O*NET Career Intelligence
Sales Agents, Securities and Commodities
SOC 41-3031.01
Buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations.
Zone 4
Sales and Related
8
Skills
8
Knowledge
4
Job Zone
No
Green
Top Skills 8
Active Listening
4.1
Reading Comprehension
4.0
Speaking
4.0
Critical Thinking
4.0
Persuasion
4.0
Judgment and Decision Making
3.9
Writing
3.6
Active Learning
3.6
Knowledge Areas 8
Customer and Personal Service
4.4
Economics and Accounting
4.1
English Language
4.0
Sales and Marketing
3.9
Mathematics
3.8
Computers and Electronics
3.5
Administration and Management
3.4
Law and Government
3.2
Key Tasks
1Keep accurate records of transactions.
2Complete sales order tickets and submit for processing of client-requested
transactions.
3Interview clients to determine clients' assets, liabilities, cash flow,
insurance coverage, tax status, or financial objectives.
4Discuss financial options with clients and keep them informed about
transactions.
5Develop financial plans, based on analysis of clients' financial status.
Also Known As
Account Executive
Account Leader
Account Specialist
Bond Broker
Business Account Leader
Business Relationship Manager
Chartered Financial Analyst (CFA)
Commodity Broker
Cotton Broker
Customer Agent
Tools & Equipment
Desktop computers
Mobile computing devices
Notebook computers
Personal computers
Tablet computers
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