Home > Careers > Investment Sales Agents Quiz: Is This The Right Career For Me
Securities and Commodities Sales Agents
Other names for this job might include Account Executive, Account Leader, Account Specialist, Bond Broker, Business Account Leader, Business Relationship Manager, Chartered Financial Analyst (CFA), Commodity Broker, Cotton Broker, Customer Agent
In this career quiz for Investment Sales Agents, you will find out if working as one is right for you.
After taking this career quiz, you will find out if becoming a Securities and Commodities Sales Agent is the right career choice for you and if you should become one.
Is This Right For Me
Best personality for this career
The Persuaders and The Organizers
People who are suitable for to be An Investment Sales Agent like starting up and carrying out projects. They like leading people and making many decisions. Sometimes they require risk taking and often deal with business.
They also like following set procedures and routines. They like working with data and details more than with ideas.
Now let’s assume that your personality matches. Should you still consider becoming An Investment Sales Agent?
In this career quiz, there are 10 questions that will analyze if the Securities and Commodities Sales Agents career is right for you.
There are 3 answers to each question: Dislike, Okay and Like.
Answer “Dislike” if you tell yourself “Ugh… Sounds boring” or “I’m not sure” Answer “Okay” if you tell yourself “Umm… I think I will be okay with that” Answer “Like” if you tell yourself “Yes, I’m interested”
Ready? Let’s start
You’re interested in customer and personal service like customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
You’re interested in economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
Complete sales order tickets and submit for processing of client-requested transactions.
Interview clients to determine clients’ assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
You like starting up and carrying out projects.
You like leading people and making many decisions. You don’t mind risk taking and dealing with business.
You like following set procedures and routines.
You like working with data and details more than with ideas.
You like working with, communicating with, and teaching people.
You like helping or providing service to others.
Now count how many points you have. Dislike = 0 point Okay = 1 point Like = 2 points
After you’re done counting your points. Click below to view your results.
They advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients’ assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
They direct and coordinate financial activities of workers in a branch, office, or department of an establishment, such as branch bank, brokerage firm, risk and insurance department, or credit department.
They plan, direct, or coordinate activities designed to create or maintain a favorable public image or raise issue awareness for their organization or client; or if engaged in fundraising, plan, direct, or coordinate activities to solicit and maintain funds for special projects or nonprofit organizations.
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