Securities, Commodities, and Financial Services Sales Agents, task by task.

The 27 activities O*NET records for this job, each linked to what software can take on. The scored breakdown for this one is still generating.

Also filed here99

buyer
banker
broker
dealer
trader
day trader
speculator
bond broker
bond trader
flow trader
loan broker
block trader
floor broker
floor trader
and 85 more

The full activity list

All 27 detailed work activities O*NET records for Securities, Commodities, and Financial Services Sales Agents, grouped by how much of each one software can take on. Every row has its own page.

Mostly automatable 12

Mostly automatable activities for Securities, Commodities, and Financial Services Sales Agents
Activity	Jobs
Prepare financial documents, reports, or budgets	37
Calculate costs of goods or services	25
Prepare sales or other contracts	16
Gather customer or product information to determine customer needs	16
Analyze business or financial data	16
Maintain records of sales or other business transactions	12
Process sales or other transactions	12
Analyze market conditions or trends	12
Develop proposals for current or prospective customers	7
Estimate costs or terms of sales	6
Gather information in order to provide services to clients	5
Review accuracy of sales or other transactions	4

Partly automatable 10

Partly automatable activities for Securities, Commodities, and Financial Services Sales Agents
Activity	Jobs
Sell products or services	38
Explain technical product or service information to customers	17
Purchase products or services	13
Contact current or potential customers to promote products or services	10
Monitor market conditions or trends	9
Coordinate activities with suppliers, contractors, clients, or other departments	8
Explain financial information to customers	6
Monitor sales activities	5
Share sales-related or market information with colleagues	3
Customize financial products or services to meet customer needs	2

Barely automatable 5

Barely automatable activities for Securities, Commodities, and Financial Services Sales Agents
Activity	Jobs
Negotiate prices or other sales terms	7
Develop professional relationships or networks	6
Supervise sales or support personnel	5
Negotiate purchases or contracts	4
Identify investment opportunities or strategies	2