Will “Financial Specialist” be Replaced By Robots? 🤔

Unknown Chance of Automation

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

☝️ Information based on the reference occupation “Sales Agents, Financial Services”.

Make presentations on financial services to groups to attract new clients.
Determine customers' financial services needs and prepare proposals to sell services that address these needs.
Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
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.
Evaluate costs and revenue of agreements to determine continued profitability.
Review business trends to advise customers regarding expected fluctuations.