Financial Services Sales Agent

job outlook graphic

JOB OUTLOOK

Stable

What To Learn

High School

Suggested Steps to Prepare for a Financial Services Sales Agent Career (Grades 6-12)

Check out the recommended classes, activities and skills below for each grade level. These recommendations are very general -- discuss your specific course plan with your school counselors and teachers.

AI-assisted and curriculum-reviewed guidance. Talk with your counselor or teacher about your specific plan.
Grades 6-8

Helpful Classes

  • Math
  • Communication
  • Technology
  • Social Studies

Things to Try

  • Track income and expenses for a class activity using a simple budget sheet, Compare prices, taxes, discounts, or savings options and explain the math, Organize sample receipts, invoices, or records and check them for errors, Interview a financial services sales agent or finance worker about accuracy, records, and decisions

Focus Skills

  • Numerical reasoning
  • Communication
  • Accuracy
  • Relationship-building
  • Data analysis

Helpful Classes

  • Algebra I
  • Business
  • English
  • Computer Applications
  • Personal Finance

Recommended Learning Areas

  • customer relationships
  • sales process
  • pricing
  • communication
  • performance metrics

Things to Try

  • Build a personal or club budget in a spreadsheet and update it each week, Practice checking totals, percentages, and trends using sample sales or expense data, Sort sample invoices, payments, or account records and note missing information, Shadow a financial services sales agent or office finance worker to see how records are reviewed

Focus Skills

  • Numerical reasoning
  • Communication
  • Accuracy
  • Relationship-building
  • Data analysis

Helpful Classes

  • Geometry
  • Accounting
  • Economics
  • Business Communication
  • Spreadsheet Applications

Recommended Learning Areas

  • customer relationships
  • sales process
  • pricing
  • communication
  • performance metrics

Things to Try

  • Use spreadsheets to compare spending patterns, balances, or profit and loss examples, Create a mock payroll, billing, or bookkeeping worksheet and check for errors, Analyze a company or nonprofit budget summary and explain what the numbers suggest, Practice writing short notes that explain financial results in plain language

Focus Skills

  • Numerical reasoning
  • Communication
  • Accuracy
  • Relationship-building
  • Data analysis

Helpful Classes

  • Statistics
  • Accounting
  • Economics
  • Business Law
  • Data Analysis

Recommended Learning Areas

  • customer relationships
  • sales process
  • pricing
  • communication
  • performance metrics

Things to Try

  • Complete a finance or accounting project using formulas, charts, and supporting records, Review sample tax, payroll, loan, or audit documents and identify key details, Compare financial trends across months or departments and summarize the findings, Interview a finance professional about reporting, controls, and compliance

Focus Skills

  • Numerical reasoning
  • Communication
  • Accuracy
  • Relationship-building
  • Data analysis

Helpful Classes

  • Calculus or Statistics
  • Finance
  • Economics
  • Accounting
  • Business Writing

Recommended Learning Areas

  • customer relationships
  • sales process
  • pricing
  • communication
  • performance metrics

Things to Try

  • Build a portfolio with budgeting, forecasting, audit, or financial analysis samples, Compare pathways in accounting, banking, insurance, economics, or financial planning, Use real public financial reports to explain trends, risks, and performance, Create a capstone that turns raw numbers into clear business recommendations

Focus Skills

  • Numerical reasoning
  • Communication
  • Accuracy
  • Relationship-building
  • Data analysis

Beyond High School

Here's a list of programs that you should consider if you're interested in this career:

Education Level

Education training and experience are required at different levels for success in different occupations.

Bachelor's degree

Financial services sales agents generally must have a bachelor's degree to get an entry-level job. A master’s degree in business administration (MBA) is useful for advancement.

Extra Requirements

Financial services sales agents may need to be licensed, especially if they sell securities or insurance. Most firms offer training to help their employees pass the licensing exams. Although not always required, certification enhances professional standing and is recommended by employers. Financial services sales agents can earn the Chartered Financial Analyst (CFA) certification, sponsored by the CFA Institute.

For additional information, visit these websites: