ALERT The future growth information does not take account of the impact of COVID-19. If you are affected by COVID-19 there is a range of support available.

Financial Brokers

ANZSCO ID 2221

Overview

All Financial Brokers

  • $2,231 Weekly Pay
  • Strong Future Growth
  • 32,700 workers Employment Size
  • High skill Skill level rating
  • 83% Full-Time Full-Time Share
  • 46 hours Average full-time
  • 43 years Average age
  • 34% female Gender Share

Financial Brokers operate as independent agents to facilitate the trading of commodities and arrange insurance and loans of money on behalf of clients.

You usually need a formal qualification in commerce, accounting, finance, economics or actuarial studies to work as a Financial Broker. Vocational Education and Training (VET) and university are both common study pathways.

Tasks
  • monitoring commodity prices, trends and other factors affecting the supply and demand for commodities
  • negotiating the purchase and sale of commodities such as grains, wool, minerals and metals
  • determining the specific financial and insurance requirements of clients, and researching and reviewing available finance and insurance products for suitability to meet clients' requirements
  • analysing clients' financial status, discussing financial options and developing financial strategies
  • recommending loan combinations that meet clients' needs
  • interviewing prospective clients to explain insurance policy conditions, risks covered, premium rates and benefits, and to make recommendations on the amount and type of cover
  • arranging insurance, home loan mortgages and other types of finance for clients through banks, lenders, financiers and insurance companies
  • preparing documents which set out the conditions of finance, repayments and loan periods
  • identifying and advising on significant risk changes to clients' insurance
  • broking complex and commercial leases, equipment finance, commercial finance, project finance and finance for property developers

Prospects

Pathways

You usually need a formal qualification in commerce, accounting, finance, economics or actuarial studies to work as a Financial Broker. Vocational Education and Training (VET) and university are both common study pathways.

Registration or licencing may be required.

Before starting a course, check it will provide you with the skills and qualifications you need. Visit

  • Course Seeker to search and compare higher education courses.
  • ComparED to compare undergraduate and postgraduate student experiences and outcomes.
  • My Skills to compare Vocational Education and Training (VET) courses, providers and student outcomes.
  • AAPathways website to explore Financial Services VET training pathways.

Skills & Knowledge

Employers look for Financial Brokers who provide good customer service and who have strong interpersonal skills.

Filter Skills & Knowledge

Knowledge

These are important topics, subjects or knowledge areas.

  1. Customer and personal service

    78% Skill level

    Understanding customer needs, providing good quality service, and measuring customer satisfaction.

  2. Sales and marketing

    63% Skill level

    Showing, promoting, and selling including marketing strategy, product demonstration, sales techniques, and sales control systems.

  3. Mathematics

    63% Skill level

    Arithmetic, algebra, geometry, calculus, or statistics.

  4. English language

    61% Skill level

    English language including the meaning and spelling of words, rules of composition, and grammar.

  5. Clerical

    58% Skill level

    Word processing, managing files and records, stenography and transcription, designing forms, and other office work.

  6. Economics and accounting

    57% Skill level

    Economics and accounting, the financial markets, banking and checking and reporting of financial data.

  7. Law and government

    56% Skill level

    How our laws and courts work. Government rules and regulations, and the political system.

  8. Computers and electronics

    54% Skill level

    Circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.

  9. Administration and management

    49% Skill level

    Business principles involved in strategic planning, leadership, and coordinating people and resources.

  10. Education and training

    44% Skill level

    Curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.

  11. Personnel and human resources

    40% Skill level

    Recruiting and training people, managing pay and other entitlements (like sick leave), and negotiating pay and conditions.

  12. Psychology

    33% Skill level

    Human behaviour; differences in ability, personality, and interests; learning and motivation; research methods; assessing and treating disorders.

  13. Communications and media

    31% Skill level

    Media production, communication, and dissemination. Includes written, spoken, and visual media.

  14. Production and processing

    24% Skill level

    Raw materials, production processes, quality control, costs, and ways of making and distributing goods.

  15. Foreign language

    18% Skill level

    Foreign (non-English) language including the meaning and spelling of words, rules of composition and grammar, and pronunciation.

