Financial Services Sales Agent skills employers ask for

The most-asked skills

Share of Financial Services Sales Agent postings that mention each skill.

1. Marketingdistinctive65%
2. Sales54%
3. Customer service15%
4. Lead generationdistinctive15%
5. Research12%
6. Market researchdistinctive12%
7. Contract negotiation12%
8. Microsoft Office11%
9. Leadership10%
10. Regulatory compliance10%
11. Communication7%
12. CRM7%

“Distinctive” means Financial Services Sales Agent postings ask for it at least three times as often as jobs overall.

Where Financial Services Sales Agent skills carry over

Roles whose postings ask for the most similar skills. Overlap counts the skills that define each role most.

• Marketing Specialist78% overlapShared: Marketing, Sales, Market research, ResearchHow to switch
• Real Estate Agent76% overlapShared: Marketing, Sales, Lead generation, Microsoft OfficeHow to switch
• Sales Representative69% overlapShared: Marketing, Sales, Lead generation, Contract negotiationHow to switch
• Marketing Manager68% overlapShared: Marketing, Sales, Market research, ResearchHow to switch

Questions

What skills does a Financial Services Sales Agent need?

In 199 current Financial Services Sales Agent job postings, the skills asked for most often are Marketing (65%), Sales (54%), Customer service (15%), Lead generation (15%), Research (12%). Percentages are the share of postings that mention each skill.

What jobs can a Financial Services Sales Agent move into?

Measured by shared skill demand, the closest roles are Marketing Specialist, Real Estate Agent, Sales Representative, Marketing Manager. Marketing Specialist shares skills such as Marketing, Sales, Market research.