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

  • Securities, Commodities, and Financial Services Sales Agents

  • Sales Advisor
  • Sales Associate
  • Sales Consultant
  • Sales Professional
  • Sales Representative
  • Sales Specialist
  • Services Investment Specialist
  • Finance Specialist
  • Financial Sales Advisor
  • Financial Services Sales Representative
  • Financial Services Agent
  • Financial Services Associate
  • Financial Advisor
  • Financial Consultant
  • Financial Report Service Sales Agent
  • Financial Representative
  • Financial Specialist
  • Branch Sales Representative
  • Branch Service Representative
  • Chartered Financial Analyst
  • Client Service Associate
  • Customer Agent
  • Inside Sales Representative
  • Insurance and Financial Services Agent
  • Mutual Funds Sales Agent
  • Mutual Funds Agent
  • Outside Sales Representative

  • Buy and sell securities or commodities in investment and trading firms, or provide financial services to businesses and individuals. May advise customers about stocks, bonds, mutual funds, commodities, and market conditions.

  • Complete sales order tickets and submit for processing of client-requested transactions.
  • Contact prospective customers to present information and explain available services.
  • Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  • Develop financial plans, based on analysis of clients' financial status.
  • Discuss financial options with clients and keep them informed about transactions.
  • Identify opportunities or develop channels for purchase or sale of securities or commodities.
  • Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
  • Negotiate prices or contracts for securities or commodities sales or purchases.
  • Offer advice on the purchase or sale of particular securities.
  • Prepare financial reports to monitor client or corporate finances.
  • Purchase or sell financial derivatives for customers.
  • Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.
  • Sell services or equipment, such as trusts, investments, or check processing services.
  • Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.

  • Analyze business or financial data.
  • Calculate costs of goods or services.
  • Contact current or potential customers to promote products or services.
  • Customize financial products or services to meet customer needs.
  • Estimate costs or terms of sales.
  • Explain financial information to customers.
  • Explain technical product or service information to customers.
  • Gather information in order to provide services to clients.
  • Maintain records of sales or other business transactions.
  • Monitor sales activities.
  • Negotiate prices or other sales terms.
  • Prepare sales or other contracts.
  • Prepare financial documents, reports, or budgets.
  • Process sales or other transactions.
  • Purchase products or services.
  • Review accuracy of sales or other transactions.
  • Sell products or services.
  • Share sales-related or market information with colleagues.
  • Supervise sales or support personnel.