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Related Occupations for Task
41-3031.00 - Securities, Commodities, and Financial Services Sales Agents

Related occupations for task:

Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.

41-3021.00 Insurance Sales Agents
  • Confer with clients to obtain and provide information when claims are made on a policy.
  • Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
41-2022.00 Parts Salespersons
  • Read catalogs, microfiche viewers, or computer displays to determine replacement part stock numbers and prices.
  • Determine replacement parts required, according to inspections of old parts, customer requests, or customers' descriptions of malfunctions.
41-4011.00 Sales Representatives, Wholesale and Manufacturing, Technical and Scientific Products
  • Visit establishments to evaluate needs or to promote product or service sales.
  • Obtain building blueprints or specifications for use by engineering departments in bid preparations.
41-3041.00 Travel Agents
  • Converse with customer to determine destination, mode of transportation, travel dates, financial considerations, and accommodations required.
41-4011.07 Solar Sales Representatives and Assessors
  • Gather information from prospective customers to identify their solar energy needs.

See all 13 related occupations >>