In general, securities salespeople work with individual investors. However, some representatives serve businesses. The most important part of a sales representative's job is finding clients and building a customer base. Thus beginning representatives spend a lot of time on the phone trying to find new clients. They may meet some clients through business or social contacts.
Some salespeople teach investment courses to find clients.
Sometimes securities representatives are given the client lists of representatives who retire. When securities salespeople place an order to buy or sell, other workers help them. A broker's floor representative at the securities exchange does the actual buying and selling of securities. If the securities are not traded at the securities exchange then the order goes to a security trader. These workers trade the securities to other dealers using a computerized trading system.