- Contact previous clients for prospecting of referral business.
Occupations with related tasks Save Table: XLSX CSV
| Closely Related Tasks | All Related Tasks | Job Zone | Code | Occupation |
| 4 | 5 | 4 | 41-9031.00 | Sales Engineers 
|
| 3 | 6 | 4 | 41-4011.00 | Sales Representatives, Wholesale and Manufacturing, Technical and Scientific Products |
| 3 | 5 | 4 | 41-3011.00 | Advertising Sales Agents |
| 3 | 4 | 2 | 41-9041.00 | Telemarketers |
| 2 | 4 | 1 | 41-9091.00 | Door-to-Door Sales Workers, News and Street Vendors, and Related Workers |
| 2 | 4 | 3 | 41-9022.00 | Real Estate Sales Agents |
| 2 | 3 | 2 | 41-3091.00 | Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
|
| 2 | 3 | 4 | 41-4012.00 | Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products
|
| 1 | 8 | 2 | 41-9011.00 | Demonstrators and Product Promoters |
| 1 | 3 | 4 | 41-3031.00 | Securities, Commodities, and Financial Services Sales Agents
|
| 1 | 2 | 3 | 41-4011.07 | Solar Sales Representatives and Assessors |
| 1 | 1 | 4 | 41-1012.00 | First-Line Supervisors of Non-Retail Sales Workers |
| 1 | 1 | 4 | 41-3021.00 | Insurance Sales Agents
|
| 1 | 1 | 5 | 11-3031.03 | Investment Fund Managers
|
- Visit prospective buyers at commercial, industrial, or other establishments to show samples or catalogs, and to inform them about product pricing, availability, and advantages.
- Identify resale opportunities and support them to achieve sales plans.
- Research and identify potential customers for products or services.
- Arrange for demonstrations or trial installations of equipment.
- Prepare and deliver technical presentations that explain products or services to customers and prospective customers.
- 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.
- Keep informed on industry news and trends, products, services, competitors, relevant information about legacy, existing, and emerging technologies, and the latest product-line developments.
- Confer with customers and engineers to assess equipment needs and to determine system requirements.
- Plan and modify product configurations to meet customer needs.
- 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.
- 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.
- 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.
- Visit prospective buyers at commercial, industrial, or other establishments to show samples or catalogs, and to inform them about product pricing, availability, and advantages.
- Identify resale opportunities and support them to achieve sales plans.
- Research and identify potential customers for products or services.
- Arrange for demonstrations or trial installations of equipment.
- Prepare and deliver technical presentations that explain products or services to customers and prospective customers.
- Visit establishments to evaluate needs or to promote product or service sales.
- Contact new or existing customers to discuss how specific products or services can meet their needs.
- Identify prospective customers, using business directories, leads from existing clients, participation in organizations, or trade show or conference attendance.
- Stock or distribute resources, such as samples or promotional or educational materials.
- Demonstrate the operation or use of technical or scientific products.
- Present information to customers about the energy efficiency or environmental impact of scientific or technical products.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- Inform customers about issues related to responsible use and disposal of products, such as waste reduction or product or byproduct recycling or disposal.
- Visit establishments to evaluate needs or to promote product or service sales.
- Contact new or existing customers to discuss how specific products or services can meet their needs.
- Identify prospective customers, using business directories, leads from existing clients, participation in organizations, or trade show or conference attendance.
- Stock or distribute resources, such as samples or promotional or educational materials.
- Demonstrate the operation or use of technical or scientific products.
- Present information to customers about the energy efficiency or environmental impact of scientific or technical products.
- Maintain assigned account bases while developing new accounts.
- Locate and contact potential clients to offer advertising services.
- Identify new advertising markets, and propose products to serve them.
- Prepare and deliver sales presentations to new and existing customers to sell new advertising programs and to protect and increase existing advertising.
- Inform customers of available options for advertisement artwork, and provide samples.
- Provide clients with estimates of the costs of advertising products or 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.
- Prepare promotional plans, sales literature, media kits, and sales contracts, using computer.
