Is being a financial services sales agent a good fit for you?
Buys and sells shares and similar investments, or provides money services to businesses and people. May advise customers on the market.
What the work involves
- Makes bids and offers to buy or sell shares and other investments.
- Watches markets and investments.
- Agrees on the best buying or selling prices for clients.
- Keeps accurate records of transactions.
The interests that suit it
People in this work tend to be persuading and organising. Here is how much each of the six kinds of interest comes into it.
What it tends to reward
Compared with other work, this job stands out for:
- Mastery. Getting really good at something over time.
- Security. Steady work in a well-run organisation.
- Independence. Trusted to decide how the work gets done.
How much training it needs
Degree required. Usually a degree, sometimes more study after. Rules differ from country to country, so check locally before you commit.
Find out if it fits you
Answer quick questions about what you like doing and what keeps you going. We match you with roles from over 900 kinds of work, and you can see if a financial services sales agent is one of yours.
Free. About 15 minutes. No account.