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

  • Securities, Commodities, and Financial Services Sales Agents

  • Services Investment Specialist
  • Branch Service Representative
  • Client Service Associate
  • Financial Services Agent
  • Financial Services Associate
  • Financial Services Sales Representative
  • Financial Report Service Sales Agent
  • Insurance and Financial Services Agent

  • 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.

  • Develop financial plans, based on analysis of clients' financial status.
  • Contact prospective customers to present information and explain available services.
  • Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  • Identify opportunities or develop channels for purchase or sale of securities or commodities.
  • Sell services or equipment, such as trusts, investments, or check processing services.
  • Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.

  • Develop professional relationships or networks.
  • Develop proposals for current or prospective customers.
  • Calculate costs of goods or services.
  • Contact current or potential customers to promote products or services.
  • Customize financial products or services to meet customer needs.
  • Explain technical product or service information to customers.
  • Gather information in order to provide services to clients.
  • Purchase products or services.
  • Sell products or services.