The tasks · Securities, Commodities, and Financial Services Sales AgentsSOC 41-3031.00
Market monitoring and analysisWhat can do this →
88% · agent
Financial reporting and documentationWhat can do this →
85% · agent
Transaction record keepingWhat can do this →
82% · agent
Customer information gatheringWhat can do this →
78% · agent
Price negotiationWhat can do this →
25% · you keep
Client relationship developmentWhat can do this →
20% · you keep
The team4 agents · 4 need no setup
Market Analysis Agent
Bloomberg Professional · Microsoft Excel · Python
● No integration needed
Financial Reporting Agent
Microsoft Excel · Microsoft Word · SAP software
● No integration needed
Transaction Recording Agent
Microsoft Access · Database management software · Microsoft Excel
● No integration needed
Client Research Agent
Salesforce software · Web · Microsoft Office software
● No integration needed
You keep this
Execute final trading decisions and approve transactionsOwn fiduciary responsibility and regulatory complianceBuild and maintain high-stakes client relationshipsMake final investment recommendations and strategic decisions
Automatability scores estimate how much of a task an agent can reliably do today, grounded in O*NET task data. They are not predictions of job loss.
Start with these three.
The most automatable work in this job, and what actually addresses it. Each one has a page of its own showing every occupation that does it.
No software category addresses thisWhy not
