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Details Report for:
41-3031.01 - Sales Agents, Securities and Commodities

Buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations.

Sample of reported job titles: Investment Specialist, Investment Executive, Investment Consultant, Registered Representative, Stock Broker, Investment Advisor, Broker, Financial Consultant, Financial Representative, Fixed Income Manager

View report: Summary  Details  Custom

Tasks  |  Tools & Technology  |  Knowledge  |  Skills  |  Abilities  |  Work Activities  |  Work Context  |  Job Zone  |  Education  |  Credentials  |  Interests  |  Work Styles  |  Work Values  |  Related Occupations  |  Wages & Employment  |  Job Openings  |  Additional Information

Tasks   Save Table (XLS/CSV)


Importance
Category Task
90   Core Complete sales order tickets and submit for processing of client-requested transactions.
90   Core Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
90   Core Record transactions accurately, and keep clients informed about transactions.
89   Core Develop financial plans based on analysis of clients' financial status, and discuss financial options with clients.
89   Core Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.
87   Core Offer advice on the purchase or sale of particular securities.
87   Core Relay buy or sell orders to securities exchanges or to firm trading departments.
86   Core Identify potential clients, using advertising campaigns, mailing lists, or personal contacts.
83   Core Review financial periodicals, stock and bond reports, business publications, or other material to identify potential investments for clients or to keep abreast of trends affecting market conditions.
81   Core Contact prospective customers to determine customer needs, present information, or explain available services.
76   Core Prepare documents needed to implement plans selected by clients.
76   Core Analyze market conditions to determine optimum times to execute securities transactions.
73   Core Explain stock market terms or trading practices to clients.
73   Core Inform and advise concerned parties regarding fluctuations or securities transactions affecting plans or accounts.
67   Core Calculate costs for billings or commissions.
66   Core Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.
65   Core Prepare financial reports to monitor client or corporate finances.
54   Supplemental Read corporate reports and calculate ratios to determine best prospects for profit on stock purchases and to monitor client accounts.

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Tools & Technology   Save Table (XLS/CSV)

Tools used in this occupation:

Desktop computers
Notebook computers
Personal computers
Tablet computers
Wearable computing devices — Mobile computing devices

Technology used in this occupation:

Compliance software — Regulatory agency compliance software
Customer relationship management CRM software — CSI Complex Systems ClientTrade
Data base user interface and query software — Data entry software; FundCount Web
Desktop communications software — ADP/Vantra VOLTS; Imagine Software Imagine Trading System
Electronic mail software — Email software
Financial analysis software — AnalyzerXL software; Bloomberg Professional; Thomson Reuters Tradeweb; Trading Blox software (see all 12 examples)
Internet browser software — Web browser software
Office suite software — Microsoft Office software
Presentation software — Microsoft PowerPoint
Spreadsheet software — Microsoft Excel
Word processing software — Microsoft Word

See all T2 categories and examples

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Knowledge   Save Table (XLS/CSV)


