Finance Sales Representative Job Description - Sales Representative Job Description | Templates at ... / Financial services representatives are typically employed by banks and insurance companies to sell various financial products or services to clients.. Coordinate with prospects to understand individual client requirement and recommend plans to ensure achievement of all objectives. Learn about the key requirements, duties, responsibilities, and skills that should be in a sales representative job description. For any company, manufacturer, or wholesaler, sales representatives showcase and sell products, services, or ideas using their communication skills. What does a sales representative do? What is the job description of an auto finance sales rep?
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A sales representative, or salesperson, is responsible for using their knowledge of company products or services to connect with consumers and generate sales for their employer.
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Though the particulars vary somewhat from firm to firm, the title essentially denotes an insurance sales agent who also acts as an investment broker and/or a financial planner.
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They sell securities to individuals, advise companies in search of investors, and conduct trades.
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