Securities, Commodities, and Financial Services Sales Agents: 
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.
Also includes
About the Job
| Primary Industry | Finance |
| Indiana Average Salary | $96,940.00 |
| Average Time to Fill | 37 days |
| Typical Education | Associate's degree |
| Typical Experience | |
| Current Openings | |
| 2 Year Projected Openings (2016-2018) | 1,240 |
| 2 Year Expected Percentage Change (2016-2018) | 3.54 % |
| 10 Year Projected Openings (2016-2026) | 5,660 |
| 10 Year Expected Percentage Change (2016-2026) | 7.79 % |
For more information on the new projection methodology, visit Hoosiers by the Numbers .
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Skills Profile
Essential (Soft) Skills
Essential Skills to Employers
Oral Communication
Critical Thinking
Professionalism
Written Communication
Attention to Detail
Integrity
Information Gathering
Customer Service
Numerical and Arithmetic Application
Following Directions
Decision-making
Resource Allocation
Leadership
Organization
Adaptability
Critical Thinking
Professionalism
Written Communication
Attention to Detail
Integrity
Information Gathering
Customer Service
Numerical and Arithmetic Application
Following Directions
Decision-making
Resource Allocation
Leadership
Organization
Adaptability
Top Job Duties and Responsibilities
Monitor Processes, Materials, or Surroundings
Monitor consumer or market trends
Monitor trends in world trade
Monitor market conditions or trends
Track financial transactions such as deposits, payments, funding, or fees
Track sales activity or trends
Monitor credit extension decisions
Monitor trends in world trade
Monitor market conditions or trends
Track financial transactions such as deposits, payments, funding, or fees
Track sales activity or trends
Monitor credit extension decisions
Processing Information
Calculate Return on Investment (ROI)
Calculate monetary exchange
Compute state and federal taxes
Calculate financial data
Calculate rates for organization's products or services
Compile data or information for financial reports
Calculate monetary exchange
Compute state and federal taxes
Calculate financial data
Calculate rates for organization's products or services
Compile data or information for financial reports
Interpreting the Meaning of Information for Others
Explain available financial assistance
Explain financial information to customers
Explain products to customers or customer representatives
Explain technical product or service information to customers
Conduct financial presentations
Explain financial information to customers
Explain products to customers or customer representatives
Explain technical product or service information to customers
Conduct financial presentations
Documenting/Recording Information
Maintain financial records, reports, or files
Maintain records of sales or other business transactions
Maintain customer and account records
Prepare financial reports
Prepare sales or other contracts
Maintain telephone logs
Maintain records of sales or other business transactions
Maintain customer and account records
Prepare financial reports
Prepare sales or other contracts
Maintain telephone logs
Analyzing Data or Information
Identify financial risks to company
Analyze market conditions or trends
Analyze sales activities or trends
Analyze financial data or information
Analyze market conditions or trends
Analyze sales activities or trends
Analyze financial data or information
Getting Information
Gather customer or product information to determine customer needs
Determine customer needs
Conduct interviews to gather financial information
Access media advertising services
Obtain customer signature and approval on work orders and jobs
Determine customer needs
Conduct interviews to gather financial information
Access media advertising services
Obtain customer signature and approval on work orders and jobs
Performing Administrative Activities
Prepare correspondence relating to financial discrepancies
Answer questions from customers or the public
Process orders for merchandise, supplies, or services
Execute sales or other financial transactions
Distribute informational bulletins
Answer questions from customers or the public
Process orders for merchandise, supplies, or services
Execute sales or other financial transactions
Distribute informational bulletins
Establishing and Maintaining Interpersonal Relationships
Maintain relationships with clients and customers
Establish relationships with clients and customers
Develop professional relationships or networks
Maintain relationships with stakeholders
Establish relationships with clients and customers
Develop professional relationships or networks
Maintain relationships with stakeholders
Performing for or Working Directly with the Public
Contact current or potential customers to promote products or services
Sell products or services
Solicit orders from established or new customers
Sell securities services
Provide financially related customer service
Sell products or services
Solicit orders from established or new customers
Sell securities services
Provide financially related customer service
Identifying Objects, Actions, and Events
Identify potential markets
Identify potential or prospective customers
Evaluate customer opportunities
Identify best product for customer's needs
Identify potential or prospective customers
Evaluate customer opportunities
Identify best product for customer's needs
Communicating with Persons Outside Organization
Consult with customers concerning needs
Adapt response to match client socioeconomic condition
Confer with party responsible for individual taxpayer representation
Discuss account status or activity with customers or patrons
Adapt response to match client socioeconomic condition
Confer with party responsible for individual taxpayer representation
Discuss account status or activity with customers or patrons
Evaluating Information to Determine Compliance with Standards
Verify bank or financial transactions
Verify signatures for financial transactions
Review records for accuracy and completeness
Verify signatures for financial transactions
Review records for accuracy and completeness
Real-Time Job Posting Statistics
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Booster Skills & Certifications
Job Seekers possessing booster skills & certifications, such as those listed below, added to core skills are more marketable, harder to find and expensive to hire.
Hard to Fill: Employers find positions requiring these skills to be hard to fill. These skills and certifications make a job seeker more in demand because the skills are not widely available.
Expensive to Fill: Employers find positions requiring these skills to be expensive to fill. Job seekers with these skills and certifications are likely to earn more money.
| Skill or Certification | Certi - fication | Certification | Hard to Fill | Expensive to Fill |
|---|---|---|---|---|
| Outside Sales | ||||
| Cash Management | ||||
| Economics | ||||
| Prospective Clients | ||||
| Commercial Lending | ||||
| Client Base Retention | ||||
| Negotiation Skills |
