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How do they match:
Securities, Commodities, and Financial Services Sales Agents
1
O*NET-SOC Title
Securities, Commodities, and Financial
Services
Sales
Agents
23
Alternate Occupation Titles
Sales
Representative
Sales
Advisor
Sales
Associate
Sales
Consultant
Sales
Professional
Sales
Specialist
Services
Investment Specialist
Branch
Sales
Representative
Branch
Service
Representative
Client
Service
Associate
Field Marketing
Representative
Financial
Sales
Advisor
Financial
Representative
Financial
Services
Sales
Representative
Financial
Services
Agent
Financial
Services
Associate
Financial Report
Service
Sales
Agent
Inside
Sales
Representative
Insurance and Financial
Services
Agent
Investment
Representative
Mutual Funds
Sales
Agent
Outside
Sales
Representative
Registered
Representative
1
O*NET-SOC Description
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.
7
Tasks
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.
Identify opportunities or develop channels for purchase or
sale
of securities or commodities.
Negotiate prices or contracts for securities or commodities
sales
or purchases.
Offer advice on the purchase or
sale
of particular securities.
Sell
services
or equipment, such as trusts, investments, or check processing
services.
16
Detailed Work Activities
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 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.
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.
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Related Activities
Soft Skills
Technology Skills
O*NET Data
Abilities
Interests
Knowledge
Skills (Basic)
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Work Context
Work Styles
Work Values
Crosswalks
Military
Education
Occupation Handbook
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DOT
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ESCO
Sites
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U.S. Department of Labor
Related Sites
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Creative Commons CC-BY
License
How do they match: 41-3031.00 - Securities, Commodities, and Financial Services Sales Agents
by
U.S. Department of Labor, Employment and Training Administration
is licensed under a
Creative Commons Attribution 4.0 International License
.
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