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Related Occupations for Task
41-3031.02 - Sales Agents, Financial Services

Related occupations for task:

Determine customers' financial services needs and prepare proposals to sell services that address these needs.

41-4011.07 Solar Sales Representatives and Assessors   Green Occupation Green
  • Prepare proposals, quotes, contracts, or presentations for potential solar customers.
  • Gather information from prospective customers to identify their solar energy needs.
41-3021.00 Insurance Sales Agents   Bright Outlook Bright Outlook  
  • 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.
  • Confer with clients to obtain and provide information when claims are made on a policy.
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.
41-3031.01 Sales Agents, Securities and Commodities
  • Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
  • Contact prospective customers to determine customer needs, present information, or explain available services.
41-9031.00 Sales Engineers
  • Confer with customers and engineers to assess equipment needs and to determine system requirements.
  • Develop, present, or respond to proposals for specific customer requirements, including request for proposal responses and industry-specific solutions.

See all 14 related occupations >>