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

Daily Tasks / Routine Tasks

1. Prepare financial reports to monitor client or corporate finances.

2. Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.

3. Analyze market conditions to determine optimum times to execute securities transactions.

4. Inform and advise concerned parties regarding fluctuations or securities transactions affecting plans or accounts.

5. Prepare documents needed to implement plans selected by clients.

Main Activities

Establishing and Maintaining Interpersonal Relationships : Developing constructive and cooperative working relationships with others, and maintaining them over time.

Communicating with Persons Outside Organization : Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.

Selling or Influencing Others : Convincing others to buy merchandise/goods or to otherwise change their minds or actions.

Organizing, Planning, and Prioritizing Work : Developing specific goals and plans to prioritize, organize, and accomplish your work.

Getting Information : Observing, receiving, and otherwise obtaining information from all relevant sources.

Analyzing Data or Information : Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.

Interpreting the Meaning of Information for Others : Translating or explaining what information means and how it can be used

Areas Of Knowledge

Customer and Personal Service : 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.

Mathematics : Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

English Language : Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

Sales and Marketing : 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.

Economics and Accounting : Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.

Clerical : Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.

Key Abilities

Oral Comprehension : The ability to listen to and understand information and ideas presented through spoken words and sentences.

Written Comprehension : The ability to read and understand information and ideas presented in writing. Mathematical Reasoning : The ability to choose the right mathematical methods or formulas to solve a problem.

Mathematical Reasoning : The ability to choose the right mathematical methods or formulas to solve a problem.

Number Facility : The ability to add, subtract, multiply, or divide quickly and correctly.

Near Vision : The ability to see details at close range (within a few feet of the observer).

Oral Expression : The ability to communicate information and ideas in speaking so others will understand.

Deductive Reasoning : The ability to apply general rules to specific problems to produce answers that make sense.

Inductive Reasoning : The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).

Top Skills

Active Listening : 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.

Critical Thinking : Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

Persuasion : Persuading others to change their minds or behavior.

Writing : Communicating effectively in writing as appropriate for the needs of the audience.

Reading Comprehension : Understanding written sentences and paragraphs in work related documents.

Judgment and Decision Making : Considering the relative costs and benefits of potential actions to choose the most appropriate one.

Time Management : Managing one's own time and the time of others.