How Securities, Commodities, and Financial Services Sales Agents stay on track

Track time and projects for clients with Monitask
Securities, Commodities, and Financial Services Sales Agents hourly rate: $31,14

How much could Monitask save you?

Annual savings

$
Сalculation is performed automatically upon data entry
SAVE NOW

What is the job of the Securities, Commodities, and Financial Services Sales Agents

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.

Key tasks of the Securities, Commodities, and Financial Services Sales Agents

  • 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.
  • Discuss financial options with clients and keep them informed about transactions.
  • Determine customers’ financial services needs and prepare proposals to sell services that address these needs.
  • Sell services or equipment, such as trusts, investments, or check processing services.
  • Identify opportunities or develop channels for purchase or sale of securities or commodities.
  • Develop financial plans, based on analysis of clients’ financial status.
  • Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.
  • Contact prospective customers to present information and explain available services.
  • Devise trading, option, or hedge strategies.
  • Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.
  • Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.
  • Offer advice on the purchase or sale of particular securities.
  • Evaluate costs and revenue of agreements to determine continued profitability.
  • Explain stock market terms or trading practices to clients.
  • Calculate costs for billings or commissions.
  • Prepare financial reports to monitor client or corporate finances.
  • Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.

Read full

What other tasks a Securities, Commodities, and Financial Services Sales Agents may have

  • Supervise support staff and ensure proper execution of contracts.

  • Relay buy or sell orders to securities exchanges or to firm trading departments.

Read full

Top reasons to use time tracking for Securities, Commodities, and Financial Services Sales Agents

Organize your paperwork and comply with legal requirements

Use Monitask for complete control over your employees' working hours and get information about the hours worked in the form of convenient reports.
Demonstrating the total number of hours spent each year helps support your business and increases transparency with your customers.

Receive more grants and investments

Proper time calculations will ensure that you have supporting documents and data to show when you apply for investments or search for new strategic partners.

Save on payroll and identify bottlenecks

Review daily timesheets and productivity scores to identify bottlenecks and ways to improve your operations quickly.
Implementing the correct time-tracking solution always results in reduced payroll costs for part-time and full-time employees, and companies can get more things done for each dollar they invest in their recruitment efforts.

Improve staffing and scheduling

Scheduling takes the guesswork out of the project's management.
By reviewing scheduling reports, managers can quickly identify efforts and estimated the workforce needed to complete the projects on time.

What other customers have to say about us

See all reviews from our clients on Capterra