Securities Sales Representative (Outside Duty)
しょうけんがいむいん
Industry & Occupation
Classification
- Major : Sales and Marketing Occupations
- Middle : Sales Representative Occupations
- Minor : Financial and Insurance Sales Representatives
Summary
A sales position that visits customers to propose and sell financial products such as stocks, bonds, and investment trusts. Provides asset management advice and constructs portfolios tailored to customer needs.
Description
Securities Sales Representatives (Outside Duty) primarily visit customers' homes or offices to introduce and sell financial products such as stocks, bonds, and investment trusts. They conduct interviews on customers' asset situations and investment needs, propose appropriate products, and handle contract procedures. Even after transactions, they hold regular meetings to report on management status and make additional proposals, building long-term customer relationships. Internally, they attend product study sessions and compliance training to continuously acquire legal regulations and product knowledge.
Future Outlook
Due to low interest rates and the spread of online brokerages, opportunities for face-to-face sales are decreasing, but consulting needs for high-net-worth individuals remain strong, and demand for representatives with strong proposal skills continues. Added value through fintech utilization is required.
Personality Traits
Work Style
Direct to/from Work Allowed / Field Work / Flexible Hours / Remote
Career Path
Securities Sales Representative (In-House) → Chief Sales Representative → Branch Manager → Corporate Sales Representative → Sales Manager
Required Skills
Basic PC Operation / Communication Skills / Contract Document Preparation / Financial Product Knowledge / Listening and Proposal Skills
Recommended Skills
CRM Systems / English Proficiency (Understanding Overseas Trends) / Financial Analysis / Presentation Skills
Aptitudes (Strengths Preferred)
| Item | Description |
|---|---|
| Attention to Detail & Accuracy | Because errors in application documents can lead to trouble. |
| Communication Skills | Essential for building trust with customers. |
| Initiative & Leadership | Because it is necessary to proactively acquire customers and gather information. |
| Stress Tolerance | Due to high pressure from meeting quotas and significant stress from customer interactions. |
Related Qualifications
- Securities Representative Type 1
- Securities Representative Type 2
Aliases
- Outside Representative
Related Jobs
- Bank Sales Representative
- FP (Financial Planner)
- Insurance Sales Representative
- Securities Analyst