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

  • Securities, Commodities, and Financial Services Sales Agents

  • Sales Representative
  • Sales Advisor
  • Sales Associate
  • Sales Consultant
  • Sales Professional
  • Sales Specialist
  • Wholesale Account Executive
  • Bank and Savings Securities Trader
  • Branch Sales Representative
  • Branch Service Representative
  • Field Marketing Representative
  • Financial Sales Advisor
  • Financial Representative
  • Financial Report Service Sales Agent
  • Financial Services Sales Representative
  • Financial Services Representative
  • Inside Sales Representative
  • Insurance and Financial Services Agent
  • Investment Representative
  • Mutual Funds Sales Agent
  • Outside Sales Representative
  • Registered Representative

  • Complete sales order tickets and submit for processing of client-requested transactions.
  • Identify opportunities or develop channels for purchase or sale of securities or commodities.
  • Negotiate prices or contracts for securities or commodities sales or purchases.
  • Offer advice on the purchase or sale of particular securities.

  • Contact current or potential customers to promote products or services.
  • Customize financial products or services to meet customer needs.
  • Estimate costs or terms of sales.
  • Explain technical product or service information to customers.
  • Gather customer or product information to determine customer needs.
  • Maintain records of sales or other business transactions.
  • Monitor sales activities.
  • Negotiate prices or other sales terms.
  • Prepare sales or other contracts.
  • Process sales or other transactions.
  • Purchase products or services.
  • Review accuracy of sales or other transactions.
  • Sell products or services.
  • Share sales-related or market information with colleagues.
  • Supervise sales or support personnel.