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

  • Securities, Commodities, and Financial Services Sales Agents

  • Services Investment Specialist
  • Bank and Savings Securities Trader
  • 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.

  • 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.
  • Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  • 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.
  • Sell services or equipment, such as trusts, investments, or check processing services.
  • Supervise support staff and ensure proper execution of contracts.
  • Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.

  • 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 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.
  • Purchase products or services.
  • Sell products or services.
  • Share sales-related or market information with colleagues.
  • Supervise sales or support personnel.