Job Duties Custom List 41-9031.00 — Sales Engineers
- Develop, present, or respond to proposals for specific customer requirements, including request for proposal responses and industry-specific solutions.
Occupations with related tasks Save Table: XLSX CSV
- Prepare proposals, quotes, contracts, or presentations for potential solar customers.
- Select solar energy products, systems, or services for customers based on electrical energy requirements, site conditions, price, or other factors.
- Provide customers with information, such as quotes, orders, sales, shipping, warranties, credit, funding options, incentives, or tax rebates.
- Gather information from prospective customers to identify their solar energy needs.
- Provide technical information about solar power, solar systems, equipment, and services to potential customers or dealers.
- Calculate potential solar resources or solar array production for a particular site considering issues such as climate, shading, and roof orientation.
- Generate solar energy customer leads to develop new accounts.
- Take quote requests or orders from dealers or customers.
- Assess sites to determine suitability for solar equipment, using equipment such as tape measures, compasses, and computer software.
- Prepare or review detailed design drawings, specifications, or lists related to solar installations.
- Develop marketing or strategic plans for sales territories.
- Create customized energy management packages to satisfy customer needs.
- Demonstrate use of solar and related equipment to customers or dealers.
- Prepare proposals, quotes, contracts, or presentations for potential solar customers.
- 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.
- Estimate or quote prices, credit or contract terms, warranties, and delivery dates.
- 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.
- Prepare drawings, estimates, and bids that meet specific customer needs.
- Gather all relevant material for bid processes, and coordinate bidding and contract approval.
- 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.
- Provide clients with estimates of the costs of advertising products or services.
- 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.
- 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.
- Gather all relevant material for bid processes, and coordinate bidding and contract approval.
- Write and submit proposals to bid on contracts for projects.
- Plan details such as framing, composition, camera movement, sound, and actor movement for each shot or scene.
- Communicate to actors the approach, characterization, and movement needed for each scene in such a way that rehearsals and takes are minimized.
- Direct live broadcasts, films and recordings, or non-broadcast programming for public entertainment or education.
- Research production topics using the internet, video archives, and other informational sources.
- Review film, recordings, or rehearsals to ensure conformance to production and broadcast standards.
- Study and research scripts to determine how they should be directed.
- Supervise and coordinate the work of camera, lighting, design, and sound crew members.
- Confer with technical directors, managers, crew members, and writers to discuss details of production, such as photography, script, music, sets, and costumes.
- Perform management activities, such as budgeting, scheduling, planning, and marketing.
- Consult with writers, producers, or actors about script changes or "workshop" scripts, through rehearsal with writers and actors to create final drafts.
- Identify and approve equipment and elements required for productions, such as scenery, lights, props, costumes, choreography, and music.
- Establish pace of programs and sequences of scenes according to time requirements and cast and set accessibility.
- Conduct meetings with staff to discuss production progress and to ensure production objectives are attained.
- Compile scripts, program notes, and other material related to productions.
- Resolve personnel problems that arise during the production process by acting as liaisons between dissenting parties when necessary.
- Coordinate the activities of writers, directors, managers, and other personnel throughout the production process.
- Obtain rights to scripts or to such items as existing video footage.
- Compose and edit scripts or provide screenwriters with story outlines from which scripts can be written.
- Cut and edit film or tape to integrate component parts into desired sequences.
- Write and edit news stories from information collected by reporters and other sources.
- Choose settings and locations for films and determine how scenes will be shot in these settings.
- Review film daily to check on work in progress and to plan for future filming.
- Negotiate with parties, including independent producers and the distributors and broadcasters who will be handling completed productions.
- Perform administrative duties, such as preparing operational reports, distributing rehearsal call sheets and script copies, and arranging for rehearsal quarters.
- Develop marketing plans for finished products, collaborating with sales associates to supervise product distribution.
- Arrange financing for productions.
- Hire principal cast members and crew members, such as art directors, cinematographers, and costume designers.
- Hold auditions for parts or negotiate contracts with actors determined suitable for specific roles.
- Select plays, scripts, books, news content, or ideas to be produced.
- Write and submit proposals to bid on contracts for projects.
- Determine customers' financial services needs and prepare proposals to sell services that address these needs.
- 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.
- 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.
- Calculate costs for billings or commissions.
- Prepare financial reports to monitor client or corporate finances.
- Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.
- 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.
- Price securities or commodities based on market conditions.
- Purchase or sell financial derivatives for customers.
- Determine customers' financial services needs and prepare proposals to sell services that address these needs.
- Review plans for new construction with clients, enumerating and recommending available options and features.
- Prepare documents such as representation contracts, purchase agreements, closing statements, deeds, and leases.
- Present purchase offers to sellers for consideration.
- Act as an intermediary in negotiations between buyers and sellers, generally representing one or the other.
- Generate lists of properties that are compatible with buyers' needs and financial resources.
- Confer with escrow companies, lenders, home inspectors, and pest control operators to ensure that terms and conditions of purchase agreements are met before closing dates.
- Promote sales of properties through advertisements, open houses, and participation in multiple listing services.
- Compare a property with similar properties that have recently sold to determine its competitive market price.
- Coordinate property closings, overseeing signing of documents and disbursement of funds.
- Interview clients to determine what kinds of properties they are seeking.
- Contact previous clients for prospecting of referral business.
- Review property listings, trade journals, and relevant literature, and attend conventions, seminars, and staff and association meetings, to remain knowledgeable about real estate markets.
- Answer clients' questions regarding construction work, financing, maintenance, repairs, and appraisals.
- Coordinate appointments to show homes to prospective buyers.
- Contact property owners and advertise services to solicit property sales listings.
- Advise sellers on how to make homes more appealing to potential buyers.
- Advise clients on market conditions, prices, mortgages, legal requirements, and related matters.
- Display commercial, industrial, agricultural, and residential properties to clients and explain their features.
- Accompany buyers during visits to and inspections of property, advising them on the suitability and value of the homes they are visiting.
- Arrange for title searches to determine whether clients have clear property titles.
- Develop networks of attorneys, mortgage lenders, and contractors to whom clients may be referred.
- Inspect condition of premises, and arrange for necessary maintenance or notify owners of maintenance needs.
- Visit properties to assess them before showing them to clients.
- Investigate clients' financial and credit status to determine eligibility for financing.
- Evaluate mortgage options to help clients obtain financing at the best prevailing rates and terms.
- Appraise properties to determine loan values.
- Contact utility companies for service hookups to clients' property.
- Solicit and compile listings of available rental properties.
- Conduct seminars and training sessions for sales agents to improve sales techniques.
- Arrange meetings between buyers and sellers when details of transactions need to be negotiated.
- Rent or lease properties on behalf of clients.
- Secure construction or purchase financing with own firm or mortgage company.
- Locate and appraise undeveloped areas for building sites, based on evaluations of area market conditions.
- Review plans for new construction with clients, enumerating and recommending available options and features.
