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Related Occupations for Task
13-2072.00 - Loan Officers

Related occupations for task:

Match individuals' needs and eligibility with available financial aid programs to provide informed recommendations.

41-9011.00 Demonstrators and Product Promoters
  • Suggest specific product purchases to meet customers' needs.
  • Recommend product or service improvements to employers.
13-2052.00 Personal Financial Advisors
  • Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
13-2071.00 Credit Counselors
  • Assess clients' overall financial situations by reviewing income, assets, debts, expenses, credit reports, or other financial information.
  • Review changes to financial, family, or employment situations to determine whether changes to existing debt management plans, spending plans, or budgets are needed.
41-9022.00 Real Estate Sales Agents
  • Review plans for new construction with clients, enumerating and recommending available options and features.
41-4011.00 Sales Representatives, Wholesale and Manufacturing, Technical and Scientific Products
  • Select or assist customers in selecting products based on customer needs, product specifications, and applicable regulations.

See all 16 related occupations >>