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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
26
Alternate Occupation Titles
Finance
Specialist
Financial
Sales
Advisor
Financial
Representative
Financial
Advisor
Financial
Consultant
Financial
Report Service
Sales
Agent
Financial
Services
Sales
Representative
Financial
Services Agent
Financial
Services Associate
Financial
Specialist
Sales
Representative
Sales
Advisor
Sales
Associate
Sales
Consultant
Sales
Professional
Sales
Specialist
Branch
Sales
Representative
Branch Service
Representative
Chartered
Financial
Analyst
Field Marketing
Representative
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.
11
Tasks
Complete
sales
order tickets and submit for processing of client-requested transactions.
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.
Supply the latest price quotes on any security, as well as information on the activities or
financial
positions of the corporations issuing these securities.
13
Detailed Work Activities
Analyze business or
financial
data.
Customize
financial
products or services to meet customer needs.
Estimate costs or terms of
sales.
Explain
financial
information to customers.
Maintain records of
sales
or other business transactions.
Monitor
sales
activities.
Negotiate prices or other
sales
terms.
Prepare
financial
documents, reports, or budgets.
Prepare
sales
or other contracts.
Process
sales
or other transactions.
Review accuracy of
sales
or other transactions.
Share
sales
-related or market information with colleagues.
Supervise
sales
or support personnel.
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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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