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

  • Securities, Commodities, and Financial Services Sales Agents

  • Personal Banker
  • Personal Banker Associate
  • Services Investment Specialist
  • Branch Service Representative
  • Client Service Associate
  • Financial Services Agent
  • Financial Services Associate
  • Financial Services Representative
  • Financial Services Sales Representative
  • Financial Report Service Sales Agent
  • Insurance and Financial Services Agent
  • Retail Personal Banker

  • 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.

  • 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.
  • Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.
  • Price securities or commodities based on market conditions.
  • Sell services or equipment, such as trusts, investments, or check processing services.
  • Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.

  • Analyze market conditions or trends.
  • 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.
  • Explain technical product or service information to customers.
  • Gather information in order to provide services to clients.
  • Monitor market conditions or trends.
  • Purchase products or services.
  • Sell products or services.
  • Supervise sales or support personnel.