- Obtain and study information about clients' products, needs, problems, advertising history, and business practices to offer effective sales presentations and appropriate product assistance.
Occupations with related tasks Save Table: XLSX CSV
| Closely Related Tasks | All Related Tasks | Job Zone | Code | Occupation |
| 3 | 4 | 4 | 41-4011.00 | Sales Representatives, Wholesale and Manufacturing, Technical and Scientific Products |
| 3 | 3 | 4 | 41-3021.00 | Insurance Sales Agents 
|
| 2 | 2 | 2 | 41-2022.00 | Parts Salespersons |
| 2 | 2 | 2 | 41-9011.00 | Demonstrators and Product Promoters |
| 2 | 2 | 4 | 41-3031.00 | Securities, Commodities, and Financial Services Sales Agents
|
| 1 | 4 | 4 | 11-1031.00 | Legislators |
| 1 | 3 | 4 | 41-9031.00 | Sales Engineers
|
| 1 | 2 | 2 | 41-3091.00 | Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
|
| 1 | 2 | 4 | 13-1081.00 | Logisticians
|
| 1 | 2 | 2 | 41-2031.00 | Retail Salespersons
|
| 1 | 2 | 4 | 15-1255.00 | Web and Digital Interface Designers
|
| 1 | 2 | 3 | 41-9022.00 | Real Estate Sales Agents |
| 1 | 1 | 3 | 41-3041.00 | Travel Agents |
| 1 | 1 | 3 | 41-4011.07 | Solar Sales Representatives and Assessors |
| 1 | 1 | 2 | 41-2021.00 | Counter and Rental Clerks |
| 1 | 1 | 4 | 41-1012.00 | First-Line Supervisors of Non-Retail Sales Workers |
| 1 | 1 | 4 | 41-4012.00 | Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products
|
- Visit establishments to evaluate needs or to promote product or service sales.
- Study documentation or other information for new scientific or technical products.
- Obtain building blueprints or specifications for use by engineering departments in bid preparations.
- Attend sales or trade meetings or read related publications to obtain information about market conditions, business trends, environmental regulations, or industry developments.
- Negotiate prices or terms of sales or service agreements.
- Prepare and submit sales contracts for orders.
- Maintain customer records, using automated systems.
- Answer customers' questions about products, prices, availability, or credit terms.
- Quote prices, credit terms, or other bid specifications.
- 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.
- Compute customer's installation or production costs and estimate savings from new services, products, or equipment.
- 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.
- Stock or distribute resources, such as samples or promotional or educational materials.
- 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.
- 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.
- Visit establishments to evaluate needs or to promote product or service sales.
- Study documentation or other information for new scientific or technical products.
- Obtain building blueprints or specifications for use by engineering departments in bid preparations.
- Attend sales or trade meetings or read related publications to obtain information about market conditions, business trends, environmental regulations, or industry developments.
- 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.
- Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
- Customize insurance programs to suit individual customers, often covering a variety of risks.
- Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance, or specialized policies, such as marine, farm/crop, and medical malpractice.
- Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
- Perform administrative tasks, such as maintaining records and handling policy renewals.
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
- Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
- Contact underwriter and submit forms to obtain binder coverage.
- Select company that offers type of coverage requested by client to underwrite policy.
- Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
- Develop marketing strategies to compete with other individuals or companies who sell insurance.
- Calculate premiums and establish payment method.
- Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
- Plan and oversee incorporation of insurance program into bookkeeping system of company.
- Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
- Install bookkeeping systems and resolve system problems.
- Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
- 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.
- Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
- 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.
- Receive payment or obtain credit authorization.
- Assist customers, such as responding to customer complaints and updating them about back-ordered parts.
- Fill customer orders from stock, and place orders when requested items are out of stock.
- Receive and fill telephone orders for parts.
- Locate and label parts, and maintain inventory of stock.
- Prepare sales slips or sales contracts.
- Examine returned parts for defects, and exchange defective parts or refund money.
- Manage shipments by researching shipping methods or costs and tracking packages.
- Mark and store parts in stockrooms, according to prearranged systems.
- Maintain and clean work and inventory areas.
- Place new merchandise on display.
- Advise customers on substitution or modification of parts when identical replacements are not available.
- Discuss use and features of various parts, based on knowledge of machines or equipment.
- Demonstrate equipment to customers, and explain functioning of equipment.
