Securities, Commodities, and Financial Services Sales Agents

Securities, Commodities, and Financial Services Sales Agents typically perform the following tasks: • 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. • Devise trading, option, or hedge strategies. • Determine customers' financial services needs and prepare proposals to sell services that address these needs. • Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes. • Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics. • Offer advice on the purchase or sale of particular securities. • Contact prospective customers to present information and explain available services. • Explain stock market terms or trading practices to clients. • Calculate costs for billings or commissions.