Banking Product Sales Agent Course

Banking sales agents are people (sometimes, also companies) that act on behalf of the entities, who use them to reach customers who live in places where they do not have offices, etc. The agents have a contract with a credit entity (only with one) that allows them to negotiate operations or formalize them as if they were the entity itself, although they can carry out another activity or profession. Agents may not act through subagents. In any relationship that they establish in their status as agents, they must identify themselves as agents, and indicate to which credit entity or payment entity they are representing. Spanish credit entities, branches in Spain of foreign credit entities and payment entities must communicate to the Bank of Spain information about their agents and this will register them in a registry of agents, which is public. This course offers you the necessary training to act as a bank sales agent.

- Know the functions of the Banking Sales Agent. - Learn about administrative and sales management for the advice of liabilities and financial services. - Deepen concepts of the management and analysis of heritage and provisional investment products and other banking services. - Know and be able to put into practice administrative management and sales for the advice of active products. - Analyze and interpret accounting financial statements.

Banking Product Sales Agent

The following course offers the necessary training to know the functions of the Banking Product Sales Agent, knowing more deeply the sales management of passive and active financial products and services.

The following course offers the necessary training to know the functions of the Banking Product Sales Agent, knowing more deeply the sales management of passive and active financial products and services.

This training is not included in the scope of official regulated training (Infant Education, Primary Education, Secondary Education, Official Professional Training FP, Baccalaureate, University Degree, Official University Master and PhD). It is therefore a complementary and/or specialization training, aimed at acquiring certain skills, skills or aptitudes of a professional nature, being able to be barely as merit in workbags and/or opposition competitions, always within the complementary training section and/or continuous training being always essential to review the specific requirements of the public labor stock of the public labor stock market.