Securities, Commodities, and Financial Services Sales Agents

Task by task

Each task this job involves, as listed by O*NET, rated on whether a large language model like GPT-4 could cut the time it takes by at least half at the same quality. Tasks marked Seen in real AI use appeared in conversations with Claude in April–May 2026 (Anthropic Economic Index).

• AI can speed this up on its own: 6 (20%)
• AI can speed this up with extra software: 24 (80%)
• Little or no AI speed-up: 0 (0%)

• Keep accurate records of transactions.AI can speed this up on its own · core task · Seen in real AI use
• Complete sales order tickets and submit for processing of client-requested transactions.AI can speed this up on its own · core task · Seen in real AI use
• Report all positions or trading results.AI can speed this up on its own · core task
• Explain stock market terms or trading practices to clients.AI can speed this up on its own · core task · Seen in real AI use
• Calculate costs for billings or commissions.AI can speed this up on its own · core task · Seen in real AI use
• Prepare and send requests for price quotations to all companies in a particular market.AI can speed this up on its own · Seen in real AI use
• Make bids or offers to buy or sell securities.AI can speed this up with extra software · core task
• Monitor markets or positions.AI can speed this up with extra software · core task · Seen in real AI use
• Agree on buying or selling prices at optimal levels for clients.AI can speed this up with extra software · core task
• Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.AI can speed this up with extra software · core task
• Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.AI can speed this up with extra software · core task · Seen in real AI use
• Discuss financial options with clients and keep them informed about transactions.AI can speed this up with extra software · core task · Seen in real AI use
• Identify opportunities or develop channels for purchase or sale of securities or commodities.AI can speed this up with extra software · core task
• Develop financial plans, based on analysis of clients' financial status.AI can speed this up with extra software · core task
• Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.AI can speed this up with extra software · core task
• Devise trading, option, or hedge strategies.AI can speed this up with extra software · core task
• Determine customers' financial services needs and prepare proposals to sell services that address these needs.AI can speed this up with extra software · core task · Seen in real AI use
• Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.AI can speed this up with extra software · core task · Seen in real AI use
• Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.AI can speed this up with extra software · core task
• Offer advice on the purchase or sale of particular securities.AI can speed this up with extra software · core task · Seen in real AI use
• Contact prospective customers to present information and explain available services.AI can speed this up with extra software · core task · Seen in real AI use
• Prepare financial reports to monitor client or corporate finances.AI can speed this up with extra software · core task · Seen in real AI use
• 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 can speed this up with extra software · core task · Seen in real AI use
• Supervise support staff and ensure proper execution of contracts.AI can speed this up with extra software · supplemental task
• Relay buy or sell orders to securities exchanges or to firm trading departments.AI can speed this up with extra software · supplemental task
• Evaluate costs and revenue of agreements to determine continued profitability.AI can speed this up with extra software · supplemental task · Seen in real AI use
• Sell services or equipment, such as trusts, investments, or check processing services.AI can speed this up with extra software · supplemental task
• Negotiate prices or contracts for securities or commodities sales or purchases.AI can speed this up with extra software
• Price securities or commodities based on market conditions.AI can speed this up with extra software · Seen in real AI use
• Purchase or sell financial derivatives for customers.AI can speed this up with extra software