- Measure parts, using precision measuring instruments, to determine whether similar parts may be machined to required sizes.
- Pick up and deliver parts.
- Repair parts or equipment.
- 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.
- Research or investigate products to be presented to prepare for demonstrations.
- Learn about competitors' products or consumers' interests or concerns to answer questions or provide more complete information.
- Provide product samples, coupons, informational brochures, or other incentives to persuade people to buy products.
- Sell products being promoted and keep records of sales.
- Keep areas neat while working and return items to correct locations following demonstrations.
- Demonstrate or explain products, methods, or services to persuade customers to purchase products or use services.
- Record and report demonstration-related information, such as the number of questions asked by the audience or the number of coupons distributed.
- Suggest specific product purchases to meet customers' needs.
- Set up and arrange displays or demonstration areas to attract the attention of prospective customers.
- Identify interested and qualified customers to provide them with additional information.
- Visit trade shows, stores, community organizations, or other venues to demonstrate products or services or to answer questions from potential customers.
- Transport, assemble, and disassemble materials used in presentations.
- Practice demonstrations to ensure that they will run smoothly.
- Instruct customers in alteration of products.
- Work as part of a team of demonstrators to accommodate large crowds.
- Prepare or alter presentation contents to target specific audiences.
- Stock shelves with products.
- Provide product information, using lectures, films, charts, or slide shows.
- Train demonstrators to present a company's products or services.
- Recommend product or service improvements to employers.
- Contact businesses or civic establishments to arrange to exhibit and sell merchandise.
- Write articles or pamphlets about products.
- Wear costumes or sign boards and walk in public to promote merchandise, services, or events.
- Develop lists of prospective clients from sources such as newspaper items, company records, local merchants, or customers.
- Research or investigate products to be presented to prepare for demonstrations.
- Learn about competitors' products or consumers' interests or concerns to answer questions or provide more complete information.
- Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
- 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.
- 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.
- Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
- Determine customers' financial services needs and prepare proposals to sell services that address these needs.
- Hear testimony from constituents, representatives of interest groups, board and commission members, and others with an interest in bills or issues under consideration.
- Develop expertise in subject matters related to committee assignments.
- Keep abreast of the issues affecting constituents by making personal visits and phone calls, reading local newspapers, and viewing or listening to local broadcasts.
- Maintain knowledge of relevant national and international current events.
- Analyze and understand the local and national implications of proposed legislation.
- Appoint nominees to leadership posts, or approve such appointments.
- Confer with colleagues to formulate positions and strategies pertaining to pending issues.
- Debate the merits of proposals and bill amendments during floor sessions, following the appropriate rules of procedure.
- Negotiate with colleagues or members of other political parties in order to reconcile differing interests, and to create policies and agreements.
- Prepare drafts of amendments, government policies, laws, rules, regulations, budgets, programs and procedures.
- Read and review concerns of constituents or the general public and determine if governmental action is necessary.
- Represent their parties in negotiations with political executives or members of other parties, and when speaking with the media.
- Review bills in committee, and make recommendations about their future.
- Seek federal funding for local projects and programs.
- Serve on commissions, investigative panels, study groups, and committees in order to examine specialized areas and recommend action.
- Vote on motions, amendments, and decisions on whether or not to report a bill out from committee to the assembly floor.
- Write, prepare, and deliver statements for the Congressional Record.
- Alert constituents of government actions and programs by way of newsletters, personal appearances at town meetings, phone calls, and individual meetings.
- Attend receptions, dinners, and conferences to meet people, exchange views and information, and develop working relationships.
- Conduct "head counts" to help predict the outcome of upcoming votes.
- Determine campaign strategies for media advertising, positions on issues, and public appearances.
- Encourage and support party candidates for political office.
- Establish personal offices in local districts or states, and manage office staff.
- Evaluate the structure, efficiency, activities, and performance of government agencies.
- Organize and maintain campaign organizations and fundraisers, in order to raise money for election or re-election.
- Oversee expense allowances, ensuring that accounts are balanced at the end of each fiscal year.
- Promote the industries and products of their electoral districts.
- Represent their government at local, national, and international meetings and conferences.
- Speak to students to encourage and support the development of future political leaders.
- Make decisions that balance the perspectives of private citizens, public officials, and party leaders.