  16. Geography

    17% Skill level

    Describing land, sea, and air, including their physical characteristics, locations, how they work together, and the location of plant, animal, and human life.

  17. Public safety and security

    14% Skill level

    Use of equipment, rules and ideas to protect people, data, property, and institutions.

  18. Sociology and anthropology

    14% Skill level

    Group behaviour and dynamics, societal trends and influences, human migrations, ethnicity, cultures and their history and origins.

  19. Telecommunications

    12% Skill level

    Transmission, broadcasting, switching, control, and operation of telecommunications systems.

  20. Building and construction

    12% Skill level

    Materials, and methods used to construct or repair houses, buildings, or other structures like highways and roads.

Skills

Skills can be improved through training or experience.

  1. Active listening

    57% Skill level

    Listening to others, not interrupting, and asking good questions.

  2. Critical thinking

    57% Skill level

    Thinking about the pros and cons of different ways to solve a problem.

  3. Reading comprehension

    57% Skill level

    Reading work related information.

  4. Speaking

    57% Skill level

    Talking to others.

  5. Judgment and decision making

    55% Skill level

    Figuring out the pros and cons of different options and choosing the best one.

  6. Serving others

    54% Skill level

    Looking for ways to help people.

  7. Writing

    50% Skill level

    Writing things for co-workers or customers.

  8. Mathematics

    48% Skill level

    Using maths to solve problems.

  9. Complex problem solving

    46% Skill level

    Noticing a problem and figuring out the best way to solve it.

  10. Active learning

    45% Skill level

    Being able to use what you have learnt to solve problems now and again in the future.

  11. Monitoring

    45% Skill level

    Keeping track of how well work is progressing so you can make changes or improvements.

  12. Negotiation

    45% Skill level

    Bringing people together and trying to sort out their differences.

  13. Persuasion

    45% Skill level

    Talking people into changing their minds or their behaviour.

  14. Social perceptiveness

    43% Skill level

    Understanding why people react the way they do.

  15. Coordination with others

    43% Skill level

    Being adaptable and coordinating work with other people.

  16. Instructing

    43% Skill level

    Teaching people how to do something.

  17. Time management

    41% Skill level

    Managing your own and other peoples' time to get work done.

  18. Management of personnel resources

    39% Skill level

    Motivating, developing, and directing people as they work, and choosing the best people for the job.

  19. Learning strategies

    37% Skill level

    Figuring out the best way to teach or learn something new.

  20. Systems analysis

    30% Skill level

    Figuring out how a system should work and how changes in conditions, operations, and the environment will affect it.

Abilities

Workers use these physical and mental abilities.

  1. Near vision

    64% Skill level

    See details that are up-close (within a few feet).

  2. Oral expression

    63% Skill level

    Communicate by speaking.

  3. Oral comprehension

    59% Skill level

    Listen to and understand what people say.

  4. Written comprehension

    57% Skill level

    Read and understand written information.

  5. Written expression

    57% Skill level

    Write in a way that people can understand.

  6. Deductive reasoning

    55% Skill level

    Use general rules to find answers or solve problems logically.

  7. Inductive reasoning

    52% Skill level

    Use lots of detailed information to come up with answers or make general rules.

  8. Speech recognition

    52% Skill level

    Identify and understand the speech of another person.

  9. Working with numbers

    50% Skill level

    Add, subtract, multiply, or divide.

  10. Problem spotting

    48% Skill level

    Notice when something is wrong or is likely to go wrong, even if you can't solve the problem.

  11. Speech clarity

    48% Skill level

    Speak clearly so others can understand you.

  12. Mathematics

    48% Skill level

    Choose the right maths method or formula to solve a problem.

  13. Sorting or ordering

    46% Skill level

    Order or arrange things in a pattern or sequence (e.g., numbers, letters, words, pictures, mathematical operations).

  14. Categorising

    45% Skill level

    Come up with different ways of grouping things.

  15. Flexibility of closure

    34% Skill level

    See a pattern (a figure, object, word, or sound) hidden in other distracting material.

  16. Brainstorming

    32% Skill level

    Come up with a number of ideas about a topic, even if the ideas aren't very good.

  17. Selective attention

    30% Skill level

    Pay attention to something without being distracted.

