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41-3091.00 · Task explorer

Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel: reported tasks and exploration worksheet

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

Read the task inventory

This source lists 15 tasks, including 13 marked Core and 2 marked Supplemental. Labels and dates are retained below. Employers can combine or divide these responsibilities differently; explore the task itself before assuming it belongs in every version of the role.

Task source dates: 08/2026.

15 tasks shown

Core · Task 23225 · 08/2026 · Incumbent

Consult with clients after sales or contract signings to resolve problems and provide ongoing support.

Core · Task 23222 · 08/2026 · Incumbent

Answer customers' questions about services, prices, availability, or credit terms.

Core · Task 23228 · 08/2026 · Incumbent

Develop sales presentations or proposals to explain service specifications.

Core · Task 23227 · 08/2026 · Incumbent

Create forms or agreements to complete sales.

Core · Task 23226 · 08/2026 · Incumbent

Contact prospective or existing customers to discuss how services can meet their needs.

Core · Task 23235 · 08/2026 · Incumbent

Negotiate prices or terms of sales or service agreements.

Core · Task 23236 · 08/2026 · Incumbent

Quote prices, credit terms, contract terms, or fulfillment dates for services.

Core · Task 23233 · 08/2026 · Incumbent

Maintain customer records using automated systems.

Core · Task 23231 · 08/2026 · Incumbent

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

Core · Task 23232 · 08/2026 · Incumbent

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

Core · Task 23230 · 08/2026 · Incumbent

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

Core · Task 23229 · 08/2026 · Incumbent

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

Core · Task 23234 · 08/2026 · Incumbent

Monitor market conditions, innovations, and competitors' services, prices, and sales.

Supplemental · Task 23224 · 08/2026 · Incumbent

Compute and compare costs of services.

Supplemental · Task 23223 · 08/2026 · Incumbent

Attend sales or trade meetings or read related publications to obtain information about market conditions, business trends, regulations, or industry developments.

Make the shortlist useful

  1. Choose one to three activities that tell you something different about the work. Avoid selecting several ways of describing the same interest.
  2. For each, write an example you can discuss or a question that would change your understanding of the role.
  3. Keep source task IDs with your notes so you can return to the same description. Do not include private employer or customer information.

The exported worksheet distinguishes the reported task from your own notes. It supports exploration, not a hiring decision or a validated assessment.

Keep your worksheet

Download before leaving this page. Unsaved writing remains only in the page and is cleared on refresh. Notes and learning actions are not sent to a server. This guide describes an occupation and supports study planning; it does not provide clinical, legal or equipment-operating procedures.

Source and practice material

Occupational context uses the O*NET® 31.0 Database from the U.S. Department of Labor, Employment and Training Administration, under CC BY 4.0. View the occupation.

Skill Workbench selected and adapted the occupational information and added its own fictional cases, calculations, guidance and worksheets. USDOL/ETA has not approved, endorsed or tested these additions. O*NET® is a trademark of USDOL/ETA.