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.
AI Impact Summary
Sales Agents, Securities and Commodities faces moderate AI displacement risk with a score of 34/100. This occupation has higher AI displacement risk than 60% of all analyzed occupations. Of 19 analyzed tasks, 5 are highly automatable, particularly routine cognitive tasks. Strong protective factors — including social intelligence, creativity, or regulatory barriers — significantly reduce effective risk.
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.
AI-Augmented Skills (7)
Recommended Courses
Courses matched to Sales Agents, Securities and Commodities skill gaps, ranked by relevance to your displacement risk profile.
Get personalized recommendations. Answer a few questions about your experience and skills to get course suggestions tailored specifically to you.
Upskill to Reduce Risk
Courses addressing your most AI-vulnerable skills
SQL Fundamentals Skill Track
by DataCamp
Estimated Impact
AI-Augmentation Tools
Learn to work alongside AI and boost your productivity
Creative Writing Specialization
by Wesleyan University
Estimated Impact
Strengthen Your Edge
Double down on skills AI can't replicate
Negotiation, Mediation, and Conflict Resolution
by ESSEC Business School
Estimated Impact
We may earn a commission when you enroll through our links, at no extra cost to you. This helps fund the Takeover Tracker.
Risk reduction and salary impact are estimates based on skill gap analysis, course relevance, and labor market data. Actual results vary by individual circumstance.
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
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% |
Protective Factors
Total protective discount: 30.7%
Essential Soft Skills
Traits that are hard for AI to replicate
Wage & Employment (2024)
Median Wage
$78,140
per year
Mean Wage
$110,400
per year
Employment
472K
workers
Wage Range
$47,080 - $215,210
10th - 90th pct
Wage Distribution
Explore other career paths
Compare displacement risk across occupations and find careers with stronger long-term prospects.
Alternate Career Paths
See all transitionsSales Agents, Financial Services
29%Median salary: $78,140
Higher risk than 33% of other occupations
Public Relations and Fundraising Managers
30%Higher risk than 39% of other occupations
Financial Managers, Branch or Department
32%Median salary: $161,700
Higher risk than 50% of other occupations
Personal Financial Advisors
32%Median salary: $102,140
Higher risk than 51% of other occupations
Market Research Analysts and Marketing Specialists
32%Median salary: $76,950
Higher risk than 52% of other occupations
Insurance Sales Agents
33%Median salary: $60,370
Higher risk than 57% of other occupations
Financial Analysts
33%Median salary: $101,350
Higher risk than 59% of other occupations
Agents and Business Managers of Artists, Performers, and Athletes
36%Median salary: $96,310
Higher risk than 68% of other occupations
Loan Officers
37%Median salary: $74,180
Higher risk than 71% of other occupations
Loan Counselors
39%Median salary: $50,480
Higher risk than 77% of other occupations
Recommendations
Skills to Develop
These skills are at risk from AI automation. Sales Agents, Securities and Commodities professionals should diversify beyond them.
- Reading Comprehension
High reliance on Reading Comprehension is a risk area. Consider developing complementary AI-resistant skills to maintain value.
- Mathematics
High reliance on Mathematics is a risk area. Consider developing complementary AI-resistant skills to maintain value.
- Information Ordering
High reliance on Information Ordering is a risk area. Consider developing complementary AI-resistant skills to maintain value.
- Mathematics
High reliance on Mathematics is a risk area. Consider developing complementary AI-resistant skills to maintain value.
- Memorization
Memorization is AI-vulnerable but has moderate importance in this role. AI tools may handle this; focus on higher-value skills.
Skills to Leverage
These human-centric skills remain difficult for AI to replicate. Double down here.
- Persuasion
Persuasion is AI-resistant — strengthening this skill provides durable career protection.
- Adaptability/Flexibility
Adaptability/Flexibility is AI-resistant — strengthening this skill provides durable career protection.
- Leadership
Leadership is AI-resistant — strengthening this skill provides durable career protection.
- Complex Problem Solving
Complex Problem Solving is AI-resistant — strengthening this skill provides durable career protection.
- Social Perceptiveness
Social Perceptiveness is AI-resistant — strengthening this skill provides durable career protection.
Tools to Adopt
AI can amplify these skills. Learn the tools that augment rather than replace your work.
- Critical Thinking
Critical Thinking will be enhanced by AI. Develop expertise in using AI tools for this skill to increase productivity.
- Judgment and Decision Making
Judgment and Decision Making will be enhanced by AI. Develop expertise in using AI tools for this skill to increase productivity.
- Writing
Writing will be enhanced by AI. Develop expertise in using AI tools for this skill to increase productivity.
- Active Learning
Active Learning will be enhanced by AI. Develop expertise in using AI tools for this skill to increase productivity.
- Systems Analysis
Systems Analysis will be enhanced by AI. Develop expertise in using AI tools for this skill to increase productivity.
Score History
Risk score over 2 scoring runs
overall change