AI exposure score

Securities, Commodities, and Financial Services Sales Agents

Securities, Commodities, and Financial Services Sales Agents score 61 out of 100, which is high exposure to AI. That ranks #93 of 923 US occupations, where #1 is the most exposed. Of the 30 tasks in this job, AI could speed up 6 on its own and 24 more with extra software built on top of it. In April–May 2026, 16 of these tasks showed up in real conversations with Claude, Anthropic's AI assistant.

61/ 100

High

Rank: #93of 923 jobs
US workers: 489,570BLS, May 2025
Median pay: $78,660a year
In real AI use: 16 of 30tasks, April–May 2026

Free report

Follow how AI is changing securities, commodities, and financial services sales agents work.

Subscribe to the weekly report and get The AI Job Exposure Report (PDF) right away: the most and least exposed jobs, exposure by field, and the AI-resilient jobs that pay well.

Free · one email a week · unsubscribe anytime

Task by task

Each task this job involves, as listed by O*NET, rated on whether a large language model like GPT-4 could cut the time it takes by at least half at the same quality. Tasks marked Seen in real AI use appeared in conversations with Claude in April–May 2026 (Anthropic Economic Index).

AI can speed this up on its own: 6 (20%)
AI can speed this up with extra software: 24 (80%)
Little or no AI speed-up: 0 (0%)

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

What you can do about it

Get a personal plan for what to learn next.

Skill Half Life turns this score into a 90-day plan for your situation: your realistic options, the skills that carry over, and training that fits your time and budget. Coming soon.

See your options

Similar jobs, lower exposure

Related occupations that score at least 10 points lower.

Other jobs in this field

Sales and Related occupations close to this one.

All sales and related jobs and AI

Questions about securities, commodities, and financial services sales agents and AI

Will AI replace securities, commodities, and financial services sales agents?

Probably not entirely, but the job is likely to change a lot. Securities, Commodities, and Financial Services Sales Agents score 61 out of 100 (high exposure), #93 of 923 US jobs. AI could speed up 30 of the job's 30 tasks, 6 of them on its own. Exposure means the work is likely to change, not that the job will disappear.

Which securities, commodities, and financial services sales agents tasks can AI do?

The most exposed tasks include "Keep accurate records of transactions"; "Complete sales order tickets and submit for processing of client-requested transactions"; "Report all positions or trading results".

Which securities, commodities, and financial services sales agents tasks are hardest for AI?

Every task in this job has some AI exposure, though 24 of them need extra software built around the AI.

Are people already using AI for this work?

Yes. In April–May 2026, 16 of the 30 tasks showed up in real conversations with Claude, according to the Anthropic Economic Index.

How many people work as securities, commodities, and financial services sales agents, and what do they earn?

About 489,570 people in the US, with median pay of $78,660 a year (BLS, May 2025).

How to read this score. Exposure measures how much of the work AI could speed up, not whether the job will disappear. A highly exposed job can change shape, with people spending less time on routine tasks and more on the rest. The score counts tasks AI can speed up on its own in full, and tasks that need extra software at half weight.

The ratings come from published research based on GPT-4 (2023). To show what's happening now, each task is also checked against the latest Anthropic Economic Index, which records which tasks people actually use AI for. That data is refreshed automatically when Anthropic publishes a new release. Read the full method.