- Estimate quantity and cost of merchandise required, such as paint or floor covering.
Occupations with related tasks Save Table: XLSX CSV
| Closely Related Tasks | All Related Tasks | Job Zone | Code | Occupation |
| 2 | 3 | 4 | 41-3031.00 | Securities, Commodities, and Financial Services Sales Agents 
|
| 2 | 2 | 4 | 41-4012.00 | Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products
|
| 2 | 2 | 4 | 41-4011.00 | Sales Representatives, Wholesale and Manufacturing, Technical and Scientific Products |
| 1 | 2 | 2 | 41-3091.00 | Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
|
| 1 | 1 | 2 | 53-7081.00 | Refuse and Recyclable Material Collectors |
| 1 | 1 | 4 | 41-3011.00 | Advertising Sales Agents |
- Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.
- Price securities or commodities based on market conditions.
- Calculate costs for billings or commissions.
- Make bids or offers to buy or sell securities.
- Monitor markets or positions.
- Agree on buying or selling prices at optimal levels for clients.
- Keep accurate records of transactions.
- Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
- Complete sales order tickets and submit for processing of client-requested transactions.
- Report all positions or trading results.
- Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
- Discuss financial options with clients and keep them informed about transactions.
- Identify opportunities or develop channels for purchase or sale of securities or commodities.
- Develop financial plans, based on analysis of clients' financial status.
- Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.
- Devise trading, option, or hedge strategies.
- Determine customers' financial services needs and prepare proposals to sell services that address these needs.
- Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.
- Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.
- Offer advice on the purchase or sale of particular securities.
- Contact prospective customers to present information and explain available services.
- Explain stock market terms or trading practices to clients.
- Prepare financial reports to monitor client or corporate finances.
- Supervise support staff and ensure proper execution of contracts.
- Relay buy or sell orders to securities exchanges or to firm trading departments.
- Evaluate costs and revenue of agreements to determine continued profitability.
- Sell services or equipment, such as trusts, investments, or check processing services.
- Negotiate prices or contracts for securities or commodities sales or purchases.
- Prepare and send requests for price quotations to all companies in a particular market.
- Purchase or sell financial derivatives for customers.
- Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.
- Price securities or commodities based on market conditions.
- Calculate costs for billings or commissions.
- Estimate or quote prices, credit or contract terms, warranties, and delivery dates.
- Prepare drawings, estimates, and bids that meet specific customer needs.
- Answer customers' questions about products, prices, availability, product uses, and credit terms.
- Recommend products to customers, based on customers' needs and interests.
- Consult with clients after sales or contract signings to resolve problems and to provide ongoing support.
- Prepare sales contracts and order forms.
- Provide customers with product samples and catalogs.
- Monitor market conditions, product innovations, and competitors' products, prices, and sales.
- Perform administrative duties, such as preparing sales budgets and reports, keeping sales records, and filing expense account reports.
- Contact regular and prospective customers to demonstrate products, explain product features, and solicit orders.
- Identify prospective customers by using business directories, following leads from existing clients, participating in organizations and clubs, and attending trade shows and conferences.
- Negotiate with retail merchants to improve product exposure, such as shelf positioning and advertising.
- Check stock levels and reorder merchandise as necessary.
- Plan, assemble, and stock product displays in retail stores, or make recommendations to retailers regarding product displays, promotional programs, and advertising.
- Negotiate details of contracts and payments.
- Obtain credit information about prospective customers.
- Forward orders to manufacturers.
- Arrange and direct delivery and installation of products and equipment.
- Buy products from manufacturers or brokerage firms and distribute them to wholesale and retail clients.
- Estimate or quote prices, credit or contract terms, warranties, and delivery dates.
- Prepare drawings, estimates, and bids that meet specific customer needs.
- Quote prices, credit terms, or other bid specifications.
- Compute customer's installation or production costs and estimate savings from new services, products, or equipment.
- Negotiate prices or terms of sales or service agreements.
- Prepare and submit sales contracts for orders.
- Visit establishments to evaluate needs or to promote product or service sales.
- Maintain customer records, using automated systems.
- Answer customers' questions about products, prices, availability, or credit terms.
- Contact new or existing customers to discuss how specific products or services can meet their needs.
- Emphasize product features, based on analyses of customers' needs and on technical knowledge of product capabilities and limitations.
- Select or assist customers in selecting products based on customer needs, product specifications, and applicable regulations.
- Prepare sales presentations or proposals to explain product specifications or applications.
- Complete expense reports, sales reports, or other paperwork.
- Verify that delivery schedules meet project deadlines.
- Identify prospective customers, using business directories, leads from existing clients, participation in organizations, or trade show or conference attendance.
- Inform customers of estimated delivery schedules, service contracts, warranties, or other information pertaining to purchased products.
- Collaborate with colleagues to exchange information, such as selling strategies or marketing information.
- Provide customers with ongoing technical support.
- Advise customers on product usage to improve production.
- Study documentation or other information for new scientific or technical products.
- Stock or distribute resources, such as samples or promotional or educational materials.
