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

  • Securities, Commodities, and Financial Services Sales Agents

  • Business Banker
  • Market Maker
  • Market Operator
  • Account Manager
  • Bank and Savings Securities Trader
  • Branch Manager
  • Energy Market Coordinator
  • Field Marketing Representative
  • Insurance and Financial Services Agent
  • Investments Manager
  • Money Manager
  • Portfolio Manager
  • Relationship Manager
  • Supply Manager

  • 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.

  • Develop financial plans, based on analysis of clients' financial status.
  • Explain stock market terms or trading practices to clients.
  • Identify opportunities or develop channels for purchase or sale of securities or commodities.
  • Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.
  • Monitor markets or positions.
  • Prepare and send requests for price quotations to all companies in a particular market.
  • Price securities or commodities based on market conditions.
  • Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.

  • Develop professional relationships or networks.
  • Develop proposals for current or prospective customers.
  • Analyze business or financial data.
  • Analyze market conditions or trends.
  • Maintain records of sales or other business transactions.
  • Monitor market conditions or trends.
  • Share sales-related or market information with colleagues.