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Sales Representatives, Wholesale and Manufacturing, Technical and Scientific Products: reported tasks and exploration worksheet

Sell goods for wholesalers or manufacturers where technical or scientific knowledge is required in such areas as biology, engineering, chemistry, and electronics, normally obtained from at least 2 years of postsecondary education.

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This source lists 33 tasks, including 21 marked Core and 12 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: 07/2014.

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33 tasks shown

Core · Task 11240 · 07/2014 · Incumbent

Negotiate prices or terms of sales or service agreements.

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Core · Task 20608 · 07/2014 · Incumbent

Prepare and submit sales contracts for orders.

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Core · Task 11251 · 07/2014 · Incumbent

Visit establishments to evaluate needs or to promote product or service sales.

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Core · Task 11241 · 07/2014 · Incumbent

Maintain customer records, using automated systems.

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Core · Task 11237 · 07/2014 · Incumbent

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

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My example, evidence or question

Core · Task 11238 · 07/2014 · Incumbent

Quote prices, credit terms, or other bid specifications.

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Core · Task 20609 · 07/2014 · Incumbent

Contact new or existing customers to discuss how specific products or services can meet their needs.

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Core · Task 11239 · 07/2014 · Incumbent

Emphasize product features, based on analyses of customers' needs and on technical knowledge of product capabilities and limitations.

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My example, evidence or question

Core · Task 11261 · 07/2014 · Incumbent

Compute customer's installation or production costs and estimate savings from new services, products, or equipment.

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Core · Task 20610 · 07/2014 · Incumbent

Select or assist customers in selecting products based on customer needs, product specifications, and applicable regulations.

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Core · Task 11246 · 07/2014 · Incumbent

Prepare sales presentations or proposals to explain product specifications or applications.

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Core · Task 11252 · 07/2014 · Incumbent

Complete expense reports, sales reports, or other paperwork.

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My example, evidence or question

Core · Task 20611 · 07/2014 · Incumbent

Verify that delivery schedules meet project deadlines.

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Core · Task 20612 · 07/2014 · Incumbent

Identify prospective customers, using business directories, leads from existing clients, participation in organizations, or trade show or conference attendance.

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Core · Task 11249 · 07/2014 · Incumbent

Inform customers of estimated delivery schedules, service contracts, warranties, or other information pertaining to purchased products.

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Core · Task 11245 · 07/2014 · Incumbent

Collaborate with colleagues to exchange information, such as selling strategies or marketing information.

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My example, evidence or question

Core · Task 11248 · 07/2014 · Incumbent

Provide customers with ongoing technical support.

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My example, evidence or question

Core · Task 20613 · 07/2014 · Incumbent

Advise customers on product usage to improve production.

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My example, evidence or question

Core · Task 20614 · 07/2014 · Incumbent

Study documentation or other information for new scientific or technical products.

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My example, evidence or question

Core · Task 11265 · 07/2014 · Incumbent

Stock or distribute resources, such as samples or promotional or educational materials.

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My example, evidence or question

Core · Task 20615 · 07/2014 · Incumbent

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

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My example, evidence or question

Supplemental · Task 20616 · 07/2014 · Incumbent

Sell service contracts for technical or scientific products.

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Supplemental · Task 20617 · 07/2014 · Incumbent

Demonstrate the operation or use of technical or scientific products.

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Supplemental · Task 11256 · 07/2014 · Incumbent

Provide feedback to product design teams so that products can be tailored to clients' needs.

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Supplemental · Task 11257 · 07/2014 · Incumbent

Arrange for installation and testing of products or machinery.

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Supplemental · Task 20618 · 07/2014 · Incumbent

Initiate sales campaigns to meet sales and production expectations.

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Supplemental · Task 20619 · 07/2014 · Incumbent

Verify accuracy of materials lists.

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Supplemental · Task 20620 · 07/2014 · Incumbent

Verify customer credit ratings.

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My example, evidence or question

Supplemental · Task 11262 · 07/2014 · Incumbent

Consult with engineers regarding technical problems with products.

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Supplemental · Task 19828 · 07/2014 · Incumbent

Sell technical and scientific products that are environmentally sound or designed for environmental remediation.

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Supplemental · Task 11267 · 07/2014 · Incumbent

Visit establishments, such as pharmacies, to determine product sales.

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Supplemental · Task 19826 · 07/2014 · Incumbent

Present information to customers about the energy efficiency or environmental impact of scientific or technical products.

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Supplemental · Task 19825 · 07/2014 · Incumbent

Inform customers about issues related to responsible use and disposal of products, such as waste reduction or product or byproduct recycling or disposal.

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Make the shortlist useful

Choose one to three activities that tell you something different about the work. Avoid selecting several ways of describing the same interest.
For each, write an example you can discuss or a question that would change your understanding of the role.
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.

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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.