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

  • Investment Officer
  • Loan Officer
  • Trust Officer

  • Offer advice on the purchase or sale of particular securities.
  • Develop financial plans, based on analysis of clients' financial status.
  • Identify opportunities or develop channels for purchase or sale of securities or commodities.
  • Make bids or offers to buy or sell securities.
  • 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.