- Contact underwriter and submit forms to obtain binder coverage.
Occupations with related tasks Save Table: XLSX CSV
Closely Related Tasks | All Related Tasks | Job Zone | Code | Occupation |
2 | 3 | 4 | 41-3011.00 | Advertising Sales Agents |
2 | 2 | 2 | 41-2031.00 | Retail Salespersons
|
1 | 1 | 3 | 41-3041.00 | Travel Agents
|
1 | 1 | 3 | 41-4011.07 | Solar Sales Representatives and Assessors |
1 | 1 | 2 | 41-3091.00 | Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
|
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 | 2 | 27-2091.00 | Disc Jockeys, Except Radio |
1 | 1 | 2 | 41-2022.00 | Parts Salespersons |
1 | 1 | 4 | 41-9021.00 | Real Estate Brokers |
1 | 1 | 4 | 41-4012.00 | Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products
|
1 | 1 | 4 | 41-9031.00 | Sales Engineers |
1 | 1 | 4 | 41-3031.00 | Securities, Commodities, and Financial Services Sales Agents
|
1 | 1 | 3 | 41-9022.00 | Real Estate Sales Agents |
1 | 1 | 4 | 41-4011.00 | Sales Representatives, Wholesale and Manufacturing, Technical and Scientific Products |
- Prepare promotional plans, sales literature, media kits, and sales contracts, using computer.
- Draw up contracts for advertising work, and collect payments due.
- Process all correspondence and paperwork related to accounts.
- 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.
- 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.
- Prepare promotional plans, sales literature, media kits, and sales contracts, using computer.
- Draw up contracts for advertising work, and collect payments due.
- Process all correspondence and paperwork related to accounts.
- Place special orders or call other stores to find desired items.
- Prepare sales slips or sales contracts.
- Greet customers and ascertain what each customer wants or needs.
- 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.
- Maintain knowledge of current sales and promotions, policies regarding payment and exchanges, and security practices.
- 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.
- 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.
- 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.
- Place special orders or call other stores to find desired items.
- Prepare sales slips or sales contracts.
- Book transportation and hotel reservations, using computer or telephone.
- 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.
- Converse with customer to determine destination, mode of transportation, travel dates, financial considerations, and accommodations required.
- 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.
- 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.
- Book transportation and hotel reservations, using computer or telephone.
- 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.
- Create forms or agreements to complete sales.
- 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.
- 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.
- 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.
- Create forms or agreements to complete sales.
- Prepare rental forms, obtaining customer signature and other information, such as required licenses.
- 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.
- Greet customers and discuss the type, quality, and quantity of merchandise sought for rental.
- Answer telephones to provide information and receive orders.
- Inspect and adjust rental items to meet needs of customer.
- 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.
- Prepare rental forms, obtaining customer signature and other information, such as required licenses.
- Prepare rental or lease agreements, specifying charges and payment procedures for use of machinery, tools, or other items.
- 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.
- Visit retailers and sales representatives to promote products and gather information.
- 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.
- Develop written contracts for bookings.
- Accept music requests from event guests.
- Adhere to schedules to keep events running on time.
- Advertise services using media such as internet advertising and brochures.
- Assemble audio and video equipment.
- Collect payments from customers.
- Communicate with clients or venue owners to determine event information, such as music preferences, scheduling, and anticipated attendance.
- Conduct sound checks to ensure equipment is working and appropriate for the venue.
- Create itemized invoices to record amounts due for services rendered.
- Create tailored playlists by aligning music with event functions.
- Encourage guests to dance using group dances, competitions, or other party games.
- Lead party games, such as dance-offs or prize giveaways.
- Listen to music before playing at events to ensure recordings are appropriate and meet quality standards.
- Maintain up-to-date knowledge of music releases and trends.
- Mix, cut, or sample recorded music using DJ controllers, CDJs, or DJ mixers.
- Operate disc jockey controller and other equipment, such as microphones.
- Operate visual effects equipment, such as lights, fog machines, or lasers.
- Organize music libraries or playlists.
- Select and play music incorporating crowd preferences and mood.
- Develop written contracts for bookings.
- Prepare sales slips or sales contracts.
- 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.
- 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.
- 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.
- Prepare sales slips or sales contracts.
- Obtain agreements from property owners to place properties for sale with real estate firms.
- Sell, for a fee, real estate owned by others.
- Act as an intermediary in negotiations between buyers and sellers over property prices and settlement details and during the closing of sales.
- Generate lists of properties for sale, their locations, descriptions, and available financing options, using computers.
- Manage or operate real estate offices, handling associated business details.
- Compare a property with similar properties that have recently sold to determine its competitive market price.
- Maintain knowledge of real estate law, local economies, fair housing laws, types of available mortgages, financing options, and government programs.
- Monitor fulfillment of purchase contract terms to ensure that they are handled in a timely manner.
- Check work completed by loan officers, attorneys, or other professionals to ensure that it is performed properly.
- Rent properties or manage rental properties.
- Maintain awareness of current income tax regulations, local zoning, building and tax laws, and growth possibilities of a property's area.
- Arrange for title searches of properties being sold.
- Appraise property values, assessing income potential when relevant.
- Supervise agents who handle real estate transactions.
- Arrange for financing of property purchases.
- Develop, sell, or lease property used for industry or manufacturing.
- Give buyers virtual tours of properties in which they are interested, using computers.
- Review property details to ensure that environmental regulations are met.
- Maintain working knowledge of various factors that determine a farm's capacity to produce, such as agricultural variables and proximity to market centers and transportation facilities.
- Obtain agreements from property owners to place properties for sale with real estate firms.
- Prepare sales contracts and order forms.
- 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.
- 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.
- 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.
- Prepare sales contracts and order forms.
- Create sales or service contracts for products or services.
- 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.
- 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.
- Confer with customers and engineers to assess equipment needs and to determine system requirements.
- 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.
- Attend trade shows and seminars to promote products or to learn about industry developments.
- Attend company training seminars to become familiar with product lines.
- 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.
- Create sales or service contracts for products or services.
- Complete sales order tickets and submit for processing of client-requested transactions.
- 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.
- 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.
- 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.
- Complete sales order tickets and submit for processing of client-requested transactions.
- 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.
- 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.
- Prepare documents such as representation contracts, purchase agreements, closing statements, deeds, and leases.
- Prepare and submit sales contracts for orders.
- Negotiate prices or terms of sales or service agreements.
- 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.
- 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.
- 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.
- Prepare and submit sales contracts for orders.