Assessment Template For Securities, Commodities, and Financial Services Sales Agents
Securities, Commodities, and Financial Services Sales Agents
Hiring success rate
71% hiring better
Test Used
17081 times
Popular Job Roles
Occupation-Specific
Technology Skills
Enterprise resource planning ERP software
Tasks
- Make bids or offers to buy or sell securities.
- Monitor markets or positions.
- Agree on buying or selling prices at optimal levels for clients.
- Keep accurate records of transactions.
- Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
Technology Skills
Enterprise resource planning ERP software
Microsoft Dynamics GP, Oracle Hyperion, Oracle PeopleSoft, SAP business and customer relations management software
Presentation software
Microsoft PowerPoint
Financial analysis software
Bloomberg Professional, Oracle E-Business Suite Financials, Triple Point Commodity XL, Web-based trading systems
Data base user interface and query software
Database management software, FileMaker Pro, Microsoft Access, Web-based information systems
Customer relationship management CRM software
CSI Complex Systems ClientTrade, Microsoft Dynamics, Oracle Siebel CRM, Salesforce software
Worker Requirements
Technology Skills
Enterprise resource planning ERP software
Skills
Active Listening
Knowledge
Customer and Personal Service
Skills
Active Listening
Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Critical Thinking
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Judgment and Decision Making
Considering the relative costs and benefits of potential actions to choose the most appropriate one.
Monitoring
Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
Active Learning
Understanding the implications of new information for both current and future problem-solving and decision-making.
Knowledge
Customer and Personal Service
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Economics and Accounting
Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
English Language
Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Mathematics
Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
Sales and Marketing
Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
Worker Characteristics
Technology Skills
Enterprise resource planning ERP software
Skills
Active Listening
Knowledge
Customer and Personal Service
Abilities
Oral Comprehension
Interests
Enterprising
Work Values
Achievement
Work Styles
Integrity
Abilities
Oral Comprehension
The ability to listen to and understand information and ideas presented through spoken words and sentences.
Oral Expression
The ability to communicate information and ideas in speaking so others will understand.
Deductive Reasoning
The ability to apply general rules to specific problems to produce answers that make sense.
Speech Clarity
The ability to speak clearly so others can understand you.
Written Comprehension
The ability to read and understand information and ideas presented in writing.
Interests
Enterprising
Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.
Conventional
Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.
Social
Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.
Work Values
Achievement
Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement.
Working Conditions
Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions.
Independence
Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.
Work Styles
Integrity
Job requires being honest and ethical.
Dependability
Job requires being reliable, responsible, and dependable, and fulfilling obligations.
Stress Tolerance
Job requires accepting criticism and dealing calmly and effectively with high-stress situations.
Attention to Detail
Job requires being careful about detail and thorough in completing work tasks.
Initiative
Job requires a willingness to take on responsibilities and challenges.
Our platform will answer your questions:
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- How will your candidates behave in the workplace?
- What drives your candidates to engage in action?