Buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations.

Sales Agents, Securities and Commodities Job Description & Jobs Job Title: Sales Agents, Securities and Commodities RIASEC Career Code: E-C-S SOC: 41-3031.01 Job Description for:"Sales Agents, Securities and Commodities" Buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations. For Sales Agents, Securities and Commodities Jobs Click Here What do you want to do now? 1) Learn how our Career Test will help you plan or change your career 2) Take our FREE Myers-Briggs-like Personality Test 3) Use our quick over-the-phone Career Coaching session for immediate help with your career 4) Quickly sort through over 2,000,000 real jobs and apply on-line For Sales Agents, Securities and Commodities Jobs Click Here Job Tasks for: "Sales Agents, Securities and Commodities" Develop financial plans based on analysis of clients' financial status, and discuss financial options with clients. Relay buy or sell orders to securities exchanges or to firm trading departments. Record transactions accurately, and keep clients informed about transactions. Analyze market conditions in order to determine optimum times to execute securities transactions. Review financial periodicals, stock and bond reports, business publications and other material in order to identify potential investments for clients and to keep abreast of trends affecting market conditions. Read corporate reports and calculate ratios to determine best prospects for profit on stock purchases and to monitor client accounts. Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. Review all securities transactions to ensure accuracy of information and that trades conform to regulations of governing agencies. Prepare documents needed to implement plans selected by clients. Complete sales order tickets and submit for processing of client requested transactions. Inform and advise concerned parties regarding fluctuations and securities transactions affecting plans or accounts. Prepare financial reports to monitor client or corporate finances. Identify potential clients, using advertising campaigns, mailing lists, and personal contacts. Contact prospective customers to determine customer needs, present information, and explain available services. Explain stock market terms and trading practices to clients. Offer advice on the purchase or sale of particular securities. Supply the latest price quotes on any security, as well as information on the activities and financial positions of the corporations issuing these securities. Calculate costs for billings and commissions purposes. Find the perfect career, try our Career Search Tools Knowledge Requirements for: "Sales Agents, Securities and Commodities" Economics and Accounting -- Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data. Mathematics -- Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications. Sales and Marketing -- Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems. English Language -- Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. See the education requirements for Sales Agents, Securities and Commodities Skill Requirements for: "Sales Agents, Securities and Commodities" Systems Analysis -- Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes. Judgment and Decision Making -- Considering the relative costs and benefits of potential actions to choose the most appropriate one. Management of Financial Resources -- Determining how money will be spent to get the work done, and accounting for these expenditures. Systems Evaluation -- Identifying measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system. Speaking -- Talking to others to convey information effectively. Critical Thinking -- Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. Reading Comprehension -- Understanding written sentences and paragraphs in work related documents. Service Orientation -- Actively looking for ways to help people. Persuasion -- Persuading others to change their minds or behavior. Active Listening -- Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. Ability Requirements for: "Sales Agents, Securities and Commodities" Deductive Reasoning -- The ability to apply general rules to specific problems to produce answers that make sense. Written Expression -- The ability to communicate information and ideas in writing so others will understand. Written Comprehension -- The ability to read and understand information and ideas presented in writing. Oral Comprehension -- The ability to listen to and understand information and ideas presented through spoken words and sentences. Number Facility -- The ability to add, subtract, multiply, or divide quickly and correctly. Mathematical Reasoning -- The ability to choose the right mathematical methods or formulas to solve a problem. Oral Expression -- The ability to communicate information and ideas in speaking so others will understand. Speech Clarity -- The ability to speak clearly so others can understand you. Near Vision -- The ability to see details at close range (within a few feet of the observer). Problem Sensitivity -- The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem. "Sales Agents, Securities and Commodities" Job Activities Updating and Using Relevant Knowledge -- Keeping up-to-date technically and applying new knowledge to your job. Getting Information -- Observing, receiving, and otherwise obtaining information from all relevant sources. Documenting/Recording Information -- Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form. Provide Consultation and Advice to Others -- Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics. Analyzing Data or Information -- Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts. Judging the Qualities of Things, Services, or People -- Assessing the value, importance, or quality of things or people. Communicating with Persons Outside Organization -- Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail. Identifying Objects, Actions, and Events -- Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events. Processing Information -- Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data. Making Decisions and Solving Problems -- Analyzing information and evaluating results to choose the best solution and solve problems. Job Description for: "Sales Agents, Securities and Commodities"

Economics and Accounting -- Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data. Mathematics -- Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications. Sales and Marketing -- Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems. English Language -- Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

Systems Analysis -- Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes. Judgment and Decision Making -- Considering the relative costs and benefits of potential actions to choose the most appropriate one. Management of Financial Resources -- Determining how money will be spent to get the work done, and accounting for these expenditures. Systems Evaluation -- Identifying measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system. Speaking -- Talking to others to convey information effectively. Critical Thinking -- Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. Reading Comprehension -- Understanding written sentences and paragraphs in work related documents. Service Orientation -- Actively looking for ways to help people. Persuasion -- Persuading others to change their minds or behavior. Active Listening -- Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

Deductive Reasoning -- The ability to apply general rules to specific problems to produce answers that make sense. Written Expression -- The ability to communicate information and ideas in writing so others will understand. Written Comprehension -- The ability to read and understand information and ideas presented in writing. Oral Comprehension -- The ability to listen to and understand information and ideas presented through spoken words and sentences. Number Facility -- The ability to add, subtract, multiply, or divide quickly and correctly. Mathematical Reasoning -- The ability to choose the right mathematical methods or formulas to solve a problem. Oral Expression -- The ability to communicate information and ideas in speaking so others will understand. Speech Clarity -- The ability to speak clearly so others can understand you. Near Vision -- The ability to see details at close range (within a few feet of the observer). Problem Sensitivity -- The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.

Updating and Using Relevant Knowledge -- Keeping up-to-date technically and applying new knowledge to your job. Getting Information -- Observing, receiving, and otherwise obtaining information from all relevant sources. Documenting/Recording Information -- Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form. Provide Consultation and Advice to Others -- Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics. Analyzing Data or Information -- Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts. Judging the Qualities of Things, Services, or People -- Assessing the value, importance, or quality of things or people. Communicating with Persons Outside Organization -- Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail. Identifying Objects, Actions, and Events -- Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events. Processing Information -- Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data. Making Decisions and Solving Problems -- Analyzing information and evaluating results to choose the best solution and solve problems.