  18. Memorization

    30% Skill level

    Remember things like words, numbers, pictures, and procedures.

  19. Multitasking

    29% Skill level

    Do two or more things at the same time.

  20. Finger dexterity

    25% Skill level

    Put together small parts with your fingers.

Activities

These are kinds of activities workers regularly do in this job.

  1. Building good relationships

    72% Skill level

    Building good working relationships and keeping them over time.

  2. Planning and prioritising work

    68% Skill level

    Deciding on goals and putting together a detailed plan to get the work done.

  3. Keeping your knowledge up-to-date

    66% Skill level

    Keeping up-to-date with technology and new ideas.

  4. Researching and investigating

    66% Skill level

    Looking for, getting and understanding different kinds of information.

  5. Making decisions and solving problems

    62% Skill level

    Using information to work out the best solution and solve problems.

  6. Working with the public

    62% Skill level

    Greeting or serving customers, clients or guests, and public speaking or performing.

  7. Negotiating and resolving conflicts

    58% Skill level

    Handling complaints and disagreements, and negotiating with people.

  8. Communicating with the public

    58% Skill level

    Giving information to the public, business or government by telephone, in writing, or in person.

  9. Collecting and organising information

    58% Skill level

    Compiling, coding, categorizing, calculating, tabulating, auditing, or checking information or data.

  10. Giving expert advice

    57% Skill level

    Providing guidance and expert advice to management or other groups.

  11. Communicating within a team

    56% Skill level

    Giving information to co-workers by telephone, in writing, or in person.

  12. Making sense of information and ideas

    55% Skill level

    Looking at, working with, and understanding data or information.

  13. Providing office support

    55% Skill level

    Doing day-to-day office work such as filing and processing paperwork.

  14. Checking compliance with standards

    53% Skill level

    Deciding whether events or processes comply with laws, regulations, or standards.

  15. Influencing people

    51% Skill level

    Convincing people to buy something or to change their minds or actions.

  16. Scheduling work and activities

    51% Skill level

    Working out the timing of events, programs, and activities, as well as the work of others.

  17. Working with computers

    45% Skill level

    Using computers to program, write software, set up functions, enter data, or process information.

  18. Looking for changes over time

    45% Skill level

    Comparing objects, actions, or events. Looking for differences between them or changes over time.

  19. Documenting or recording information

    44% Skill level

    Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.

  20. Explaining things to people

    42% Skill level

    Helping people to understand and use information.

Occupational Information Network
O*NET is a trademark of the U.S. Department of Labor, Employment and Training Administration.
The skills and importance ratings on this page are derived from the US Department of Labor O*NET Database Version 21.2, 13-2072.00 - Loan Officers.

Work Environment

Learn about the daily activities, and physical and social demands faced by workers. Explore the values and work styles that workers rate as most important.

Filter Work Environment

Demands

The physical and social demands workers face most often are shown below.

  1. Telephone

    100% Important

    Talk on the telephone.

  2. Contact with people

    95% Important

    Have contact with people by telephone, face-to-face, or any other way.

  3. Freedom to make decisions

    93% Important

    Have freedom to make decision on your own.

  4. Spend time sitting

    92% Important

    Spend time sitting at work.

  5. Being exact or accurate

    92% Important

    Be very exact or highly accurate.

  6. Frequent decision making

    92% Important

    Frequently make decisions that impact other people.

  7. Electronic mail

    91% Important

    Use electronic mail.

  8. Face-to-face discussions

    90% Important

    Talk with people face-to-face.

  9. Impact of decisions

    88% Important

    Make decisions that have a large impact on other people.

  10. Letters and memos

    87% Important

    Write letters and memos.

  11. Unstructured work

    86% Important

    Have freedom to decide on tasks, priorities, and goals.

  12. Teamwork

    84% Important

    Work with people in a group or team.

  13. Indoors, heat controlled

    83% Important

    Work indoors with access to heating or cooling.

  14. Contact with the public

    83% Important

    Work with customers or the public.

  15. Repeating same tasks

    82% Important

    Repeat the same tasks or activities (e.g., key entry) over and over, without stopping.

  16. Time pressure

    80% Important

    Work to strict deadlines.

  17. Competition

    80% Important

    Compete with others, or be aware of competitive pressures.

