Sales Agents, Securities & Commodities
Also called: Investment Specialist, Investment Executive, Investment Consultant, Registered Representative
What they do:
Buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations.
On the job, you would:
- Complete sales order tickets and submit for processing of client-requested transactions.
- Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
- Record transactions accurately, and keep clients informed about transactions.
Business
Arts and Humanities
Math and Science
Safety and Government
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Basic Skills
Problem Solving
People and Technology Systems
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Verbal
Ideas and Logic
Math
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People interested in this work like activities that include
leading, making decisions, and business. They do well at jobs that need:
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You might use software like this on the job: Financial analysis software
Desktop communications software
Data base user interface and query software
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You might like a career in one of these industries:
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See more details at O*NET OnLine about sales agents, securities and commodities.