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

  • Securities, Commodities, and Financial Services Sales Agents

  • Finance Specialist
  • Financial Advisor
  • Financial Consultant
  • Financial Report Service Sales Agent
  • Financial Representative
  • Financial Sales Advisor
  • Financial Services Agent
  • Financial Services Associate
  • Financial Services Representative
  • Financial Services Sales Representative
  • Financial Specialist
  • Chartered Financial Analyst
  • 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.

  • Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  • Develop financial plans, based on analysis of clients' financial status.
  • Discuss financial options with clients and keep them informed about transactions.
  • Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
  • Prepare financial reports to monitor client or corporate finances.
  • Purchase or sell financial derivatives for customers.
  • Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.

  • Analyze business or financial data.
  • Customize financial products or services to meet customer needs.
  • Explain financial information to customers.
  • Prepare financial documents, reports, or budgets.