Find Financial Services Sales Reps

The Financial Services Industry

Financial services is a tough and competitive field, with new products constantly entering the market and regulations changing what can be offered quite frequently. To facilitate the purchase of these products, financial service companies need a productive staff and industry leading tools to run efficiently. To reach this industry with your products, you can rely on an independent financial sales rep to market, promote, and sell effectively.

How do you find great independent financial sales reps that will pound the pavement to get your product in front of new clientele? RepHunter has a few suggestions about what to look for in an outside sales rep.

Independent Financial Sales Reps Make the Most of Experience

To succeed as an independent financial sales rep, experience is vital. Financial services products are complex, and this complexity can scare away some reps. An independent financial sales rep needs to be able to understand to a certain extent the changes in the industry, connect clients to the right people if the rep cannot answer a question, and prepare the appropriate paperwork so that clients can move forward with the product or service. These skills are often gained and perfected only through years of experience working in if not for the financial services sector. Be sure to look for experience in contracting out your financial services work to an outside sales rep.

Work Ethic & Education

For any sales job, work ethic and organization are essential. An independent financial sales rep not only has to stay organized in terms of paperwork (of which there can be a great deal in the financial services sector), but in terms of strategic touches with current clients and prospects alike. In many cases, this effort requires more than a 40 hour work week or at the very least a less than conventional work-week – not the 9 to 5. In the case of an independent financial services rep, work ethic will take you far, but a firm grounding in economics or accounting, as well as the appropriate licensing if insurance is being sold, is what you will need to make the sales and keep up with competition. If you love numbers, an independent financial services sales position is the right place for you; if you don’t, you will probably fail, and financial services sales companies should be well aware of this when attempting to select a new outside sales representative.

Passion for Learning

As is the case in many complicated products, from insurance to software, a thirst for learning the niche is important in financial services. Reading about the financial services landscape and augmenting skills through attendance of seminars, webinars, etc., in the field is a great sign for financial services sales companies that this outside sales rep is the right one to bring on.

RepHunter has a number of highly qualified and industrious independent financial sales reps. Find them today when you search RepHunter. Use the form below to create.

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