Moving this to Careers, and lucky you…this is what I do.
Are we talking about in the US? That’s really the only market I can speak to. Here you just need your Series 7 and 63 (or 66) to sell just about any investment product.
Daily responsibilities - Work your rotation. Maybe you have a certain geographic territory or a specific channel/audience you cover. Segment your clients and prospects and start getting meetings. Once you have a good travel rotation established, you’ll be able to schedule pretty far out. Basically your day-to-day is all about either bringing in new money or defending existing assets. Either way you’re talking to clients about your products in-person, over the phone, and a lot is done via email.
How much do we make - Depends on how much we sell.
Is the money worth the pressure - As far as I can tell, I’m under way less stress than most people working in finance, so, yes.
Future of the role - There’s always going to be a need for people that generate revenue for their firm. Compensation isn’t what it used to be 10 years ago and it’ll probably continue to compress in conjunction with fees on products. I still recommend it though. You’re talking about government run pensions, corporate DB or mega-DC plans, selling to the large consultants, TAMPs, an other professional buyers that represent trillions of dollars. There’s always going to be a need for salespeople to call on them.
Account list - Probably. If you’re joining a firm that’s been around for a while, it’s likely you’d be filling a hole left by someone and assume their client list. If it’s a newer shop, you may have to prospect from scratch. It’s not hard to identify who to call. Getting them to pick up is another issue.
You need applicable work experience. There aren’t many entry level jobs in institutional sales. And, I’m guessing English isn’t your first language? If you plan on working in the US (or Canada) you’re going to need to up your writing skills.