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).
$28,841 - $108,194
Country: United States | Currency: USD | Updated: 2 Jul 2015 | Individuals Reporting: 27
Job Description for Securities, Commodities, or Financial Services Sales Agent
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.
Identify potential clients, using advertising campaigns, mailing lists, and personal contacts.
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.