Securities, Commodities, and Financial Services Sales Agents

O*NET-SOC code: 41-3031.00

Buy and sell securities or commodities in investment and trading firms, or provide financial services to businesses and individuals. May advise customers about stocks, bonds, mutual funds, commodities, and market conditions.

Data source: BLSPublished: 2026-08
Very high· relative
LowFour relative bandsVery high
Group-level value
Scale, basis and source
Four relative bands (Low / Moderate / High / Very high)
831 detailed occupations in the BLS Employment Projections table. Assigned per National Employment Matrix (NEM) code, so occupations sharing a NEM code carry the same band
Source dataset (XLSX download)
Data source: AnthropicPublished: 2026-03
0.441
0.000Range of values carried here0.745
Scale, basis and source
Observed exposure index, 0–1 as published
Mapped onto O*NET tasks
Published per SOC 2018 occupation; every O*NET occupation with the same SOC 2018 code carries this value
Source dataset (CSV download)
Data source: ILOPublished: 2025
0.44–0.63· 2 ISCO-08 groups
Scale, basis and source
Generative AI exposure index, 0–1 as published
Published per ISCO-08 unit group. Linked to this occupation, wholly or in part, by applying U.S. Bureau of Labor Statistics crosswalks (ISCO-08 to 2010 SOC, 2010 SOC to 2018 SOC) as published
Source dataset (PDF download)

What kind of figure this source publishes

The BLS category is a relative rank, not an absolute level, and it is not a first-hand measurement: it groups an occupation's percentile ranks across several published studies into four bands. It is not an employment or wage forecast, not a probability of adoption, and it does not separate automation from augmentation.

ILO value for each linked ISCO-08 group

ISCO-08 3311Securities and Finance Dealers and Brokers0.63
ISCO-08 3324Trade Brokers0.44

Task-level exposure

Show 36 hidden tasks

30 rated tasks · 30 tasks with β ≥ 0.5 (100.0%)

β = direct exposure (E1) + 0.5 × exposure when tools are available (E2), per the source repository's definition.

Source unit: O*NET 27.2 tasks → O*NET 31.0 occupation code
All rated tasks are in the O*NET 31.0 task list.

Source: OpenAI "GPTs are GPTs" exposure rubric
Release: gh-main-0471612
License: MIT License, Copyright (c) 2024 OpenAI

Tasks of O*NET-SOC 2010 occupations 41-3031.01 Sales Agents, Securities and Commodities; 41-3031.02 Sales Agents, Financial Services; 41-3031.03 Securities and Commodities Traders; 41-3099.01 Energy Brokers, linked to this occupation by the O*NET-SOC 2010 to 2019 crosswalk

Task (O*NET 20.1)	Claude.aiRaw / share %
Analyze target companies or investment opportunities to inform investment decisions. 41-3031.03	0.080317.6
Explain stock market terms or trading practices to clients. 41-3031.01	0.060413.2
Review financial periodicals, stock and bond reports, business publications, or other material to identify potential investments for clients or to keep abreast of trends affecting market conditions. 41-3031.01	0.03257.1
Offer advice on the purchase or sale of particular securities. 41-3031.01	0.03187.0
Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities. 41-3031.01	0.02575.6
Contact prospective customers to determine customer needs, present information, or explain available services. 41-3031.01	0.02495.5
Prepare documents needed to implement plans selected by clients. 41-3031.01	0.02385.2
Devise trading, option, or hedge strategies. 41-3031.03	0.02285.0
Analyze market conditions to determine optimum times to execute securities transactions. 41-3031.01	0.01964.3
Prepare financial reports to monitor client or corporate finances. 41-3031.01	0.01793.9
Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes. 41-3031.03	0.01693.7
Develop financial plans, based on analysis of clients' financial status. 41-3031.01	0.01613.5
Inform and advise concerned parties regarding fluctuations or securities transactions affecting plans or accounts. 41-3031.01	0.01092.4
Identify potential clients, using advertising campaigns, mailing lists, or personal contacts. 41-3031.01	0.01032.3
Prepare financial reports, such as reviews of portfolio positions. 41-3031.03	0.00962.1
Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics. 41-3031.03	0.00831.8
Identify opportunities or develop channels for purchase or sale of securities or commodities. 41-3031.03	0.00641.4
Prepare forms or agreements to complete sales. 41-3031.02	0.00501.1
Evaluate costs and revenue of agreements to determine continued profitability. 41-3031.02	0.00501.1
Monitor markets or positions. 41-3031.03	0.00430.9
Contact prospective customers to present information and explain available services. 41-3031.02	0.00420.9
Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers. 41-3031.03	0.00300.7
Develop or deliver proposals or presentations on topics such as the purchase or sale of energy. 41-3099.01	0.00300.7
Explain contracts or related documents to customers. 41-3099.01	0.00270.6
Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations. 41-3031.01	0.00250.5
Sell services or equipment, such as trusts, investments, or check processing services. 41-3031.02	0.00230.5
Report all positions or trading results. 41-3031.03	0.00230.5
Monitor the flow of energy in response to changes in consumer demand. 41-3099.01	0.00180.4
Answer customer questions related to energy sales procedures, energy markets, or alternative energy sources. 41-3099.01	0.00160.4
Show 19 more tasks ▾Show less ▴

