Will “Sales Agents, Financial Services” 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.

Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
Contact prospective customers to present information and explain available services.
Prepare forms or agreements to complete sales.
Make presentations on financial services to groups to attract new clients.
Review business trends to advise customers regarding expected fluctuations.
Determine customers' financial services needs and prepare proposals to sell services that address these needs.
Sell services or equipment, such as trusts, investments, or check processing services.
Evaluate costs and revenue of agreements to determine continued profitability.