- Hear testimony from constituents, representatives of interest groups, board and commission members, and others with an interest in bills or issues under consideration.
- Develop expertise in subject matters related to committee assignments.
- Keep abreast of the issues affecting constituents by making personal visits and phone calls, reading local newspapers, and viewing or listening to local broadcasts.
- Maintain knowledge of relevant national and international current events.
- Confer with customers and engineers to assess equipment needs and to determine system requirements.
- Attend trade shows and seminars to promote products or to learn about industry developments.
- Attend company training seminars to become familiar with product lines.
- Develop, present, or respond to proposals for specific customer requirements, including request for proposal responses and industry-specific solutions.
- Collaborate with sales teams to understand customer requirements, to promote the sale of company products, and to provide sales support.
- Create sales or service contracts for products or services.
- Visit prospective buyers at commercial, industrial, or other establishments to show samples or catalogs, and to inform them about product pricing, availability, and advantages.
- Keep informed on industry news and trends, products, services, competitors, relevant information about legacy, existing, and emerging technologies, and the latest product-line developments.
- Identify resale opportunities and support them to achieve sales plans.
- Plan and modify product configurations to meet customer needs.
- Prepare and deliver technical presentations that explain products or services to customers and prospective customers.
- Recommend improved materials or machinery to customers, documenting how such changes will lower costs or increase production.
- Maintain sales forecasting reports.
- Document account activities, generate reports, and keep records of business transactions with customers and suppliers.
- Research and identify potential customers for products or services.
- Secure and renew orders and arrange delivery.
- Develop sales plans to introduce products in new markets.
- Arrange for demonstrations or trial installations of equipment.
- Train team members in the customer applications of technologies.
- Sell products requiring extensive technical expertise and support for installation and use, such as material handling equipment, numerical-control machinery, or computer systems.
- Provide information needed for the development of custom-made machinery.
- Provide technical and non-technical support and services to clients or other staff members regarding the use, operation, and maintenance of equipment.
- Diagnose problems with installed equipment.
- Write technical documentation for products.
- Report to supervisors about prospective firms' credit ratings.
- Confer with customers and engineers to assess equipment needs and to determine system requirements.
- Attend trade shows and seminars to promote products or to learn about industry developments.
- Attend company training seminars to become familiar with product lines.
- Monitor market conditions, innovations, and competitors' services, prices, and sales.
- Attend sales or trade meetings or read related publications to obtain information about market conditions, business trends, regulations, or industry developments.
- Answer customers' questions about services, prices, availability, or credit terms.
- Compute and compare costs of services.
- 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.
- Negotiate prices or terms of sales or service agreements.
- Quote prices, credit terms, contract terms, or fulfillment dates for services.
- Monitor market conditions, innovations, and competitors' services, prices, and sales.
- Attend sales or trade meetings or read related publications to obtain information about market conditions, business trends, regulations, or industry developments.
- Develop an understanding of customers' needs and take actions to ensure that such needs are met.
- Stay informed of logistics technology advances and apply appropriate technology to improve logistics processes.
- Maintain and develop positive business relationships with a customer's key personnel involved in, or directly relevant to, a logistics activity.
- Manage subcontractor activities, reviewing proposals, developing performance specifications, and serving as liaisons between subcontractors and organizations.
- Develop proposals that include documentation for estimates.
- Review logistics performance with customers against targets, benchmarks, and service agreements.
- Direct availability and allocation of materials, supplies, and finished products.
- Redesign the movement of goods to maximize value and minimize costs.
- Explain proposed solutions to customers, management, or other interested parties through written proposals and oral presentations.
- Direct team activities, establishing task priorities, scheduling and tracking work assignments, providing guidance, and ensuring the availability of resources.
- Perform managerial duties such as hiring and training employees and overseeing facility needs or requirements.
- Collaborate with other departments as necessary to meet customer requirements, to take advantage of sales opportunities or, in the case of shortages, to minimize negative impacts on a business.
- Report project plans, progress, and results.
- Protect and control proprietary materials.
- Develop and implement technical project management tools, such as plans, schedules, and responsibility and compliance matrices.
- Provide project management services, including the provision and analysis of technical data.
- Manage the logistical aspects of product life cycles, including coordination or provisioning of samples, and the minimization of obsolescence.
- Perform system lifecycle cost analysis and develop component studies.
