Job Check
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.
10 main tasks · most important first
Your main tasks and AI
Importance- 01Make bids or offers to buy or sell securities.AI could speed this up, with extra tools
- 02Monitor markets or positions.People already use AI for this at work
- 03Agree on buying or selling prices at optimal levels for clients.AI could speed this up, with extra tools
- 04Keep accurate records of transactions.AI could speed this up a lot
- 05Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.People already use AI for this at work
- 06Complete sales order tickets and submit for processing of client-requested transactions.AI could speed this up a lot
- 07Report all positions or trading results.AI could speed this up a lot
- 08Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.AI could speed this up, with extra tools
- 09Discuss financial options with clients and keep them informed about transactions.AI could speed this up, with extra tools
- 10Identify opportunities or develop channels for purchase or sale of securities or commodities.AI could speed this up, with extra tools
Tasks from O*NET® 31.0 (US Department of Labor, CC BY 4.0, changed by us), most important first. “Already use” comes from Anthropic’s data on real work chats with Claude; “could speed up” from task ratings made with GPT-4 in 2023.
Four studies, side by side
None is a forecast of job loss44%of this job’s work time goes to tasks that people already do with Claude at work, counting tasks where AI only helps as half (2026).Anthropic, 2026
61%of this job’s tasks an AI model could do in half the time, counting tasks that need extra tools as half (rated in 2023).Eloundou, Manning, Mishkin and Rock, 2023
Above 75% of jobsin how often and how well AI helped with this job’s work in Microsoft Copilot chats (2024 data).Microsoft Research (Tomlinson et al.), 2025
Your human edge
AI touches every main task of this job in some way. Your edge is judgment: knowing when AI’s work is right, and checking it before it counts.
AI tools for your work
Official connectors that let an AI assistant work inside the apps sales use. Each is made by the app’s own maker.