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Financial Sales CVs

What is a Financial Sales Curriculum Vitae and Who Would Need One?

A financial sales CV covers the commercial experience of a person who is seeking a job in the finance services sector. Typically, the CV summary includes details such as: professional education, previous employment, commercial achievements, contact details, references and sometimes a little personal information about your hobbies and leisure preferences. Most financial sales CVs include an opening statement that helps senior executives, who are short of time, quickly understand who you are and how you will add value to their team.

Financial sales jobs include services such as:

  • Client management
  • Proposing financial solutions for corporate and consumer clients
  • Analysing and building financial reports
  • Assisting the client with mortgages and loan applications

Despite the global recession jobs in this sector are most sought for and starting salaries in financial sector sales jobs are considered to be the highest.

Who are the Key Employers in the Financial Services Sector?

The capital investment organisations that are involved in selling company's financial services to a corporate or individuals are the ones who are associated with financial sales sector. This sector is very lucrative in terms of pay, bonus packages, perks and other benefits. The financial services sector is constantly revamping itself according to market demands, and revenue opportunities.

Some of the Key Employers in the Financial Services Sector are listed below:

  • Royal Bank of Scotland (RBS)
  • Aviva (formerly Norwich Union)
  • AXA Insurance
  • Lloyds TSB
  • HSBC
  • Goldman Sachs
  • Barclays Capital
  • Royal & Sun Alliance
  • Allianz Cornhill
  • Credit Suisse

What Skills would Financial Services Employers look for?

Sales roles are for individuals who are happy working in a highly competitive environment. Unless you are starting from an entry-level graduate position, it is difficult to get a job in this sector without relevant experience.

The key skills that are required for a person who is looking for a sales role in the financial services sector are as follows:

  • Genuine interest in sales and client management
  • Expert product, or sector, knowledge
  • Ability to build trust and rapport
  • Excellent communication skills both verbal and written
  • Ability to translate complicated technical information into a format which can be easily understood by your clients
  • Sound planning and organisational skills
  • Self-motivated
  • Ability to handle objections objectively
  • Great problem-solving skills
  • Willingness to travel

If you are interested in finding a job in the financial services sector, then click here to book your new CV and walk towards your goal.




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When your CV is upgraded by the UK CV Experts team, you can rest assured that it will be created in the UK by a native English speaker who has at least five years commercial experience in a recruitment role, or managerial function with recruitment responsibility. Our core team writes CVs in the following locations:

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