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Sales Agents, Securities and Commodities

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Sales Agents, Securities and Commodities

Buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations.

Key Competencies
* Integrity
* Stress Tolerance
* Initiative
* Dependability
* Persistence
* Analytical Thinking
* Achievement/Effort
* Attention to Detail
* Concern for Others
* Self Control

Representative Tasks
* Keep accurate records of transactions.
* Discuss financial options with clients and keep them informed about transactions.
* Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.


Job Family
Sales and Related

Sample Job Titles
Account Executive, Account Leader, Account Specialist, Bond Broker, Business Account Leader, Business Relationship Manager, Chartered Financial Analyst (CFA), Commodity Broker, Cotton Broker, Customer Agent, Dealer, Field Marketing Representative, Financial Consultant, Financial Representative, Fiscal Specialist, Floor Broker, Grain Broker, Grain Broker and Market Operator, Inside Sales Representative, Investment Advisor, Investment Banker, Investment Consultant, Investment Executive, Investment Representative, Investment Specialist, Investments Manager, Market Maker, Mine Promoter, Mining Speculator, Money Manager, Mutual Funds Agent, Oil Lease Broker, Oil Speculator, Outside Sales Representative, Registered Representative, Sales Specialist, Services Investment Specialist, Speculator, Stock Associate, Stock Broker, Stock Speculator, Stockbroker, Trading Specialist, Trust Officer.