A financial services representative works in banking, insurance, business and advertising industries to provide up-to-date financial reviews and support. Other common industries where this position is often utilized includes agriculture, real estate, commercial lending, commerce and government organizations. On an average day at work, a financial services representative may meet with executives to discuss business planning and profit and loss statements.
Skillset: Financial services representatives often have solid mathematical skills, a great ability to asses a financial situation and ability to problem-solve quickly and effectively. They are good with creating graphs and charts and pay extreme attention to detail. They also have a keen ability to create budgets and find ways to generate extra income for a business.
Education: It is common for many financial services representatives to carry a minimum of a bachelors degree. This degree is often in consumer science, finance, accounting or advertising. Business administrative courses and mathematical courses are helpful to someone who is pursuing this type of career path.
Career Path: A great foundation for a career as a professional financial services representative is based on exceptional assessment abilities and a thorough understanding of accounting duties. Statistics courses and business financial planning courses are recommended.
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