Securities, Commodities, and Financial Services Sales Agents
Sales and Related Occupations- O*NET-SOC 代码
- 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.
- 数据来源: BLS发布时间: 2026-08
很高· 相对
低四级相对区间很高职业群单位数值
尺度 · 母数 · 来源
四级相对类别(低 / 中等 / 高 / 很高)
以BLS就业预测表中831个细分职业为基数。取值按 NEM(全国就业矩阵)代码给定,因此共用同一 NEM 代码的职业得到相同分档
- 数据来源: Anthropic发布时间: 2026-03
0.441
0.000此处所载数值的范围0.745尺度 · 母数 · 来源
- 数据来源: ILO发布时间: 2025
0.44–0.63· ISCO-08 职业组 2 个
尺度 · 母数 · 来源
生成式AI暴露度指数,按发布原值0–1
按 ISCO-08 细类(4 位)发布的数值。按原样应用美国劳工统计局(BLS)的官方对照表(ISCO-08→2010 SOC、2010 SOC→2018 SOC)关联到本职业,对应关系为全部或部分对应
该来源发布的是什么性质的数值
BLS的类别是相对排位而非绝对水平,也不是一手测量:它把多项已发表研究给出的职业百分位排名归并为四个等级。它不是就业或工资预测,不是采用概率,也不区分自动化与增强。
各关联 ISCO-08 职业组的 ILO 数值
- ISCO-08 3311Securities and Finance Dealers and Brokers0.63
- ISCO-08 3324Trade Brokers0.44
Task-level exposure
仅显示有暴露的工作已评分任务 30 项 · β ≥ 0.5 的任务 30 项(100.0%)
β = 直接暴露(E1)+ 0.5 × 借助工具时的暴露(E2),依据原始代码库的定义。
- 原始单位:O*NET 27.2 任务 → O*NET 31.0 职业代码
- 所有已评分任务均在 O*NET 31.0 任务列表中。
- 来源
- OpenAI "GPTs are GPTs" exposure rubric
- 版本
- gh-main-0471612
- 许可
- MIT License, Copyright (c) 2024 OpenAI
| Task (O*NET 30.2) | Claude.aiRaw / share % | APIRaw / share % |
|---|---|---|
Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.41-3031.00 | 0.070043.8 | 0.200062.5 |
Prepare financial reports to monitor client or corporate finances.41-3031.00 | 0.030018.8 | 0.01003.1 |
Discuss financial options with clients and keep them informed about transactions.41-3031.00 | 0.020012.5 | 0.00000.0 |
Explain stock market terms or trading practices to clients.41-3031.00 | 0.020012.5 | 0.00000.0 |
Contact prospective customers to present information and explain available services.41-3031.00 | 0.01006.3 | 0.060018.8 |
Monitor markets or positions.41-3031.00 | 0.01006.3 | 0.03009.4 |
Complete sales order tickets and submit for processing of client-requested transactions.41-3031.00 | 0.00000.0 | 0.02006.3 |
Keep accurate records of transactions.41-3031.00 | 0.00000.0 | 0.00000.0 |
Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.41-3031.00 | 0.00000.0 | 0.00000.0 |
Determine customers' financial services needs and prepare proposals to sell services that address these needs.41-3031.00 | 0.00000.0 | 0.00000.0 |
Prepare and send requests for price quotations to all companies in a particular market.41-3031.00 | 0.00000.0 | 0.00000.0 |
Offer advice on the purchase or sale of particular securities.41-3031.00 | 0.00000.0 | —0 |
Evaluate costs and revenue of agreements to determine continued profitability.41-3031.00 | 0.00000.0 | —0 |
Calculate costs for billings or commissions.41-3031.00 | 0.00000.0 | —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.41-3031.00 | 0.00000.0 | —0 |
Price securities or commodities based on market conditions. | —0 | 0.00000.0 |
| Not observed on any surface — 14 task(s) — These tasks have no row in the source for this release. The 0 in the share row is a display-stage composition ratio; absence is what the — in the raw row states. | ||
Make bids or offers to buy or sell securities. | —0 | —0 |
Agree on buying or selling prices at optimal levels for clients. | —0 | —0 |
Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers. | —0 | —0 |
Report all positions or trading results. | —0 | —0 |
Identify opportunities or develop channels for purchase or sale of securities or commodities. | —0 | —0 |
Develop financial plans, based on analysis of clients' financial status. | —0 | —0 |
Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations. | —0 | —0 |