- Process all correspondence and paperwork related to accounts.
- Draw up contracts for advertising work, and collect payments due.
- Deliver advertising or illustration proofs to customers for approval.
- 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.
- 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.
- Maintain assigned account bases while developing new accounts.
- Locate and contact potential clients to offer advertising services.
- Identify new advertising markets, and propose products to serve them.
- Prepare and deliver sales presentations to new and existing customers to sell new advertising programs and to protect and increase existing advertising.
- Inform customers of available options for advertisement artwork, and provide samples.
- Contact businesses or private individuals by telephone to solicit sales for goods or services, or to request donations for charitable causes.
- Telephone or write letters to respond to correspondence from customers or to follow up initial sales contacts.
- Obtain names and telephone numbers of potential customers from sources such as telephone directories, magazine reply cards, and lists purchased from other organizations.
- Deliver prepared sales talks, reading from scripts that describe products or services, to persuade potential customers to purchase a product or service or to make a donation.
- Obtain customer information such as name, address, and payment method, and enter orders into computers.
- Explain products or services and prices, and answer questions from customers.
- Record names, addresses, purchases, and reactions of prospects contacted.
- Maintain records of contacts, accounts, and orders.
- Answer telephone calls from potential customers who have been solicited through advertisements.
- Adjust sales scripts to better target the needs and interests of specific individuals.
- Schedule appointments for sales representatives to meet with prospective customers or for customers to attend sales presentations.
- Conduct client or market surveys to obtain information about potential customers.
- Contact businesses or private individuals by telephone to solicit sales for goods or services, or to request donations for charitable causes.
- Telephone or write letters to respond to correspondence from customers or to follow up initial sales contacts.
- Obtain names and telephone numbers of potential customers from sources such as telephone directories, magazine reply cards, and lists purchased from other organizations.
- Deliver prepared sales talks, reading from scripts that describe products or services, to persuade potential customers to purchase a product or service or to make a donation.
- Develop prospect lists.
- Arrange buying parties and solicit sponsorship of such parties to sell merchandise.
- Explain products or services and prices and demonstrate use of products.
- Distribute product samples or literature that details products or services.
- Deliver merchandise and collect payment.
- Write and record orders for merchandise or enter orders into computers.
- Answer questions about product features and benefits.
- Circulate among potential customers or travel by foot, truck, automobile, or bicycle to deliver or sell merchandise or services.
- Persuade customers to purchase merchandise or services.
- Set up and display sample merchandise at parties or stands.
- Order or purchase supplies.
- Stock carts or stands.
- Develop prospect lists.
- Arrange buying parties and solicit sponsorship of such parties to sell merchandise.
- Explain products or services and prices and demonstrate use of products.
- Distribute product samples or literature that details products or services.
- Contact previous clients for prospecting of referral business.
- Contact property owners and advertise services to solicit property sales listings.
- Display commercial, industrial, agricultural, and residential properties to clients and explain their features.
- 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.
- 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.
- 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.
- Advise sellers on how to make homes more appealing to potential buyers.
- Advise clients on market conditions, prices, mortgages, legal requirements, and related matters.
- 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.
- Contact previous clients for prospecting of referral business.
- Contact property owners and advertise services to solicit property sales listings.
- Display commercial, industrial, agricultural, and residential properties to clients and explain their features.
- Locate and appraise undeveloped areas for building sites, based on evaluations of area market conditions.
- Contact prospective or existing customers to discuss how services can meet their needs.
- Identify prospective customers using business directories, leads from clients, or information from conferences or trade shows.
- Distribute promotional materials at meetings, conferences, or trade shows.
- 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.
- Create forms or agreements to complete sales.
- Develop sales presentations or proposals to explain service specifications.
- Emphasize or recommend service features based on knowledge of customers' needs and vendor capabilities and limitations.
- 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.
- Contact prospective or existing customers to discuss how services can meet their needs.
- Identify prospective customers using business directories, leads from clients, or information from conferences or trade shows.
