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Sales Agents, Financial Services Competency Model

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Job Function/Industry: Financial Services & Insurance
Description: Competency model composed of education, experience, tasks, competencies and characteristics required to effectively:
- Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.
Version: The basic version contains education, experience, tasks and competencies required for the occupation. The complete version adds the behaviors required for the occupation, painting a clear picture of what is expected and reducing subjectivity.
Author: DOL O*Net - this product uses the O*NET Database version 17.0, but has been improved for relevance to competency-based talent management
Last Updated: June 2010
# of Competencies Included: 30
Competencies weighted based on significance, including but not limited to:
1 - Customer and Personal Service
2 - Sales and Marketing
3 - English Language
4 - Oral Expression
5 - Economics and Accounting
6 - Active Listening
7 - Critical Thinking
8 - Mathematics
9 - Oral Comprehension
10 - Speech Recognition
Format: After checkout you will receive an email with a link to the competency model in PDF format.