AI Automation Index

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

Task-level automation exposure for Securities, Commodities, and Financial Services Sales Agents: 30 O*NET tasks scored against their work activities, plus the simulator.

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Developed & audited by Gini Loh

Automation Exposure

60% weighted task index

30 of 30 tasks scored

Median Salary

$78,660 / year

BLS OEWS, May 2025 — this exact occupation

Employment Level

Very High

489,570 people hold this job — size, not growth

Projected 2025–35

+1.4% employment change

35,100 openings a year · BLS line item

Pay by state

BLS OEWS publishes 50 state estimates for this occupation. Each is its own survey estimate, not the national median adjusted for local prices.

$35,160 – $168,340

Highest medians

New York $168,340

Massachusetts $100,310

Illinois $99,840

Connecticut $98,560

Vermont $88,280

Lowest medians

Virgin Islands $35,160

Puerto Rico $36,930

Mississippi $46,680

Louisiana $48,040

Alabama $49,230

State figures come from the 41-3031 row in the May 2025 state panel. States where the estimate was suppressed or too small to publish are absent.

What the score is made of

Each task is mapped to its work activities, scored for AI automation potential, and weighted by how important those activities are to the job. These are the components.

Automation potential 60%

Importance-weighted mean of the scored tasks. This is the headline index.

Physical work 0%

Share of weighted tasks in hands-on or machine-operating work activities.

Judgment & influence 21%

Share in analysis, decisions, teaching, directing, advising, or caring for others.

Routine administration 17%

Share in documenting, recording, and administrative activities.

Rewritten by O*NET 0%

Share of weighted tasks O*NET rewrote in a recent update. Reported, not folded into the score.

Consequence of error 23/100 Low

O*NET's own rating of how serious an uncorrectable mistake would be here — respondents, not us. Deliberately not in the index: the score measures what AI can do with the task content, and multiplying it by stakes would be our judgment dressed as data.

Constituent Task Mix

30 tasks for this occupation, weighted by work-activity importance. Shares below are of total task weight, not task count.

High exposure (≥ 60% of the task is automatable) 48%

14 tasks

Medium exposure (≥ 35%) 46%

14 tasks

Low exposure (below 35%) 6%

2 tasks

How would you survive?

Move your week away from the high-exposure tasks and toward the ones that need judgment. The simulator recalculates the index as you shift the mix.

Simulate Upskilling →

Constituent Tasks

#23192 · Core · 38% automatable

Make bids or offers to buy or sell securities.

interpersonal — Price negotiation needs live give-and-take

Negotiate prices or other sales terms.

#23193 · Core · 80% automatable

Monitor markets or positions.

information retrieval — AI aggregates and analyzes market data at scale

Monitor market conditions or trends.

#23194 · Core · 38% automatable

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

interpersonal — Price negotiation needs live give-and-take

Negotiate prices or other sales terms.

#23195 · Core · 85% automatable

Keep accurate records of transactions.

data analysis — Maintain structured sales records via tools

Maintain records of sales or other business transactions.

#23196 · Core · 32% automatable

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

interpersonal — Closing sales requires persuasion and accountability

Sell products or services.

#23197 · Core · 60% automatable

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

text generation — Draft contracts; legal terms human-owned

Prepare sales or other contracts. Process sales or other transactions.

#23198 · Core · 78% automatable

Report all positions or trading results.

data analysis — Reports and budgets drafted; human owns assumptions

Prepare financial documents, reports, or budgets.

#23199 · Core · 50% automatable

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

interpersonal — Customer needs discovery needs live interaction

Gather customer or product information to determine customer needs.

#23200 · Core · 55% automatable

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

interpersonal — Explaining finances to customers is relational

Explain financial information to customers.

#23203 · Core · 48% automatable

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

data analysis — AI screens investment data; human decides

Identify investment opportunities or strategies. Develop professional relationships or networks.

#23204 · Core · 42% automatable

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

decision support — AI drafts tailored options; advisor owns suitability and trust

Customize financial products or services to meet customer needs.

#23205 · Core · 85% automatable

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

data analysis — Transaction accuracy checks are rule-based and reliable

Review accuracy of sales or other transactions.

