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

  • Securities, Commodities, and Financial Services Sales Agents

  • Buyer
  • Bank and Savings Securities Trader
  • Customer Agent
  • Financial Report Service Sales Agent
  • Financial Services Agent
  • Insurance and Financial Services Agent
  • Mutual Funds Agent
  • Mutual Funds Sales Agent

  • 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.
  • Purchase or sell financial derivatives for customers.
  • Agree on buying or selling prices at optimal levels for clients.
  • 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.
  • 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.

  • Purchase products or services.
  • Contact current or potential customers to promote products or services.
  • Customize financial products or services to meet customer needs.
  • Explain technical product or service information to customers.
  • Gather customer or product information to determine customer needs.
  • Negotiate purchases or contracts.
  • Sell products or services.