- Distribute promotional materials at meetings, conferences, or trade shows.
- 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.
- Provide customers with product samples and catalogs.
- 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.
- 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.
- 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.
- 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.
- Provide customers with product samples and catalogs.
- Identify interested and qualified customers to provide them with additional information.
- Provide product samples, coupons, informational brochures, or other incentives to persuade people to buy products.
- Demonstrate or explain products, methods, or services to persuade customers to purchase products or use services.
- Visit trade shows, stores, community organizations, or other venues to demonstrate products or services or to answer questions from potential customers.
- Practice demonstrations to ensure that they will run smoothly.
- Work as part of a team of demonstrators to accommodate large crowds.
- Provide product information, using lectures, films, charts, or slide shows.
- Wear costumes or sign boards and walk in public to promote merchandise, services, or events.
- Sell products being promoted and keep records of sales.
- Keep areas neat while working and return items to correct locations following demonstrations.
- 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.
- 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.
- Transport, assemble, and disassemble materials used in presentations.
- Learn about competitors' products or consumers' interests or concerns to answer questions or provide more complete information.
- Instruct customers in alteration of products.
- Prepare or alter presentation contents to target specific audiences.
- Stock shelves with products.
- Train demonstrators to present a company's products or services.
- Recommend product or service improvements to employers.
- Identify interested and qualified customers to provide them with additional information.
- Provide product samples, coupons, informational brochures, or other incentives to persuade people to buy products.
- Demonstrate or explain products, methods, or services to persuade customers to purchase products or use services.
- Visit trade shows, stores, community organizations, or other venues to demonstrate products or services or to answer questions from potential customers.
- Practice demonstrations to ensure that they will run smoothly.
- Work as part of a team of demonstrators to accommodate large crowds.
- Provide product information, using lectures, films, charts, or slide shows.
- Wear costumes or sign boards and walk in public to promote merchandise, services, or events.
- Contact prospective customers to present information and explain available services.
- Identify opportunities or develop channels for purchase or sale of securities or commodities.
- Devise trading, option, or hedge strategies.
- 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.
- Discuss financial options with clients and keep them informed about transactions.
- 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.
- 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.
- 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.
- Contact prospective customers to present information and explain available services.
- Identify opportunities or develop channels for purchase or sale of securities or commodities.
- Devise trading, option, or hedge strategies.
- Generate solar energy customer leads to develop new accounts.
- Demonstrate use of solar and related equipment to customers or dealers.
- 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.
- Calculate potential solar resources or solar array production for a particular site considering issues such as climate, shading, and roof orientation.
- Provide technical information about solar power, solar systems, equipment, and services to potential customers or dealers.
- Assess sites to determine suitability for solar equipment, using equipment such as tape measures, compasses, and computer software.
- Take quote requests or orders from dealers or customers.
- Prepare or review detailed design drawings, specifications, or lists related to solar installations.
- Create customized energy management packages to satisfy customer needs.
- Develop marketing or strategic plans for sales territories.
- Generate solar energy customer leads to develop new accounts.
- Demonstrate use of solar and related equipment to customers or dealers.
- 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.
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
- 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.
- 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.
- 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 necessary bookkeeping requirements for customer to implement and provide group insurance program.
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
- Identify group or individual target investors for a specific fund.
- Manage investment funds to maximize return on client investments.
- Select specific investments or investment mixes for purchase by an investment fund.
- Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
- Select or direct the execution of trades.
- Develop or implement fund investment policies or strategies.
- Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.
- Present investment information, such as product risks, fees, or fund performance statistics.
- Develop, implement, or monitor security valuation policies.
- Meet with investors to determine investment goals or to discuss investment strategies.
- Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
- Prepare for and respond to regulatory inquiries.
- Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.
- Hire or evaluate staff.
- Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.
- Develop or direct development of offering documents or marketing materials.
- Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.
- Verify regulatory compliance of transaction reporting.
- Review offering documents or marketing materials to ensure regulatory compliance.
- Direct activities of accounting or operations departments.
- Identify group or individual target investors for a specific fund.
