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

  • Develop financial plans, based on analysis of clients' financial status.
  • Complete sales order tickets and submit for processing of client-requested transactions.
  • 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.
  • Process sales or other transactions.
  • 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.