Devise trading, option, or hedge strategies. | —0 | —0 |
Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics. | —0 | —0 |
Sell services or equipment, such as trusts, investments, or check processing services. | —0 | —0 |
Supervise support staff and ensure proper execution of contracts. | —0 | —0 |
Relay buy or sell orders to securities exchanges or to firm trading departments. | —0 | —0 |
Negotiate prices or contracts for securities or commodities sales or purchases. | —0 | —0 |
Purchase or sell financial derivatives for customers. | —0 | —0 |
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 |
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
O*NET 31.0 全部任务(30 项)
本职业在 O*NET 31.0 中的全部任务(英文原文;任务类型为核心或补充)。暴露值不列在此清单中,而在上方表格里,位于各来源所用 O*NET 版本的任务表述旁。
| 任务(O*NET 31.0) | 类型 |
|---|---|
| Make bids or offers to buy or sell securities. | 核心 |
| Monitor markets or positions. | 核心 |
| Agree on buying or selling prices at optimal levels for clients. | 核心 |
| Keep accurate records of transactions. | 核心 |
| Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers. | 核心 |
| Complete sales order tickets and submit for processing of client-requested transactions. | 核心 |
| Report all positions or trading results. | 核心 |
| Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives. | 核心 |
| Discuss financial options with clients and keep them informed about transactions. | 核心 |
| Determine customers' financial services needs and prepare proposals to sell services that address these needs. | 核心 |
| Identify opportunities or develop channels for purchase or sale of securities or commodities. | 核心 |
| Develop financial plans, based on analysis of clients' financial status. | 核心 |
| Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations. | 核心 |
| Contact prospective customers to present information and explain available services. | 核心 |
| Devise trading, option, or hedge strategies. | 核心 |
| Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes. | 核心 |
| Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics. | 核心 |
| Offer advice on the purchase or sale of particular securities. | 核心 |
| Explain stock market terms or trading practices to clients. | 核心 |
| Calculate costs for billings or commissions. | 核心 |
| Prepare financial reports to monitor client or corporate finances. | 核心 |
| Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities. | 核心 |
| Sell services or equipment, such as trusts, investments, or check processing services. | 补充 |
| Evaluate costs and revenue of agreements to determine continued profitability. | 补充 |
| Supervise support staff and ensure proper execution of contracts. | 补充 |
| Relay buy or sell orders to securities exchanges or to firm trading departments. | 补充 |
| 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. | — |
0.00/ 3· 机器人暴露指数
尺度 · 母数 · 来源
对每项体力任务,按已实际部署、销售或演示的机器人能够完成它的环境评定 0–3 级(0 不可 · 1 围栏式机器单元、灌装线等机器人专用设施 · 2 医院药房、集装箱港口等受管理的设施 · 3 私人住宅、建筑工地等非结构化环境),再按工作时间占比求平均
以该职业 O*NET 29.3 任务中的体力任务为准
等级与时间占比由 Anthropic 使用 Claude Opus 5(网络搜索)估算(截至 2026 年)。
机器人暴露指数与本站的 AI 暴露度是不同的指标,不能相加或相互比较。该指数不代表实际采用情况或成本竞争力,0 也包括没有体力任务的职业。
每项体力任务的等级
该职业的 O*NET 29.3 任务中没有被归类为体力任务的任务。
职业信息
就业展望(BLS)
- 就业人数,2025
- 531K
- 预计就业人数,2035
- 539K
- 变化 (2025–35)
- +1.4%
- 年薪中位数,2025
- $78,660
- 入职通常所需学历
- Bachelor's degree
韩国职业分类关联(KSCO)
来自 AI Changing Work 制作的 Korea Occupation Direct Crosswalk v1.1 当前版本的关联。关系值从 O*NET-SOC 职业一侧解读。
| KSCO 代码 | KSCO 名称 | 关系 | 状态 |
|---|---|---|---|
