Go to Home Page
Contact Us
Request a Demo
Go to Home Page Products Pricing
Company Contact Us Request a Demo Sign In
Sales Agent - Securities, Financial Services

Sales Agent - Securities, Financial Services

Job-Specific Whole-Person Assessment (Test)

 A Short Version is Now Available!

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:
  • 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
  Knowledge and Skills
  • Fundamental Sales Concepts
  • Sales Situation Analysis
  • Writing
  • Adaptability
  • Drive
  • Integrity
  • 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
Price:40 Credits (Add 5 Credits for Online Proctoring if Used)
More information about this Job
Annual US Wages (2019)
Bottom 10%:
$35,320 or less
Bottom 25%:
$43,510 or less
$62,270 (Average)
Top 25%:
$112,770 or more
Top 10%:
$204,130 or more

US Employment Statistics
2028 (projected):
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
Top Skills
  • Active Listening
  • Persuasion
  • Speaking
  • Critical Thinking
  • Reading Comprehension
  • Judgment and Decision Making
  • Active Learning
  • Writing
Top Abilities
  • Written Comprehension
  • Speech Clarity
  • Oral Expression
  • Oral Comprehension
  • Written Expression
  • Speech Recognition
  • Inductive Reasoning
  • Problem Sensitivity
Education Requirements
High School Diploma:
Some College:
Bachelor's Degree:
Post-Baccalaureate Certificate:
Master's Degree:
This graphic shows the percentage of people in this role who have their highest education in each category.
Related Work Experience Requirements
6 Months - 1 Year:
1 - 2 Years:
2 - 4 Years:
4 - 6 Years:
6 - 8 Years:
More than 10 Years:
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

Related Jobs based on Skills & Abilities: Sales Agents, Financial Services, Personal Financial Advisors, Insurance Sales Agents, Financial Managers, Branch or Department, Public Relations and Fundraising Managers, Loan Officers, Financial Analysts, Loan Counselors, Agents and Business Managers of Artists, Performers, and Athletes, Market Research Analysts and Marketing Specialists, Logisticians, Medical and Health Services Managers, First-Line Supervisors of Office and Administrative Support Workers, Financial Examiners, Transportation Managers, Regulatory Affairs Managers, Claims Examiners, Property and Casualty Insurance, Treasurers and Controllers, Human Resources Managers

(HR Avatar Use Only) pid=3204, Sim

Read the Reviews
"Amazing Service and Spot-On Testing"
"The value received far exceeds the price"
"Truly takes out the guess work"
"Hiring managers can easily understand the reports"

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.
Related Products   Back
Sales Representative - Technical and Scientific (Spanish)
Based on O*NET SOC 41-4011.00, the Sales Representative - Technical and Scienti...
Sales Representative - Wholesale & Manufacturing (Spanish)
Based on O*NET SOC 41-4012.00, the Sales Representative - Wholesale & Manufactu...

Go to Home Page
This website uses cookies to ensure you get the best experience on our website. Learn More