  18. Lead or coordinate a team

    65% Important

    Lead others to do work activities.

  19. Automation of tasks

    63% Important

    Do tasks that are mostly automated.

  20. Consequence of error

    63% Important

    Work where mistakes have serious consequences.

Values

Work values are important to a person’s feeling of satisfaction. All six values are shown below.

  1. Relationships

    86% Important

    Serve and work with others. Workers usually get along well with each other, do things to help other people, and are rarely pressured to do things that go against their sense of right and wrong.

  2. Independence

    76% Important

    Work alone and make decisions. Workers are able to try out their own ideas, make decisions on their own, and work with little or no supervision.

  3. Support

    71% Important

    Supportive management that stands behind employees. Workers are treated fairly by their company, they are supported by management, and have supervisors who train them well.

  4. Achievement

    67% Important

    Results oriented. Workers are able to use their strongest abilities, giving them a feeling of accomplishment.

  5. Recognition

    67% Important

    Advancement and the potential to lead. Workers are recognised for the work that they do, they may give directions and instructions to others, and they are looked up to in their company and their community.

  6. Working conditions

    62% Important

    Job security and good working conditions. There is usually a steady flow of interesting work, and the pay and conditions are generally good.

Interests

Interests are the style or type of work we prefer to do. All interest areas are shown below.

  1. Administrative

    95% Important

    Following set procedures and routines. Working with numbers and details more than with ideas, usually following rules.

  2. Enterprising

    86% Important

    Starting up and carrying out projects. Leading people and making many decisions. Sometimes require risk taking and often deal with business.

  3. Helping

    57% Important

    Working with people. Helping or providing service to others.

  4. Analytical

    38% Important

    Ideas and thinking. Searching for facts and figuring out problems in your head.

  5. Creative

    14% Important

    Working with forms, designs and patterns. Often need self-expression and can be done without following rules.

  6. Practical

    14% Important

    Practical, hands-on work. Often with plants and animals, or materials like wood, tools, and machinery.

Occupational Information Network
O*NET is a trademark of the U.S. Department of Labor, Employment and Training Administration.
The skills and importance ratings on this page are derived from the US Department of Labor O*NET Database Version 21.2, 13-2072.00 - Loan Officers.

All Financial Brokers

  • $2,231 Weekly Pay
  • Strong Future Growth
  • 32,700 workers Employment Size
  • High skill Skill level rating
  • 83% Full-Time Full-Time Share
  • 46 hours Average full-time
  • 43 years Average age
  • 34% female Gender Share

Financial Brokers operate as independent agents to facilitate the trading of commodities and arrange insurance and loans of money on behalf of clients.

You usually need a formal qualification in commerce, accounting, finance, economics or actuarial studies to work as a Financial Broker. Vocational Education and Training (VET) and university are both common study pathways.

Tasks
  • monitoring commodity prices, trends and other factors affecting the supply and demand for commodities
  • negotiating the purchase and sale of commodities such as grains, wool, minerals and metals
  • determining the specific financial and insurance requirements of clients, and researching and reviewing available finance and insurance products for suitability to meet clients' requirements
  • analysing clients' financial status, discussing financial options and developing financial strategies
  • recommending loan combinations that meet clients' needs
  • interviewing prospective clients to explain insurance policy conditions, risks covered, premium rates and benefits, and to make recommendations on the amount and type of cover
  • arranging insurance, home loan mortgages and other types of finance for clients through banks, lenders, financiers and insurance companies
  • preparing documents which set out the conditions of finance, repayments and loan periods
  • identifying and advising on significant risk changes to clients' insurance
  • broking complex and commercial leases, equipment finance, commercial finance, project finance and finance for property developers

You usually need a formal qualification in commerce, accounting, finance, economics or actuarial studies to work as a Financial Broker. Vocational Education and Training (VET) and university are both common study pathways.

Registration or licencing may be required.

Before starting a course, check it will provide you with the skills and qualifications you need. Visit

  • Course Seeker to search and compare higher education courses.
  • ComparED to compare undergraduate and postgraduate student experiences and outcomes.
  • My Skills to compare Vocational Education and Training (VET) courses, providers and student outcomes.
  • AAPathways website to explore Financial Services VET training pathways.