Values in this tab are predicted labels, not observations. Eloundou et al. (2023) published two rating regimes — human raters and GPT-4 — and the β shown here is derived from the GPT-4 rater basis alone; the same task can take a different value under the other regime. The unit and the meaning differ from the observed shares (%) in the other tabs, so do not place them on the same axis.

Task (O*NET 27.2)	βE1 + 0.5 × E2
Keep accurate records of transactions. O*NET Task ID 23195	1.0
Complete sales order tickets and submit for processing of client-requested transactions. O*NET Task ID 23197	1.0
Report all positions or trading results. O*NET Task ID 23198	1.0
Explain stock market terms or trading practices to clients. O*NET Task ID 23212	1.0
Calculate costs for billings or commissions. O*NET Task ID 23213	1.0
Prepare and send requests for price quotations to all companies in a particular market. O*NET Task ID 23219	1.0
Make bids or offers to buy or sell securities. O*NET Task ID 23192	0.5
Monitor markets or positions. O*NET Task ID 23193	0.5
Agree on buying or selling prices at optimal levels for clients. O*NET Task ID 23194	0.5
Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers. O*NET Task ID 23196	0.5
Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives. O*NET Task ID 23199	0.5
Discuss financial options with clients and keep them informed about transactions. O*NET Task ID 23200	0.5
Determine customers' financial services needs and prepare proposals to sell services that address these needs. O*NET Task ID 23201	0.5
Sell services or equipment, such as trusts, investments, or check processing services. O*NET Task ID 23202	0.5
Identify opportunities or develop channels for purchase or sale of securities or commodities. O*NET Task ID 23203	0.5
Develop financial plans, based on analysis of clients' financial status. O*NET Task ID 23204	0.5
Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations. O*NET Task ID 23205	0.5
Contact prospective customers to present information and explain available services. O*NET Task ID 23206	0.5
Devise trading, option, or hedge strategies. O*NET Task ID 23207	0.5
Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes. O*NET Task ID 23208	0.5
Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics. O*NET Task ID 23209	0.5
Offer advice on the purchase or sale of particular securities. O*NET Task ID 23210	0.5
Evaluate costs and revenue of agreements to determine continued profitability. O*NET Task ID 23211	0.5
Prepare financial reports to monitor client or corporate finances. O*NET Task ID 23214	0.5
Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities. O*NET Task ID 23215	0.5
Supervise support staff and ensure proper execution of contracts. O*NET Task ID 23216	0.5
Relay buy or sell orders to securities exchanges or to firm trading departments. O*NET Task ID 23217	0.5
Negotiate prices or contracts for securities or commodities sales or purchases. O*NET Task ID 23218	0.5
Price securities or commodities based on market conditions. O*NET Task ID 23220	0.5
Purchase or sell financial derivatives for customers. O*NET Task ID 23221	0.5
Show 20 more tasks ▾Show less ▴

β = E1 + 0.5 × E2 · E1 = tasks where direct LLM access alone cuts time by at least 50%, E2 = tasks where software built on top of an LLM cuts time by at least 50%. Values take only 0 / 0.5 / 1.0.

