How To Become An Investment Sales Agent: Degree and Education Requirements

Stanley TanLeave a Comment



what degree do you need to become a Securities and Commodities Sales Agent
majors for Securities and Commodities Sales Agents

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


  • $102860
    Salary
  • 67%
    Job satisfaction
  • Quite Hard
    Becoming one
  • Medium
    Job growth
OwlGuru Rank

B



Be An Investment Sales Agent: What You Really Need


In this requirements guide for Securities and Commodities Sales Agents, you will find out what do you need to become a Securities and Commodities Sales Agent and what it takes to become one.

After reading this, you will be able to plan for your future if you want to be a Securities and Commodities Sales Agent.



Degree required

Recommended degree level

Bachelor’s Degree

Bachelors degree
67.32%

Post-bachelor certificate
12.62%

High School Diploma
12.29%

Master’s degree
4.15%

Some college courses
3.62%

Generally, employers are looking for Investment Sales Agents who have a Bachelors degree. They also prefer someone who is good in Speaking and Active Listening.

1 common question that we always get is what major or degree do I need to become An Investment Sales Agent or what courses do I need to take.

We did a survey to ask other Investment Sales Agents what did they major in college or university and here are the most popular majors that came up.

Financial Planning and Services
Investments and Securities
Business and Personal/Financial Services Marketing Operations

Sales Agents, Securities and Commodities generally must have a bachelor’s degree in business, finance, accounting or economics to get an entry-level job. Numerous agents eventually get a master’s degree in business administration (MBA), which is often a requirement for high-level positions in the securities industry.



Schools

schools for Investment Sales Agents

Interested in becoming An Investment Sales Agent? Find the right schools that can help you to become one. You will need some of your details to get you matched with the right college or university. This service is free thanks to our sponsors.

Questions to ask the university or college:

  1. How many students are in the program?
  2. Is your program accredited?
  3. How many faculty members do you have? Do they hold the right credentials?
  4. What is your job placement rate?
  5. Does your school hold career fairs or other on-campus events with employers? How many employers typically attend?
  6. How many of your students have at least one internship by graduation?

Click to start becoming a Securities and Commodities Sales Agent




How long does it take

Difficulty
Quite Hard

You will need a considerable amount of work-related skill, knowledge or experience to be An Investment Sales Agent.

For example: An accountant must complete 4 years of college and work for several years in accounting to be considered qualified.

To become An Investment Sales Agent, you will need several years of work-related experience, on-the-job training or vocational training.


How long does it take
4 to 6 1/2 years


Work experience
4 to 6 years

2 to 4 years
27.77%

4 to 6 years
17.37%

1 to 2 years
14.17%

No experience
13.37%

Over 10 years
10.98%

Job training
3 to 6 months

6 months to 1 year
33.13%

3 to 6 months
26.27%

2 to 4 years
14.11%

1 to 2 years
7.99%

0 to 1 month
7.45%

Most Investment Sales Agents have 4 to 6 years work experience and 3 to 6 months job training.

To increase your chances of getting a job, you can look for job training while studying to be one.



License and certifications

Do you need any license or certification
Required


Brokers and investment bankers must register as representatives of their firm with the Financial Industry Regulatory Authority (FINRA). To obtain the license, potential agents must pass a series of exams. Many other licenses are available, each of which gives the holder the right to sell different investment products and services.



Skills required

We asked other Investment Sales Agents if they could only have 5 skills, what would they be. Here is what they said.

1. Speaking what does this mean
2.Active Listening what does this mean
3.Critical Thinking what does this mean
4.Persuasion what does this mean
5.Reading Comprehension what does this mean
= Hot in-demand that most employers are looking for

We did some research and found that most successful Investment Sales Agents have these 5 common characteristics. Most of them had Integrity and Stress Tolerance.

1.Integrity
2.Stress Tolerance
3.Initiative
4.Dependability
5.Persistence




Knowledge required

Just like any other job, you will need some know-hows to do the job. To become a successful Investment Sales Agents you need to acquire knowledge in these 5 key areas.

1. Customer and Personal Service what does this mean
2.Economics and Accounting what does this mean
3.English Language what does this mean
4.Sales and Marketing what does this mean
5.Clerical what does this mean

As An Investment Sales Agent, you may also be required to know how to use certain Desktop communications software, Financial analysis software and Financial analysis software tools.

ADP/Vantra VOLTS (Desktop communications software)
AIQ Systems TradingExpert Pro (Financial analysis software)
AnalyzerXL software (Financial analysis software)
Aspen Research Group Aspen Graphics (Financial analysis software)
Bloomberg Professional (Financial analysis software)
= Hot in-demand that most employers are looking for




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Career type

Sales and Marketing
Financial and Investment Planning

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Related to Securities and Commodities Sales Agents Requirements

Securities and Commodities Sales Agents requirements, how to become Investment Sales Agents, degree required to be a Securities and Commodities Sales Agent, Securities and Commodities Sales Agents license and certifications, majors to be a Securities and Commodities Sales Agent, is it hard to become a Securities and Commodities Sales Agent and how long does it take

Additional resources

http://www.bls.gov/OOH/sales/securities-commodities-and-financial-services-sales-agents.htm
http://www.gafm.com/
http://www.sifma.org/
http://www.finra.org/

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Securities and Commodities Sales Agents
Written by: Stanley Tan
Investment Sales Agents buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations.
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