- Plan, organize, and execute logistics support activities, such as maintenance planning, repair analysis, and test equipment recommendations.
- Participate in the assessment and review of design alternatives and design change proposal impacts.
- Direct and support the compilation and analysis of technical source data necessary for product development.
- Support the development of training materials and technical manuals.
- Develop an understanding of customers' needs and take actions to ensure that such needs are met.
- Stay informed of logistics technology advances and apply appropriate technology to improve logistics processes.
- Greet customers and ascertain what each customer wants or needs.
- Maintain knowledge of current sales and promotions, policies regarding payment and exchanges, and security practices.
- Recommend, select, and help locate or obtain merchandise based on customer needs and desires.
- Compute sales prices, total purchases, and receive and process cash or credit payment.
- Prepare merchandise for purchase or rental.
- Answer questions regarding the store and its merchandise.
- Demonstrate use or operation of merchandise.
- Describe merchandise and explain use, operation, and care of merchandise to customers.
- Ticket, arrange, and display merchandise to promote sales.
- Inventory stock and requisition new stock.
- Exchange merchandise for customers and accept returns.
- Watch for and recognize security risks and thefts and know how to prevent or handle these situations.
- Place special orders or call other stores to find desired items.
- Clean shelves, counters, and tables.
- Maintain records related to sales.
- Open and close cash registers, performing tasks such as counting money, separating charge slips, coupons, and vouchers, balancing cash drawers, and making deposits.
- Prepare sales slips or sales contracts.
- Estimate and quote trade-in allowances.
- Bag or package purchases and wrap gifts.
- Help customers try on or fit merchandise.
- Sell or arrange for delivery, insurance, financing, or service contracts for merchandise.
- Estimate quantity and cost of merchandise required, such as paint or floor covering.
- Rent merchandise to customers.
- Estimate cost of repair or alteration of merchandise.
- Greet customers and ascertain what each customer wants or needs.
- Maintain knowledge of current sales and promotions, policies regarding payment and exchanges, and security practices.
- Conduct user research to determine design requirements and analyze user feedback to improve design quality.
- Maintain understanding of current Web technologies or programming practices through continuing education, reading, or participation in professional conferences, workshops, or groups.
- Collaborate with management or users to develop e-commerce strategies and to integrate these strategies with Web sites.
- Collaborate with web development professionals, such as front-end or back-end developers, to complete the full scope of Web development projects.
- Communicate with network personnel or Web site hosting agencies to address hardware or software issues affecting Web sites.
- Confer with management or development teams to prioritize needs, resolve conflicts, develop content criteria, or choose solutions.
- Create searchable indices for Web page content.
- Create Web models or prototypes that include physical, interface, logical, or data models.
- Design, build, or maintain Web sites, using authoring or scripting languages, content creation tools, management tools, and digital media.
- Develop and document style guidelines for Web site content.
- Develop new visual design concepts and modify concepts based on stakeholder feedback.
- Develop or implement procedures for ongoing Web site revision.
- Develop system interaction or sequence diagrams.
- Develop Web site maps, application models, image templates, or page templates that meet project goals, user needs, or industry standards.
- Develop, validate, and document test routines and schedules to ensure that test cases mimic external interfaces and address all browser and device types.
- Direct and execute pre-production activities, such as creating moodboards or storyboards and establishing a project timeline.
- Document technical factors such as server load, bandwidth, database performance, and browser and device types.
- Identify or maintain links to and from other Web sites and check links to ensure proper functioning.
- Identify problems uncovered by testing or customer feedback, and correct problems or refer problems to appropriate personnel for correction.
- Incorporate technical considerations into Web site design plans, such as budgets, equipment, performance requirements, or legal issues including accessibility and privacy.
- Perform or direct Web site updates.
- Perform Web site tests according to planned schedules, or after any Web site or product revision.
- Provide clear, detailed descriptions of Web site specifications, such as product features, activities, software, communication protocols, programming languages, and operating systems software and hardware.
- Register Web sites with search engines to increase Web site traffic.
- Research and apply innovative solutions for product design, visuals, and user experience to meet the needs of individual Web development projects.
- Research, document, rate, or select alternatives for Web architecture or technologies.
- Respond to user email inquiries, or set up automated systems to send responses.
- Select programming languages, design tools, or applications.
- Write and edit technical documentation for digital interface products and designs, such as user manuals, testing protocols, and reports.
