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O*NET detailed work activityExplain financial information to customers
AI-assistExplain it clearly
6 jobs12 tasks
Use AI to prepare: simpler wording, analogies, likely questions and a one-page handout. The conversation itself is yours.
Part of Explain financial information, under the O*NET work activity group Interpreting the Meaning of Information for Others. Individual tasks below can carry a different label when their own wording calls for it (0 AI-ready, 11 AI-assist, 1 stays human).
Tasks built on this activity
- Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
- Discuss financial options with clients and keep them informed about transactions.
- Explain rental fees, policies, and procedures.
- Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
- Offer advice on the purchase or sale of particular securities.
- Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.
- Explain stock market terms or trading practices to clients.
- Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
Tasks where it is part of the work
- Provide customers with information, such as quotes, orders, sales, shipping, warranties, credit, funding options, incentives, or tax rebates.
- Confer with clients to obtain and provide information when claims are made on a policy.
- Recommend improved materials or machinery to customers, documenting how such changes will lower costs or increase production.
- Explain real and personal property taxes to property owners.