Median Annual Wage: $72,070
Education: Bachelor's degree (67%); Post-baccalaureate certificate (13%); High school diploma or equivalent (12%)
Projected Growth: Average (8% to 14%)
Related Job Titles: Account Executive; Registered Representative; Investment Advisor; Financial Consultant; Investment Specialist; Investment Executive; Investment Consultant; Stock Broker; Financial Representative; Investment Representative
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Source: O*NET OnLine information for Sales Agents, Securities and Commodities.
More Sales and Related Careers
- 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.
- Discuss financial options with clients and keep them informed about transactions.
- 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.
- Inform and advise concerned parties regarding fluctuations or securities transactions affecting plans or accounts.
- 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.
- Offer advice on the purchase or sale of particular securities.
- Contact prospective customers to determine customer needs, present information, or explain available services.
- Analyze market conditions to determine optimum times to execute securities transactions.
- Explain stock market terms or trading practices to clients.
- Prepare documents needed to implement plans selected by clients.
- Calculate costs for billings or commissions.
- Prepare financial reports to monitor client or corporate finances.
- Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.
- Identify potential clients, using advertising campaigns, mailing lists, or personal contacts.
Source: O*NET OnLine information for Sales Agents, Securities and Commodities.
- Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
- Speaking - Talking to others to convey information effectively.
- Persuasion - Persuading others to change their minds or behavior.
- Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
- Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one.
- Active Learning - Understanding the implications of new information for both current and future problem-solving and decision-making.
- Writing - Communicating effectively in writing as appropriate for the needs of the audience.
- Complex Problem Solving - Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
- Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.
Source: O*NET OnLine information for Sales Agents, Securities and Commodities.