Securities, Commodities, and Financial Services Sales Agents

Does not pass

• Monitor markets or positions.

  reason given most often: no existing check settles it · 7.9% of the role's time · $4.1B

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

  reason given most often: no existing check settles it, and a failure is too expensive · 6.2% of the role's time · $3.2B

• Make bids or offers to buy or sell securities.

  reason given most often: a failure is too expensive · 5.7% of the role's time · $3.0B · passed by Claude Sonnet · the models disagreed

• Report all positions or trading results.

  reason given most often: a failure is too expensive · 4.9% of the role's time · $2.5B · passed by Claude Sonnet · the models disagreed

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

  reason given most often: a failure is too expensive · 4.6% of the role's time · $2.4B

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

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it · 4.6% of the role's time · $2.4B

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

  reason given most often: no existing check settles it · 4.1% of the role's time · $2.1B · waiting on a check

• Devise trading, option, or hedge strategies.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 4.0% of the role's time · $2.1B

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

  reason given most often: no existing check settles it · 3.9% of the role's time · $2.0B

• Determine customers' financial services needs and prepare proposals to sell services that address these needs.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it · 3.7% of the role's time · $1.9B

• Keep accurate records of transactions.

  reason given most often: a failure is too expensive · 3.6% of the role's time · $1.9B · passed by Claude Sonnet · the models disagreed

• Discuss financial options with clients and keep them informed about transactions.

  reason given most often: no existing check settles it · 3.4% of the role's time · $1.8B · waiting on a check

• Complete sales order tickets and submit for processing of client-requested transactions.

  reason given most often: a failure is too expensive · 3.3% of the role's time · $1.7B · passed by Claude Sonnet · the models disagreed

• Negotiate prices or contracts for securities or commodities sales or purchases.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 3.1% of the role's time · $1.6B

• Prepare and send requests for price quotations to all companies in a particular market.

  reason given most often: no existing check settles it · 3.1% of the role's time · $1.6B · passed by Claude Sonnet · the models disagreed

• Price securities or commodities based on market conditions.

  reason given most often: a failure is too expensive · 3.1% of the role's time · $1.6B

• Purchase or sell financial derivatives for customers.

  reason given most often: a failure is too expensive · 3.1% of the role's time · $1.6B

• Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.

  reason given most often: no existing check settles it · 2.7% of the role's time · $1.4B · waiting on a check

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

  reason given most often: no existing check settles it · 2.6% of the role's time · $1.3B · waiting on a check

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

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 2.5% of the role's time · $1.3B

• Supervise support staff and ensure proper execution of contracts.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it · 2.5% of the role's time · $1.3B

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

  reason given most often: a failure is too expensive · 2.4% of the role's time · $1.3B

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

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 2.2% of the role's time · $1.2B

• Explain stock market terms or trading practices to clients.

  reason given most often: no existing check settles it · 2.2% of the role's time · $1.1B · waiting on a check

• Relay buy or sell orders to securities exchanges or to firm trading departments.

  reason given most often: a failure is too expensive · 2.0% of the role's time · $1.0B · passed by Claude Sonnet · the models disagreed

• Prepare financial reports to monitor client or corporate finances.

  reason given most often: a failure is too expensive · 1.6% of the role's time · $850M

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

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it · 1.2% of the role's time · $605M

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

  reason given most often: nobody can tell quickly whether it worked, and a failure is too expensive · 0.9% of the role's time · $483M