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How can ibecome a mutual fund agent?


How can ibecome a mutual fund agent?

Do you mean you want to sell mutual funds to clients or sell to brokers? For selling to clients you need to be in a position where you have that one-to-one contact most of these individuals are brokers. Now, there are also insurance agents that sell mutual funds as well, but obviously their primary business is insurance. To sell to brokers you need extensive experience in sales including b2b. Its a pretty competitive market for that.

FYI: You do not need a series 7 you only need a series 6 to be a mutual fund agent.

In the US, you need to pass the NASD Series 7 Exam. You might also need other licenses, depending on what area of the US you're in, and you need to be sponsored (work for) a Registered Investment Advisor.
See the NASD (National Association of Securities Dealers) website for more info.

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