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How do they match:
Securities, Commodities, and Financial Services Sales Agents
1
O*NET-SOC Title
Securities, Commodities, and
Financial
Services
Sales
Agents
27
Alternate Occupation Titles
Sales
Advisor
Sales
Associate
Sales
Consultant
Sales
Professional
Sales
Representative
Sales
Specialist
Services
Investment Specialist
Finance
Specialist
Financial
Sales
Advisor
Financial
Services
Sales
Representative
Financial
Services
Agent
Financial
Services
Associate
Financial
Advisor
Financial
Consultant
Financial
Report
Service
Sales
Agent
Financial
Representative
Financial
Specialist
Branch
Sales
Representative
Branch
Service
Representative
Chartered
Financial
Analyst
Client
Service
Associate
Customer
Agent
Inside
Sales
Representative
Insurance and
Financial
Services
Agent
Mutual Funds
Sales
Agent
Mutual Funds
Agent
Outside
Sales
Representative
1
O*NET-SOC Description
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.
14
Tasks
Complete
sales
order tickets and submit for processing of client-requested transactions.
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.
Develop
financial
plans, based on analysis of clients'
financial
status.
Discuss
financial
options with clients and keep them informed about transactions.
Identify opportunities or develop channels for purchase or
sale
of securities or commodities.
Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or
financial
objectives.
Negotiate prices or contracts for securities or commodities
sales
or purchases.
Offer advice on the purchase or
sale
of particular securities.
Prepare
financial
reports to monitor client or corporate
finances.
Purchase or sell
financial
derivatives for customers.
Review all securities transactions to ensure accuracy of information and conformance to governing
agency
regulations.
Sell
services
or equipment, such as trusts, investments, or check processing
services.
Supply the latest price quotes on any security, as well as information on the activities or
financial
positions of the corporations issuing these securities.
19
Detailed Work Activities
Analyze business or
financial
data.
Calculate costs of goods or
services.
Contact current or potential customers to promote products or
services.
Customize
financial
products or
services
to meet customer needs.
Estimate costs or terms of
sales.
Explain
financial
information to customers.
Explain technical product or
service
information to customers.
Gather information in order to provide
services
to clients.
Maintain records of
sales
or other business transactions.
Monitor
sales
activities.
Negotiate prices or other
sales
terms.
Prepare
sales
or other contracts.
Prepare
financial
documents, reports, or budgets.
Process
sales
or other transactions.
Purchase products or
services.
Review accuracy of
sales
or other transactions.
Sell products or
services.
Share
sales
-related or market information with colleagues.
Supervise
sales
or support personnel.
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Work Context
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Work Values
Crosswalks
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SOC
DOT
RAPIDS
ESCO
Sites
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Resource Center
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Partner sites
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U.S. Department of Labor
Related Sites
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License
How do they match: 41-3031.00 - Securities, Commodities, and Financial Services Sales Agents
by
U.S. Department of Labor, Employment and Training Administration
is licensed under a
Creative Commons Attribution 4.0 International License
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