Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.
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.
Evaluate costs and revenue of agreements to determine continued profitability.
Customer and Personal Service
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Sales and Marketing
Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
Economics and Accounting
Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
Computers and Electronics
Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
Persuading others to change their minds or behavior.
Understanding written sentences and paragraphs in work related documents.
Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Talking to others to convey information effectively.
Being aware of others' reactions and understanding why they react as they do.
The ability to communicate information and ideas in speaking so others will understand.
The ability to apply general rules to specific problems to produce answers that make sense.
The ability to speak clearly so others can understand you.
The ability to listen to and understand information and ideas presented through spoken words and sentences.
The ability to communicate information and ideas in writing so others will understand.
The ability to identify and understand the speech of another person.
Selling or Influencing Others
Convincing others to buy merchandise/goods or to otherwise change their minds or actions.
Performing for or Working Directly with the Public
Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.
Making Decisions and Solving Problems
Analyzing information and evaluating results to choose the best solution and solve problems.
Establishing and Maintaining Interpersonal Relationships
Developing constructive and cooperative working relationships with others, and maintaining them over time.
Resolving Conflicts and Negotiating with Others
Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.
Organizing, Planning, and Prioritizing Work
Developing specific goals and plans to prioritize, organize, and accomplish your work.
Updating and Using Relevant Knowledge
Keeping up-to-date technically and applying new knowledge to your job.
Communicating with Supervisors, Peers, or Subordinates
Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
Communicating with Persons Outside Organization
Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.
Developing Objectives and Strategies
Establishing long-range objectives and specifying the strategies and actions to achieve them.
How often do you have telephone conversations in this job?
How often do you have to have face-to-face discussions with individuals or teams in this job?
Deal With External Customers
How important is it to work with external customers or the public in this job?
Contact With Others
How much does this job require the worker to be in contact with others (face-to-face, by telephone, or otherwise) in order to perform it?
Indoors, Environmentally Controlled
How often does this job require working indoors in environmentally controlled conditions?
Work With Work Group or Team
How important is it to work with others in a group or team in this job?
How often do you use electronic mail in this job?
Frequency of Decision Making
How frequently is the worker required to make decisions that affect other people, the financial resources, and/or the image and reputation of the organization?
Importance of Being Exact or Accurate
How important is being very exact or highly accurate in performing this job?
Impact of Decisions on Co-workers or Company Results
How do the decisions an employee makes impact the results of co-workers, clients or the company?
Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.
Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.
Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.
Investigative occupations frequently involve working with ideas, and require an extensive amount of thinking. These occupations can involve searching for facts and figuring out problems mentally.
Artistic occupations frequently involve working with forms, designs and patterns. They often require self-expression and the work can be done without following a clear set of rules.
Realistic occupations frequently involve work activities that include practical, hands-on problems and solutions. They often deal with plants, animals, and real-world materials like wood, tools, and machinery. Many of the occupations require working outside, and do not involve a lot of paperwork or working closely with others.
Job requires being honest and ethical.
Job requires being reliable, responsible, and dependable, and fulfilling obligations.
Job requires a willingness to take on responsibilities and challenges.
Job requires persistence in the face of obstacles.
Job requires a willingness to lead, take charge, and offer opinions and direction.
Job requires accepting criticism and dealing calmly and effectively with high stress situations.
Job requires developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.
Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.
Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.
Attention to Detail
Job requires being careful about detail and thorough in completing work tasks.
Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions.
Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement.
Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.
Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.
Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.
Occupations that satisfy this work value offer advancement, potential for leadership, and are often considered prestigious. Corresponding needs are Advancement, Authority, Recognition and Social Status.