ISCO-08 3311
Securities and finance dealers and brokers
91.1%
ADI · 57th of 433 · 95% interval 83.4–98.2
An AI agent can at least partly carry out 91.1% of the task time of securities and finance dealers and brokers, and finish 9.5% alone. The barrier that holds most of the rest back is access to the systems the work runs on.
ADI · partial or full91.1%
57th of 433 · interval 83.4–98.2
ADI3 · full delegation9.5%
38th of 433 · interval 2.1–18.4
ADIs · share of time60.4%
53rd of 433 · interval 55.8–64.8
Evidence48
task statements rated by two models and weighted by importance and frequency. World employment: 0.6 million.
Task weight by level
How the tasks rate
L0No meaningful role · 0.0%L1Augmentation · 8.9%L2Partial delegation · 81.6%L3Full delegation · 9.5%
Barriers
What stops the agent
Share of task weight flagged by each barrier; a task can carry several.
48 task statements, heaviest first
| Task statement (O*NET occupation) | Sonnet · Haiku | Barriers | ||||
|---|---|---|---|---|---|---|
| Monitor markets or positions.Securities, Commodities, and Financial Services Sales Agents | 3.6% | L2 | L3L2 | 78% | 45 min | Access to systems |
| Make bids or offers to buy or sell securities.Securities, Commodities, and Financial Services Sales Agents | 3.5% | L2 | L2L2 | 60% | 15 min | Accountability, Trust and care, Access to systems |
| Agree on buying or selling prices at optimal levels for clients.Securities, Commodities, and Financial Services Sales Agents | 3.3% | L2 | L2L2 | 50% | 30 min | Accountability, Trust and care, Access to systems |
| Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.Securities, Commodities, and Financial Services Sales Agents | 3.1% | L2 | L2L2 | 62% | 18 min | Accountability, Access to systems |
| Report all positions or trading results.Securities, Commodities, and Financial Services Sales Agents | 2.9% | L2 | L2L3 | 80% | 52 min | Accountability, Access to systems |
| Identify opportunities or develop channels for purchase or sale of securities or commodities.Securities, Commodities, and Financial Services Sales Agents | 2.7% | L2 | L2L2 | 55% | 3.0 h | Accountability, Trust and care, Access to systems |
| Keep accurate records of transactions.Securities, Commodities, and Financial Services Sales Agents | 2.6% | L2 | L3L2 | 75% | 25 min | Accountability, Access to systems |
| Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.Securities, Commodities, and Financial Services Sales Agents | 2.6% | L2 | L3L2 | 78% | 1.8 h | Access to systems |
| Devise trading, option, or hedge strategies.Securities, Commodities, and Financial Services Sales Agents | 2.6% | L2 | L2L2 | 60% | 2.5 h | Accountability, Access to systems |
| Complete sales order tickets and submit for processing of client-requested transactions.Securities, Commodities, and Financial Services Sales Agents | 2.6% | L2 | L2L2 | 62% | 10 min | Accountability, Access to systems |
| Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.Securities, Commodities, and Financial Services Sales Agents | 2.5% | L2 | L2L2 | 62% | 38 min | Accountability, Trust and care, Access to systems |
| Supervise support staff and ensure proper execution of contracts.Securities, Commodities, and Financial Services Sales Agents · supplemental task | 2.5% | L2 | L2L2 | 42% | 1.5 h | Accountability, Trust and care, Access to systems |
| Discuss financial options with clients and keep them informed about transactions.Securities, Commodities, and Financial Services Sales Agents | 2.4% | L2 | L2L2 | 52% | 38 min | Accountability, Trust and care, Access to systems |
| Determine customers' financial services needs and prepare proposals to sell services that address these needs.Securities, Commodities, and Financial Services Sales Agents | 2.3% | L2 | L2L2 | 58% | 2.0 h | Accountability, Trust and care, Access to systems |
| Monitor sales staff performance to ensure that goals are met.First-Line Supervisors of Non-Retail Sales Workers | 2.3% | L2 | L2L2 | 58% | 1.5 h | Trust and care, Access to systems |
Show the other 33 tasks
| Task statement (O*NET occupation) | Sonnet · Haiku | Barriers | ||||
|---|---|---|---|---|---|---|
| Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.Securities, Commodities, and Financial Services Sales Agents | 2.3% | L2 | L2L2 | 70% | 52 min | Accountability, Access to systems |
| Direct and supervise employees engaged in sales, inventory-taking, reconciling cash receipts, or performing specific services.First-Line Supervisors of Non-Retail Sales Workers | 2.2% | L2 | L2L2 | 35% | 2.5 h | Physical presence, Trust and care, Access to systems |
| Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.Securities, Commodities, and Financial Services Sales Agents | 2.2% | L3 | L3L3 | 85% | 22 min | Access to systems |
| Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.Securities, Commodities, and Financial Services Sales Agents | 2.1% | L2 | L2L2 | 55% | 1.0 h | Accountability, Trust and care, Access to systems |
| Provide staff with assistance in performing difficult or complicated duties.First-Line Supervisors of Non-Retail Sales Workers | 2.1% | L1 | L1L2 | 35% | 45 min | Trust and care, Access to systems |
| Offer advice on the purchase or sale of particular securities.Securities, Commodities, and Financial Services Sales Agents | 2.0% | L2 | L2L2 | 60% | 45 min | Accountability, Trust and care, Access to systems |
| Develop financial plans, based on analysis of clients' financial status.Securities, Commodities, and Financial Services Sales Agents | 2.0% | L2 | L2L2 | 62% | 2.5 h | Accountability, Trust and care, Access to systems |
| Relay buy or sell orders to securities exchanges or to firm trading departments.Securities, Commodities, and Financial Services Sales Agents · supplemental task | 2.0% | L2 | L3L2 | 78% | 8 min | Accountability, Access to systems |
| Formulate pricing policies on merchandise according to profitability requirements.First-Line Supervisors of Non-Retail Sales Workers · supplemental task | 1.9% | L2 | L2L2 | 60% | 4.0 h | Access to systems |
| Negotiate prices or contracts for securities or commodities sales or purchases.Securities, Commodities, and Financial Services Sales Agents · supplemental task | 1.9% | L2 | L2L2 | 48% | 52 min | Accountability, Trust and care, Access to systems |
| Prepare and send requests for price quotations to all companies in a particular market.Securities, Commodities, and Financial Services Sales Agents · supplemental task | 1.9% | L3 | L3L3 | 82% | 2.0 h | Access to systems |
| Price securities or commodities based on market conditions.Securities, Commodities, and Financial Services Sales Agents · supplemental task | 1.9% | L2 | L2L2 | 62% | 38 min | Accountability, Access to systems |
| Purchase or sell financial derivatives for customers.Securities, Commodities, and Financial Services Sales Agents · supplemental task | 1.9% | L2 | L2L2 | 58% | 30 min | Accountability, Trust and care, Access to systems |
| Calculate costs for billings or commissions.Securities, Commodities, and Financial Services Sales Agents | 1.9% | L3 | L3L3 | 85% | 25 min | Access to systems |
| Contact prospective customers to present information and explain available services.Securities, Commodities, and Financial Services Sales Agents | 1.9% | L2 | L2L2 | 58% | 25 min | Accountability, Trust and care |
| Listen to and resolve customer complaints regarding services, products, or personnel.First-Line Supervisors of Non-Retail Sales Workers | 1.8% | L2 | L2L2 | 50% | 30 min | Trust and care, Access to systems |
| Examine merchandise to ensure correct pricing and display, and that it functions as advertised.First-Line Supervisors of Non-Retail Sales Workers · supplemental task | 1.8% | L1 | L1L2 | 28% | 45 min | Physical presence, Access to systems |
| Coordinate sales promotion activities, such as preparing merchandise displays and advertising copy.First-Line Supervisors of Non-Retail Sales Workers · supplemental task | 1.8% | L2 | L2L2 | 55% | 3.0 h | Physical presence, Trust and care |
| Visit retailers and sales representatives to promote products and gather information.First-Line Supervisors of Non-Retail Sales Workers · supplemental task | 1.8% | L1 | L1L1 | 18% | 2.8 h | Physical presence, Trust and care, Access to systems |
| Keep records pertaining to purchases, sales, and requisitions.First-Line Supervisors of Non-Retail Sales Workers | 1.8% | L3 | L3L3 | 85% | 52 min | Access to systems |
| Explain stock market terms or trading practices to clients.Securities, Commodities, and Financial Services Sales Agents | 1.8% | L3 | L3L3 | 82% | 18 min | Trust and care |
| Plan and prepare work schedules, and assign employees to specific duties.First-Line Supervisors of Non-Retail Sales Workers | 1.8% | L2 | L2L3 | 70% | 2.3 h | Access to systems |
| Examine products purchased for resale or received for storage to determine product condition.First-Line Supervisors of Non-Retail Sales Workers · supplemental task | 1.7% | L1 | L1L1 | 18% | 30 min | Physical presence, Access to systems |
