Job Duties Custom List 41-9031.00 — Sales Engineers
- Recommend improved materials or machinery to customers, documenting how such changes will lower costs or increase production.
Occupations with related tasks Save Table: XLSX CSV
| Closely Related Tasks | All Related Tasks | Job Zone | Code | Occupation |
| 4 | 4 | 4 | 41-3021.00 | Insurance Sales Agents 
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| 4 | 4 | 4 | 41-3031.00 | Securities, Commodities, and Financial Services Sales Agents
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| 2 | 5 | 4 | 41-4011.00 | Sales Representatives, Wholesale and Manufacturing, Technical and Scientific Products |
| 2 | 4 | 2 | 41-2021.00 | Counter and Rental Clerks |
| 2 | 3 | 2 | 41-9011.00 | Demonstrators and Product Promoters |
| 1 | 3 | 4 | 13-2072.00 | Loan Officers |
| 1 | 2 | 2 | 41-3091.00 | Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
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| 1 | 2 | 4 | 41-4012.00 | Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products
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| 1 | 2 | 2 | 41-2031.00 | Retail Salespersons
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| 1 | 2 | 4 | 13-2023.00 | Appraisers and Assessors of Real Estate
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| 1 | 1 | 3 | 41-4011.07 | Solar Sales Representatives and Assessors |
| 1 | 1 | 2 | 37-2021.00 | Pest Control Workers |
| 1 | 1 | 3 | 41-9022.00 | Real Estate Sales Agents |
- Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
- Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
- Confer with clients to obtain and provide information when claims are made on a policy.
- Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
- 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.
- 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.
- 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.
- 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.
- Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
- 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 features, advantages, and disadvantages of various policies to promote sale of insurance plans.
- Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
- Confer with clients to obtain and provide information when claims are made on a policy.
- Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
- Discuss financial options with clients and keep them informed about transactions.
- Offer advice on the purchase or sale of particular securities.
- Explain stock market terms or trading practices to clients.
- Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.
- 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.
- 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.
- Contact prospective customers to present information and explain available services.
- Calculate costs for billings or commissions.
- Prepare financial reports to monitor client or corporate finances.
- 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.
- Discuss financial options with clients and keep them informed about transactions.
- Offer advice on the purchase or sale of particular securities.
- Explain stock market terms or trading practices to clients.
- Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.
- Select or assist customers in selecting products based on customer needs, product specifications, and applicable regulations.
- Research and convey information to customers about tax benefits or government rebates associated with energy-efficient scientific or technical products, such as solar panels.
- Provide customers with ongoing technical support.
- Advise customers on product usage to improve production.
- Inform customers about issues related to responsible use and disposal of products, such as waste reduction or product or byproduct recycling or disposal.
- Negotiate prices or terms of sales or service agreements.
- Prepare and submit sales contracts for orders.
- 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.
- 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.
- 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.
- Select or assist customers in selecting products based on customer needs, product specifications, and applicable regulations.
- Research and convey information to customers about tax benefits or government rebates associated with energy-efficient scientific or technical products, such as solar panels.
- Provide customers with ongoing technical support.
- Advise customers on product usage to improve production.
- Inform customers about issues related to responsible use and disposal of products, such as waste reduction or product or byproduct recycling or disposal.
- Explain rental fees, policies, and procedures.
- Recommend and provide advice on a wide variety of products and services.
- Provide information about rental items, such as availability, operation, or description.
- Advise customers on use and care of merchandise.
- Compute charges for merchandise or services and receive payments.
- Receive orders for services, such as rentals, repairs, dry cleaning, and storage.
- 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.
- 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.
- Allocate equipment to participants in sporting events or recreational activities.
- Explain rental fees, policies, and procedures.
- Recommend and provide advice on a wide variety of products and services.
- Provide information about rental items, such as availability, operation, or description.
- Advise customers on use and care of merchandise.
- Suggest specific product purchases to meet customers' needs.
