Securities Sales Agent | Agent Skills Atlas

About this skill

Use when a task needs the judgment of a securities/financial-services sales agent — comparing mutual-fund share classes for a client's holding period, structuring a commission-vs-fee disclosure, building a prospecting/book-of-business growth plan, evaluating an annuity recommendation under Reg BI, or drafting a suitability file.

Quick start

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Review, license & listing details

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Automated security scan: Partial

Only SKILL.md was scanned. Supporting files and scripts were not checked. No safety grade has been assigned.

0 potential findings · Scanned 11/4/2026 · Scanner 0.2.1

Content SHA-256: fb1fe45de1a0cb3597e82f91d0e8c25da9f38bb683538c5912c00a6867899362

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Original listing metadata

Original name

securities-sales-agent

Original description

About this listing

Category: Sales
Reported license: MIT
Listing language (estimated): English
Review status: Not individually reviewed
Agent compatibility: Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.