Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.
U.S. Workers
472,300
Median Salary
$78,140
10-Year Growth
+3.3%
Annual Openings
38,100
Typical entry: Bachelor's degree
8 of 8 tasks have some AI capability
Exposure Trend
This score reflects estimated AI technical capability for tasks in this occupation. It does not predict employment changes, and it does not account for company-specific constraints, regulation, or adoption barriers.
Prepare forms or agreements to complete sales.
AI: Fully automatable - Preparing forms and agreements from templates and populating them with client data is a routine, rules-based task that AI can fully automate.
Evaluate costs and revenue of agreements to determine continued profitability.
AI: Fully automatable - Evaluating costs and revenues and running profitability models is largely quantitative and rule-based, so AI can fully perform these analyses given accurate data and assumptions.
Determine customers' financial services needs and prepare proposals to sell services that address these needs.
AI: Partial - AI can analyze customer financial data and draft tailored proposals, but fully determining nuanced client needs and providing compliant, trust-based advisory sales still requires human relationship and judgment.
Sell services or equipment, such as trusts, investments, or check processing services.
AI: Partial - AI can automate outreach, qualification, and routine transactions, but selling complex financial services like trusts and investments typically requires human persuasion, trust-building and regulatory oversight.
Contact prospective customers to present information and explain available services.
AI: Partial - AI can autonomously contact prospects and present standardized information across channels, but explaining complex services and handling nuanced objections usually needs human interaction.
Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
AI: Partial - AI can mine customer data, generate leads and automate initial prospect development, but converting commercial relationships from referrals or meetings still benefits from human networking and follow-up.
Review business trends to advise customers regarding expected fluctuations.
AI: Partial - AI can review trends and produce forecasts, but advising customers on expected fluctuations requires contextual judgment, client-specific considerations and fiduciary responsibility that limit full automation.
Make presentations on financial services to groups to attract new clients.
AI: Partial - AI can generate and deliver presentations and handle many attendee questions (including automated webinars), but persuading groups and building client trust in live sales settings often still needs human presenters.