Sales Agents, Financial Services
Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.
How AI Impacts Each Task
8 tasks analyzed
Determine customers' financial services needs and prepare proposals to sell services that address these needs.
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.
Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
Evaluate costs and revenue of agreements to determine continued profitability.
Review business trends to advise customers regarding expected fluctuations.
Make presentations on financial services to groups to attract new clients.
| Task | AI Capability | Risk | Time % | |
|---|---|---|---|---|
| Determine customers' financial services needs and prepare proposals to sell services that address these needs. | 36.25Observed | 41.5% | 15% | |
| Prepare forms or agreements to complete sales. | 55.77Observed | 71.5% | 15% | |
| Sell services or equipment, such as trusts, investments, or check processing services. | 47.35Observed | 33.9% | 20% | |
| Contact prospective customers to present information and explain available services. | 38.95Observed | 30.6% | 15% | |
| Develop prospects from current commercial customers, referral leads, or sales or trade meetings. | 46.1Observed | 33.4% | 15% | |
| Evaluate costs and revenue of agreements to determine continued profitability. | 70Estimated | 55.0% | 5% | |
| Review business trends to advise customers regarding expected fluctuations. | 65Estimated | 53.0% | 10% | |
| Make presentations on financial services to groups to attract new clients. | 20Estimated | 23.0% | 5% |
Skill Impact Analysis
AI-Vulnerable Skills (6)
High reliance on Reading Comprehension is a risk area. Consider developing complementary AI-resistant skills to maintain value.
High reliance on Mathematics is a risk area. Consider developing complementary AI-resistant skills to maintain value.
High reliance on Information Ordering is a risk area. Consider developing complementary AI-resistant skills to maintain value.
Mathematics is AI-vulnerable but has moderate importance in this role. AI tools may handle this; focus on higher-value skills.
Memorization is AI-vulnerable but has moderate importance in this role. AI tools may handle this; focus on higher-value skills.
Programming is AI-vulnerable but has moderate importance in this role. AI tools may handle this; focus on higher-value skills.
AI-Resistant Skills (11)
Adaptability/Flexibility is AI-resistant — strengthening this skill provides durable career protection.
Leadership is AI-resistant — strengthening this skill provides durable career protection.
Persuasion is AI-resistant — strengthening this skill provides durable career protection.
Social Perceptiveness is AI-resistant — strengthening this skill provides durable career protection.
Service Orientation is AI-resistant — strengthening this skill provides durable career protection.
Complex Problem Solving is AI-resistant — strengthening this skill provides durable career protection.
Negotiation is AI-resistant — strengthening this skill provides durable career protection.
Instructing is AI-resistant — strengthening this skill provides durable career protection.
Recommended Courses
Courses matched to Sales Agents, Financial Services skill gaps, ranked by relevance to your displacement risk profile.
Get personalized recommendations. Answer a few questions about your experience and skills to get course suggestions tailored specifically to you.
Upskill to Reduce Risk
Courses addressing your most AI-vulnerable skills
Google Technical Writing
by Google
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AI-Augmentation Tools
Learn to work alongside AI and boost your productivity
Google UX Design Professional Certificate
by Google
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Strengthen Your Edge
Double down on skills AI can't replicate
Leading People and Teams Specialization
by University of Michigan
Estimated Impact
We may earn a commission when you enroll through our links, at no extra cost to you. This helps fund the Takeover Tracker.
Risk reduction and salary impact are estimates based on skill gap analysis, course relevance, and labor market data. Actual results vary by individual circumstance.
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Score History
Risk score over 2 scoring runs
overall change
Education & Training
Percentage of workers at each education and training level
Education Level
Prior Experience Needed
Work experience required to enter this job
Training Provided After Hiring
How long it typically takes to learn on the job
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Last scored March 14, 2026 · Based on BLS employment data and O*NET task analysis