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

  • Securities, Commodities, and Financial Services Sales Agents

  • Business Banker
  • Customer Agent
  • Financial Report Service Sales Agent
  • Financial Services Agent
  • Insurance and Financial Services Agent
  • Mutual Funds Agent
  • Mutual Funds Sales Agent
  • Sales Professional

  • 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.

  • Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.

  • Analyze business or financial data.
  • Develop professional relationships or networks.
  • Maintain records of sales or other business transactions.