How to become a financial service representative?

The qualifications for a career as a financial service representative include a bachelor’s degree in business, economics, marketing or a related field. Prior experience is not usually required. Your employer should provide sufficient on-the-job training. Some states require licensure to sell investment products, so follow the protocol set by your jurisdiction. You can also pursue voluntary certifications to give you additional skills for the job. A common certification among financial service representatives is the Chartered Financial Analyst (CFA) designation.