Securities, Commodities, and Financial Services Sales Agents

Role Description

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.

Skills

Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Considering the relative costs and benefits of potential actions to choose the most appropriate one.
Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
Understanding the implications of new information for both current and future problem-solving and decision-making.

Required Knowledge

Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
Knowledge of the structure and content of the English language including the meaning and spelling of words, and rules of composition and grammar.
Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.

Roles & Responsibilities

Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
Observing, receiving, and otherwise obtaining information from all relevant sources.
Developing constructive and cooperative working relationships with others, and maintaining them over time.
Analyzing information and evaluating results to choose the best solution and solve problems.
Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.

Employers that have these roles

AIB (NI)

WorkPlus