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:
- Keep accurate records of transactions.
- Complete sales order tickets and submit for processing of client-requested transactions.
- Communicating with Persons Outside Organization - interview customers
- Establishing and Maintaining Interpersonal Relationships - maintain cooperative relationships with clients
- 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.
- Making Decisions and Solving Problems - make decisions
- Evaluating Information to Determine Compliance with Standards - ensure correct grammar, punctuation, or spelling
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
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Knowledge and Skills
- Fundamental Sales Concepts
- Sales Situation Analysis
- Writing
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Personality
- Adaptability
- Drive
- Integrity
- Teamwork
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Emotional Intelligence
- Empathy and Emotional Self-Control
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Behavioral History
- History Survey - Performance
- History Survey - Tenure
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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.
More information about this Job
| Annual US Wages (2019) |
| Bottom 10%: | | $35,320 or less |
| Bottom 25%: | | $43,510 or less |
| Median: | | $62,270 (Average) |
| Top 25%: | | $112,770 or more |
| Top 10%: | | $204,130 or more |
| US Employment Statistics |
| 2018: | | 442,400 |
| 2028 (projected): | | 460,900 |
| Annual U.S. Job Openings: | 44,600 |
Top Knowledge Requirements
- Customer and Personal Service
- Economics and Accounting
- English Language
- Sales and Marketing
- Mathematics
- Computers and Electronics
- Administration and Management
- Law and Government
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Top Skills
- Active Listening
- Persuasion
- Speaking
- Critical Thinking
- Reading Comprehension
- Judgment and Decision Making
- Active Learning
- Writing
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Top Abilities
- Written Comprehension
- Speech Clarity
- Oral Expression
- Oral Comprehension
- Written Expression
- Speech Recognition
- Inductive Reasoning
- Problem Sensitivity
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| Education Requirements |
| High School Diploma: | | 12% |
| Some College: | | 4% |
| Bachelor's Degree: | | 67% |
| Post-Baccalaureate Certificate: | | 13% |
| Master's Degree: | | 4% |
| This graphic shows the percentage of people in this role who have their highest education in each category. |
| Related Work Experience Requirements |
| None: | | 13% |
| 6 Months - 1 Year: | | 8% |
| 1 - 2 Years: | | 14% |
| 2 - 4 Years: | | 28% |
| 4 - 6 Years: | | 17% |
| 6 - 8 Years: | | 7% |
| More than 10 Years: | | 11% |
| This graphic shows the percentage of people in this role whose related work experience before they entered this position falls into each category. |
Alternate Titles for this Role: Account Executive, Account Leader, Account Specialist, Bond Broker, Broker, Business Account Leader, Business Relationship Manager, Chartered Financial Analyst (CFA), Commodity Broker, Cotton Broker, Customer Agent, Dealer, Field Marketing Representative, Financial Consultant, Financial Representative, Fiscal Specialist, Floor Broker, Grain Broker, Grain Broker and Market Operator, Inside Sales Representative, Investment Advisor, Investment Banker, Investment Consultant, Investment Executive, Investment Representative, Investment Specialist, Investments Manager, Market Maker, Market Operator, Mine Promoter, Mining Speculator, Money Manager, Mutual Funds Agent, Oil Lease Broker, Oil Speculator, Outside Sales Representative, Registered Representative, Sales Specialist, Services Investment Specialist, Speculator, Stock Associate, Stock Broker, Stock Speculator, Stockbroker, Trading Specialist, Trust Officer
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