Importance
Knowledge
96   Customer and Personal Service — Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
86   Economics and Accounting — Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
77   English Language — Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
76   Sales and Marketing — Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
59   Clerical — Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
59   Mathematics — Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
55   Administration and Management — Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
55   Law and Government — Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
46   Psychology — Knowledge of human behavior and performance; individual differences in ability, personality, and interests; learning and motivation; psychological research methods; and the assessment and treatment of behavioral and affective disorders.
45   Computers and Electronics — Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
36   Communications and Media — Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.
29   Education and Training — Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.
25   Public Safety and Security — Knowledge of relevant equipment, policies, procedures, and strategies to promote effective local, state, or national security operations for the protection of people, data, property, and institutions.
19   History and Archeology — Knowledge of historical events and their causes, indicators, and effects on civilizations and cultures.
18   Personnel and Human Resources — Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems.
18   Sociology and Anthropology — Knowledge of group behavior and dynamics, societal trends and influences, human migrations, ethnicity, cultures and their history and origins.
16   Transportation — Knowledge of principles and methods for moving people or goods by air, rail, sea, or road, including the relative costs and benefits.
  Production and Processing — Knowledge of raw materials, production processes, quality control, costs, and other techniques for maximizing the effective manufacture and distribution of goods.
  Telecommunications — Knowledge of transmission, broadcasting, switching, control, and operation of telecommunications systems.
  Therapy and Counseling — Knowledge of principles, methods, and procedures for diagnosis, treatment, and rehabilitation of physical and mental dysfunctions, and for career counseling and guidance.
  Fine Arts — Knowledge of the theory and techniques required to compose, produce, and perform works of music, dance, visual arts, drama, and sculpture.
  Engineering and Technology — Knowledge of the practical application of engineering science and technology. This includes applying principles, techniques, procedures, and equipment to the design and production of various goods and services.
  Geography — Knowledge of principles and methods for describing the features of land, sea, and air masses, including their physical characteristics, locations, interrelationships, and distribution of plant, animal, and human life.
  Design — Knowledge of design techniques, tools, and principles involved in production of precision technical plans, blueprints, drawings, and models.
  Mechanical — Knowledge of machines and tools, including their designs, uses, repair, and maintenance.
  Philosophy and Theology — Knowledge of different philosophical systems and religions. This includes their basic principles, values, ethics, ways of thinking, customs, practices, and their impact on human culture.
  Food Production — Knowledge of techniques and equipment for planting, growing, and harvesting food products (both plant and animal) for consumption, including storage/handling techniques.
  Foreign Language — Knowledge of the structure and content of a foreign (non-English) language including the meaning and spelling of words, rules of composition and grammar, and pronunciation.
 Biology — Knowledge of plant and animal organisms, their tissues, cells, functions, interdependencies, and interactions with each other and the environment.
