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Occupation information for

Sales Agents, Securities and Commodities
District Of Columbia

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description

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

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details

Currently Employed: 798

Projected Annual Job Openings: 40

Typical Hourly Wage: $24.83 - $62.66

Typical Annual Salary: $51,600 - $130,300

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typical training

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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typical job duties

  • 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.

tools & technology


Tools:
  • Desktop computers
  • Notebook computers
  • Personal computers
  • Tablet computers
  • Wearable computing devices

Technology:
  • Data base user interface and query software
  • Desktop communications software
  • Financial analysis software
  • Office suite software
  • Word processing software

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