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

Advise individuals regarding financial matters
Recommend products or services to customers
Counsel clients regarding personal issues or problems
Advise clients or community groups on health issues
Help clients get needed services or resources
Refer patients or clients to community services or resources
Refer callers or customers to appropriate personnel
Counsel clients or patients regarding substance abuse issues
Refer individuals to educational or work programs
Match clients to public or community services
Advise others on community or social services issues
Counsel family members of clients or patients
Arrange physical or mental health services for clients
Counsel clients or patients regarding mental health
Advise customers on the use of products or services
Refer candidates to government services or resources
Advise retail dealers on sales promotion techniques
Counsel people regarding grief situations
Provide furnishing recommendations
Intervene in crisis situations to assist clients
Recommend improvements to work methods, procedures, or products
Provide marital advice or counseling
Advise others on psychological, behavioral, or mental health matters
Recommend packing or shipping methods
Counsel clients regarding educational or vocational issues
Advise others on educational matters
Advise others on social matters
Recommend customer payment plan
Recommend investments to clients

Sell products or services
Contact current or potential customers to promote products or services
Solicit orders from established or new customers
Perform sales calls to solicit new business
Take customer orders
Deliver promotional or sales presentations to current or prospective customers
Demonstrate products, goods, or services to customers or consumers
Sell securities services
Sell services
Advertise products
Promote products, services, or programs
Advocate for individual or community needs
Distribute promotional literature or samples to customers
Advocate for patient treatment, needs, or rights

Answer questions from customers or the public
Distribute informational bulletins
Execute sales transactions
Process orders for merchandise, supplies, or services
Prepare correspondence relating to financial discrepancies
Execute financial transactions other than sales
Perform administrative or clerical duties such as typing, accepting orders, or sorting mail
Process customer bills or payments
Take messages, notes, shorthand, and dictation
Answer customer questions about goods or services
Rent items to customer
Process account invoices
Prepare bank deposits
Process returned merchandise
Prepare business correspondence
Process proof of deliveries for vendors, carriers, and brokers
Complete purchase requisitions
Process credit transaction
Process checks for dissemination
Transcribe spoken or written information
Retrieve files or charts
Provide clerical assistance to customers or patients

Determine customer needs
Gather customer or product information to determine customer needs
Conduct interviews to gather financial information
Interview clients to gather information about their backgrounds, therapy needs, or progress
Identify interrelationships among social statistics or indicators
Identify interrelationships among individuals or social groups
Collect information about clients
Collect personal information
Obtain customer signature and approval on work orders and jobs
Conduct interviews to gather scientific or research-based information
Research social issues
Collect clinical research data
Request reports or records
Review customer instructions
Collect statistical data
Perform psychological research
Collect psychological or social sciences related data
Conduct interviews to gather public, community, or government services related information
Review engineering data or reports
Interpret information from diagrams, blueprints, schematics, or technical drawings
Investigate customer complaints

Maintain customer and account records
Maintain sales records
Maintain financial records
Maintain call logs or records
Prepare financial reports
Record client's personal data
Prepare sales or other contracts
Maintain social service program records
Maintain record of expenses
Write social services reports or evaluations
Maintain operational records, files, or reports
Record personnel information
Prepare records of customer charges
Prepare documentation for contracts, transactions, or regulatory compliance
Maintain equipment service or repair records
Maintain training records
Maintain educational records
Maintain personnel records
Prepare billing statements
Record research or operational data
Complete documentation required by programs or regulations
Prepare research-based technical reports or presentations

Discuss account status or activity with customers or patrons
Consult customers concerning needs
Adapt response to match client socioeconomic condition
Assist clients with understanding personal problems
Discuss taxpayer issues and concerns with individual or their representative
Answer telephones to direct calls or provide information
Discuss treatment plans or progress with clients and/or family members
Respond to requests for information
Provide notifications to customers or patrons
Provide information about facilities
Discuss issues or concerns with external agencies or authorities
Conduct parent conferences to review student or child behavior, development, or progress
Provide clients, customers, or passengers with travel information

