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

  • Business Banker
  • Account Manager
  • Branch Manager
  • 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.

  • Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.
  • Contact prospective customers to present information and explain available services.
  • Discuss financial options with clients and keep them 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.

  • Analyze business or financial data.
  • Explain financial information to customers.
  • Explain technical product or service information to customers.
  • Gather information in order to provide services to clients.
  • Gather customer or product information to determine customer needs.
  • Maintain records of sales or other business transactions.
  • Share sales-related or market information with colleagues.