Data sources & licenses — O*NET®, Anthropic Economic Index, Eloundou et al. (2023): see full notices on the Credits page

All O*NET 31.0 task statements (30)

All O*NET 31.0 task statements for this occupation (English, as published; task type core or supplemental). Exposure values are not listed here; they are in the table above, next to each task statement as worded in the O*NET version each source used.

Task (O*NET 31.0)	Type
Make bids or offers to buy or sell securities.	Core
Monitor markets or positions.	Core
Agree on buying or selling prices at optimal levels for clients.	Core
Keep accurate records of transactions.	Core
Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.	Core
Complete sales order tickets and submit for processing of client-requested transactions.	Core
Report all positions or trading results.	Core
Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.	Core
Discuss financial options with clients and keep them informed about transactions.	Core
Determine customers' financial services needs and prepare proposals to sell services that address these needs.	Core
Identify opportunities or develop channels for purchase or sale of securities or commodities.	Core
Develop financial plans, based on analysis of clients' financial status.	Core
Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.	Core
Contact prospective customers to present information and explain available services.	Core
Devise trading, option, or hedge strategies.	Core
Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.	Core
Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.	Core
Offer advice on the purchase or sale of particular securities.	Core
Explain stock market terms or trading practices to clients.	Core
Calculate costs for billings or commissions.	Core
Prepare financial reports to monitor client or corporate finances.	Core
Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.	Core
Sell services or equipment, such as trusts, investments, or check processing services.	Supplemental
Evaluate costs and revenue of agreements to determine continued profitability.	Supplemental
Supervise support staff and ensure proper execution of contracts.	Supplemental
Relay buy or sell orders to securities exchanges or to firm trading departments.	Supplemental
Negotiate prices or contracts for securities or commodities sales or purchases.	—
Prepare and send requests for price quotations to all companies in a particular market.	—
Price securities or commodities based on market conditions.	—
Purchase or sell financial derivatives for customers.	—

Employment outlook (BLS)

Employment, 2025: 531K
Projected employment, 2035: 539K
Change (2025–35): +1.4%
Median annual wage, 2025: $78,660
Typical education needed for entry: Bachelor's degree

lowest $30,890median wage across 825 detailed occupations, BLS EP 2025–35highest $559,030

Source: U.S. Bureau of Labor Statistics, Employment Projections 2025–35 — Employment by detailed occupation, 2025 and projected 2035

Korea classification links (KSCO)

Links from the current release of the Korea Occupation Direct Crosswalk v1.1, made by AI Changing Work. Relation values are read from the O*NET-SOC occupation side.

KSCO code	KSCO title	Relation	Status
28241	증권 중개인	This occupation is broader	confirmed
28242	선물거래 중개인	This occupation is broader	confirmed
28243	외환 딜러	This occupation is broader	confirmed
28291	투자 인수 심사원	This occupation is broader	confirmed
51033	투자 권유 대행인	This occupation is broader	confirmed
51042	신용카드 모집인	This occupation is broader	confirmed
51041	대출 모집인	Related, not a match	confirmed

Relation and status definitions(kr-direct v1.1)

ILO occupational description

AI Changing Work links the ISCO-08 unit groups below to this occupation by applying the U.S. Bureau of Labor Statistics crosswalks (2018 SOC to 2010 SOC, 2010 SOC to ISCO-08) as published, without case-by-case selection; each link may be whole or partial.

