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

  • Securities, Commodities, and Financial Services Sales Agents

  • 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

  • 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.
  • 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.

  • 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.