AI exposure by occupation, O*NET 41-3031.00

Will AI replace Securities, Commodities, and Financial Services Sales Agents?

Securities, Commodities, and Financial Services Sales Agents: AI can already handle 7 of 30 tasks; the work mostly needs a frontier-tier model.

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Every task, scored

The 30 tasks O*NET 30.3 lists for Securities, Commodities, and Financial Services Sales Agents, from most to least exposed. 7 reach 60 or more, the level at which AI already handles a task.

Task AI exposure Evidence Model tier Importance
Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes. 86 Observed Standard 4.1
Calculate costs for billings or commissions. 80 Estimated Frontier 3.8
Prepare financial reports to monitor client or corporate finances. 74 Observed Efficient 3.8
Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations. 65 Estimated Efficient 4.3
Evaluate costs and revenue of agreements to determine continued profitability. 65 Estimated Efficient 3.6
Discuss financial options with clients and keep them informed about transactions. 65 Observed Efficient 4.4
Explain stock market terms or trading practices to clients. 65 Observed Efficient 3.9
Make bids or offers to buy or sell securities. 55 Estimated Frontier 4.8
Agree on buying or selling prices at optimal levels for clients. 55 Estimated Frontier 4.7
Keep accurate records of transactions. 55 Estimated Standard 4.6
Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers. 55 Estimated Frontier 4.5
Complete sales order tickets and submit for processing of client-requested transactions. 55 Estimated Standard 4.5
Report all positions or trading results. 55 Estimated Efficient 4.5
Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives. 55 Estimated Efficient 4.4
Supervise support staff and ensure proper execution of contracts. 55 Estimated Standard 4.2
Devise trading, option, or hedge strategies. 55 Estimated Standard 4.2
Determine customers' financial services needs and prepare proposals to sell services that address these needs. 55 Estimated Efficient 4.2
Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics. 55 Estimated Standard 4.1
Offer advice on the purchase or sale of particular securities. 55 Estimated Standard 4.0
Relay buy or sell orders to securities exchanges or to firm trading departments. 55 Estimated Standard 4.0
Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities. 55 Estimated Frontier 3.8
Sell services or equipment, such as trusts, investments, or check processing services. 55 Estimated Frontier 3.3
Prepare and send requests for price quotations to all companies in a particular market. 55 Estimated Efficient 3.0
Price securities or commodities based on market conditions. 55 Estimated Frontier 3.0
Purchase or sell financial derivatives for customers. 55 Estimated Frontier 3.0
Identify opportunities or develop channels for purchase or sale of securities or commodities. 50 Estimated Standard 4.3
Develop financial plans, based on analysis of clients' financial status. 50 Estimated Frontier 4.3
Monitor markets or positions. 40 Observed Standard 4.8
Contact prospective customers to present information and explain available services. 40 Observed Standard 3.9
Negotiate prices or contracts for securities or commodities sales or purchases. 35 Estimated Standard 3.0

Observed: scored from AI use recorded in the Anthropic Economic Index (June 2026 release), 6 of 30 tasks. Estimated: scored from the task's O*NET 30.3 work activity, 24 of 30. Importance is O*NET's 1 to 5 rating of how central the task is. Model tier is the lowest tier that can do the task under the published rubric; "No tier" marks hands-on work.

The model tier this role needs

A frontier-tier model or lower covers 100% of the role's importance-weighted task work. 100% of the work is something AI can address at some tier.

Efficient, standard and frontier tiers come from the JobRoute model tier reference. The recommended tier is the lowest one that covers 80% of the work AI can address. How the method works.

Wages, employment and outlook

US employment
489,570
Median annual wage
$78,660
Middle half of earners
$56,540 to $129,950
Projected change, 2024 to 2034
+3.3%

Employment and wages: BLS Occupational Employment and Wage Statistics, May 2025, national. Projection: BLS Employment Projections 2024 to 2034.

Adjacent roles

The occupations that reuse the most of this role's skills, with the usual time to move. These are the first places to look when you plan to redeploy or retrain people in this role.

Skill overlap and transition time from the JobRoute role adjacency graph on O*NET 30.3 skills.

Questions about Securities, Commodities, and Financial Services Sales Agents and AI

Will AI replace Securities, Commodities, and Financial Services Sales Agents?

AI already handles 7 of the 30 tasks O*NET lists for this occupation, at a task exposure of 60 or more, and the role's importance-weighted exposure is 57 out of 100. JobRoute scores tasks, not whole jobs, so the score shows how much of the work changes rather than whether the job disappears. BLS projects employment to change by +3.3% from 2024 to 2034.

What is the AI exposure of Securities, Commodities, and Financial Services Sales Agents?

57 out of 100 on JobRoute's task exposure measure, the importance-weighted average of the role's O*NET task scores. Higher means more of the work is AI-doable today. 6 of the 30 task scores are observed in the Anthropic Economic Index (June 2026 release), and the other 24 are estimated from each task's O*NET work activity.

Which Securities, Commodities, and Financial Services Sales Agents tasks can AI already do?

The tasks with the highest exposure are: Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes; Calculate costs for billings or commissions; Prepare financial reports to monitor client or corporate finances. They are three of the 7 tasks that reach 60 or more.

What AI model tier does this role need?

A frontier-tier model or lower covers 100% of the role's importance-weighted task work. JobRoute assigns each task the lowest tier that can do it under a published rubric and recommends the lowest tier that covers 80% of the work AI can address.

How many people work as Securities, Commodities, and Financial Services Sales Agents, and what do they earn?

489,570 people in the United States, with a median annual wage of $78,660 (BLS Occupational Employment and Wage Statistics, May 2025). BLS Employment Projections expect a change of +3.3% from 2024 to 2034.

How to cite

Data version 2026-11-02, JobRoute method v1.0.0. Download all occupations or this occupation as JSON. Methodology.

JobRoute (2026). AI exposure: Securities, Commodities, and Financial Services Sales Agents. Data version 2026-11-02, method v1.0.0. Built on O*NET 30.3, BLS OEWS May 2025 and the Anthropic Economic Index (June 2026). CC BY 4.0. https://www.jobroute.ai/jobs/securities-commodities-and-financial-services-sales-agents

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