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Arm-Chair

Financial Service Agent

Banking & Finance

  • Average Salary

    RM2500 - RM 3800

  • Career Trends

    -

  • Compability

What is Financial Service Agent?

Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.

Minimum education level

 

PT3

SPM

STPM

Diploma

Degree

Average Salary

RM2500 - RM 3800

Example of a Job Position

Client Manager
Financial Consultant
Financial Services Representative
Financial Specialist
Investment Officer
Personal Banker
Registered Representative
Relationship Banker
Relationship Manager
Selected Banker
Sales Advisor
Security Advisor
Finance Manager

Task

? Determine customers' financial services needs and prepare proposals to sell services that address these needs ? Prepare forms or agreements to complete sales ? Sell services or equipment, such as trusts, investments, or check processing services ? Contact prospective customers to present information and explain available services ? Develop prospects from current commercial customers, referral leads, or sales or trade meetings

Knowledge

Mathematics

Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

Customer and Personal Services

Knowledge of principles and processes to provide services for customers and personal. This includes assessing customer needs, meeting service quality standards, and evaluating customer satisfaction.

Administration and Management

Knowledge of business and management principles including strategic planning, resource allocation, human resource modeling, leadership techniques, production methods, and coordination between people and resources.

Economics and Accounting

Knowledge of economic and accounting principles and practices, financial markets, banking, and financial data analysis and reports.

Sales and Marketing

Knowledge of the principles and methods to show, promote, and sell products or services. Includes marketing strategies and tactics, product demonstrations, sales techniques, and sales control systems.

Skills

Active Listening

Give full attention to the words of others, set aside time to understand the points presented, ask questions appropriately, and not interrupt at the wrong time

Talking

Talk to others to convey information effectively

Critical Thinking

Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to the problems handled

Reading Understanding

Understand sentences and paragraphs written in work documents.

Persuasion

Persuade others to change their thoughts and behavior.

Capability

  • 1

    Oral Expression - The ability to communicate information and ideas when speaking, so that others can understand what is being conveyed

  • 2

    Deductive Reasoning - The ability to apply general rules to certain problems in order to produce reasonable answers.

  • 3

    Oral Understanding - The ability to listen and understand information and ideas conveyed through words and oral sentences

  • 4

    Problem Sensitivity - The ability to tell when something is wrong or maybe wrong. This does not involve solving the problem, only knowing if there is a problem.

  • 5

    Written Understanding - Ability to read and understand information and ideas conveyed through writing

Related Courses/Majors