(Career Asssessments, Exploration & Counselling)
Career: Sales Agents, Securities and Commodities
Job Description
Buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations.
Job Tasks
Importance %age |
Task Description |
100
|
Explain stock market terms or trading practices to clients. |
98
|
Record transactions accurately, and keep clients informed about transactions. |
98
|
Offer advice on the purchase or sale of particular securities. |
96
|
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. |
96
|
Prepare documents needed to implement plans selected by clients. |
95
|
Identify potential clients, using advertising campaigns, mailing lists, or personal contacts. |
94
|
Complete sales order tickets and submit for processing of client-requested transactions. |
94
|
Develop financial plans based on analysis of clients' financial status, and discuss financial options with clients. |
94
|
Contact prospective customers to determine customer needs, present information, or explain available services. |
93
|
Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives. |
91
|
Inform and advise concerned parties regarding fluctuations or securities transactions affecting plans or accounts. |
90
|
Relay buy or sell orders to securities exchanges or to firm trading departments. |
87
|
Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities. |
85
|
Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations. |
80
|
Calculate costs for billings or commissions. |
77
|
Prepare financial reports to monitor client or corporate finances. |
71
|
Analyze market conditions to determine optimum times to execute securities transactions. |
60
|
Read corporate reports and calculate ratios to determine best prospects for profit on stock purchases and to monitor client accounts. |
Work Activities
Importance %age |
Activity Description |
86
|
Selling or Influencing Others
|
82
|
Communicating with Persons Outside Organization
|
81
|
Establishing and Maintaining Interpersonal Relationships
|
78
|
Performing for or Working Directly with the Public
|
77
|
Organizing, Planning, and Prioritizing Work
|
76
|
Updating and Using Relevant Knowledge
|
75
|
Identifying Objects, Actions, and Events
|
74
|
Interpreting the Meaning of Information for Others
|
73
|
Getting Information
|
73
|
Making Decisions and Solving Problems
|
72
|
Analyzing Data or Information
|
69
|
Resolving Conflicts and Negotiating with Others
|
68
|
Processing Information
|
68
|
Communicating with Supervisors, Peers, or Subordinates
|
67
|
Judging the Qualities of Things, Services, or People
|
61
|
Developing Objectives and Strategies
|
60
|
Thinking Creatively
|
59
|
Interacting With Computers
|
58
|
Provide Consultation and Advice to Others
|
55
|
Monitoring and Controlling Resources
|
54
|
Performing Administrative Activities
|
52
|
Assisting and Caring for Others
|
50
|
Evaluating Information to Determine Compliance with Standards
|
48
|
Documenting/Recording Information
|
48
|
Scheduling Work and Activities
|
47
|
Developing and Building Teams
|
46
|
Coaching and Developing Others
|
44
|
Training and Teaching Others
|
43
|
Coordinating the Work and Activities of Others
|
42
|
Monitor Processes, Materials, or Surroundings
|
42
|
Guiding, Directing, and Motivating Subordinates
|
40
|
Estimating the Quantifiable Characteristics of Products, Events, or Information
|
27
|
Handling and Moving Objects
|
27
|
Staffing Organizational Units
|
18
|
Controlling Machines and Processes
|
14
|
Performing General Physical Activities
|
11
|
Operating Vehicles, Mechanized Devices, or Equipment
|
7
|
Inspecting Equipment, Structures, or Material
|
3
|
Repairing and Maintaining Mechanical Equipment
|
2
|
Repairing and Maintaining Electronic Equipment
|
2
|
Drafting, Laying Out, and Specifying Technical Devices, Parts, and Equipment
|