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

  • Securities, Commodities, and Financial Services Sales Agents

  • Customer Agent
  • Services Investment Specialist
  • Branch Service Representative
  • Client Service Associate
  • Financial Services Agent
  • Financial Services Associate
  • Financial Services Representative
  • 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.

  • 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.
  • Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.
  • Purchase or sell financial derivatives for customers.
  • Sell services or equipment, such as trusts, investments, or check processing services.

  • Customize financial products or services to meet customer needs.
  • Calculate costs of goods or services.
  • Contact current or potential customers to promote products or services.
  • Develop proposals for current or prospective customers.
  • Explain financial information to customers.
  • Explain technical product or service information to customers.
  • Gather customer or product information to determine customer needs.
  • Gather information in order to provide services to clients.
  • Purchase products or services.
  • Sell products or services.