XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
$24,201 - $103,042
Country: United States | Currency: USD | Updated: 28 Oct 2016 | Individuals Reporting: 12
Job Description for Securities, Commodities, or Financial Services Sales Agent
Develop financial plans based on analysis of clients' financial status, and discuss financial options with clients.
Record transactions accurately and keep clients informed about transactions.
Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
Buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations.
Contact prospective customers to determine customer needs, present information, and explain available services.