 Building and Construction — Knowledge of materials, methods, and the tools involved in the construction or repair of houses, buildings, or other structures such as highways and roads.
 Chemistry — Knowledge of the chemical composition, structure, and properties of substances and of the chemical processes and transformations that they undergo. This includes uses of chemicals and their interactions, danger signs, production techniques, and disposal methods.
 Medicine and Dentistry — Knowledge of the information and techniques needed to diagnose and treat human injuries, diseases, and deformities. This includes symptoms, treatment alternatives, drug properties and interactions, and preventive health-care measures.
 Physics — Knowledge and prediction of physical principles, laws, their interrelationships, and applications to understanding fluid, material, and atmospheric dynamics, and mechanical, electrical, atomic and sub- atomic structures and processes.

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Skills   Save Table (XLS/CSV)


Importance
Skill
85   Speaking — Talking to others to convey information effectively.
81   Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
78   Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
75   Persuasion — Persuading others to change their minds or behavior.
72   Reading Comprehension — Understanding written sentences and paragraphs in work related documents.
72   Systems Analysis — Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes.
69   Judgment and Decision Making — Considering the relative costs and benefits of potential actions to choose the most appropriate one.
66   Complex Problem Solving — Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
66   Social Perceptiveness — Being aware of others' reactions and understanding why they react as they do.
66   Writing — Communicating effectively in writing as appropriate for the needs of the audience.
63   Service Orientation — Actively looking for ways to help people.
63   Time Management — Managing one's own time and the time of others.
60   Active Learning — Understanding the implications of new information for both current and future problem-solving and decision-making.
56   Monitoring — Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
53   Coordination — Adjusting actions in relation to others' actions.
53   Negotiation — Bringing others together and trying to reconcile differences.
53   Systems Evaluation — Identifying measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system.
47   Learning Strategies — Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.
47   Mathematics — Using mathematics to solve problems.
44   Instructing — Teaching others how to do something.
44   Management of Personnel Resources — Motivating, developing, and directing people as they work, identifying the best people for the job.
38   Operations Analysis — Analyzing needs and product requirements to create a design.
35   Management of Financial Resources — Determining how money will be spent to get the work done, and accounting for these expenditures.
25   Programming — Writing computer programs for various purposes.
22   Management of Material Resources — Obtaining and seeing to the appropriate use of equipment, facilities, and materials needed to do certain work.
10   Science — Using scientific rules and methods to solve problems.
10   Technology Design — Generating or adapting equipment and technology to serve user needs.
  Quality Control Analysis — Conducting tests and inspections of products, services, or processes to evaluate quality or performance.
 Equipment Maintenance — Performing routine maintenance on equipment and determining when and what kind of maintenance is needed.
 Equipment Selection — Determining the kind of tools and equipment needed to do a job.
 Installation — Installing equipment, machines, wiring, or programs to meet specifications.
 Operation and Control — Controlling operations of equipment or systems.
 Operation Monitoring — Watching gauges, dials, or other indicators to make sure a machine is working properly.
 Repairing — Repairing machines or systems using the needed tools.
 Troubleshooting — Determining causes of operating errors and deciding what to do about it.

