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

  • Securities, Commodities, and Financial Services Sales Agents

  • Sales Advisor
  • Sales Associate
  • Sales Consultant
  • Sales Professional
  • Sales Representative
  • Sales Specialist
  • Account Manager
  • Branch Sales Representative
  • Branch Manager
  • Financial Sales Advisor
  • Financial Report Service Sales Agent
  • Financial Services Sales Representative
  • Inside Sales Representative
  • Investments Manager
  • Money Manager
  • Mutual Funds Sales Agent
  • Outside Sales Representative
  • Portfolio Manager
  • Relationship Manager
  • Supply Manager

  • 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.
  • Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.
  • Negotiate prices or contracts for securities or commodities sales or purchases.
  • Offer advice on the purchase or sale of particular securities.

  • Estimate costs or terms of sales.
  • Maintain records of sales or other business transactions.
  • Monitor sales activities.
  • Negotiate prices or other sales terms.
  • Prepare sales or other contracts.
  • Process sales or other transactions.
  • Review accuracy of sales or other transactions.
  • Share sales-related or market information with colleagues.
  • Supervise sales or support personnel.