Securities & Commodities Sales Specialist

Course Advisor; United States; On-site; USD 50,000 - 80,000; Full time

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

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.