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

  • Securities, Commodities, and Financial Services Sales Agents

  • Bank and Savings Securities Trader
  • Insurance and Financial Services Agent

  • Develop financial plans, based on analysis of clients' financial status.

  • Contact current or potential customers to promote products or services.
  • Customize financial products or services to meet customer needs.
  • Explain technical product or service information to customers.
  • Gather customer or product information to determine customer needs.
  • Purchase products or services.
  • Sell products or services.