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.
What is this job like?
- Determine customers' financial services needs and prepare proposals to sell services that address these needs.
- Evaluate costs and revenue of agreements to determine continued profitability.
- Determine customers' financial services needs and prepare proposals to sell services that address these needs.
- Complete sales order tickets and submit for processing of client-requested transactions.
- Supervise support staff and ensure proper execution of contracts.
- Monitor markets or positions.
- Contact prospective customers to present information and explain available services.
- Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.
- Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.
- Calculate costs for billings or commissions.
- Relay buy or sell orders to securities exchanges or to firm trading departments.
- Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.
- Keep accurate records of transactions.
- Prepare financial reports to monitor client or corporate finances.
- Discuss financial options with clients and keep them informed about transactions.
- Complete sales order tickets and submit for processing of client-requested transactions.
- Devise trading, option, or hedge strategies.
- Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.
- Make bids or offers to buy or sell securities.
- Report all positions or trading results.
- Identify opportunities or develop channels for purchase or sale of securities or commodities.
- Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
- Offer advice on the purchase or sale of particular securities.
- Supervise support staff and ensure proper execution of contracts.
- Identify opportunities or develop channels for purchase or sale of securities or commodities.
- Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
- Explain stock market terms or trading practices to clients.
- Sell services or equipment, such as trusts, investments, or check processing services.
- Agree on buying or selling prices at optimal levels for clients.
- Contact prospective customers to present information and explain available services.
- Develop financial plans, based on analysis of clients' financial status.
- Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.
- Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.
Local Wage Data
Showing wage data for: New Orleans
Entry
Median
High
Salary
Hourly Wage
$35,470
$47,760
$142,800
$17.05
$22.96
$68.65