There are two types of financial sales work, one is called institutional sales, and the other is called personal sales. Institutional sales are connected to financial institutions or large enterprises. The professional level of sales staff is relatively high, and the number of people in market demand is generally small. Most of the sales staff are personal sales, and their sales targets are ordinary individuals. Generally, they recommend people to buy financial products, such as financial products, stocks, futures, foreign exchange or spot goods, through the Internet, phone calls, point-of-sale, etc. .

As for whether it is difficult or not, everything is difficult at the beginning! It’s really difficult at the beginning when you don’t have connections and your professional level is not high enough, but usually after a few months you master sales tips such as effective promotion channels and professional sales techniques, your performance will be significantly improved, and at the same time, by establishing relationships with customers With good relationships, you can develop more customers through referrals from customers. Therefore, the first few months are crucial. Once you gain a firm foothold, the road ahead will be easy. I am a financial salesperson, I hope I can help you.