About the test
The 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
- Writing
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Personality
- Adaptability
- Competitive Spirit
- Drive
- Integrity
- Resilience
- 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.
About the job
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.
- Working with Computers
More information about this Job
| Annual US Wages (2023) |
| Bottom 10%: | | $45,420 or less |
| Bottom 25%: | | $50,080 or less |
| Median: | | $76,900 (Average) |
| Top 25%: | | $127,670 or more |
| Top 10%: | | $212,180 or more |
| US Employment Statistics |
| 2023: | | 513,800 |
| 2033 (projected): | | 547,900 |
| Annual U.S. Job Openings: | 41,000 |
Top Knowledge Requirements
- Customer and Personal Service
- Economics and Accounting
- English Language
- Mathematics
- Sales and Marketing
- Computers and Electronics
- Administration and Management
- Law and Government
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Top Skills
- Active Listening
- Critical Thinking
- Judgment and Decision Making
- Monitoring
- Reading Comprehension
- Persuasion
- Active Learning
- Speaking
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Top Abilities
- Oral Comprehension
- Oral Expression
- Deductive Reasoning
- Written Comprehension
- Speech Clarity
- Problem Sensitivity
- Written Expression
- Speech Recognition
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| Education Requirements |
| High School Diploma: | | 27% |
| Some College: | | 6% |
| Bachelor's Degree: | | 55% |
| Post-Baccalaureate Certificate: | | 6% |
| 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: | | 11% |
| 1 - 2 Years: | | 16% |
| 2 - 4 Years: | | 32% |
| 4 - 6 Years: | | 12% |
| 6 - 8 Years: | | 4% |
| More than 10 Years: | | 9% |
| 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 Administrator, Account Manager, Account Specialist, Bank and Savings Securities Trader, Banker, Banker Associate, Block Trader, Bond Broker, Bond Trader, Branch Banker, Branch Relationship Banker, Branch Sales Representative, Branch Service Representative, Broker, Business Banker, Business Banking Relationship Manager, Buyer, Chartered Financial Analyst (CFA), Client Administrator, Client Service Associate, Commodities Broker, Commodities Trader, Customer Agent, Day Trader, Dealer, Energy Trader, Equities Trader, Equity Trader, Field Marketing Representative, Finance Specialist, Financial Advisor, 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, Insurance and Financial Services Agent, Investment Banker, Investment Consultant, Investment Officer, Investment Representative, Investments Advisor, Investments Manager, Investments Specialist, Loan Broker, Market Maker, Market Operator, Money Manager, Municipal Bonds Trader, Mutual Funds Agent, Mutual Funds Sales Agent, Online Trader, Options Trader, Outside Sales Representative, Personal Banker, Personal Banker Associate, Premier Banker, Private Banker, Private Client Banker, Proprietary Trader, Quantitative Trader, Real-Time Energy Trader, Real-Time Trader, Registered Representative, Relationship Banker, Retail Personal Banker, Sales Advisor, Sales Associate, Sales Consultant, Sales Professional, Sales Representative, Securities Adviser, Securities Lending Trader, Securities Trader, Select Banker, Services Investment Specialist, Speculator, Stock Associate, Stock Broker, Stock Speculator, Stock Trader, Trader, Trading Specialist, Trust Officer, Wholesale Account Executive
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