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

  • 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.
  • 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.
  • Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.

  • 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.
  • Share sales-related or market information with colleagues.