| 28241 | 증권 중개인 | 本职业范围更宽 | 已确认 |
| 28242 | 선물거래 중개인 | 本职业范围更宽 | 已确认 |
| 28243 | 외환 딜러 | 本职业范围更宽 | 已确认 |
| 28291 | 투자 인수 심사원 | 本职业范围更宽 | 已确认 |
| 51033 | 투자 권유 대행인 | 本职业范围更宽 | 已确认 |
| 51042 | 신용카드 모집인 | 本职业范围更宽 | 已确认 |
| 51041 | 대출 모집인 | 相关,但不对应 | 已确认 |
关系与状态的定义(kr-direct v1.1)
国际劳工组织(ILO)职业说明
以下 ISCO-08 职业组由 AI Changing Work 原样套用美国劳工统计局(BLS)发布的对照表(2018 SOC→2010 SOC、2010 SOC→ISCO-08)、不逐案取舍,与本职业相关联;每项关联可能是完全对应,也可能是部分对应。
- ISCO-08 3311Securities and Finance Dealers and Brokers
证券和金融交易员及经纪人
- ISCO-08 3324Trade Brokers
贸易经纪人
自行翻译
自行翻译 · 非 ISCO 官方词汇 — 未经国际劳工组织审核。
Sources: ILO ISCO-08 — details: Credits
ESCO 职业词汇
以下每一项都是在已公开的ESCO-O*NET Crosswalk(第 1 版,2022 年)中与本职业逐项对应的。对应类型出自该对照表;表述出自 AI Changing Work。
- commodity traderESCO 3324.2本职业范围更宽
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 3311.3.1本职业范围更宽
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 3311.3.2本职业范围更宽
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 3311.3.3本职业范围更宽
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 3311.3.5本职业范围更宽
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 3324.1有重叠,但不相同
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 3311.2有重叠,但不相同
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 3311.3有重叠,但不相同
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 3311.2.1有重叠,但不相同
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 3311.2.3有重叠,但不相同
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 3311.2.4有重叠,但不相同
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 3311.2.5有重叠,但不相同
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.
来源: European Commission, DG EMPL — ESCO API 2026-08-08 (bridge v1.2.1)
许可: CC BY 4.0 (EU Reuse Notice)
ESCO reuse terms and the modification notice are in Credits.
法国职业分类关联(ROME)
本职业与 ROME 4.0 职业条目(fiche)之间的关联,由 AI Changing Work 借助 AI 模型判定。关系从本职业一侧解读。标为「暂定」的关联仅凭同一模型系列(Claude)两位判定者的判定采纳,或对其判定适用运营方规则后采纳,因此其依据弱于已确认的关联。
| ROME 代码 | ROME 名称(法语) | 关系 |
|---|---|---|
| C1301 | Trader | 本职业范围更宽暂定 |
| C1205 | Conseiller / Conseillère en gestion de patrimoine | 有重叠,但不相同暂定 |
| C1129 | Responsable grands comptes assurances | 相关,但不对应暂定 |
| C1203 | Chargé / Chargée d'affaires bancaires | 相关,但不对应暂定 |
| C1206 | Conseiller / Conseillère de clientèle bancaire | 相关,但不对应暂定 |
| M1214 | Négociateur / Négociatrice en devises | 相关,但不对应暂定 |
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)
西班牙职业分类关联(CNO-11)
本职业与 CNO-11 职业之间的关联,由 AI Changing Work 借助 AI 模型判定。关系从本职业一侧解读。
| CNO-11 代码 | CNO-11 名称(西班牙语) | 关系 |
|---|---|---|
| 3401 | Profesionales de apoyo e intermediarios de cambio, bolsa y finanzas | 范围相同 |
| 2612 | Asesores financieros y en inversiones | 相关,但不对应 |
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)
德国职业分类关联(KldB)
本职业与 KldB 职业之间的关联,由 AI Changing Work 借助 AI 模型判定。关系从本职业一侧解读。
| KldB 代码 | KldB 名称(德语) | 关系 |
|---|---|---|
| 72123 | Anlageberater/innen und sonstige Finanzdienstleistungsberufe - komplexe Spezialistentätigkeiten | 本职业范围更窄 |
| 72124 | Anlageberater/innen und sonstige Finanzdienstleistungsberufe - hoch komplexe Tätigkeiten | 相关,但不对应 |
| 61133 | Handelsmakler/innen und Auktionatoren/Auktionatorinnen - komplexe Spezialistentätigkeiten | 相关,但不对应暂定 |
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)
日本职业分类关联(JSCO)
本职业与 JSCO 职业之间的关联,由 AI Changing Work 借助 AI 模型判定。关系从本职业一侧解读。
| JSCO 代码 | JSCO 名称(日语) | 关系 |
|---|---|---|
| 333 | 有価証券売買・仲立人,金融仲立人 | 本职业范围更宽 |
| 346 | 金融・保険営業職業従事者 | 相关,但不对应 |
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)
本页数据的来源与许可,以及 AI Changing Work 的修改与翻译说明:致谢与来源