services or equipment, such as trusts, investments, or check processing services.
  
Review business trends to advise customers regarding expected fluctuations.
  
Make presentations on financial services to groups to attract new clients.
  

-Several times daily Frequency of Task (Categories 1-7) Supplemental-

Evaluate costs and revenue of agreements to determine continued profitability.
  

-Yearly or less Frequency of Task (Categories 1-7) Core-

Make presentations on financial services to groups to attract new clients.
  
Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
  
Sell services or equipment, such as trusts, investments, or check processing services.
  
Prepare forms or agreements to complete sales.
  
Contact prospective customers to present information and explain available services.
  
Review business trends to advise customers regarding expected fluctuations.
  
Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  

-Yearly or less Frequency of Task (Categories 1-7) Supplemental-

Evaluate costs and revenue of agreements to determine continued profitability.
  

Education Training Experience

-On-Site or In-Plant Training-

None
  
Up to and including 1 month
  
Over 1 month, up to and including 3 months
  
Over 3 months, up to and including 6 months
  
Over 6 months, up to and including 1 year
  
Over 1 year, up to and including 2 years
  
Over 2 years, up to and including 4 years
  

-On-the-Job Training-

None or short demonstration
  
Anything beyond short demonstration, up to and including 1 month
  
Over 1 month, up to and including 3 months
  
Over 3 months, up to and including 6 months
  
Over 6 months, up to and including 1 year
  
Over 1 year, up to and including 2 years
  
Over 2 years, up to and including 4 years
  

-Related Work Experience-

None
  
Over 6 months, up to and including 1 year
  
Over 1 year, up to and including 2 years
  
Over 2 years, up to and including 4 years
  
Over 4 years, up to and including 6 years
  
Over 6 years, up to and including 8 years
  
Over 8 years, up to and including 10 years
  
Over 10 years
  

-Required Level of Education-

High School Diploma (or GED or High School Equivalence Certificate)
  
Post-Secondary Certificate - awarded for training completed after high school (for example, in Personnel Services, Engineering-related Technologies, Vocational Home Economics, Construction Trades, Mechanics and Repairers, Precision Production Trades)
  
Some College Courses
  
Associate's Degree (or other 2-year degree)
  
Bachelor's Degree
  
Post-Baccalaureate Certificate - awarded for completion of an organized program of study; designed for people who have completed a Baccalaureate degree, but do not meet the requirements of academic degrees carrying the title of Master
  
Master's Degree
  
First Professional Degree - awarded for completion of a program that: requires at least 2 years of college work before entrance into the program, includes a total of at least 6 academic years of work to complete, and provides all remaining academic requirements to begin practice in a profession