Technical Sales Representative (2075CB V1) Competency-Based

Livable Wage Jobs

Registered 2026

California (OA)

Documents

Individual state requirements may vary. Please contact your local apprenticeship office to ensure this version is suitable to your state’s requirements.

Work Process Schedule

Work Process Content

On the Job Training

Anonymous

Skills

Contact current or potential customers to promote products or services.

Visit establishments to evaluate needs or to promote product or service sales.
Contact new or existing customers to discuss how specific products or services can meet their needs.

Sell products or services.

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

Gather customer or product information to determine customer needs.

Visit establishments to evaluate needs or to promote product or service sales.
Obtain building blueprints or specifications for use by engineering departments in bid preparations.

Prepare sales or other contracts.

Prepare and submit sales contracts for orders.

Process sales or other transactions.

Prepare and submit sales contracts for orders.

Maintain records of customer accounts.

Maintain customer records, using automated systems.

Answer customer questions about goods or services.

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

Estimate costs or terms of sales.

Quote prices, credit terms, or other bid specifications.
Compute customer's installation or production costs and estimate savings from new services, products, or equipment.

Explain technical product or service information to customers.

Emphasize product features, based on analyses of customers' needs and on technical knowledge of product capabilities and limitations.
Inform customers of estimated delivery schedules, service contracts, warranties, or other information pertaining to purchased products.
Present information to customers about the energy efficiency or environmental impact of scientific or technical products.

Demonstrate products to consumers.

Demonstrate the operation or use of technical or scientific products.

Discuss design or technical features of products or services with technical personnel.

Provide feedback to product design teams so that products can be tailored to clients' needs.
Consult with engineers regarding technical problems with products.

Develop content for sales presentations or other materials.

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

Recommend products or services to customers.

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

Arrange delivery of goods or services.

Arrange for installation and testing of products or machinery.
Verify that delivery schedules meet project deadlines.

Maintain records of sales or other business transactions.

Complete expense reports, sales reports, or other paperwork.

Prepare financial documents, reports, or budgets.

Complete expense reports, sales reports, or other paperwork.

Identify potential customers.

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

Share sales-related or market information with colleagues.

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

Advise customers on the use of products or services.

Provide customers with ongoing technical support.
Inform customers about issues related to responsible use and disposal of products, such as waste reduction or product or byproduct recycling or disposal.
Advise customers on product usage to improve production.

Verify accuracy of records.

Study product information to acquire professional knowledge.

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

Distribute promotional literature or samples to customers.

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

Stock products or parts.

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

Attend events to develop professional knowledge.

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

Monitor market conditions or trends.

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

Monitor sales activities.