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

  • Securities, Commodities, and Financial Services Sales Agents

  • Sales Advisor
  • Sales Associate
  • Sales Consultant
  • Sales Professional
  • Sales Representative
  • Sales Specialist
  • Commodities Broker
  • Commodities Trader
  • Securities Adviser
  • Securities Lending Trader
  • Securities Trader
  • Bank and Savings Securities Trader
  • Branch Sales Representative
  • Customer Agent
  • Financial Sales Advisor
  • Financial Report Service Sales Agent
  • Financial Services Sales Representative
  • Financial Services Agent
  • Inside Sales Representative
  • Insurance and Financial Services Agent
  • Mutual Funds Sales Agent
  • Mutual Funds Agent
  • Outside Sales Representative

  • 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.

  • Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
  • Complete sales order tickets and submit for processing of client-requested 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.

  • Estimate costs or terms of sales.
  • Maintain records of sales or other business transactions.
  • Monitor sales activities.
  • Negotiate prices or other sales terms.
  • Prepare sales or other contracts.
  • Process sales or other transactions.
  • Review accuracy of sales or other transactions.
  • Share sales-related or market information with colleagues.
  • Supervise sales or support personnel.