Employers look for Financial Brokers who provide good customer service and who have strong interpersonal skills.

Filter Skills & Knowledge

Knowledge

These are important topics, subjects or knowledge areas.

  1. Customer and personal service

    78% Skill level

    Understanding customer needs, providing good quality service, and measuring customer satisfaction.

  2. Sales and marketing

    63% Skill level

    Showing, promoting, and selling including marketing strategy, product demonstration, sales techniques, and sales control systems.

  3. Mathematics

    63% Skill level

    Arithmetic, algebra, geometry, calculus, or statistics.

  4. English language

    61% Skill level

    English language including the meaning and spelling of words, rules of composition, and grammar.

  5. Clerical

    58% Skill level

    Word processing, managing files and records, stenography and transcription, designing forms, and other office work.

  6. Economics and accounting

    57% Skill level

    Economics and accounting, the financial markets, banking and checking and reporting of financial data.

  7. Law and government

    56% Skill level

    How our laws and courts work. Government rules and regulations, and the political system.

  8. Computers and electronics

    54% Skill level

    Circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.

  9. Administration and management

    49% Skill level

    Business principles involved in strategic planning, leadership, and coordinating people and resources.

  10. Education and training

    44% Skill level

    Curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.

  11. Personnel and human resources

    40% Skill level

    Recruiting and training people, managing pay and other entitlements (like sick leave), and negotiating pay and conditions.

  12. Psychology

    33% Skill level

    Human behaviour; differences in ability, personality, and interests; learning and motivation; research methods; assessing and treating disorders.

  13. Communications and media

    31% Skill level

    Media production, communication, and dissemination. Includes written, spoken, and visual media.

  14. Production and processing

    24% Skill level

    Raw materials, production processes, quality control, costs, and ways of making and distributing goods.

  15. Foreign language

    18% Skill level

    Foreign (non-English) language including the meaning and spelling of words, rules of composition and grammar, and pronunciation.

  16. Geography

    17% Skill level

    Describing land, sea, and air, including their physical characteristics, locations, how they work together, and the location of plant, animal, and human life.

  17. Public safety and security

    14% Skill level

    Use of equipment, rules and ideas to protect people, data, property, and institutions.

  18. Sociology and anthropology

    14% Skill level

    Group behaviour and dynamics, societal trends and influences, human migrations, ethnicity, cultures and their history and origins.

  19. Telecommunications

    12% Skill level

    Transmission, broadcasting, switching, control, and operation of telecommunications systems.

  20. Building and construction

    12% Skill level

    Materials, and methods used to construct or repair houses, buildings, or other structures like highways and roads.

Skills

Skills can be improved through training or experience.

  1. Active listening

    57% Skill level

    Listening to others, not interrupting, and asking good questions.

  2. Critical thinking

    57% Skill level

    Thinking about the pros and cons of different ways to solve a problem.

  3. Reading comprehension

    57% Skill level

    Reading work related information.

  4. Speaking

    57% Skill level

    Talking to others.

  5. Judgment and decision making

    55% Skill level

    Figuring out the pros and cons of different options and choosing the best one.

  6. Serving others

    54% Skill level

    Looking for ways to help people.

  7. Writing

    50% Skill level

    Writing things for co-workers or customers.

  8. Mathematics

    48% Skill level

    Using maths to solve problems.

  9. Complex problem solving

    46% Skill level

    Noticing a problem and figuring out the best way to solve it.

  10. Active learning

    45% Skill level

    Being able to use what you have learnt to solve problems now and again in the future.

  11. Monitoring

    45% Skill level

    Keeping track of how well work is progressing so you can make changes or improvements.

  12. Negotiation

    45% Skill level

    Bringing people together and trying to sort out their differences.

  13. Persuasion

    45% Skill level

    Talking people into changing their minds or their behaviour.

  14. Social perceptiveness

    43% Skill level

    Understanding why people react the way they do.

  15. Coordination with others

    43% Skill level

    Being adaptable and coordinating work with other people.

  16. Instructing

    43% Skill level

    Teaching people how to do something.

  17. Time management

    41% Skill level

    Managing your own and other peoples' time to get work done.

