Job Check

Securities, Commodities, and Financial Services Sales Agents

US evidence · AI already used for 2 of 10 main tasks · Check another job

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

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.

read and writeHubSpot MCP serverLook up deals and contacts, summarise the pipeline, log calls and create follow-up tasks.read and writeSalesforce Hosted MCP ServersSearch, read, create and update Salesforce records such as accounts, leads and opportunities.read and writeClose MCP ServerRead and update leads, contacts and other sales data in Close.read and writeAttio MCPSearch and update people, companies and deals, add notes and tasks, and read emails and call recordings.

All 6 connectors for sales, and how to connect them safely

Checked O*NET 31.0, August 2026Corrections

About this check

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It never gives a “chance of losing your job”. AI touching a task is not the same as losing a job.

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Where these numbers come from

O*NET 31.0 Database, US Department of Labor, Employment and Training Administration (USDOL/ETA), 2026-08. Licence: CC BY 4.0.

Anthropic Economic Index: labor market impacts (observed exposure), Anthropic, 2026-03-05. Licence: CC BY.

Working with AI: Measuring the Applicability of Generative AI to Occupations (v1.1), Microsoft Research (Tomlinson et al.), 2025-12. Licence: CC BY 4.0.

GPTs are GPTs: labor market impact potential of LLMs (Science, 2024), Eloundou, Manning, Mishkin and Rock, 2023. Licence: MIT.

What work can robots do? (robot exposure index), Anthropic, 2026-09-30. Licence: CC BY 4.0.

This page includes information from the O*NET® 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. We have modified this information; USDOL/ETA has not approved, endorsed or tested these modifications. O*NET® is a trademark of USDOL/ETA. How the Job Check works.

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Securities, Commodities, and Financial Services Sales Agents

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