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Abilities   Save Table (XLS/CSV)


Importance
Ability
85   Oral Comprehension — The ability to listen to and understand information and ideas presented through spoken words and sentences.
85   Oral Expression — The ability to communicate information and ideas in speaking so others will understand.
78   Speech Clarity — The ability to speak clearly so others can understand you.
78   Written Comprehension — The ability to read and understand information and ideas presented in writing.
72   Deductive Reasoning — The ability to apply general rules to specific problems to produce answers that make sense.
72   Inductive Reasoning — The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
72   Near Vision — The ability to see details at close range (within a few feet of the observer).
72   Problem Sensitivity — The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
72   Speech Recognition — The ability to identify and understand the speech of another person.
66   Category Flexibility — The ability to generate or use different sets of rules for combining or grouping things in different ways.
63   Fluency of Ideas — The ability to come up with a number of ideas about a topic (the number of ideas is important, not their quality, correctness, or creativity).
63   Information Ordering — The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
63   Written Expression — The ability to communicate information and ideas in writing so others will understand.
56   Mathematical Reasoning — The ability to choose the right mathematical methods or formulas to solve a problem.
56   Selective Attention — The ability to concentrate on a task over a period of time without being distracted.
53   Number Facility — The ability to add, subtract, multiply, or divide quickly and correctly.
53   Originality — The ability to come up with unusual or clever ideas about a given topic or situation, or to develop creative ways to solve a problem.
50   Flexibility of Closure — The ability to identify or detect a known pattern (a figure, object, word, or sound) that is hidden in other distracting material.
44   Perceptual Speed — The ability to quickly and accurately compare similarities and differences among sets of letters, numbers, objects, pictures, or patterns. The things to be compared may be presented at the same time or one after the other. This ability also includes comparing a presented object with a remembered object.
41   Finger Dexterity — The ability to make precisely coordinated movements of the fingers of one or both hands to grasp, manipulate, or assemble very small objects.
38   Far Vision — The ability to see details at a distance.
38   Memorization — The ability to remember information such as words, numbers, pictures, and procedures.
38   Speed of Closure — The ability to quickly make sense of, combine, and organize information into meaningful patterns.
35   Time Sharing — The ability to shift back and forth between two or more activities or sources of information (such as speech, sounds, touch, or other sources).
28   Visualization — The ability to imagine how something will look after it is moved around or when its parts are moved or rearranged.
22   Auditory Attention — The ability to focus on a single source of sound in the presence of other distracting sounds.
22   Hearing Sensitivity — The ability to detect or tell the differences between sounds that vary in pitch and loudness.
22   Visual Color Discrimination — The ability to match or detect differences between colors, including shades of color and brightness.
19   Arm-Hand Steadiness — The ability to keep your hand and arm steady while moving your arm or while holding your arm and hand in one position.
19   Control Precision — The ability to quickly and repeatedly adjust the controls of a machine or a vehicle to exact positions.
19   Manual Dexterity — The ability to quickly move your hand, your hand together with your arm, or your two hands to grasp, manipulate, or assemble objects.
16   Depth Perception — The ability to judge which of several objects is closer or farther away from you, or to judge the distance between you and an object.
  Response Orientation — The ability to choose quickly between two or more movements in response to two or more different signals (lights, sounds, pictures). It includes the speed with which the correct response is started with the hand, foot, or other body part.
  Trunk Strength — The ability to use your abdominal and lower back muscles to support part of the body repeatedly or continuously over time without 'giving out' or fatiguing.
  Wrist-Finger Speed — The ability to make fast, simple, repeated movements of the fingers, hands, and wrists.
 Dynamic Flexibility — The ability to quickly and repeatedly bend, stretch, twist, or reach out with your body, arms, and/or legs.
 Dynamic Strength — The ability to exert muscle force repeatedly or continuously over time. This involves muscular endurance and resistance to muscle fatigue.
 Explosive Strength — The ability to use short bursts of muscle force to propel oneself (as in jumping or sprinting), or to throw an object.
 Extent Flexibility — The ability to bend, stretch, twist, or reach with your body, arms, and/or legs.
 Glare Sensitivity — The ability to see objects in the presence of glare or bright lighting.
 Gross Body Coordination — The ability to coordinate the movement of your arms, legs, and torso together when the whole body is in motion.
 Gross Body Equilibrium — The ability to keep or regain your body balance or stay upright when in an unstable position.
 Multilimb Coordination — The ability to coordinate two or more limbs (for example, two arms, two legs, or one leg and one arm) while sitting, standing, or lying down. It does not involve performing the activities while the whole body is in motion.
 Night Vision — The ability to see under low light conditions.
 Peripheral Vision — The ability to see objects or movement of objects to one's side when the eyes are looking ahead.
 Rate Control — The ability to time your movements or the movement of a piece of equipment in anticipation of changes in the speed and/or direction of a moving object or scene.
 Reaction Time — The ability to quickly respond (with the hand, finger, or foot) to a signal (sound, light, picture) when it appears.
 Sound Localization — The ability to tell the direction from which a sound originated.
 Spatial Orientation — The ability to know your location in relation to the environment or to know where other objects are in relation to you.
 Speed of Limb Movement — The ability to quickly move the arms and legs.
 Stamina — The ability to exert yourself physically over long periods of time without getting winded or out of breath.
 Static Strength — The ability to exert maximum muscle force to lift, push, pull, or carry objects.