ISCO-08 3311Securities and Finance Dealers and Brokers
ISCO-08 3324Trade Brokers

Sources: ILO ISCO-08 — details: Credits

ESCO occupational vocabulary

Each entry below is matched to this occupation in the published ESCO-O*NET Crosswalk (version 1, 2022). The match types are that crosswalk's; the wording is AI Changing Work's.

commodity traderESCO 3324.2This occupation is broader
Commodity traders use negotiation techniques to sell and buy physical goods and raw materials such as gold, cattle, oil, cotton and wheat on the trading floor. They receive and implement purchasing and selling instructions and negotiate the terms of sale and delivery of commodities. Commodity traders do research about market conditions of specific commodities, their price trends and demand in order to inform their employers, they make bid offers and calculate the cost of transactions.
energy traderESCO 3311.3.1This occupation is broader
Energy traders sell or buy shares of energy, sometimes from different sources. They analyse the energy market and investigate trends in prices to decide when to buy or sell shares and ensure the most profit. They make calculations, and write reports on energy trades procedures, and make predictions on the development of the market.
foreign exchange traderESCO 3311.3.2This occupation is broader
Foreign exchange traders buy and sell foreign currencies in order to secure a profit on fluctuations in foreign exchange rates. They undertake technical analysis of economic information (market liquidity and volatility ) to predict the future rates of currencies on the foreign exchange market. They trade on their own name or for their employers.
futures traderESCO 3311.3.3This occupation is broader
Futures traders undertake daily trading activities in the futures trading market by buying and selling futures contracts. They speculate on the futures contracts' direction, trying to make a profit by buying futures contracts they foresee to rise in price and sell contracts they foresee to fall in price.
stock traderESCO 3311.3.5This occupation is broader
Stock traders use their technical expertise of financial markets performance to advise and make recommendations to asset managers or shareholders for a profitable investment strategy, keeping in mind the company’s performance. They use stock market trading operations and deal with a wide array of taxes, commissions and fiscal obligations. Stock traders buy and sell bonds, stocks, futures and shares in hedge funds. They perform detailed micro- and macroeconomic and industry specific technical analysis.
commodity brokerESCO 3324.1Overlapping, not the same
Commodity brokers act as intermediary between buyers and sellers of movable and immovable property such as raw materials, livestock or real estate. They negotiate prices and receive a commission from the transactions. They research market conditions for specific commodities in order to inform their clients. They make bid offers and calculate the cost of transactions.
financial brokerESCO 3311.2Overlapping, not the same
Financial brokers undertake financial market activities on behalf of their clients. They monitor securities, financial documentation of their clients, market trends and conditions and other legal requirements. They plan buying and selling activities and calculate transactions costs.
financial traderESCO 3311.3Overlapping, not the same
Financial traders buy and sell financial products such as assets, shares and bonds for private clients, banks or companies. They monitor the financial markets closely and aim to maximise profit and to minimise risk through their transactions.
foreign exchange brokerESCO 3311.2.1Overlapping, not the same
Foreign exchange brokers buy and sell foreign currencies on behalf of their clients in order to secure a profit on fluctuations in foreign exchange rates. They undertake technical analysis of economic information such as market liquidity and volatility, to predict the future rates of currencies on the foreign exchange market.
mutual fund brokerESCO 3311.2.3Overlapping, not the same
Mutual fund brokers handle and raise cash from shareholders in order to invest them in stocks, bonds and money-market securities. They engage with investors by making inquiries about the client's mutual funds account status and transaction procedures. Mutual fund brokers make use of their expertise in investment theory, market experience, and research to pick the most approapriate investments for their fund portfolio. They ensure that the mutual fund's operations are in compliance with legal requirements.
securities brokerESCO 3311.2.4Overlapping, not the same
Securities brokers create the connection between the investors and the available investment opportunities. They purchase and sell securities on their clients' behalf, based on their expertise in the financial markets. They monitor the performance of their clients' securities, assessing their stability or speculative tendencies. Securities brokers calculate the securities' price and place orders.
stock brokerESCO 3311.2.5Overlapping, not the same
Stock brokers act on behalf of their individual or institutional clients in order to buy and sell stocks and other securities. They are in close contact with their clients and ensure that what they buy or sell through the stock exchange market is according to their clients' wishes. Stock brokers undertake analyst research to make recommendations to their clients and expand their client base through various methods.

