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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
19
Alternate Occupation Titles
Business
Banker
Market
Maker
Market
Operator
Finance
Specialist
Financial
Advisor
Financial
Consultant
Financial
Report Service Sales Agent
Financial
Representative
Financial
Sales Advisor
Financial
Services Agent
Financial
Services Associate
Financial
Services Representative
Financial
Services Sales Representative
Financial
Specialist
Bank
and
Savings Securities Trader
Chartered
Financial
Analyst
Energy
Market
Coordinator
Field
Marketing
Representative
Insurance
and
Financial
Services Agent
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.
12
Tasks
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.
Explain stock
market
terms or trading practices to clients.
Inform other traders, managers, or customers of
market
conditions, including volume, price, competition, or dynamics.
Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or
financial
objectives.
Monitor
markets
or positions.
Prepare
financial
reports to monitor client or corporate
finances.
Prepare
and
send requests for price quotations to all companies in a particular
market.
Price securities or commodities based on
market
conditions.
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.
8
Detailed Work Activities
Analyze
business
or
financial
data.
Analyze
market
conditions or trends.
Customize
financial
products or services to meet customer needs.
Explain
financial
information to customers.
Maintain records of sales or other
business
transactions.
Monitor
market
conditions or trends.
Prepare
financial
documents, reports, or budgets.
Share sales-related or
market
information with colleagues.
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All Occupations
Advanced Searches
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Related Activities
Soft Skills
Technology Skills
O*NET Data
Abilities
Interests
Knowledge
Skills (Basic)
Skills (Cross-Functional)
Work Activities
Work Context
Work Styles
Work Values
Crosswalks
Military
Education
Occupation Handbook
SOC
DOT
RAPIDS
ESCO
Sites
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My Next Move for Veterans
Resource Center
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U.S. Department of Labor
Related Sites
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Creative Commons CC-BY
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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