How do they match: Securities, Commodities, and Financial Services Sales Agents

  • Supervise support staff and ensure proper execution of contracts.

  • Supervise sales or support personnel.
  • Contact current or potential customers to promote products or services.
  • Customize financial products or services to meet customer needs.
  • Explain technical product or service information to customers.
  • Gather customer or product information to determine customer needs.
  • Purchase products or services.
  • Sell products or services.