- Attend sales or trade meetings or read related publications to obtain information about market conditions, business trends, environmental regulations, or industry developments.
- Sell service contracts for technical or scientific products.
- Demonstrate the operation or use of technical or scientific products.
- Provide feedback to product design teams so that products can be tailored to clients' needs.
- Arrange for installation and testing of products or machinery.
- Initiate sales campaigns to meet sales and production expectations.
- Obtain building blueprints or specifications for use by engineering departments in bid preparations.
- Verify accuracy of materials lists.
- Verify customer credit ratings.
- Appraise equipment to determine contract terms or trade-in values.
- Consult with engineers regarding technical problems with products.
- Sell technical and scientific products that are environmentally sound or designed for environmental remediation.
- Visit establishments, such as pharmacies, to determine product sales.
- Present information to customers about the energy efficiency or environmental impact of scientific or technical products.
- Inform customers about issues related to responsible use and disposal of products, such as waste reduction or product or byproduct recycling or disposal.
- Research and convey information to customers about tax benefits or government rebates associated with energy-efficient scientific or technical products, such as solar panels.
- Quote prices, credit terms, or other bid specifications.
- Compute customer's installation or production costs and estimate savings from new services, products, or equipment.
- Quote prices, credit terms, contract terms, or fulfillment dates for services.
- Compute and compare costs of services.
- Answer customers' questions about services, prices, availability, or credit terms.
- Attend sales or trade meetings or read related publications to obtain information about market conditions, business trends, regulations, or industry developments.
- Consult with clients after sales or contract signings to resolve problems and provide ongoing support.
- Contact prospective or existing customers to discuss how services can meet their needs.
- Create forms or agreements to complete sales.
- Develop sales presentations or proposals to explain service specifications.
- Distribute promotional materials at meetings, conferences, or trade shows.
- Emphasize or recommend service features based on knowledge of customers' needs and vendor capabilities and limitations.
- Identify prospective customers using business directories, leads from clients, or information from conferences or trade shows.
- Inform customers of contracts or other information pertaining to purchased services.
- Maintain customer records using automated systems.
- Monitor market conditions, innovations, and competitors' services, prices, and sales.
- Negotiate prices or terms of sales or service agreements.
- Quote prices, credit terms, contract terms, or fulfillment dates for services.
- Compute and compare costs of services.
- Provide quotes for refuse collection contracts.
- Inspect trucks prior to beginning routes to ensure safe operating condition.
- Drive trucks, following established routes, through residential streets or alleys or through business or industrial areas.
- Refuel trucks or add other fluids, such as oil or brake fluid.
- Dump refuse or recyclable materials at disposal sites.
- Fill out defective equipment reports.
- Operate automated or semi-automated hoisting devices that raise refuse bins and dump contents into openings in truck bodies.
- Dismount garbage trucks to collect garbage and remount trucks to ride to the next collection point.
- Operate equipment that compresses collected refuse.
- Communicate with dispatchers concerning delays, unsafe sites, accidents, equipment breakdowns, or other maintenance problems.
- Check road or weather conditions to determine how routes will be affected.
- Clean trucks or compactor bodies after routes have been completed.
- Tag garbage or recycling containers to inform customers of problems, such as excess garbage or inclusion of items that are not permitted.
- Sort items set out for recycling and throw materials into designated truck compartments.
- Make special pickups of recyclable materials, such as food scraps, used oil, discarded computers, or other electronic items.
- Organize schedules for refuse collection.
- Provide quotes for refuse collection contracts.
- Provide clients with estimates of the costs of advertising products or services.
- Prepare and deliver sales presentations to new and existing customers to sell new advertising programs and to protect and increase existing advertising.
- Maintain assigned account bases while developing new accounts.
- Locate and contact potential clients to offer advertising services.
- Explain to customers how specific types of advertising will help promote their products or services in the most effective way possible.
- Obtain and study information about clients' products, needs, problems, advertising history, and business practices to offer effective sales presentations and appropriate product assistance.
- Prepare promotional plans, sales literature, media kits, and sales contracts, using computer.
- Process all correspondence and paperwork related to accounts.
- Draw up contracts for advertising work, and collect payments due.
- Deliver advertising or illustration proofs to customers for approval.
- Inform customers of available options for advertisement artwork, and provide samples.
- Recommend appropriate sizes and formats for advertising, depending on medium used.
- Write copy as part of layout.
- Determine advertising medium to be used, and prepare sample advertisements within the selected medium for presentation to customers.
- Gather all relevant material for bid processes, and coordinate bidding and contract approval.
- Consult with company officials, sales departments, and advertising agencies to develop promotional plans.
- Identify new advertising markets, and propose products to serve them.
- Arrange for commercial taping sessions, and accompany clients to sessions.
- Attend sales meetings, industry trade shows, and training seminars to gather information, promote products, expand network of contacts, and increase knowledge.
- Write sales outlines for use by staff.
- Provide clients with estimates of the costs of advertising products or services.
