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

  • Securities, Commodities, and Financial Services Sales Agents

  • Securities Adviser
  • Securities Lending Trader
  • Securities Trader
  • Bank and Savings Securities Trader

  • 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.

  • Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.
  • Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
  • Contact prospective customers to present information and explain available services.
  • Discuss financial options with clients and keep them informed about transactions.
  • Identify opportunities or develop channels for purchase or sale of securities or commodities.
  • Make bids or offers to buy or sell securities.
  • Negotiate prices or contracts for securities or commodities sales or purchases.
  • Offer advice on the purchase or sale of particular securities.
  • Price securities or commodities based on market conditions.
  • Relay buy or sell orders to securities exchanges or to firm trading departments.
  • 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.