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

Many of your tasks are within reach of AI. The role will change, so it pays to act now.

Task exposure to today's AI

52/100

High exposure

This is the occupation's typical task mix. Your own score can be up to 30 points higher or lower depending on how you work: routine share, people contact, judgment and how much you already use AI.

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

Not entirely. Today's AI tools can take on about 52% of the typical work in this occupation, mostly: determine customers' financial services needs and prepare proposals to sell services that address these needs. The parts that stay human include: Discuss financial options with clients and keep them informed about transactions.; Monitor markets or positions.; Make bids or offers to buy or sell securities..

People who learn to use AI for the automatable parts keep the edge. The 3-phase plan below shows where to start.

Which tasks AI can take on

The largest tasks in this occupation, their share of the working week, and how much of each today's AI tools can do.

TaskAutomatable

Determine customers' financial services needs and prepare proposals to sell services that address these needs. 65%

Monitor markets or positions.AI already used 57%

Contact prospective customers to present information and explain available services.AI already used 57%

Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.AI already used 57%

Offer advice on the purchase or sale of particular securities.AI already used 57%

Discuss financial options with clients and keep them informed about transactions. 55%

+ 24 more tasks (59% of the week) in the full test.

Your human edge

Discuss financial options with clients and keep them informed about transactions.
Monitor markets or positions.
Make bids or offers to buy or sell securities.

AI tools to try

CRM with AI (e.g. HubSpot, Salesforce Einstein, Pipedrive)ChatGPT / Claude for emails and researchCall recording and summary tools

Related roles

A 3-phase AI learning plan

Phase 1

AI for the pipeline

Prospect research and personalised emails with AI.
Call summaries and CRM updates.
Follow-up reminders and templates.

Project

Use AI to research 30 prospects from public filings and news, draft a personalised outreach email for each, and log call summaries to your CRM; compare reply rate and time per prospect to your old manual process.

Phase 2

Better conversations

Prepare meetings with AI briefings.
Objection handling and proposal drafts.
Learn the product faster with AI.

Project

Build an AI briefing and objection-handling pack for your next 10 client meetings, including a draft needs-based proposal each, and track prep time saved and close rate versus your previous 10.

Phase 3

Trusted advisor

Focus time on relationships and complex deals.
Use data to find the right customers.
Share what works with the team.

Project

Use AI to segment your book by assets, cash flow and product gaps, pick the top 20 clients for complex deals, and share a one-page prompt playbook with the desk after measuring hours freed for relationship time.

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