- Write supporting code for Web applications or Web sites.
- Conduct user research to determine design requirements and analyze user feedback to improve design quality.
- Maintain understanding of current Web technologies or programming practices through continuing education, reading, or participation in professional conferences, workshops, or groups.
- Interview clients to determine what kinds of properties they are seeking.
- Review property listings, trade journals, and relevant literature, and attend conventions, seminars, and staff and association meetings, to remain knowledgeable about real estate markets.
- 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.
- Contact previous clients for prospecting of referral business.
- 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.
- Review plans for new construction with clients, enumerating and recommending available options and features.
- 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.
- Interview clients to determine what kinds of properties they are seeking.
- Review property listings, trade journals, and relevant literature, and attend conventions, seminars, and staff and association meetings, to remain knowledgeable about real estate markets.
- Converse with customer to determine destination, mode of transportation, travel dates, financial considerations, and accommodations required.
- Collect payment for transportation and accommodations from customer.
- Plan, describe, arrange, and sell itinerary tour packages and promotional travel incentives offered by various travel carriers.
- Compute cost of travel and accommodations, using calculator, computer, carrier tariff books, and hotel rate books, or quote package tour's costs.
- Record and maintain information on clients, vendors, and travel packages.
- Book transportation and hotel reservations, using computer or telephone.
- Print or request transportation carrier tickets, using computer printer system or system link to travel carrier.
- Provide customer with brochures and publications containing travel information, such as local customs, points of interest, or foreign country regulations.
- Converse with customer to determine destination, mode of transportation, travel dates, financial considerations, and accommodations required.
- Gather information from prospective customers to identify their solar energy needs.
- 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.
- 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.
- Gather information from prospective customers to identify their solar energy needs.
- Greet customers and discuss the type, quality, and quantity of merchandise sought for rental.
- Compute charges for merchandise or services and receive payments.
- Receive orders for services, such as rentals, repairs, dry cleaning, and storage.
- Explain rental fees, policies, and procedures.
- Provide information about rental items, such as availability, operation, or description.
- Advise customers on use and care of merchandise.
- Answer telephones to provide information and receive orders.
- Inspect and adjust rental items to meet needs of customer.
- Prepare rental forms, obtaining customer signature and other information, such as required licenses.
- Rent items, arrange for provision of services to customers, and accept returns.
- Keep records of transactions and of the number of customers entering an establishment.
- Receive, examine, and tag articles to be altered, cleaned, stored, or repaired.
- Reserve items for requested times and keep records of items rented.
- Prepare merchandise for display or for purchase or rental.
- Recommend and provide advice on a wide variety of products and services.
- Allocate equipment to participants in sporting events or recreational activities.
- Greet customers and discuss the type, quality, and quantity of merchandise sought for rental.
- Visit retailers and sales representatives to promote products and gather information.
- Monitor sales staff performance to ensure that goals are met.
- Direct and supervise employees engaged in sales, inventory-taking, reconciling cash receipts, or performing specific services.
- Listen to and resolve customer complaints regarding services, products, or personnel.
- Keep records pertaining to purchases, sales, and requisitions.
- Hire, train, and evaluate personnel.
- Confer with company officials to develop methods and procedures to increase sales, expand markets, and promote business.
- Plan and prepare work schedules, and assign employees to specific duties.
- Attend company meetings to exchange product information and coordinate work activities with other departments.
- Formulate pricing policies on merchandise according to profitability requirements.
- Prepare sales and inventory reports for management and budget departments.
- Examine products purchased for resale or received for storage to determine product condition.
- Examine merchandise to ensure correct pricing and display, and that it functions as advertised.
- Analyze details of sales territories to assess their growth potential and to set quotas.
- Inventory stock and reorder when inventories drop to specified levels.
- Coordinate sales promotion activities, such as preparing merchandise displays and advertising copy.
- Prepare rental or lease agreements, specifying charges and payment procedures for use of machinery, tools, or other items.
- Provide staff with assistance in performing difficult or complicated duties.
- Visit retailers and sales representatives to promote products and gather information.
- Monitor market conditions, product innovations, and competitors' products, prices, and sales.
- 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.
- 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.
- Prepare drawings, estimates, and bids that meet specific customer needs.
- 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.
- Monitor market conditions, product innovations, and competitors' products, prices, and sales.
