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How do they match:
Securities, Commodities, and Financial Services Sales Agents
1
O*NET-SOC Title
Securities, Commodities, and Financial
Services
Sales Agents
9
Alternate Occupation Titles
Services
Investment Specialist
Branch
Service
Representative
Client
Service
Associate
Financial
Services
Agent
Financial
Services
Associate
Financial
Services
Representative
Financial
Services
Sales Representative
Financial Report
Service
Sales Agent
Insurance and Financial
Services
Agent
1
O*NET-SOC Description
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.
3
Tasks
Contact prospective customers to present information and explain available
services.
Determine customers' financial
services
needs and prepare proposals to sell
services
that address these needs.
Sell
services
or equipment, such as trusts, investments, or check processing
services.
7
Detailed Work Activities
Calculate costs of goods 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 information in order to provide
services
to clients.
Purchase products or
services.
Sell products or
services.
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Skills (Basic)
Skills (Cross-Functional)
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Work Values
Crosswalks
Military
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DOT
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ESCO
Sites
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Related Sites
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License
How do they match: 41-3031.00 - Securities, Commodities, and Financial Services Sales Agents
by
U.S. Department of Labor, Employment and Training Administration
is licensed under a
Creative Commons Attribution 4.0 International License
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Site updated August 9, 2024
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