Securities, Commodities, and Financial Services Sales Agents Profile and Description

The job of the Securities, Commodities, and Financial Services Sales Agents is of selling financial services and products to the client. They mostly sell stocks, and bonds thereby earning a commission for their firm and for themselves. Though each of these professionals engaged in different industries have their own job responsibilities, their basic functions are similar. The duties and responsibilities of these professionals are described below.

Securities, Commodities, and Financial Services Sales Agents Duties and Responsibilities

  • Making recommendations on particular investments and giving advice on matters of investment in a certain mutual fund.
  • Acting like a stock broker either by working under a particular company or in their own.
  • Helping to make a market in a particular stock by holding a large number of shares in their account and buying or selling shares on the basis of the demand.
  • Helping with banking services like checking, loans etc and offering advice on retirement  savings and other types of financial planning.
  • Reaching out to clients in order to sell financial products and services offered by the company.

Securities, Commodities, and Financial Services Sales Agents Skills and Specifications

  • Critical thinking skills
  • Great creative abilities
  • Ability to communicate with individuals
  • Highly organized
  • Aware about the changing world of sales and marketing

Securities, Commodities, and Financial Services Sales Agents Education and Qualifications

  • Bachelor’s degree in business administration with specialization in sales is highly desirable.
  • Five to ten years experience in related field is an added advantage.

Securities, Commodities, and Financial Services Sales Agents Salary

Salaries of the sales managers depend on the size, location, and nature of the company. Average annual salary for sales management specialist is about $90,580.

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