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Financial Services Sales Agent

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JOB OUTLOOK

Stable

What To Learn

High School

What high school courses should you take if you're interested in this career? Get your answers from the Finance cluster Securities and Investments pathway.

Beyond High School

Here's a list of programs that you should consider if you're interested in this career:

Education Level

Education training and experience are required at different levels for success in different occupations.

Bachelor's degree

Financial services sales agents generally must have a bachelor's degree to get an entry-level job. A master’s degree in business administration (MBA) is useful for advancement.

Extra Requirements

Financial services sales agents may need to be licensed, especially if they sell securities or insurance. Most firms offer training to help their employees pass the licensing exams. Although not always required, certification enhances professional standing and is recommended by employers. Financial services sales agents can earn the Chartered Financial Analyst (CFA) certification, sponsored by the CFA Institute.

For additional information, visit these websites:

Contact

  • Email Support
  • 1-800-GO-TO-XAP (1-800-468-6927)
    From outside the U.S., please call +1 (424) 750-3900
  • North Dakota Career Resource Network
    ndcrn@nd.gov | (701) 328-9733

Support