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

  • Securities, Commodities, and Financial Services Sales Agents

  • Bank and Savings Securities Trader
  • Insurance and Financial Services Agent
  • Market Operator

  • Develop financial plans, based on analysis of clients' financial status.
  • Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.