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Change Country United States » Job » Sales Representative, Investments Overview » Sales Representative, Investments Salary

Sales Representative, Investments Average Salary

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Sales Representative, Investments Tasks

  • Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
  • Sell financial products such as stocks, bonds, mutual funds, and insurance if licensed to do so.
  • Meet, contact and discuss with clients regarding financial plans utilizing knowledge of tax and investment strategies, pension plans, and real estate.
  • Recommend strategies clients can use to achieve their financial goals and objectives.

Key Stats


50 %
50 %
Less than 1 year
5-9 years

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