Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

Sell services to individuals or businesses. May describe options or resolve client problems.

Bright Outlook

Interest Profile (RIASEC)

Key Tasks

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.

Create forms or agreements to complete sales.

Develop sales presentations or proposals to explain service specifications.

Distribute promotional materials at meetings, conferences, or trade shows.

Emphasize or recommend service features based on knowledge of customers' needs and vendor capabilities and limitations.

Identify prospective customers using business directories, leads from clients, or information from conferences or trade shows.

Inform customers of contracts or other information pertaining to purchased services.

Maintain customer records using automated systems.

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.

Technology Skills

Spreadsheet software

Microsoft Excel

Graphics or photo imaging software

JamBoard

Electronic mail software

Microsoft Outlook

Enterprise resource planning ERP software

Microsoft Dynamics

Customer relationship management CRM software

Salesforce software

Enterprise application integration software

Enterprise application integration EAI software

Office suite software

Microsoft Office software

Operating system software

Apple macOS

Word processing software

Microsoft Word

Sales and marketing software

HubSpot software

Analytical or scientific software

IBM SPSS Statistics

Presentation software

Microsoft PowerPoint

Project management software

Microsoft Project

Detailed Work Activities

Monitor market conditions or trends.

Advise customers on the use of products or services.

Advise others on business or operational matters.

Answer customer questions about goods or services.

Assess the cost effectiveness of products, projects, or services.

Attend events to develop professional knowledge.

Calculate costs of goods or services.

Contact current or potential customers to promote products or services.

Develop content for sales presentations or other materials.

Distribute promotional literature or samples to customers.

Estimate costs or terms of sales.

Explain technical product or service information to customers.

Identify potential customers.

Maintain records of customer accounts.

Negotiate prices or other sales terms.

Prepare sales or other contracts.

Recommend products or services to customers.

Study product information to acquire professional knowledge.

Job Zone

Job Zone Two: Some Preparation Needed

These occupations usually require a high school diploma.

Some previous work-related skill, knowledge, or experience is usually needed. For example, a teller would benefit from experience working directly with the public.

Employees in these occupations need anywhere from a few months to one year of working with experienced employees. A recognized apprenticeship program may be associated with these occupations.

These occupations often involve using your knowledge and skills to help others. Examples include orderlies, counter and rental clerks, customer service representatives, security guards, upholsterers, tellers, and dental laboratory technicians.

SVP Range: (4.0 to < 6.0)