#23207 · Core · 70% automatable

Devise trading, option, or hedge strategies.

data analysis — AI screens investment data; human decides

Identify investment opportunities or strategies.

#23201 · Core · 56% automatable

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

text generation — Draft proposals; human tailors and owns commitments

Gather customer or product information to determine customer needs. Develop proposals for current or prospective customers.

#23208 · Core · 76% automatable

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

information retrieval — AI aggregates and analyzes market data at scale

Monitor market conditions or trends. Analyze market conditions or trends.

#23209 · Core · 65% automatable

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

text generation — Sharing market information is largely informational

Share sales-related or market information with colleagues.

#23210 · Core · 55% automatable

Offer advice on the purchase or sale of particular securities.

interpersonal — Explaining finances to customers is relational

Explain financial information to customers.

#23206 · Core · 50% automatable

Contact prospective customers to present information and explain available services.

interpersonal — Technical explanation to customers needs live interaction

Explain technical product or service information to customers. Contact current or potential customers to promote products or services.

#23212 · Core · 55% automatable

Explain stock market terms or trading practices to clients.

interpersonal — Explaining finances to customers is relational

Explain financial information to customers.

#23213 · Core · 82% automatable

Calculate costs for billings or commissions.

data analysis — Cost calculation from structured inputs

Calculate costs of goods or services.

#23214 · Core · 78% automatable

Prepare financial reports to monitor client or corporate finances.

data analysis — Reports and budgets drafted; human owns assumptions

Prepare financial documents, reports, or budgets.

#23215 · Core · 64% automatable

Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.

decision support — Estimates costs/terms; human negotiates and commits

Estimate costs or terms of sales. Explain financial information to customers.

#23216 · Supplemental · 49% automatable

Supervise support staff and ensure proper execution of contracts.

data analysis — Sales metrics monitored by AI; human interprets and acts

Monitor sales activities. Supervise sales or support personnel.

#23217 · Supplemental · 50% automatable

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

interpersonal — Cross-party coordination aided; humans own commitments

Coordinate activities with suppliers, contractors, clients, or other departments.

#23211 · Supplemental · 80% automatable

Evaluate costs and revenue of agreements to determine continued profitability.

data analysis — Analyzes structured financial data with tools

Analyze business or financial data.

#23202 · Supplemental · 32% automatable

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

interpersonal — Closing sales requires persuasion and accountability

Sell products or services.

#23218 · Core · 38% automatable

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

interpersonal — Purchase negotiation needs live bargaining authority

Negotiate purchases or contracts. Negotiate prices or other sales terms.

#23219 · Core · 70% automatable

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

information retrieval — Gather client info aided, relationship human

Gather information in order to provide services to clients.

#23220 · Core · 72% automatable

Price securities or commodities based on market conditions.

decision support — Estimates costs/terms; human negotiates and commits

Estimate costs or terms of sales.

#23221 · Core · 46% automatable

Purchase or sell financial derivatives for customers.

decision support — Purchase research automatable; human authorizes spend

Sell products or services. Purchase products or services.

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Community Sentiment

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Method

How this was scored

1. Tasks. O*NET task statements for this occupation, from a release whose newest record is dated 08/2026.
2. Work activities. Each task maps to 1–5 Detailed Work Activities; each activity belongs to one of 41 Generalized Work Activities that O*NET rates for importance (1–5) in this occupation.
3. Automation potential. Every work activity carries one score for how far current AI can perform it end-to-end. Tasks inherit the mean of their activities.
4. Weighting. Task weight = 0.35 + 0.65 × (importance − 1)/4, scaled by how often the task is performed and by 0.7 for Supplemental tasks. Importance is the task's own O*NET rating where it exists (18,369 of 18,838 tasks); the rest inherit their work activities' importance. The index is the weighted mean.

Check: across the 910 occupations where O*NET also rates how far machine speed sets the pace, this index moves opposite to it (Spearman ρ = -0.49). The more a job is paced by equipment, the less of its task content AI can address — the relationship you would expect if the scoring is working.

Sources · O*NET 31.0 (task records to 08/2026) · BLS OEWS May 2025 · BLS projections 2025-2035 · rubric v2.1 · tasks for O*NET, not a forecast

See the full method →

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