  18. Management of personnel resources

    39% Skill level

    Motivating, developing, and directing people as they work, and choosing the best people for the job.

  19. Learning strategies

    37% Skill level

    Figuring out the best way to teach or learn something new.

  20. Systems analysis

    30% Skill level

    Figuring out how a system should work and how changes in conditions, operations, and the environment will affect it.

Abilities

Workers use these physical and mental abilities.

  1. Near vision

    64% Skill level

    See details that are up-close (within a few feet).

  2. Oral expression

    63% Skill level

    Communicate by speaking.

  3. Oral comprehension

    59% Skill level

    Listen to and understand what people say.

  4. Written comprehension

    57% Skill level

    Read and understand written information.

  5. Written expression

    57% Skill level

    Write in a way that people can understand.

  6. Deductive reasoning

    55% Skill level

    Use general rules to find answers or solve problems logically.

  7. Inductive reasoning

    52% Skill level

    Use lots of detailed information to come up with answers or make general rules.

  8. Speech recognition

    52% Skill level

    Identify and understand the speech of another person.

  9. Working with numbers

    50% Skill level

    Add, subtract, multiply, or divide.

  10. Problem spotting

    48% Skill level

    Notice when something is wrong or is likely to go wrong, even if you can't solve the problem.

  11. Speech clarity

    48% Skill level

    Speak clearly so others can understand you.

  12. Mathematics

    48% Skill level

    Choose the right maths method or formula to solve a problem.

  13. Sorting or ordering

    46% Skill level

    Order or arrange things in a pattern or sequence (e.g., numbers, letters, words, pictures, mathematical operations).

  14. Categorising

    45% Skill level

    Come up with different ways of grouping things.

  15. Flexibility of closure

    34% Skill level

    See a pattern (a figure, object, word, or sound) hidden in other distracting material.

  16. Brainstorming

    32% Skill level

    Come up with a number of ideas about a topic, even if the ideas aren't very good.

  17. Selective attention

    30% Skill level

    Pay attention to something without being distracted.

  18. Memorization

    30% Skill level

    Remember things like words, numbers, pictures, and procedures.

  19. Multitasking

    29% Skill level

    Do two or more things at the same time.

  20. Finger dexterity

    25% Skill level

    Put together small parts with your fingers.

Activities

These are kinds of activities workers regularly do in this job.

  1. Building good relationships

    72% Skill level

    Building good working relationships and keeping them over time.

  2. Planning and prioritising work

    68% Skill level

    Deciding on goals and putting together a detailed plan to get the work done.

  3. Keeping your knowledge up-to-date

    66% Skill level

    Keeping up-to-date with technology and new ideas.

  4. Researching and investigating

    66% Skill level

    Looking for, getting and understanding different kinds of information.

  5. Making decisions and solving problems

    62% Skill level

    Using information to work out the best solution and solve problems.

  6. Working with the public

    62% Skill level

    Greeting or serving customers, clients or guests, and public speaking or performing.

  7. Negotiating and resolving conflicts

    58% Skill level

    Handling complaints and disagreements, and negotiating with people.

  8. Communicating with the public

    58% Skill level

    Giving information to the public, business or government by telephone, in writing, or in person.

  9. Collecting and organising information

    58% Skill level

    Compiling, coding, categorizing, calculating, tabulating, auditing, or checking information or data.

  10. Giving expert advice

    57% Skill level

    Providing guidance and expert advice to management or other groups.

  11. Communicating within a team

    56% Skill level

    Giving information to co-workers by telephone, in writing, or in person.

  12. Making sense of information and ideas

    55% Skill level

    Looking at, working with, and understanding data or information.

  13. Providing office support

    55% Skill level

    Doing day-to-day office work such as filing and processing paperwork.

  14. Checking compliance with standards

    53% Skill level

    Deciding whether events or processes comply with laws, regulations, or standards.

  15. Influencing people

    51% Skill level

    Convincing people to buy something or to change their minds or actions.

  16. Scheduling work and activities

    51% Skill level

    Working out the timing of events, programs, and activities, as well as the work of others.

  17. Working with computers

    45% Skill level

    Using computers to program, write software, set up functions, enter data, or process information.

  18. Looking for changes over time

    45% Skill level

    Comparing objects, actions, or events. Looking for differences between them or changes over time.

