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

    来源数据集(XLSX 文件下载)

  • 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

    观测暴露度指数,按发布原值0–1

    以O*NET任务映射为基准

    按 SOC 2018 职业发布的数值;具有相同 SOC 2018 代码的所有 O*NET 职业均显示此值

    来源数据集(CSV 文件下载)

  • 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

    来源数据集(PDF 文件下载)

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

显示隐藏的 30 项工作

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

以下为 O*NET-SOC 2010 职业 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 的工作任务,由本站依据 O*NET-SOC 2010→2019 官方对照表关联到此职业

Task (O*NET 20.1)Claude.aiRaw / share %
Explain stock market terms or trading practices to clients.

41-3031.01

0.110221.0
Analyze market conditions to determine optimum times to execute securities transactions.

41-3031.01

0.058911.2
Analyze target companies or investment opportunities to inform investment decisions.

41-3031.03

0.052510.0
Devise trading, option, or hedge strategies.

41-3031.03

0.03616.9
Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.

41-3031.03

0.02975.7
Prepare documents needed to implement plans selected by clients.

41-3031.01

0.01983.8
Contact prospective customers to determine customer needs, present information, or explain available services.

41-3031.01

0.01943.7
Contact prospective customers to present information and explain available services.

41-3031.02

0.01893.6
Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.

41-3031.03

0.01763.4
Offer advice on the purchase or sale of particular securities.

41-3031.01

0.01713.3
Inform and advise concerned parties regarding fluctuations or securities transactions affecting plans or accounts.

41-3031.01

0.01472.8
Monitor markets or positions.

41-3031.03

0.01432.7
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

0.01302.5
Evaluate costs and revenue of agreements to determine continued profitability.

41-3031.02

0.00981.9
Develop financial plans, based on analysis of clients' financial status.

41-3031.01

0.00951.8
Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.

41-3031.01

0.00931.8
Explain contracts or related documents to customers.

41-3099.01

0.00741.4
Prepare financial reports, such as reviews of portfolio positions.

41-3031.03

0.00691.3
Identify potential clients, using advertising campaigns, mailing lists, or personal contacts.

41-3031.01

0.00681.3
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

0.00611.2
Prepare financial reports to monitor client or corporate finances.

41-3031.01

0.00611.2
Identify opportunities or develop channels for purchase or sale of securities or commodities.

41-3031.03

0.00611.2
Monitor the flow of energy in response to changes in consumer demand.

41-3099.01

0.00551.0
Report all positions or trading results.

41-3031.03

0.00340.6
Develop or maintain supplier or customer relationships.

41-3031.03

0.00330.6
Make bids or offers to buy or sell securities.

41-3031.03

0.00260.5
Prepare forms or agreements to complete sales.

41-3031.02

0.00250.5
Review business trends to advise customers regarding expected fluctuations.

41-3031.02

0.00230.4
Develop or deliver proposals or presentations on topics such as the purchase or sale of energy.

41-3099.01

0.00230.4
Keep accurate records of transactions.

41-3031.01

0.00230.4
Read corporate reports and calculate ratios to determine best prospects for profit on stock purchases.

41-3031.01

0.00220.4
Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.

41-3031.03

0.00210.4
Analyze customer bills and utility rate structures to select optimal rate structures for customers.

41-3099.01

0.00210.4
Sell services or equipment, such as trusts, investments, or check processing services.

41-3031.02

0.00200.4
Agree on buying or selling prices at optimal levels for clients.

41-3031.03

0.00200.4

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.—

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
最低 $30,890BLS EP 2025–35 中 825 个细分职业的工资中位数范围最高 $559,030

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

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
28241증권 중개인本职业范围更宽已确认
28242선물거래 중개인本职业范围更宽已确认
28243외환 딜러本职业范围更宽已确认
28291투자 인수 심사원本职业范围更宽已确认
51033투자 권유 대행인本职业范围更宽已确认
51042신용카드 모집인本职业范围更宽已确认
51041대출 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)

查看原文

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
C1301Trader本职业范围更宽暂定
C1205Conseiller / Conseillère en gestion de patrimoine有重叠,但不相同暂定
C1129Responsable grands comptes assurances相关,但不对应暂定
C1203Chargé / Chargée d'affaires bancaires相关,但不对应暂定
C1206Conseiller / Conseillère de clientèle bancaire相关,但不对应暂定
M1214Négociateur / 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
3401Profesionales de apoyo e intermediarios de cambio, bolsa y finanzas范围相同
2612Asesores 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
72123Anlageberater/innen und sonstige Finanzdienstleistungsberufe - komplexe Spezialistentätigkeiten本职业范围更窄
72124Anlageberater/innen und sonstige Finanzdienstleistungsberufe - hoch komplexe Tätigkeiten相关,但不对应
61133Handelsmakler/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