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
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Knowledge and Skills
- Fundamental Sales Concepts
- Sales Situation Analysis
- Writing
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Personality
- Adaptability
- Competitive Spirit
- Drive
- Integrity
- Sales Hunter Mindset
- 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 (2020) |
| Bottom 10%: | | $36,910 or less |
| Bottom 25%: | | $45,930 or less |
| Median: | | $64,770 (Average) |
| Top 25%: | | $116,020 or more |
| Top 10%: | | $208,000 or more |
| US Employment Statistics |
| 2020: | | 466,300 |
| 2030 (projected): | | 485,800 |
| Annual U.S. Job Openings: | 42,500 |
Top Knowledge Requirements
- Economics and Accounting
- Customer and Personal Service
- English Language
- Mathematics
- Sales and Marketing
- Computers and Electronics
- Administration and Management
- Clerical
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Top Skills
- Critical Thinking
- Active Listening
- Speaking
- Reading Comprehension
- Persuasion
- Judgment and Decision Making
- Social Perceptiveness
- Mathematics
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Top Abilities
- Oral Comprehension
- Oral Expression
- Deductive Reasoning
- Written Comprehension
- Speech Recognition
- Inductive Reasoning
- Speech Clarity
- Problem Sensitivity
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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
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