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| *Ostroff, Fair and Company>>>Financial Services |
Do you need to go to school to become a financial agent? |
I have posted by resume on Monster, and i dont have any schooling beyond high school and my closest experience is being a receptionist. I had an employer offer me a job as a financial agent... ? I thought you needed schooling to do that...? not additional schools, but the competitive nature of the job market would probably screen out most that doesn't have a higher ed of some sort. For the most part, you don't actually get paid (or much at all) until you're licensed. Some would even ask you to paid for the education needed to get licensed. So, if you're not minimally proficient in studying and testing, you may not get past the first month Not to 'school' per se, but laws have become stringent enough that anyone aspiring to become a financial agent or loan officer has to study enough to pass a standardized exam that would allow you to practice such a profession. Most employers either have their own training courses or they will refer you to the proper place to prepare for your exam. Make sure to ask your potential employer about this situation before agreeing ot take the position. What do you mean by a "Financial Agent?" do you mean a Personal Banker? You can get a job at a Bank as a Personal Banker and they will provide on-the-job training in most cases and good pay and benefits plus incentive pay for achieving sales goals. Visit these companies to compare the job descriptions: www.wellsfargo.com www.bankofamerica.com www.wachovia.com www.chase.com Other great websites for Banking jobs are as follows: www.mrinetwork.com www.banking board.com www.bankjobs.com www.careerbank.com www.monster.com GOOD LUCK! Fianncial Services is a great career because everyone needs a Bank and Banker, and you find Banks in every city in the USA. :-) Become a Financial Services Representative or Personal Banker Insurance companies go through people like crazy. You don't need a lot of training. As soon as you don't get more customers, they let you go. Reputable places require a higher education or at the very least financial work experience. You can still take it for the experience but view as a temporary work assignment. Most retail financial jobs do not require a college degree, although having a college degree will definitely help you get a job (and creates a sense of credibility). As long as you are good a sales person, who like people and have a drive to succeed, then you are going to be fine. However, it is not easy. First, to make some money, you have to be licensed (life/health insurance, Series 6/7, 63/65 or 66). Then comes your product and sales training. Many companies offer it to you as a part of their program. Then pretty much you are own you own as far as getting clients to buy your financial products. I would suggest you to be an assistant to a successful financial advisor, learn everything you can under him/her. Then you can jump to becoming a financial advisor yourself. Good luck. |
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