- Recommend product or service improvements to employers.
- Instruct customers in alteration of products.
- 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.
- Research or investigate products to be presented to prepare for demonstrations.
- 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.
- Learn about competitors' products or consumers' interests or concerns to answer questions or provide more complete information.
- 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.
- 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.
- Suggest specific product purchases to meet customers' needs.
- Recommend product or service improvements to employers.
- Instruct customers in alteration of products.
- Match individuals' needs and eligibility with available financial aid programs to provide informed recommendations.
- Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
- Inform individuals and groups about the financial assistance available to college or university students.
- Meet with applicants to obtain information for loan applications and to answer questions about the process.
- Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
- Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
- Submit applications to credit analysts for verification and recommendation.
- Review loan agreements to ensure that they are complete and accurate according to policy.
- Review and update credit and loan files.
- Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
- Work with clients to identify their financial goals and to find ways of reaching those goals.
- Handle customer complaints and take appropriate action to resolve them.
- Stay abreast of new types of loans and other financial services and products to better meet customers' needs.
- Market bank products to individuals and firms, promoting bank services that may meet customers' needs.
- Analyze potential loan markets and develop referral networks to locate prospects for loans.
- Compute payment schedules.
- Supervise loan personnel.
- Prepare reports to send to customers whose accounts are delinquent, and forward irreconcilable accounts for collector action.
- Set credit policies, credit lines, procedures and standards in conjunction with senior managers.
- Assist in selection of financial award candidates using electronic databases to certify loan eligibility.
- Authorize or sign mail collection letters.
- Calculate amount of debt and funds available to plan methods of payoff and to estimate time for debt liquidation.
- Confer with underwriters to resolve mortgage application problems.
- Contact applicants or creditors to resolve questions about applications or to assist with completion of paperwork.
- Contact borrowers with delinquent accounts to obtain payment in full or to negotiate repayment plans.
- Counsel clients on personal and family financial problems, such as excessive spending or borrowing of funds.
- Establish payment priorities according to credit terms and interest rates to reduce clients' overall costs.
- Maintain and review account records, updating and recategorizing them according to status changes.
- Review accounts to determine write-offs for collection agencies.
- Review billing for accuracy.
- Match individuals' needs and eligibility with available financial aid programs to provide informed recommendations.
- Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
- Inform individuals and groups about the financial assistance available to college or university students.
- Emphasize or recommend service features based on knowledge of customers' needs and vendor capabilities and limitations.
- Consult with clients after sales or contract signings to resolve problems and provide ongoing support.
- 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.
- 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.
- 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.
- Emphasize or recommend service features based on knowledge of customers' needs and vendor capabilities and limitations.
- Consult with clients after sales or contract signings to resolve problems and provide ongoing support.
- Recommend products to customers, based on customers' needs and interests.
- Consult with clients after sales or contract signings to resolve problems and to provide ongoing support.
- Answer customers' questions about products, prices, availability, product uses, and credit terms.
- Estimate or quote prices, credit or contract terms, warranties, and delivery dates.
- 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.
- 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.
- Recommend products to customers, based on customers' needs and interests.
- Consult with clients after sales or contract signings to resolve problems and to provide ongoing support.
- Recommend, select, and help locate or obtain merchandise based on customer needs and desires.
- Describe merchandise and explain use, operation, and care of merchandise to customers.
- Greet customers and ascertain what each customer wants or needs.
- 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.
- 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.
- Recommend, select, and help locate or obtain merchandise based on customer needs and desires.
- Describe merchandise and explain use, operation, and care of merchandise to customers.
- Explain real and personal property taxes to property owners.
- Explain assessed values to property owners and defend appealed assessments at public hearings.
- Compute final estimation of property values, taking into account such factors as depreciation, replacement costs, value comparisons of similar properties, and income potential.
- Prepare written reports that estimate property values, outline methods by which the estimations were made, and meet appraisal standards.
