Jobs / Sales and marketing / 41-3031.00
Securities, Commodities, and Financial Services Sales Agents
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.
- US jobs
- 489,570
- Median wage
- $78,660 a year
- Job family
- Sales and marketing
Can agents do the work of securities, commodities, and financial services sales agents?
We read the evidence for the whole job family, Sales and marketing: Some tasks (no change in 12 months)
Agents complete 20% or more of the tasks (or projects) on a direct benchmark.
Evidence: CRMArena-Pro, 58.3% of tasks completed.
0% of this occupation's work, by O*NET work activities, is measured by a direct benchmark.
- 13%Explain financial informationNot measured
- 10%Sell products or servicesNot measured
- 9%Negotiate contracts or agreementsNot measured
- 8%Prepare financial documents, reports, or budgetsNot measured
- 7%Monitor external affairs, trends, or eventsNot measured
- 7%Collect data about consumer needs or opinionsNot measured
- 6%Identify business or organizational opportunitiesNot measured
- 5%Determine values or prices of goods or servicesNot measured
Benchmarks for the job family
These cover work in sales and marketing, not always this occupation's tasks.
Direct evidence
Work benchmarks mapped primary to this family. They set the step when they report how many tasks agents complete.
Also relevant
These benchmarks cover part of this family's work, or have no result yet. They do not set its step.
Context only
These benchmarks span many occupations, or they test how agents behave. They give context but do not set the step.
Typical tasks
From O*NET 31.0. Core tasks first. Few of these tasks have a benchmark today.
- Make bids or offers to buy or sell securities.
- Monitor markets or positions.
- Agree on buying or selling prices at optimal levels for clients.
- Keep accurate records of transactions.
- Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
- Complete sales order tickets and submit for processing of client-requested transactions.
- Report all positions or trading results.
- Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
- Discuss financial options with clients and keep them informed about transactions.
- Identify opportunities or develop channels for purchase or sale of securities or commodities.
- Develop financial plans, based on analysis of clients' financial status.
- Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.
Other job titles for this occupation (80)
Broker · Commodities Broker · Equity Trader · Financial Advisor · Financial Consultant · Investment Representative · Investments Advisor · Investments Specialist · Personal Banker · Trader · Account Administrator · Account Manager · Account Specialist · Bank and Savings Securities Trader · Banker · Banker Associate · Block Trader · Bond Broker · Bond Trader · Branch Banker · Branch Relationship Banker · Branch Sales Representative · Branch Service Representative · Business Banker · Business Banking Relationship Manager · Buyer · Chartered Financial Analyst (CFA) · Client Administrator · Client Service Associate · Commodities Trader · Customer Agent · Day Trader · Dealer · Energy Trader · Equities Trader · Field Marketing Representative · Finance Specialist · Financial Report Service Sales Agent · Financial Representative · Financial Sales Advisor · Financial Services Agent · Financial Services Associate · Financial Services Representative · Financial Services Sales Representative · Financial Specialist · Fiscal Specialist · Floor Broker · Floor Trader · Flow Trader · Foreign Exchange Trader (Forex Trader) · Futures Trader · Grain Broker · Hedge Fund Trader · Hybrid Derivatives Trader · Inside Sales Representative · Insurance and Financial Services Agent · Investment Banker · Investment Consultant · Investment Officer · Investments Manager · Loan Broker · Market Maker · Market Operator · Money Manager · Municipal Bonds Trader · Mutual Funds Agent · Mutual Funds Sales Agent · Online Trader · Options Trader · Outside Sales Representative · Personal Banker Associate · Premier Banker · Private Banker · Private Client Banker · Proprietary Trader · Quantitative Trader · Real-Time Energy Trader · Real-Time Trader · Registered Representative · Relationship Banker