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

  • Customer Agent
  • Investment Officer
  • Loan Officer
  • Trust Officer

  • 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.

  • 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.

  • 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.