JOB REPORT / 41-3031 · 30 TASKS

Securities, Commodities, and Financial Services Sales Agents.

Can AI do the work of Securities, Commodities, and Financial Services Sales Agents?

Mostly it works alongside you. Here is what shifts, task by task.

YOUR EXPERIENCE MATTERS

How does this fit your work?

How many tasks do you use AI to assist with at work?

Drag the dot. There’s no wrong answer; it starts at our estimate.

Starting pointOur estimate

The mark shows what’s typical for this job.

The parts of your job AI can already do most of:

Monitor markets or positions
Keep accurate records of transactions
Report all positions or trading results

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A guided certificate program in AI-assisted Securities, Commodities, and Financial Services Sales Agents work. It covers the 30 AI-affected parts of your job and ends in a capstone a person reviews.

WHAT WE LOOKED AT

Your job, task by task.

30 of 30 tasks reviewed

We went through all 30 core tasks in this job, one at a time.

Task by task, from the work Securities, Commodities, and Financial Services Sales Agents actually do. How we describe AI use in each task is our own read of it, not a measurement of whether AI can replace the job.

TASK 01
Monitor markets or positions.
AI DOES
Scans market data, tracks positions, and sends real-time alerts on price moves or risk thresholds
YOU DO
Interpret signals in context and make the final call on action
TASK 02
Keep accurate records of transactions.
AI DOES
Logs transactions, flags errors, and organizes records in real time
YOU DO
Verify edge cases and sign off on compliance accuracy
TASK 03
Report all positions or trading results.
AI DOES
Pulls trade data, formats position reports, and checks for errors automatically
YOU DO
Verify figures and take legal responsibility for submitted reports
TASK 04
Calculate costs for billings or commissions.
AI DOES
Runs commission formulas, pulls transaction data, and generates billing summaries
YOU DO
Review outputs for client-specific exceptions and approve final numbers
TASK 05
Relay buy or sell orders to securities exchanges or to firm trading departments.
AI DOES
Routes and transmits buy/sell orders automatically through trading platforms
YOU DO
Step in for large, unusual, or sensitive trades that need human judgment
TASK 06
Price securities or commodities based on market conditions.
AI DOES
Runs pricing models, scans real-time market feeds, and flags anomalies instantly
YOU DO
Apply judgment when markets behave oddly or client needs shift the calculation
TASK 07
Prepare and send requests for price quotations to all companies in a particular market.
AI DOES
Drafts quote request templates, pulls company contact lists, and sends bulk emails automatically
YOU DO
Verify targets are right, adjust tone for key relationships, and review before sending
TASK 08
Complete sales order tickets and submit for processing of client-requested transactions.
AI DOES
Auto-fills order tickets from client instructions, flags errors, and routes for processing
YOU DO
Confirm client intent and sign off on compliance before submission
TASK 09
Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.
AI DOES
Scans transaction records, checks them against regulatory rules, and flags errors or missing data
YOU DO
Own the final sign-off and handle edge cases where rules are unclear
TASK 10
Discuss financial options with clients and keep them informed about transactions.
AI DOES
Drafts client updates, summarizes account activity, and flags key transaction details
YOU DO
Build trust and read client emotions during high-stakes money conversations
TASK 11
Determine customers' financial services needs and prepare proposals to sell services that address these needs.
AI DOES
Drafts personalized proposals, pulls relevant product options, and summarizes client financial data
YOU DO
Listen deeply to clients, build trust, and judge what they truly need beyond the numbers
TASK 12
Agree on buying or selling prices at optimal levels for clients.
AI DOES
Scans market data, flags price trends, and suggests optimal price ranges in real time
YOU DO
Build client trust and make the final call on timing and risk tolerance
TASK 13
Sell services or equipment, such as trusts, investments, or check processing services.
AI DOES
Drafts proposals, surfaces relevant products, and prepares client research
YOU DO
Build trust and read what a client truly needs in the moment
TASK 14
Negotiate prices or contracts for securities or commodities sales or purchases.
AI DOES
Pulls market data, suggests pricing ranges, and drafts contract language
YOU DO
Build trust and read the room during live deal talks
TASK 15
Purchase or sell financial derivatives for customers.
AI DOES
Scans market data, suggests trade options, and checks compliance flags
YOU DO
Keep final judgment on client suitability and trade approval
TASK 16
Make bids or offers to buy or sell securities.
AI DOES
Scans market data, flags pricing opportunities, and drafts order parameters
YOU DO
Apply client context, risk tolerance, and market feel to finalize every trade decision
TASK 17
Supervise support staff and ensure proper execution of contracts.
AI DOES
Checks contracts for errors, tracks deadlines, and summarizes staff workloads
YOU DO
Build trust with your team and make final calls on performance and compliance
TASK 18
Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
AI DOES
Generates tailored interview questions and summarizes client financial data into structured profiles
YOU DO
Read body language, build rapport, and earn client trust through genuine conversation
TASK 19SOURCE-BACKED TASK
Devise trading, option, or hedge strategies.
AI DOES
Generates strategy options based on market data
YOU DO
Judge risk tolerance and timing
About this analysis
56% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium
TASK 20SOURCE-BACKED TASK
Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
AI DOES
Executes trades and monitors market patterns automatically
YOU DO
Judge timing, risk, and client needs
About this analysis
55% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium
TASK 21SOURCE-BACKED TASK
Contact prospective customers to present information and explain available services.
AI DOES
Drafts outreach messages and tracks customer responses
YOU DO
Build rapport and read buying signals
About this analysis
44% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium
TASK 22SOURCE-BACKED TASK
Prepare financial reports to monitor client or corporate finances.
AI DOES
Pulls data and formats standard report templates
YOU DO
Interpret trends and flag what matters
About this analysis
40% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium
TASK 23SOURCE-BACKED TASK
Develop financial plans, based on analysis of clients' financial status.
AI DOES
Analyzes data and suggests portfolio allocations
YOU DO
Build trust and tailor to life goals
About this analysis
30% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium
TASK 24SOURCE-BACKED TASK
Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.
AI DOES
Monitors news feeds and calculates price correlations
YOU DO
Judge which factors actually drive decisions
About this analysis
30% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium
TASK 25SOURCE-BACKED TASK
Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.
AI DOES
Pulls real-time prices and financial data instantly
YOU DO
Interpret what the numbers mean for decisions
About this analysis
28% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium
TASK 26SOURCE-BACKED TASK
Identify opportunities or develop channels for purchase or sale of securities or commodities.
AI DOES
Scans markets and flags potential trading opportunities
YOU DO
Judge timing, risk, and strategic fit
About this analysis
27% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium
TASK 27SOURCE-BACKED TASK
Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.
AI DOES
Generates market reports and trend summaries
YOU DO
Choose what matters and how to say it
About this analysis
27% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium
TASK 28SOURCE-BACKED TASK
Offer advice on the purchase or sale of particular securities.
AI DOES
Analyzes market data and suggests investment options
YOU DO
Know your client's real goals
About this analysis
20% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium
TASK 29SOURCE-BACKED TASK
Explain stock market terms or trading practices to clients.
AI DOES
Generates explanations and examples of financial terms
YOU DO
Tailor the message to each client
About this analysis
13% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium
TASK 30SOURCE-BACKED TASK
Evaluate costs and revenue of agreements to determine continued profitability.
AI DOES
Pulls data and calculates basic profitability metrics
YOU DO
Judge strategic value and future risks
About this analysis
0% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium

