Occupation Profile

Industries Employing
 

Financial Services Sales Agents
(SOC Code : 41-3031)
in Ventura County

Buy and sell securities in investment and trading firms, or call upon businesses and individuals to sell financial services. Provide financial services, such as loan, tax, and securities counseling. May advise securities customers about such things as stocks, bonds, and market conditions.

Employers are usually looking for candidates with a Bachelor's degree .

Ventura County is the same as Oxnard-Thousand Oaks-Ventura MSA.
Occupational Wages[Top]
AreaYearPeriodHourly MeanHourly by Percentile
25thMedian75th
Oxnard-Thousand Oaks-Ventura MSA20231st Qtr$41.20$23.75$31.78$40.21

View Wages for All Areas  About Wages
 

Occupational Projections of Employment (also called "Outlook" or "Demand")[Top]
 AreaEstimated Year-Projected YearEmploymentEmployment ChangeTotal Job Openings
EstimatedProjectedNumberPercent
Ventura County 2018 - 20281,4501,460100.71,380

View Projections for All Areas  About Projections
 

Job Openings from JobCentral National Labor Exchange[Top]
 
    Find a Zip code in Ventura County




Possible Licenses Required and Issuing Authority[Top]
License Title
License Authority
Securities Agents/Salesperson ReportingDepartment of Business Oversight
Sacramento Office
Public Affairs
http://www.dbo.ca.gov
Stock Agent (Insurance)Department of Insurance
Producer Licensing Bureau
http://www.insurance.ca.gov

About Licenses
 

Industries Employing This Occupation (click on Industry Title to View Employers List)[Top]
Industry Title
Number of Employers in Ventura County
Percent of Total
Employment for Occupation in State of California
Depository Credit Intermediation18846.7%
Securities and Commodity Contrac14023.1%
Other Financial Investment Activ53011.5%
Management of Companies and Enterpri783.4%
Nondepository Credit Intermediat2693.3%
Activities Rel to Credit Intermediation 452.6%
Insurance Carriers211.5%

About Staffing Patterns
 

Data for Training Programs not available.

About Training & Apprenticeships
 

About This Occupation (from O*NET - The Occupation Information Network)[Top]
Top Tasks (Specific duties and responsibilities of this job.)
Keep accurate records of transactions.
Complete sales order tickets and submit for processing of client-requested transactions.
Record transactions accurately, and keep clients informed about transactions.
Interview clients to determine clients` assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
Develop financial plans based on analysis of clients` financial status, and discuss financial options with clients.
Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.
Offer advice on the purchase or sale of particular securities.
Relay buy or sell orders to securities exchanges or to firm trading departments.
Identify potential clients, using advertising campaigns, mailing lists, or personal contacts.
Discuss financial options with clients and keep them informed about transactions.

More Tasks for Securities, Commodities, and Financial Services Sales Agents , More Tasks for Sales Agents, Securities and Commodities , More Tasks for Sales Agents, Financial Services , More Tasks for Securities and Commodities Traders


Top Skills used in this Job
Speaking - Talking to others to convey information effectively.
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.
Persuasion - Persuading others to change their minds or behavior.
Persuasion - Persuading others to change their minds or behavior.
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.
Speaking - Talking to others to convey information effectively.
Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
Systems Analysis - Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes.

More Skills for Securities, Commodities, and Financial Services Sales Agents , More Skills for Sales Agents, Securities and Commodities , More Skills for Sales Agents, Financial Services , More Skills for Securities and Commodities Traders


Top Abilities (Attributes of the person that influence performance in this job.)
Oral Comprehension - The ability to listen to and understand information and ideas presented through spoken words and sentences.
Written Comprehension - The ability to read and understand information and ideas presented in writing.
Oral Expression - The ability to communicate information and ideas in speaking so others will understand.
Speech Clarity - The ability to speak clearly so others can understand you.
Written Expression - The ability to communicate information and ideas in writing so others will understand.
Problem Sensitivity - The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
Deductive Reasoning - The ability to apply general rules to specific problems to produce answers that make sense.
Inductive Reasoning - The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
Speech Recognition - The ability to identify and understand the speech of another person.
Oral Comprehension - The ability to listen to and understand information and ideas presented through spoken words and sentences.

More Abilities for Securities, Commodities, and Financial Services Sales Agents , More Abilities for Sales Agents, Securities and Commodities , More Abilities for Sales Agents, Financial Services , More Abilities for Securities and Commodities Traders


Top Work Values (Aspects of this job that create satisfaction.)
Achievement - Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment.
Working Conditions - Occupations that satisfy this work value offer job security and good working conditions.

More WorkValues for Securities, Commodities, and Financial Services Sales Agents , More WorkValues for Sales Agents, Securities and Commodities , More WorkValues for Sales Agents, Financial Services , More WorkValues for Securities and Commodities Traders


Top Interests (The types of activities someone in this job would like.)
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.

More Interests for Securities, Commodities, and Financial Services Sales Agents , More Interests for Sales Agents, Securities and Commodities , More Interests for Sales Agents, Financial Services , More Interests for Securities and Commodities Traders

 
Related Links
LMI for Job Seekers
Local Area Profile
Compare Occupations
O*Net - The Occupation Information Network