A securities, commodities, and financial services sales agent buys and sells securities or commodities in investment and trading firms, or provides financial services to businesses and individuals, while advising customers about stocks, bonds, mutual funds, commodities, and market conditions. The work involves advising customers. It draws on a grounding in economics and accounting, mathematics, and sales and marketing, alongside active listening, critical thinking, and monitoring.
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.
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The technologies this role leans on most, ranked by how central they are to the work.
A securities, commodities, and financial services sales agent buys and sells securities or commodities in investment and trading firms, or provides financial services to businesses and individuals, while advising customers about stocks, bonds, mutual funds, commodities, and market conditions. The work involves advising customers. It draws on a grounding in economics and accounting, mathematics, and sales and marketing, alongside active listening, critical thinking, and monitoring.
Key skills for a Securities, Commodities, and Financial Services Sales Agents include Economics and Accounting, Mathematics, Sales and Marketing, Computers and Electronics, Administration and Management. Common technologies include AIQ Systems TradingExpert Pro, AnalyzerXL, Aspen Graphics Technical Analysis Software, Bloomberg Professional, BondDesk Group Trader WorkStation. Acelro can analyze your current skills and show you exactly what to learn next.
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