START LEARNING AI

Practice AI.
Use your judgment.

There are 30 short lessons for this job, about 15 minutes each. Each one starts from a task above and teaches the part that stays with you.

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AT A GLANCE

Occupation: Securities, Commodities, and Financial Services Sales Agents
SOC code: 41-3031
Tasks reviewed: 30 of 30

How we assess

PAY & OUTLOOK

Compare pay by state

Median pay (national): $78,660 · BLS OEWS 2025
Median pay (Colorado): $67,010 · BLS OEWS 2025
Employed (national): 489,570
Employed in Colorado: 12,360
Job outlook: +3.3% by 2034 · ~38,100 openings/yr

Wages from the U.S. Bureau of Labor Statistics, Occupational Employment and Wage Statistics. National figures cover the United States. Job outlook is national.

How does this fit your work?

Earn a certificate in your job

Your job, task by task.

Monitor markets or positions.

Keep accurate records of transactions.

Report all positions or trading results.

Calculate costs for billings or commissions.

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

Price securities or commodities based on market conditions.

Prepare and send requests for price quotations to all companies in a particular market.

Complete sales order tickets and submit for processing of client-requested transactions.

Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.

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.

Agree on buying or selling prices at optimal levels for clients.

Sell services or equipment, such as trusts, investments, or check processing services.

Negotiate prices or contracts for securities or commodities sales or purchases.

Purchase or sell financial derivatives for customers.

Make bids or offers to buy or sell securities.

Supervise support staff and ensure proper execution of contracts.

Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.

Devise trading, option, or hedge strategies.

Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.

Contact prospective customers to present information and explain available services.

Prepare financial reports to monitor client or corporate finances.

Develop financial plans, based on analysis of clients' financial status.

Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.

Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.

Identify opportunities or develop channels for purchase or sale of securities or commodities.

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.

Explain stock market terms or trading practices to clients.

Evaluate costs and revenue of agreements to determine continued profitability.

Practice AI.Use your judgment.

Practice AI.
Use your judgment.