Source: European Commission, DG EMPL — ESCO API 2026-08-08 (bridge v1.2.1)

License: CC BY 4.0 (EU Reuse Notice)

View original

ESCO reuse terms and the modification notice are in Credits.

France classification links (ROME)

AI Changing Work's links between this occupation and ROME 4.0 job profiles, judged with AI models. Relations are read from this occupation's side. Links marked “provisional” were adopted on the judgments of two judges from the same model family (Claude) alone, or by an operator rule applied to their judgments, so they rest on weaker evidence than confirmed links.

ROME code	ROME title (French)	Relation
C1301	Trader	This occupation is broaderprovisional
C1205	Conseiller / Conseillère en gestion de patrimoine	Overlapping, not the sameprovisional
C1129	Responsable grands comptes assurances	Related, not a matchprovisional
C1203	Chargé / Chargée d'affaires bancaires	Related, not a matchprovisional
C1206	Conseiller / Conseillère de clientèle bancaire	Related, not a matchprovisional
M1214	Négociateur / Négociatrice en devises	Related, not a matchprovisional

Source: France Travail — Répertoire Opérationnel des Métiers et des Emplois (ROME 4.0), version 61, last updated 15 June 2026 (https://www.data.gouv.fr/datasets/repertoire-operationnel-des-metiers-et-des-emplois-rome). Licence Ouverte 2.0.

ROME codes and titles are reproduced unchanged; the links to O*NET-SOC occupations are AI Changing Work's own judgment and are not a France Travail correspondence.

(AI Changing Work link release: fr-direct v1)

Spain classification links (CNO-11)

AI Changing Work's links between this occupation and CNO-11 occupations, judged with AI models. Relations are read from this occupation's side.

CNO-11 code	CNO-11 title (Spanish)	Relation
3401	Profesionales de apoyo e intermediarios de cambio, bolsa y finanzas	Same scope
2612	Asesores financieros y en inversiones	Related, not a match

Source: Instituto Nacional de Estadística (INE), National Classification of Occupations 2011 (CNO-11, Royal Decree 1591/2010) — www.ine.es · Licensed CC BY 4.0. CNO-11 codes and Spanish titles are reproduced unchanged; the links to O*NET occupations are AI Changing Work's own judgment and are not an INE correspondence.

(AI Changing Work link release: es-direct v1)

Germany classification links (KldB)

AI Changing Work's links between this occupation and KldB occupations, judged with AI models. Relations are read from this occupation's side.

KldB code	KldB title (German)	Relation
72123	Anlageberater/innen und sonstige Finanzdienstleistungsberufe - komplexe Spezialistentätigkeiten	This occupation is narrower
72124	Anlageberater/innen und sonstige Finanzdienstleistungsberufe - hoch komplexe Tätigkeiten	Related, not a match
61133	Handelsmakler/innen und Auktionatoren/Auktionatorinnen - komplexe Spezialistentätigkeiten	Related, not a matchprovisional

Source: © Statistik der Bundesagentur für Arbeit — Klassifikation der Berufe 2010 – überarbeitete Fassung 2020, https://statistik.arbeitsagentur.de. KldB codes and titles are reproduced unchanged; the links to O*NET occupations are AI Changing Work's own mapping (eigene Zuordnung) and are not a Bundesagentur für Arbeit correspondence.

(AI Changing Work link release: de-direct v1)

Japan classification links (JSCO)

AI Changing Work's links between this occupation and JSCO occupations, judged with AI models. Relations are read from this occupation's side.

JSCO code	JSCO title (Japanese)	Relation
333	有価証券売買・仲立人，金融仲立人	This occupation is broader
346	金融・保険営業職業従事者	Related, not a match

Source: Ministry of Internal Affairs and Communications (MIC), Japan Standard Occupational Classification (Dec. 2009, MIC Notification No. 555). JSCO codes and Japanese titles are reproduced unchanged; the links to O*NET occupations are AI Changing Work's own judgment and are not a MIC correspondence.

(AI Changing Work link release: jp-direct v1)

Sources, licenses and AI Changing Work's modification and translation notices for this page: Credits & sources