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Work Activities   Save Table (XLS/CSV)


Importance
Work Activity
93   Establishing and Maintaining Interpersonal Relationships — Developing constructive and cooperative working relationships with others, and maintaining them over time.
93   Interacting With Computers — Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
90   Communicating with Persons Outside Organization — Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.
90   Selling or Influencing Others — Convincing others to buy merchandise/goods or to otherwise change their minds or actions.
  • Contact current or potential customers to promote products or services.
  • Customize financial products or services to meet customer needs.
88   Getting Information — Observing, receiving, and otherwise obtaining information from all relevant sources.
  • Gather customer or product information to determine customer needs.
88   Organizing, Planning, and Prioritizing Work — Developing specific goals and plans to prioritize, organize, and accomplish your work.
87   Analyzing Data or Information — Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
  • Analyze market conditions or trends.
85   Interpreting the Meaning of Information for Others — Translating or explaining what information means and how it can be used.
  • Explain financial information to customers.
  • Explain technical product or service information to customers.
81   Performing for or Working Directly with the Public — Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.
81   Processing Information — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
  • Review accuracy of sales or other transactions.
80   Making Decisions and Solving Problems — Analyzing information and evaluating results to choose the best solution and solve problems.
  • Calculate costs of goods or services.
  • Estimate costs or terms of sales.
79   Updating and Using Relevant Knowledge — Keeping up-to-date technically and applying new knowledge to your job.
77   Judging the Qualities of Things, Services, or People — Assessing the value, importance, or quality of things or people.
76   Identifying Objects, Actions, and Events — Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.
  • Identify investment opportunities or strategies.
  • Identify potential customers.
70   Communicating with Supervisors, Peers, or Subordinates — Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
69   Evaluating Information to Determine Compliance with Standards — Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
65   Developing Objectives and Strategies — Establishing long-range objectives and specifying the strategies and actions to achieve them.
65   Performing Administrative Activities — Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.
  • Process sales or other transactions.
64   Thinking Creatively — Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions.
57   Documenting/Recording Information — Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.
  • Maintain records of sales or other business transactions.
  • Prepare financial documents, reports, or budgets.
  • Prepare sales or other contracts.
57   Estimating the Quantifiable Characteristics of Products, Events, or Information — Estimating sizes, distances, and quantities; or determining time, costs, resources, or materials needed to perform a work activity.
57   Resolving Conflicts and Negotiating with Others — Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.
56   Scheduling Work and Activities — Scheduling events, programs, and activities, as well as the work of others.
53   Provide Consultation and Advice to Others — Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics.
49   Developing and Building Teams — Encouraging and building mutual trust, respect, and cooperation among team members.
48   Monitoring and Controlling Resources — Monitoring and controlling resources and overseeing the spending of money.
45   Guiding, Directing, and Motivating Subordinates — Providing guidance and direction to subordinates, including setting performance standards and monitoring performance.
44   Assisting and Caring for Others — Providing personal assistance, medical attention, emotional support, or other personal care to others such as coworkers, customers, or patients.
40   Coaching and Developing Others — Identifying the developmental needs of others and coaching, mentoring, or otherwise helping others to improve their knowledge or skills.
40   Training and Teaching Others — Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others.
39   Coordinating the Work and Activities of Others — Getting members of a group to work together to accomplish tasks.
35   Monitor Processes, Materials, or Surroundings — Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.
  • Monitor market conditions or trends.
31   Staffing Organizational Units — Recruiting, interviewing, selecting, hiring, and promoting employees in an organization.
18   Controlling Machines and Processes — Using either control mechanisms or direct physical activity to operate machines or processes (not including computers or vehicles).
15   Handling and Moving Objects — Using hands and arms in handling, installing, positioning, and moving materials, and manipulating things.
15   Operating Vehicles, Mechanized Devices, or Equipment — Running, maneuvering, navigating, or driving vehicles or mechanized equipment, such as forklifts, passenger vehicles, aircraft, or water craft.
13   Performing General Physical Activities — Performing physical activities that require considerable use of your arms and legs and moving your whole body, such as climbing, lifting, balancing, walking, stooping, and handling of materials.
  Inspecting Equipment, Structures, or Material — Inspecting equipment, structures, or materials to identify the cause of errors or other problems or defects.
  Drafting, Laying Out, and Specifying Technical Devices, Parts, and Equipment — Providing documentation, detailed instructions, drawings, or specifications to tell others about how devices, parts, equipment, or structures are to be fabricated, constructed, assembled, modified, maintained, or used.
  Repairing and Maintaining Electronic Equipment — Servicing, repairing, calibrating, regulating, fine-tuning, or testing machines, devices, and equipment that operate primarily on the basis of electrical or electronic (not mechanical) principles.
  Repairing and Maintaining Mechanical Equipment — Servicing, repairing, adjusting, and testing machines, devices, moving parts, and equipment that operate primarily on the basis of mechanical (not electronic) principles.

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Work Context   Save Table (XLS/CSV)

Work Context
Percentage of Top Responses
Contact With Others — How much does this job require the worker to be in contact with others (face-to-face, by telephone, or otherwise) in order to perform it?


100     Constant contact with others
Electronic Mail — How often do you use electronic mail in this job?


100     Every day
Telephone — How often do you have telephone conversations in this job?


100     Every day
Importance of Being Exact or Accurate — How important is being very exact or highly accurate in performing this job?


91     Extremely important
Deal With External Customers — How important is it to work with external customers or the public in this job?


87     Extremely important
13     Very important
Duration of Typical Work Week — Number of hours typically worked in one week.


94     More than 40 hours
Indoors, Environmentally Controlled — How often does this job require working indoors in environmentally controlled conditions?


