Sales Agents, Securities and Commodities
Buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations.
How AI Impacts Each Task
19 tasks analyzed
Keep accurate records of transactions.
Complete sales order tickets and submit for processing of client-requested transactions.
Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
Discuss financial options with clients and keep them informed about transactions.
Develop financial plans, based on analysis of clients' financial status.
Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.
Inform and advise concerned parties regarding fluctuations or securities transactions affecting plans or accounts.
Review financial periodicals, stock and bond reports, business publications, or other material to identify potential investments for clients or to keep abreast of trends affecting market conditions.
Offer advice on the purchase or sale of particular securities.
Relay buy or sell orders to securities exchanges or to firm trading departments.
Contact prospective customers to determine customer needs, present information, or explain available services.
Analyze market conditions to determine optimum times to execute securities transactions.
Explain stock market terms or trading practices to clients.
Prepare documents needed to implement plans selected by clients.
Calculate costs for billings or commissions.
Prepare financial reports to monitor client or corporate finances.
Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.
Identify potential clients, using advertising campaigns, mailing lists, or personal contacts.
Read corporate reports and calculate ratios to determine best prospects for profit on stock purchases.
| Task | AI Capability | Risk | Time % | |
|---|---|---|---|---|
| Keep accurate records of transactions. | 95Estimated | 87.2% | 5% | |
| Complete sales order tickets and submit for processing of client-requested transactions. | 92Estimated | 86.0% | 5% | |
| Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives. | 35Estimated | 29.0% | 10% | |
| Discuss financial options with clients and keep them informed about transactions. | 30Estimated | 27.0% | 10% | |
| Develop financial plans, based on analysis of clients' financial status. | 63.05Observed | 52.2% | 8% | |
| Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations. | 42.17Observed | 66.1% | 5% | |
| Inform and advise concerned parties regarding fluctuations or securities transactions affecting plans or accounts. | 46.8Observed | 33.7% | 6% | |
| Review financial periodicals, stock and bond reports, business publications, or other material to identify potential investments for clients or to keep abreast of trends affecting market conditions. | 43.57Observed | 44.4% | 8% | |
| Offer advice on the purchase or sale of particular securities. | 51.73Observed | 35.7% | 6% | |
| Relay buy or sell orders to securities exchanges or to firm trading departments. | 40.28Observed | 65.3% | 4% | |
| Contact prospective customers to determine customer needs, present information, or explain available services. | 40.3Observed | 31.1% | 8% | |
| Analyze market conditions to determine optimum times to execute securities transactions. | 48.55Observed | 46.4% | 6% | |
| Explain stock market terms or trading practices to clients. | 55.4Observed | 37.2% | 4% | |
| Prepare documents needed to implement plans selected by clients. | 54.85Observed | 71.1% | 4% | |
| Calculate costs for billings or commissions. | 97Estimated | 88.0% | 2% | |
| Prepare financial reports to monitor client or corporate finances. | 52.52Observed | 70.2% | 3% | |
| Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities. | 40.58Observed | 65.4% | 2% | |
| Identify potential clients, using advertising campaigns, mailing lists, or personal contacts. | 44.57Observed | 44.8% | 2% | |
| Read corporate reports and calculate ratios to determine best prospects for profit on stock purchases. | 52.9Observed | 48.2% | 2% |
Skill Impact Analysis
AI-Vulnerable Skills (6)
High reliance on Reading Comprehension is a risk area. Consider developing complementary AI-resistant skills to maintain value.
High reliance on Mathematics is a risk area. Consider developing complementary AI-resistant skills to maintain value.
High reliance on Information Ordering is a risk area. Consider developing complementary AI-resistant skills to maintain value.
High reliance on Mathematics is a risk area. Consider developing complementary AI-resistant skills to maintain value.
Memorization is AI-vulnerable but has moderate importance in this role. AI tools may handle this; focus on higher-value skills.
Programming is AI-vulnerable but has moderate importance in this role. AI tools may handle this; focus on higher-value skills.
AI-Resistant Skills (11)
Persuasion is AI-resistant — strengthening this skill provides durable career protection.
Adaptability/Flexibility is AI-resistant — strengthening this skill provides durable career protection.
Leadership is AI-resistant — strengthening this skill provides durable career protection.
Complex Problem Solving is AI-resistant — strengthening this skill provides durable career protection.
Social Perceptiveness is AI-resistant — strengthening this skill provides durable career protection.
Service Orientation is AI-resistant — strengthening this skill provides durable career protection.
Negotiation is AI-resistant — strengthening this skill provides durable career protection.
Coordination is AI-resistant — strengthening this skill provides durable career protection.
Recommended Courses
Courses matched to Sales Agents, Securities and Commodities skill gaps, ranked by relevance to your displacement risk profile.
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Upskill to Reduce Risk
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SQL Fundamentals Skill Track
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Creative Writing Specialization
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Risk reduction and salary impact are estimates based on skill gap analysis, course relevance, and labor market data. Actual results vary by individual circumstance.
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Score History
Risk score over 2 scoring runs
overall change
Education & Training
Percentage of workers at each education and training level
Education Level
Prior Experience Needed
Work experience required to enter this job
Training Provided After Hiring
How long it typically takes to learn on the job
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Last scored March 14, 2026 · Based on BLS employment data and O*NET task analysis