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

  • Securities, Commodities, and Financial Services Sales Agents

  • Insurance and Financial Services Agent
  • Customer Agent
  • Financial Report Service Sales Agent
  • Financial Services Agent
  • Mutual Funds Agent
  • Mutual Funds Sales Agent

  • Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
  • Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.