97     Every day
Spend Time Sitting — How much does this job require sitting?


87     Continually or almost continually
13     More than half the time
Impact of Decisions on Co-workers or Company Results — How do the decisions an employee makes impact the results of co-workers, clients or the company?


87     Very important results
Face-to-Face Discussions — How often do you have to have face-to-face discussions with individuals or teams in this job?


77     Every day
23     Once a week or more but not every day
Level of Competition — To what extent does this job require the worker to compete or to be aware of competitive pressures?


77     Extremely competitive
16     Highly competitive
Structured versus Unstructured Work — To what extent is this job structured for the worker, rather than allowing the worker to determine tasks, priorities, and goals?


70     A lot of freedom
29     Some freedom
Frequency of Decision Making — How frequently is the worker required to make decisions that affect other people, the financial resources, and/or the image and reputation of the organization?


91     Every day
Time Pressure — How often does this job require the worker to meet strict deadlines?


75     Every day
13     Once a week or more but not every day
Freedom to Make Decisions — How much decision making freedom, without supervision, does the job offer?


61     A lot of freedom
21     Some freedom
Consequence of Error — How serious would the result usually be if the worker made a mistake that was not readily correctable?


66     Extremely serious
25     Fairly serious
Work With Work Group or Team — How important is it to work with others in a group or team in this job?


48     Extremely important
12     Very important
38     Important
Coordinate or Lead Others — How important is it to coordinate or lead others in accomplishing work activities in this job?


44     Extremely important
51     Important
Importance of Repeating Same Tasks — How important is repeating the same physical activities (e.g., key entry) or mental activities (e.g., checking entries in a ledger) over and over, without stopping, to performing this job?


29     Extremely important
38     Very important
25     Important
Letters and Memos — How often does the job require written letters and memos?


36     Every day
36     Once a week or more but not every day
16     Never
Frequency of Conflict Situations — How often are there conflict situations the employee has to face in this job?


28     Every day
38     Once a week or more but not every day
14     Once a month or more but not every week
15     Never
Degree of Automation — How automated is the job?


18     Completely automated
17     Highly automated
35     Moderately automated
14     Slightly automated
15     Not at all automated
Physical Proximity — To what extent does this job require the worker to perform job tasks in close physical proximity to other people?


18     Very close (near touching)
19     Moderately close (at arm's length)
19     Slightly close (e.g., shared office)
45     I work with others but not closely (e.g., private office)
Deal With Unpleasant or Angry People — How frequently does the worker have to deal with unpleasant, angry, or discourteous individuals as part of the job requirements?


14     Every day
19     Once a week or more but not every day
32     Once a month or more but not every week
22     Once a year or more but not every month
13     Never
Spend Time Making Repetitive Motions — How much does this job require making repetitive motions?


47     More than half the time
12     About half the time
27     Never
Sounds, Noise Levels Are Distracting or Uncomfortable — How often does this job require working exposed to sounds and noise levels that are distracting or uncomfortable?


38     Every day
25     Once a year or more but not every month
34     Never
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls — How much does this job require using your hands to handle, control, or feel objects, tools or controls?


34     Continually or almost continually
46     Never
Responsibility for Outcomes and Results — How responsible is the worker for work outcomes and results of other workers?


35     Moderate responsibility
37     Limited responsibility
14     No responsibility
In an Enclosed Vehicle or Equipment — How often does this job require working in a closed vehicle or equipment (e.g., car)?


15     Every day
27     Once a month or more but not every week
48     Never
Public Speaking — How often do you have to perform public speaking in this job?


15     Once a week or more but not every day
22     Once a month or more but not every week
49     Once a year or more but not every month
13     Never
Responsible for Others' Health and Safety — How much responsibility is there for the health and safety of others in this job?


16     Moderate responsibility
27     Limited responsibility
38     No responsibility
Very Hot or Cold Temperatures — How often does this job require working in very hot (above 90 F degrees) or very cold (below 32 F degrees) temperatures?


13     Once a week or more but not every day
16     Once a year or more but not every month
69     Never
Spend Time Standing — How much does this job require standing?


