- Prepare documents such as representation contracts, purchase agreements, closing statements, deeds, and leases.
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 | 41-9021.00 | Real Estate Brokers |
| 1 | 1 | 4 | 41-1012.00 | First-Line Supervisors of Non-Retail Sales Workers |
| 1 | 1 | 4 | 41-4012.00 | Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products
|
| 1 | 1 | 2 | 27-2091.00 | Disc Jockeys, Except Radio |
| 1 | 1 | 4 | 41-3021.00 | Insurance Sales Agents
|
| 1 | 1 | 2 | 41-2022.00 | Parts Salespersons |
| 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.
- 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.
- 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.
- 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.
- 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.
- Give buyers virtual tours of properties in which they are interested, using computers.
- Review property details to ensure that environmental regulations are met.
- Obtain agreements from property owners to place properties for sale with real estate firms.
- 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.
- Provide staff with assistance in performing difficult or complicated duties.
- Prepare rental or lease agreements, specifying charges and payment procedures for use of machinery, tools, or other items.
- 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.
- Prepare sales contracts and order forms.
- 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.
- Contact underwriter and submit forms to obtain binder coverage.
- Customize insurance programs to suit individual customers, often covering a variety of risks.
- Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance, or specialized policies, such as marine, farm/crop, and medical malpractice.
- Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
- Perform administrative tasks, such as maintaining records and handling policy renewals.
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
- Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
- 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.
- 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.
- Contact underwriter and submit forms to obtain binder coverage.
- 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.
- 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.
- 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.
- 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.
- Prepare and submit sales contracts for orders.
