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Job Description

Financial Services Sales & Field Marketing

Job Summary

Responsible for selling a variety of financial services, including banking services, life insurance, retirement income, investments, and long-term care insurance. May sell retail and institutional mutual funds.

Primary responsibilities

• Sell financial services to businesses and individuals.

• Recommend certain services such as life insurance, retirement income, investments, and long-term care insurance.

• Build relationships with clients and communities.

• Provide solutions for short and long-term financial goals.

• Help clients achieve financial security.

• Present products and services via presentation or slideshow.

• Determine clients financial needs and areas of improvement.

• Determine security risks.

• Develop prospects from current commercial customers, referral leads, and sales and trade meetings.

• Negotiate sales agreements and contracts.

• Take payments.

• Prepare forms or agreements.

• Sell trusts, investments, and check processing services.

• Determine future growth.

• Advice customers regarding expected fluctuations.

• Make presentations on financial services to groups in order to attract new clients.

• Use financial, tax, economics and accounting skills to review a client’s personal data and recommend investment strategies that are appropriate to the client's goals.

• Advise clients on whether to buy certain types of stocks, bonds and mutual funds.

• Evaluate financial reporting systems, accounting and collection procedures, and investment activities, and make recommendations for changes to procedures, operating systems, budgets, and other financial control functions.

• Determine whether loans must be obtained to meet cash requirements or whether surplus cash can be invested.

Salary: 12000 to 25000 + Incentive & Allowances

Vehicle: Compulsory

Qualification: Minimum Graduate

Key Skills

Functional Area

Banking / Investments / Stock Market / Financial Services

Number of Vacancy



Other Bachelor Degree

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