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

  • Securities, Commodities, and Financial Services Sales Agents

  • Premier Banker
  • Bank and Savings Securities Trader
  • Insurance and Financial Services Agent

  • Prepare and send requests for price quotations to all companies in a particular market.
  • Prepare financial reports to monitor client or corporate finances.
  • 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.

  • Prepare financial documents, reports, or budgets.
  • Prepare sales or other contracts.
  • 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 customer or product information to determine customer needs.
  • Purchase products or services.
  • Sell products or services.