Skip navigation

Keyword Relevance for: Information
41-3031.01    Sales Agents, Securities and Commodities   Bright Outlook Bright Outlook  

    O*NET-SOC Title     no matches
    Alternate Occupation Titles     no matches
    O*NET-SOC Description     no matches
    Tasks yes    5 matches
    Detailed Work Activities yes    3 matches

Tasks

  • Inform and advise concerned parties regarding fluctuations or securities transactions affecting plans or accounts.
  • Contact prospective customers to determine customer needs, present information, or explain available services.
  • Record transactions accurately, and keep clients informed about transactions.
  • Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.
  • Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.

Detailed Work Activities

  • Explain financial information to customers.
  • Explain technical product or service information to customers.
  • Gather customer or product information to determine customer needs.