Sales Agents, Securities and Commodities

Course Advisor

United States

On-site

USD 50,000 - 80,000

Full time

14 days+

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Job summary

Course Advisor is looking for a Securities and Commodities Sales Agent in the United States. The role involves buying and selling securities, developing financial plans, and advising clients on investments. Candidates should possess strong skills in active listening, speaking, and critical thinking. Proficiency in tools like Microsoft Excel and crafting financial reports is essential. Join a dynamic team dedicated to helping clients navigate the financial landscape.

Responsibilities

Explain stock market terms or trading practices to clients.
Prepare financial reports to monitor client or corporate finances.
Discuss financial options with clients and keep them informed about transactions.
Calculate costs for billings or commissions.
Offer advice on the purchase or sale of particular securities.
Develop financial plans, based on analysis of clients’ financial status.

Skills

Active Listening

Speaking

Reading Comprehension

Critical Thinking

Persuasion

Judgment and Decision Making

Tools

Microsoft Excel

Microsoft Word

Microsoft Office

Microsoft PowerPoint

Web browser software

Python

Data entry software

Email software

Graphics software

Customer relationship management (CRM) software

Bloomberg Professional

C++

Leading Market Technologies EXPO

Derivicom FinOptions XL

AnalyzerXL

Job description

Securities and Commodities Sales Agent

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

Responsibilities

Explain stock market terms or trading practices to clients.
Prepare financial reports to monitor client or corporate finances.
Discuss financial options with clients and keep them informed about transactions.
Calculate costs for billings or commissions.
Offer advice on the purchase or sale of particular securities.
Develop financial plans, based on analysis of clients’ financial status.

Required 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.
Speaking: Talking to others to convey information effectively.
Reading Comprehension: Understanding written sentences and paragraphs in work related documents.
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.
Judgment and Decision Making: Considering the relative costs and benefits of potential actions to choose the most appropriate one.

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