52     Less than half the time
48     Never
Spend Time Walking and Running — How much does this job require walking and running?


38     Less than half the time
62     Never
Pace Determined by Speed of Equipment — How important is it to this job that the pace is determined by the speed of equipment or machinery? (This does not refer to keeping busy at all times on this job.)


89     Not important at all
Deal With Physically Aggressive People — How frequently does this job require the worker to deal with physical aggression of violent individuals?


86     Never
Exposed to Contaminants — How often does this job require working exposed to contaminants (such as pollutants, gases, dust or odors)?


26     Once a year or more but not every month
72     Never
Extremely Bright or Inadequate Lighting — How often does this job require working in extremely bright or inadequate lighting conditions?


16     Once a year or more but not every month
80     Never
Exposed to Disease or Infections — How often does this job require exposure to disease/infections?


15     Once a year or more but not every month
79     Never
Outdoors, Exposed to Weather — How often does this job require working outdoors, exposed to all weather conditions?


91     Never
Exposed to Minor Burns, Cuts, Bites, or Stings — How often does this job require exposure to minor burns, cuts, bites, or stings?


16     Once a year or more but not every month
82     Never
Indoors, Not Environmentally Controlled — How often does this job require working indoors in non-controlled environmental conditions (e.g., warehouse without heat)?


17     Once a year or more but not every month
81     Never
Cramped Work Space, Awkward Positions — How often does this job require working in cramped work spaces that requires getting into awkward positions?


16     Once a year or more but not every month
83     Never
Spend Time Bending or Twisting the Body — How much does this job require bending or twisting your body?


87     Never
Outdoors, Under Cover — How often does this job require working outdoors, under cover (e.g., structure with roof but no walls)?


98     Never
Spend Time Keeping or Regaining Balance — How much does this job require keeping or regaining your balance?


98     Never
Spend Time Kneeling, Crouching, Stooping, or Crawling — How much does this job require kneeling, crouching, stooping or crawling?


96     Never
Work Schedules — How regular are the work schedules for this job?


99     Regular (established routine, set schedule)
Exposed to Hazardous Conditions — How often does this job require exposure to hazardous conditions?


100     Never
Exposed to Hazardous Equipment — How often does this job require exposure to hazardous equipment?


100     Never
Exposed to High Places — How often does this job require exposure to high places?


100     Never
Exposed to Radiation — How often does this job require exposure to radiation?


100     Never
Exposed to Whole Body Vibration — How often does this job require exposure to whole body vibration (e.g., operate a jackhammer)?


100     Never
In an Open Vehicle or Equipment — How often does this job require working in an open vehicle or equipment (e.g., tractor)?


100     Never
Spend Time Climbing Ladders, Scaffolds, or Poles — How much does this job require climbing ladders, scaffolds, or poles?


100     Never
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets — How much does this job require wearing common protective or safety equipment such as safety shoes, glasses, gloves, hard hats or life jackets?


100     Never
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection — How much does this job require wearing specialized protective or safety equipment such as breathing apparatus, safety harness, full protection suits, or radiation protection?


100     Never

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Job Zone   Save Table (XLS/CSV)

Title Job Zone Four: Considerable Preparation Needed
Education Most of these occupations require a four-year bachelor's degree, but some do not.
Related Experience A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. For example, an accountant must complete four years of college and work for several years in accounting to be considered qualified.
Job Training Employees in these occupations usually need several years of work-related experience, on-the-job training, and/or vocational training.
Job Zone Examples Many of these occupations involve coordinating, supervising, managing, or training others. Examples include accountants, sales managers, database administrators, teachers, chemists, art directors, and cost estimators.
SVP Range (7.0 to < 8.0)

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Education


Percentage of Respondents
Education Level Required
88   Bachelor's degree
  Professional degree Help
  Some college, no degree

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Credentials

Find Training Find Certifications Find Licenses

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Interests   Save Table (XLS/CSV)


Occupational Interest
Interest
100   Enterprising — Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.
78   Conventional — Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.
39   Social — Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.
22   Investigative — Investigative occupations frequently involve working with ideas, and require an extensive amount of thinking. These occupations can involve searching for facts and figuring out problems mentally.
  Artistic — Artistic occupations frequently involve working with forms, designs and patterns. They often require self-expression and the work can be done without following a clear set of rules.
  Realistic — Realistic occupations frequently involve work activities that include practical, hands-on problems and solutions. They often deal with plants, animals, and real-world materials like wood, tools, and machinery. Many of the occupations require working outside, and do not involve a lot of paperwork or working closely with others.

