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Beesla - Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
Task
Occupations performing this task
Securities, Commodities, and Financial Services Sales Agents
Occupations performing related activities
Advertising Sales Agents
Counter and Rental Clerks
Demonstrators and Product Promoters
First-Line Supervisors of Non-Retail Sales Workers
Insurance Sales Agents
Legislators
Logisticians
Parts Salespersons
Real Estate Sales Agents
Retail Salespersons
Sales Engineers
Sales Representatives, Wholesale and Manufacturing, Technical and Scientific Products
Solar Sales Representatives and Assessors
Travel Agents
Web and Digital Interface Designers
Source: O*NET database (task_statements)