Calculate rates and prices for products or services
Calculate financial data
Compute state and federal taxes
Calculate monetary exchange
Calculate business or financial analytics
Compile data or information for financial reports
Compile data or information related to social service or health programs
Compile billing or account data and documentation
Identify investment opportunities or strategies
Compile evidence for court actions or legal proceedings
Compile administrative data or documentation for processing
Compile itinerary of planned meetings or activities
Compile numerical or statistical data
Reconcile financial records
Resolve invoice, purchasing, funding, or payment discrepancies
Identify strategic business investment opportunities
Balance cash register

Analyze business or financial data and information
Analyze sales activities or trends
Analyze credit information
Analyze market conditions or trends
Analyze business or organizational practices or procedures
Audit financial records or processes
Analyze organizational workflows
Analyze operational or management reports to inform business decisions
Review customer records
Identify financial risks to company
Perform community, social, or health services related research
Examine financial documents to identify or verify concerns
Assess financial status of clients
Analyze applicant financial status
Interpret charts or tables for social or economic research
Interpret psychological test results
Forecast phenomena based on statistical or mathematical research data
Analyze scientific or investigative findings
Perform statistical analysis or modeling
Perform sales or marketing research
Evaluate degree of financial risk
Interpret ability or achievement test results

Monitor market conditions or trends
Track financial transactions such as deposits, payments, funding, or fees
Track sales activity or trends
Monitor consumer or market trends
Monitor trends in world trade
Monitor client progress
Monitor credit extension decisions
Monitor merchandise purchases
Monitor children to detect signs of ill health or emotional disturbance
Monitor patient conditions during treatments, procedures, or activities
Monitor clients to evaluate treatment progress

Evaluate the effectiveness of counseling or educational programs
Judge quality of services
Evaluate client progress against measurable goals
Evaluate office operations
Determine social service program status
Identify physical or emotional abuse
Evaluate mental health conditions or disorders
Evaluate client response to therapy
Evaluate therapy needs of patient or client
Evaluate patient functioning and capabilities
Inspect account books or systems for efficiency, effectiveness, or acceptability
Conduct program evaluations
Evaluate costs of completed projects
Evaluate employee performance
Evaluate potential problems in home or work environments of clients
Evaluate information in documents or manuscripts
Evaluate importance of incoming telephone calls
Evaluate information from employment interviews
Evaluate applicant skill and ability levels

Explain financial information to customers
Explain products and services to customers or customer representatives
Explain available financial assistance
Discuss goods or services information with customers or patrons
Discuss terms of credit or payment plan with customer
Conduct financial presentations
Explain credit application information
Present social services program information to the public
Conduct psychological, social services, or mental health related presentations
Write product descriptions
Recommend further study or action based on research data
Conduct educational presentations

Identify potential or prospective customers
Evaluate customer opportunities
Identify potential markets
Identify best product for customer's needs
Decide which psychological tests to administer to clients
Identify software needed for specific project or task

Maintain relationships with clients and customers
Establish relationships with clients and customers
Develop professional relationships or networks
Maintain relationships with stakeholders
Develop cooperative working relationships with community service organizations
Establish relationships with employees and co-workers
Maintain relationships with vendors
Develop working relationships with others to facilitate support and program activities
Maintain relationships with external agencies, organizations, and communities
Establish relationships with external agencies and community organizations

Collect deposits, payments, funding, or fees
Track organizational funding using standard accounting practices
Process organizational financial transactions
Maintain travel expense accounts
Collect overdue bills
Develop operational budgets
Maintain inventory records
Maintain inventory of office supplies
Inventory stock to ensure adequate supplies
Maintain inventory of office equipment or furniture
Manage inventories of organizational resources
Implement financial decisions