| Evaluate costs and revenue of agreements to determine continued profitability.Securities, Commodities, and Financial Services Sales Agents · supplemental task | 1.6% | L2 | L2L2 | 68% | 1.8 h | Access to systems |
| Inventory stock and reorder when inventories drop to specified levels.First-Line Supervisors of Non-Retail Sales Workers · supplemental task | 1.6% | L2 | L2L3 | 70% | 55 min | Physical presence, Access to systems |
| Prepare financial reports to monitor client or corporate finances.Securities, Commodities, and Financial Services Sales Agents | 1.6% | L2 | L2L2 | 72% | 1.8 h | Accountability, Access to systems |
| Prepare sales and inventory reports for management and budget departments.First-Line Supervisors of Non-Retail Sales Workers · supplemental task | 1.5% | L2 | L3L2 | 78% | 2.0 h | Access to systems |
| Attend company meetings to exchange product information and coordinate work activities with other departments.First-Line Supervisors of Non-Retail Sales Workers | 1.4% | L1 | L1L2 | 38% | 1.0 h | Trust and care, Access to systems |
| Confer with company officials to develop methods and procedures to increase sales, expand markets, and promote business.First-Line Supervisors of Non-Retail Sales Workers | 1.4% | L2 | L2L2 | 45% | 1.8 h | Trust and care |
| Analyze details of sales territories to assess their growth potential and to set quotas.First-Line Supervisors of Non-Retail Sales Workers · supplemental task | 1.4% | L2 | L2L2 | 65% | 4.0 h | Access to systems |
| Sell services or equipment, such as trusts, investments, or check processing services.Securities, Commodities, and Financial Services Sales Agents · supplemental task | 1.3% | L2 | L2L2 | 45% | 3.0 h | Accountability, Trust and care, Access to systems |
| Hire, train, and evaluate personnel.First-Line Supervisors of Non-Retail Sales Workers | 1.2% | L2 | L2L2 | 48% | 3.5 h | Accountability, Trust and care, Access to systems |
| Prepare rental or lease agreements, specifying charges and payment procedures for use of machinery, tools, or other items.First-Line Supervisors of Non-Retail Sales Workers · supplemental task | 1.1% | L2 | L2L3 | 75% | 1.3 h | Accountability, Access to systems |
Level: consensus of the two models (the lower level when they disagree). Share: part of the task’s working time an agent could take over. Human time: minutes a competent person needs for one instance, as estimated by the models.
Against other measures
Exposure is not delegation
| Measure | Value | Percentile | Pct |
|---|---|---|---|
| ADI (this index) | 91.1% | 87 | |
| Eloundou et al. (2024), GPT exposure β | 0.573 | 88 | |
| Felten et al. (2021), AI occupational exposure | 1.285 | 93 | |
| Webb (2020), AI patent exposure | 52.462 | 43 | |
| Eisfeldt et al. (2026), generative AI exposure | 0.544 | 91 | |
| Anthropic Economic Index, observed use | 0.376 | 95 |
Earlier indices measure whether AI can touch a task; ADI measures how much of it an agent can carry out from a goal. – : the source does not cover this occupation.
Same sub-major group (33)
Neighbouring occupations
| Occupation | ADI | % |
|---|---|---|
| Accounting associate professionals 3313 | 100.0 | |
| Credit and loans officers 3312 | 98.2 | |
| Statistical, mathematical and related associate professionals 3314 | 97.5 | |
| Insurance representatives 3321 | 97.0 | |
| Medical secretaries 3344 | 96.4 | |
| Office supervisors 3341 | 92.5 | |
| Commercial sales representatives 3322 | 91.8 | |
| Government tax and excise officials 3352 | 91.7 | |
| Business services agents not elsewhere classified 3339 | 91.6 | |
| Legal secretaries 3342 | 90.5 | |
| Buyers 3323 | 89.0 | |
| Administrative and executive secretaries 3343 | 87.5 |
Dashed line: securities and finance dealers and brokers (91.1%).
Cite this record
Text
Espinal Maya, Cristian, and Santiago Jiménez Londoño. 2026. ADI v2026.1: Agent Delegability Index data, code and MCP server. Zenodo. https://doi.org/10.5281/zenodo.23552918. Record: Securities and finance dealers and brokers (ISCO-08 3311), https://balamlabs.org/adi/occupations/3311
BibTeX
@misc{espinal2026adidata,
title = {{ADI} v2026.1: Agent Delegability Index data, code and {MCP} server},
author = {Espinal Maya, Cristian and Jim{\'e}nez Londo{\~n}o, Santiago},
year = {2026},
publisher = {Zenodo},
version = {v2026.1},
doi = {10.5281/zenodo.23552918},
url = {https://doi.org/10.5281/zenodo.23552918},
note = {Record: Securities and finance dealers and brokers (ISCO-08 3311)}
}Machine-readable
The same record as static JSON, with its citation: /adi/v2026.1/isco/3311.json.