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Work Styles   Save Table (XLS/CSV)


Importance
Work Style
91   Attention to Detail — Job requires being careful about detail and thorough in completing work tasks.
91   Integrity — Job requires being honest and ethical.
88   Dependability — Job requires being reliable, responsible, and dependable, and fulfilling obligations.
88   Initiative — Job requires a willingness to take on responsibilities and challenges.
87   Analytical Thinking — Job requires analyzing information and using logic to address work-related issues and problems.
87   Persistence — Job requires persistence in the face of obstacles.
86   Adaptability/Flexibility — Job requires being open to change (positive or negative) and to considerable variety in the workplace.
86   Concern for Others — Job requires being sensitive to others' needs and feelings and being understanding and helpful on the job.
86   Independence — Job requires developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.
84   Achievement/Effort — Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.
80   Self Control — Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.
79   Cooperation — Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.
78   Leadership — Job requires a willingness to lead, take charge, and offer opinions and direction.
78   Stress Tolerance — Job requires accepting criticism and dealing calmly and effectively with high stress situations.
70   Innovation — Job requires creativity and alternative thinking to develop new ideas for and answers to work-related problems.
56   Social Orientation — Job requires preferring to work with others rather than alone, and being personally connected with others on the job.

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Work Values   Save Table (XLS/CSV)


Extent
Work Value
78   Achievement — Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement.
78   Working Conditions — Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions.
72   Independence — Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.
72   Relationships — Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.
67   Support — Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.
56   Recognition — Occupations that satisfy this work value offer advancement, potential for leadership, and are often considered prestigious. Corresponding needs are Advancement, Authority, Recognition and Social Status.

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Related Occupations   Save Table (XLS/CSV)

11-2031.00 Public Relations and Fundraising Managers
11-3031.02 Financial Managers, Branch or Department Bright Outlook
13-1011.00 Agents and Business Managers of Artists, Performers, and Athletes
13-1161.00 Market Research Analysts and Marketing Specialists Bright Outlook
13-2051.00 Financial Analysts Bright Outlook Green Occupation
13-2052.00 Personal Financial Advisors Bright Outlook   Green Occupation Green
13-2071.01 Loan Counselors
13-2072.00 Loan Officers
41-3021.00 Insurance Sales Agents Bright Outlook
41-3031.02 Sales Agents, Financial Services   Bright Outlook Bright Outlook  

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Wages & Employment Trends

Median wages data collected from Securities, Commodities, and Financial Services Sales Agents.
Employment data collected from Securities, Commodities, and Financial Services Sales Agents.
Industry data collected from Securities, Commodities, and Financial Services Sales Agents.

Median wages (2013) $34.92 hourly, $72,640 annual
State wages Local Salary Info
 
Employment (2012) 355,000 employees
Projected growth (2012-2022) Average (8% to 14%) Average (8% to 14%)
Projected job openings (2012-2022) 122,600
State trends Employment Trends
 
Top industries (2012)
Finance and Insurance (90% employed in this sector)

Source: Bureau of Labor Statistics 2013 wage data external site and 2012-2022 employment projections external site. "Projected growth" represents the estimated change in total employment over the projections period (2012-2022). "Projected job openings" represent openings due to growth and replacement.

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Job Openings on the Web

Find Jobs Job Banks

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Sources of Additional Information

Disclaimer: Sources are listed to provide additional information on related jobs, specialties, and/or industries. Links to non-DOL Internet sites are provided for your convenience and do not constitute an endorsement.

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