A Sales Career in the Finance and Financial Services Industry

There are many reasons why people choose a sales career. For some, their choice involves choosing a large or small company. Others decide which industry will best meet their needs and goals. Others are eager to develop a sales career because they have no choice but to learn to live freely and with a good income.

Helping people manage and invest their money is the job of financial advisors. While those in the financial services industry may have high-level diplomas and certifications, all education and training are nothing but valid decor without sales skills.

Financial consultants or financial advisors work for financial institutions or as self-employed professionals who help clients manage their finances.

Consultants meet with clients in-person to assess their financial condition and present a financial plan that includes short-term and long-term financial goals, investment timelines, and risk tolerance. Then, they recommend financial services and products to meet the needs of the client.

Consultants assist clients in financial planning decisions for pensions, education, daily expenses, and investments. This could include insurance policies, credit cards, loans, equity funds, and more. They meet regularly with clients to assess how life changes — such as marriage, a change of job, or the birth of a child — will affect a client’s financial plan.

Independent sales representatives are sales professionals who sell products or services to a manufacturer but are not considered employees.

They work hard and can bring much success, but no one is to blame if they fail. These are financial advisors who rely only on themselves, their passion, and their ability to close sales. They are firm with their time management and networking skills. The work in selling financial services is quite dynamic. It takes self-motivation, self-initiative, focus, and readiness for longer work. Being part of this fast-growing industry is a real challenge.

This career is one of the most difficult to achieve, but it is among the most wanted. Real rewards are given to those who stay in their careers for two years or more and are willing to work long hours and face challenges until they start enjoying themselves.

In the end, you never know — maybe this industry will get the best out of you, and you will successfully enter the market of finance and financial services.