Career fit quiz

Is Financial Services Sales Agent the Right Career for You?

A quick, free 8-question quiz to see how well the financial services sales agent career fits your personality, preferences and goals.

Updated By the Career Education Institute Curriculum Team
How this quiz works

Rate how much you agree with each statement. The quiz compares your answers with the realities of the financial services sales agent job and gives you an honest fit score in under two minutes. Nothing is saved or sent anywhere.

Statement 1 of 8I’m interested in investing
Statement 2 of 8I like building relationships
Statement 3 of 8I’m motivated by sales goals
Statement 4 of 8I can explain complex products
Statement 5 of 8I handle pressure well
Statement 6 of 8I want high earning potential
Statement 7 of 8I’m willing to spend about 4 years plus licensing training for this career
Statement 8 of 8A typical salary around $78,660 a year would meet my needs

What this career really involves

Securities, commodities and financial services sales agents connect buyers and sellers in financial markets and sell investments and financial products such as stocks, bonds, mutual funds and retirement accounts.

  • Build and manage client relationships
  • Assess clients’ financial goals and risk tolerance
  • Recommend investments and products
  • Execute trades and transactions
  • Monitor accounts and markets

Read a full day in the life or see financial services sales agent salary data.

Enroll in trainingTake fit quiz