  19. Documenting or recording information

    44% Skill level

    Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.

  20. Explaining things to people

    42% Skill level

    Helping people to understand and use information.

Occupational Information Network
O*NET is a trademark of the U.S. Department of Labor, Employment and Training Administration.
The skills and importance ratings on this page are derived from the US Department of Labor O*NET Database Version 21.2, 13-2072.00 - Loan Officers.

Learn about the daily activities, and physical and social demands faced by workers. Explore the values and work styles that workers rate as most important.

Filter Work Environment

Demands

The physical and social demands workers face most often are shown below.

  1. Telephone

    100% Important

    Talk on the telephone.

  2. Contact with people

    95% Important

    Have contact with people by telephone, face-to-face, or any other way.

  3. Freedom to make decisions

    93% Important

    Have freedom to make decision on your own.

  4. Spend time sitting

    92% Important

    Spend time sitting at work.

  5. Being exact or accurate

    92% Important

    Be very exact or highly accurate.

  6. Frequent decision making

    92% Important

    Frequently make decisions that impact other people.

  7. Electronic mail

    91% Important

    Use electronic mail.

  8. Face-to-face discussions

    90% Important

    Talk with people face-to-face.

  9. Impact of decisions

    88% Important

    Make decisions that have a large impact on other people.

  10. Letters and memos

    87% Important

    Write letters and memos.

  11. Unstructured work

    86% Important

    Have freedom to decide on tasks, priorities, and goals.

  12. Teamwork

    84% Important

    Work with people in a group or team.

  13. Indoors, heat controlled

    83% Important

    Work indoors with access to heating or cooling.

  14. Contact with the public

    83% Important

    Work with customers or the public.

  15. Repeating same tasks

    82% Important

    Repeat the same tasks or activities (e.g., key entry) over and over, without stopping.

  16. Time pressure

    80% Important

    Work to strict deadlines.

  17. Competition

    80% Important

    Compete with others, or be aware of competitive pressures.

  18. Lead or coordinate a team

    65% Important

    Lead others to do work activities.

  19. Automation of tasks

    63% Important

    Do tasks that are mostly automated.

  20. Consequence of error

    63% Important

    Work where mistakes have serious consequences.

Values

Work values are important to a person’s feeling of satisfaction. All six values are shown below.

  1. Relationships

    86% Important

    Serve and work with others. Workers usually get along well with each other, do things to help other people, and are rarely pressured to do things that go against their sense of right and wrong.

  2. Independence

    76% Important

    Work alone and make decisions. Workers are able to try out their own ideas, make decisions on their own, and work with little or no supervision.

  3. Support

    71% Important

    Supportive management that stands behind employees. Workers are treated fairly by their company, they are supported by management, and have supervisors who train them well.

  4. Achievement

    67% Important

    Results oriented. Workers are able to use their strongest abilities, giving them a feeling of accomplishment.

  5. Recognition

    67% Important

    Advancement and the potential to lead. Workers are recognised for the work that they do, they may give directions and instructions to others, and they are looked up to in their company and their community.

  6. Working conditions

    62% Important

    Job security and good working conditions. There is usually a steady flow of interesting work, and the pay and conditions are generally good.

Interests

Interests are the style or type of work we prefer to do. All interest areas are shown below.

  1. Administrative

    95% Important

    Following set procedures and routines. Working with numbers and details more than with ideas, usually following rules.

  2. Enterprising

    86% Important

    Starting up and carrying out projects. Leading people and making many decisions. Sometimes require risk taking and often deal with business.

  3. Helping

    57% Important

    Working with people. Helping or providing service to others.

  4. Analytical

    38% Important

    Ideas and thinking. Searching for facts and figuring out problems in your head.

  5. Creative

    14% Important

    Working with forms, designs and patterns. Often need self-expression and can be done without following rules.

  6. Practical

    14% Important

    Practical, hands-on work. Often with plants and animals, or materials like wood, tools, and machinery.

Occupational Information Network
O*NET is a trademark of the U.S. Department of Labor, Employment and Training Administration.
The skills and importance ratings on this page are derived from the US Department of Labor O*NET Database Version 21.2, 13-2072.00 - Loan Officers.
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