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

  • Keep accurate records of transactions.
  • Discuss financial options with clients and keep them informed about transactions.
  • Sell services or equipment, such as trusts, investments, or check processing services.

  • Maintain records of sales or other business transactions.