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| *The Commerce Journal>>>Financial Services |
What does a financial sales representative actually do? |
What does a financial sales representative actually do? The primary function of the Financial Sales Representative is financial sales to Institutions with a focus on a particular plan say Retirement Plans. The person in Financial Sales to Organizations will have the responsibility to keep the "pipeline" filled using existing leads and then assisting the institutions to move through the different stages leading up to the implementation of their desired Plan . Sales of insurance, stocks,Bonds, mortgage, credit cards. usually it is a Bank Job related. Call people up and try to get them to buy products. |
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