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How do they match:
Securities, Commodities, and Financial Services Sales Agents
4
Alternate Occupation Titles
Customer
Agent
Investment
Officer
Loan
Officer
Trust
Officer
1
O*NET-SOC Description
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.
6
Tasks
Offer
advice on the purchase or sale of particular securities.
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.
Make bids or
offers
to buy or sell securities.
Purchase or sell financial derivatives for
customers.
6
Detailed Work Activities
Customize
financial products or services to meet
customer
needs.
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.
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Crosswalks
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DOT
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ESCO
Sites
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Creative Commons CC-BY
License
How do they match: 41-3031.00 - Securities, Commodities, and Financial Services Sales Agents
by
U.S. Department of Labor, Employment and Training Administration
is licensed under a
Creative Commons Attribution 4.0 International License
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Site updated April 16, 2024
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