Occupation information for

Sales Agents, Securities and Commodities

United States

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

Compare Skills Bright Outlook

Bright Outlook

Currently Employed: 312,200

Yearly Projected Openings: 13,370

Typical Hourly Wage: $20.16 - $63.48

Typical Annual Salary: $41,900 - $132,000

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Typical education needed for entry: Bachelor's degree

Typical work experience needed for a job in this occupation: None

Typical on-the-job training once you have a job in this occupation: Moderate-term on-the-job training

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Complete sales order tickets and submit for processing of client-requested transactions.
Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
Record transactions accurately, and keep clients informed about transactions.
Develop financial plans based on analysis of clients' financial status, and discuss financial options with clients.
Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.
Offer advice on the purchase or sale of particular securities.
Relay buy or sell orders to securities exchanges or to firm trading departments.
Identify potential clients, using advertising campaigns, mailing lists, or personal contacts.
Review financial periodicals, stock and bond reports, business publications, or other material to identify potential investments for clients or to keep abreast of trends affecting market conditions.
Contact prospective customers to determine customer needs, present information, or explain available services.

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