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Sales Agent - Securities, Financial Services

Sales Agent - Securities, Financial Services

Job-Specific Whole-Person Assessment (Test)

A Short Version of this test is available.   What's the Difference?

Candidates typically need about 45 minutes to complete our full-length job-specific assessments. Our short versions take less than half that time. Like our standard assessments, these tests are based on the U.S. Government Occupational Information Network (O*Net). They do not contain the animated simulation module, however, though they still provide valuable information about all critical performance-related dimensions. Additionally, the short versions optionally include 1-2 virtual video interview questions! Click below for more information:

Sales Agent - Securities, Financial Services (Short)

Sales Agent - Securities, Financial Services

Buy and sell securities or commodities in investment and trading firms, or provide financial services to businesses and individuals. May advise customers about stocks, bonds, mutual funds, commodities, and market conditions.

Top activities and tasks for this job:
  • Make bids or offers to buy or sell securities.
  • Monitor markets or positions.
  • Agree on buying or selling prices at optimal levels for clients.
  • Keep accurate records of transactions.
  • Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
  • Complete sales order tickets and submit for processing of client-requested transactions.
  • Report all positions or trading results.
  • Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.

About the test (Full Version)

The HR Avatar Sales Agent - Securities, Financial Services Pre-Employment Assessment was designed to help you hire staff in this role. The test provides a whole-person evaluation by measuring job-relevant cognitive ability, personality, knowledge, skills, and relevant behavioral history. Each component provides important data for hiring decisions. Cognitive ability has been linked to overall job performance in most jobs and correlates with a candidate's ability to learn new skills and to solve complex problems. Personality characteristics determine how well the candidate will fit-in with a corporate culture. Knowledge and skills indicate how much training will be needed before a new employee becomes productive. Finally, relevant behavioral history detects counter-productive behaviors that can impact job performance.

The Sales Agent - Securities, Financial Services test includes an animated work simulation in which candidates meet customers, colleagues and supervisors in a job-related context. Post-test surveys indicate the majority of candidates react favorably to these simulations. This test also contains an automatically-scored essay component. Writing is a key skill for many jobs and also demonstrates the ability to generate, organize, and communicate relevant ideas effectively.

The specific attributes measured include:

Cognitive Ability
  • Analytical Thinking and Attention to Detail
  Knowledge and Skills
  • Fundamental Sales Concepts
  • Sales Situation Analysis
  • Writing
  • Adaptability
  • Competitive Spirit
  • Drive
  • Integrity
  • Sales Hunter Mindset
  • Teamwork
  Emotional Intelligence
  • Empathy and Emotional Self-Control
Behavioral History
  • History Survey - Performance
  • History Survey - Tenure

Following completion, the test produces a Candidate Selection Report that includes an overall score and detailed scores for each attribute. The overall score weighs each of the factors based on research and analysis from the U.S. Government's Occupational Information Network (O*Net). O*Net represents over a decade of dedicated research evaluating the relative importance of various factors that lead to success in almost 1,000 different job roles.

The Candidate Selection Report also provides expert interview questions that help you probe critical or low-scoring areas, along with a guide for noting your evaluation of the candidate's responses. Consistent use of an interview guide is an important part of gaining better candidate insights and making better hiring decisions.

Language:English (US)
Time to Complete:40 Minutes (Approximately)
O*Net SOC Code:41-3031.00
Simulation Context:Business-to-Business Sales
O*Net Context:Sales and Related
More information about this Job
Annual US Wages (2020)
Bottom 10%:
$36,910 or less
Bottom 25%:
$45,930 or less
$64,770 (Average)
Top 25%:
$116,020 or more
Top 10%:
$208,000 or more

US Employment Statistics
2029 (projected):
Annual U.S. Job Openings:40,500

Top Knowledge Requirements
  • Economics and Accounting
  • Customer and Personal Service
  • English Language
  • Mathematics
  • Sales and Marketing
  • Computers and Electronics
  • Administration and Management
  • Clerical
Top Skills
  • Critical Thinking
  • Active Listening
  • Speaking
  • Reading Comprehension
  • Persuasion
  • Judgment and Decision Making
  • Social Perceptiveness
  • Mathematics
Top Abilities
  • Oral Comprehension
  • Oral Expression
  • Deductive Reasoning
  • Written Comprehension
  • Speech Recognition
  • Inductive Reasoning
  • Speech Clarity
  • Problem Sensitivity

Alternate Titles for this Role: Account Administrator, Account Executive, Account Leader, Account Manager, Account Specialist, Bank and Savings Securities Trader, Banker, Block Trader, Bond Broker, Bond Trader, Branch Sales Representative, Branch Service Representative, Broker, Business Account Leader, Business Banker, Buyer, Chartered Financial Analyst (CFA), Client Administrator, Client Service Associate, Commodities Broker, Commodities Trader, Commodity Broker, Commodity Trader, Corporate Bond Trader, Cotton Broker, Customer Agent, Day Trader, Dealer, Equities Trader, Equity Trader, Field Marketing Representative, Finance Specialist, Financial Consultant, Financial Report Service Sales Agent, Financial Representative, Financial Sales Advisor, Financial Services Agent, Financial Services Associate, Financial Services Representative, Financial Services Sales Representative, Financial Specialist, Fiscal Specialist, Floor Broker, Floor Trader, Flow Trader, Foreign Exchange Trader (Forex Trader), Futures Trader, Grain Broker, Hedge Fund Trader, Hybrid Derivatives Trader, Inside Sales Representative, Investment Advisor, Investment Banker, Investment Consultant, Investment Officer, Investment Representative, Investment Specialist, Investment Trader, Investments Manager, Loan Broker, Market Maker, Market Operator, Money Manager, Municipal Bond Trader, Mutual Fund Sales Agent, Mutual Funds Agent, Online Trader, Option Trader, Options Trader, Outside Sales Representative, Personal Banker, Proprietary Trader, Quantitative Trader, Real Time Trader, Registered Representative, Relationship Banker, Retail Personal Banker, Sales Advisor, Sales Associate, Sales Consultant, Sales Professional, Sales Representative, Sales Specialist, Securities Adviser, Securities Lending Trader, Securities Trader, Select Banker, Services Investment Specialist, Speculator, Stock Associate, Stock Broker, Stock Speculator, Stock Trader, Stockbroker, Supply Manager, Trader, Trading Specialist, Trust Officer, Wholesale Account Executive

Related Jobs based on Skills & Abilities: Personal Financial Advisors, Insurance Sales Agents, Financial Managers, Loan Officers, Agents and Business Managers of Artists, Performers, and Athletes, Human Resources Specialists, Public Relations Specialists, Market Research Analysts and Marketing Specialists, Accountants and Auditors, Logisticians, Regulatory Affairs Managers, Medical and Health Services Managers, First-Line Supervisors of Office and Administrative Support Workers, Claims Adjusters, Examiners, and Investigators, Purchasing Managers, Financial Examiners, Transportation, Storage, and Distribution Managers

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Activities performed during the Test
  • Correctly quote a price based on the pricing policy.
  • Plan the most efficient way to meet with several customers in a day.
  • Relay product information to the customer.
  • Summarize customer feedback and make recommendations for improvement.
  • Write an email to secure a customer meeting.
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