- Inspect new construction and major improvements to existing structures to determine values.
- Collect and analyze relevant data to identify real estate market trends.
- Prepare and maintain current data on each parcel assessed, including maps of boundaries, inventories of land and structures, property characteristics, and any applicable exemptions.
- Identify the ownership of each piece of taxable property.
- Inspect properties, considering factors such as market value, location, and building or replacement costs to determine appraisal value.
- Complete and maintain assessment rolls that show the assessed values and status of all property in a municipality.
- Review information about transfers of property to ensure its accuracy, checking basic information on buyers, sellers, and sales prices and making corrections as necessary.
- Conduct regular reviews of property within jurisdictions to determine changes in property due to construction or demolition.
- Establish uniform and equitable systems for assessing all classes and kinds of property.
- Examine income records and operating costs of income properties.
- Evaluate land and neighborhoods where properties are situated, considering locations and trends or impending changes that could influence future values.
- Maintain familiarity with aspects of local real estate markets.
- Search public records for transactions such as sales, leases, and assessments.
- Check building codes and zoning bylaws to determine any effects on the properties being appraised.
- Verify legal descriptions of properties by comparing them to county records.
- Interview persons familiar with properties and immediate surroundings, such as contractors, home owners, and realtors, to obtain pertinent information.
- Photograph interiors and exteriors of properties to assist in estimating property value, substantiate findings, and complete appraisal reports.
- Obtain county land values and sales information about nearby properties to aid in establishment of property values.
- Examine the type and location of nearby services, such as shopping centers, schools, parks, and other neighborhood features, to evaluate their impact on property values.
- Estimate building replacement costs, using building valuation manuals and professional cost estimators.
- Draw land diagrams to be used in appraisal reports to support findings.
- Testify in court as to the value of a piece of real estate property.
- Calculate tax bills for properties by multiplying assessed values by jurisdiction tax rates.
- Approve applications for property tax exemptions or deductions.
- Analyze trends in sales prices, construction costs, and rents, to assess property values or determine the accuracy of assessments.
- Determine taxability of properties, using methods such as field inspection, structural measurement, calculation, sales analysis, market trend studies, and income and expense analysis.
- Explain real and personal property taxes to property owners.
- Explain assessed values to property owners and defend appealed assessments at public hearings.
- Provide customers with information, such as quotes, orders, sales, shipping, warranties, credit, funding options, incentives, or tax rebates.
- 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.
- 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.
- Provide customers with information, such as quotes, orders, sales, shipping, warranties, credit, funding options, incentives, or tax rebates.
- Recommend treatment and prevention methods for pest problems to clients.
- Record work activities performed.
- Inspect premises to identify infestation source and extent of damage to property, wall, or roof porosity and access to infested locations.
- Spray or dust chemical solutions, powders, or gases into rooms, onto clothing, furnishings, or wood, or over marshlands, ditches, or catch basins.
- Clean work site after completion of job.
- Drive truck equipped with power spraying equipment.
- Measure area dimensions requiring treatment, calculate fumigant requirements, and estimate cost for service.
- Study preliminary reports or diagrams of infested area and determine treatment type required to eliminate and prevent recurrence of infestation.
- Direct, or assist other workers in, treatment or extermination processes to eliminate or control rodents, insects, or weeds.
- Post warning signs and lock building doors to secure area to be fumigated.
- Set mechanical traps, or place poisonous paste or bait in sewers, burrows, or ditches.
- Cut or bore openings in building or surrounding concrete, access infested areas, insert nozzle, and inject pesticide to impregnate ground.
- Clean and remove blockages from infested areas to facilitate spraying procedures and provide drainage, using brooms, mops, shovels, or rakes.
- Position and fasten edges of tarpaulins over building, and tape vents to ensure air-tight environment and to check for leaks.
- Dig up and burn weeds, or spray them with herbicides.
- Recommend treatment and prevention methods for pest problems to clients.
- 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.
