Explain financial information to customers.

Explain financial information to customers. is a detailed work activity in O*NET — a concrete unit of work shared across 6 occupations and seen in 12 occupation-specific tasks. It rolls up into the broader work activity Explain financial information. in Interpreting the Meaning of Information for Others .

Detailed work activities are the most granular shared layer in O*NET's work-activity hierarchy (Generalized → Intermediate → Detailed → occupation-specific task). The figures below describe how this activity shows up across the economy and what independent studies measure about AI and this kind of work — not a prediction that the work will be automated.

AI exposure

Of the 12 tasks under this activity that the OpenAI / Eloundou “GPTs are GPTs” study rated, 12 (100%) are flagged as directly exposed to language models (E1) or exposed via model-powered tools (E2).

The Anthropic Economic Index observes real AI use on 4 of these tasks, with a mean mapped-usage share of 0.007% per task.

Exposure estimates overlap with model capabilities — whether a model could speed the task up — not whether the work will be done by software. Observed AI use is augmentation and assistance today, not jobs replaced.

Member tasks

Occupation-specific tasks O*NET maps to this detailed work activity, most important first.

• Provide customers with information, such as quotes, orders, sales, shipping, warranties, credit, funding options, incentives, or tax rebates. · Solar Sales Representatives and Assessors · importance 4.6 · exposure with tools
• Discuss financial options with clients and keep them informed about transactions. · Securities, Commodities, and Financial Services Sales Agents · importance 4.4 · exposure with tools
• Explain rental fees, policies, and procedures. · Counter and Rental Clerks · importance 4.4 · exposure with tools
• Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans. · Insurance Sales Agents · importance 4.2 · exposure with tools
• Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries. · Insurance Sales Agents · importance 4.1 · exposure with tools
• Confer with clients to obtain and provide information when claims are made on a policy. · Insurance Sales Agents · importance 4.1 · exposure with tools
• Offer advice on the purchase or sale of particular securities. · Securities, Commodities, and Financial Services Sales Agents · importance 4.0 · exposure with tools
• Recommend improved materials or machinery to customers, documenting how such changes will lower costs or increase production. · Sales Engineers · importance 3.9 · exposure with tools
• Explain stock market terms or trading practices to clients. · Securities, Commodities, and Financial Services Sales Agents · importance 3.9 · direct LLM exposure
• 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 · importance 3.8 · exposure with tools
• Explain necessary bookkeeping requirements for customer to implement and provide group insurance program. · Insurance Sales Agents · importance 3.3 · exposure with tools
• Explain real and personal property taxes to property owners. · Appraisers and Assessors of Real Estate · importance 2.5 · exposure with tools

Occupations that perform this

• Solar Sales Representatives and Assessors
• Securities, Commodities, and Financial Services Sales Agents
• Counter and Rental Clerks
• Insurance Sales Agents
• Sales Engineers
• Appraisers and Assessors of Real Estate

Sources for this page

Every figure above traces to a named public dataset and the exact release below — not hand-written opinion. See the full methodology for what each measure does and does not mean.

• O*NET 30.3 U.S. Department of Labor / National Center for O*NET Development
• Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27) Anthropic
• “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130 OpenAI / academic

Data compiled June 2, 2026. Figures are estimates, not advice.

@misc{singulariki-explain-financial-information-to-customers,
  title  = {Explain financial information to customers.},
  author = {{Singulariki}},
  year   = {2026},
  note   = {O*NET 30.3; Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27); “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130. Accessed June 7, 2026},
  url    = {https://singulariki.com/detailed-activities/explain-financial-information-to-customers}
}