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JOB REPORT / 41-3091 · 15 TASKS

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

Can AI do the work of Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travels?

Mostly it works alongside you. Here is what shifts, task by task.

YOUR EXPERIENCE MATTERS

How does this fit your work?

How many tasks do you use AI to assist with at work?

Drag the dot. There’s no wrong answer; it starts at our estimate.

Starting pointOur estimate

The mark shows what’s typical for this job.

The parts of your job AI can already do most of:

  • Compute and compare costs of services
  • Identify prospective customers using business directories, leads from clients…
  • Develop sales presentations or proposals to explain service specifications

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A guided certificate program in AI-assisted Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel work. It covers the 14 AI-affected parts of your job and ends in a capstone a person reviews.

WHAT WE LOOKED AT

Your job, task by task.

14 of 15 tasks reviewed

This job has 15 core tasks. We went through 14 of them, one at a time.

Task by task, from the work Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travels actually do. How we describe AI use in each task is our own read of it, not a measurement of whether AI can replace the job.

  1. TASK 01

    Compute and compare costs of services.

    AI DOES

    Generates cost breakdowns, comparison tables, and pricing summaries instantly

    YOU DO

    Read the customer's situation and pick the option that truly fits them

  2. TASK 02

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

    AI DOES

    Searches directories, scans conference lists, and ranks potential leads by fit

    YOU DO

    Judge which prospects are genuinely worth your time and energy

  3. TASK 03

    Develop sales presentations or proposals to explain service specifications.

    AI DOES

    Drafts slide decks, proposal text, and service spec summaries from a prompt

    YOU DO

    Tailor the pitch to what this specific client actually cares about

  4. TASK 04

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

    AI DOES

    Drafts quick answers to common questions about pricing, availability, and basic terms

    YOU DO

    Read the customer's mood and negotiate or explain tricky details they didn't ask clearly

  5. TASK 05

    Create forms or agreements to complete sales.

    AI DOES

    Drafts sales forms, fills in standard contract language, and suggests clause options

    YOU DO

    Review every deal's unique terms and confirm nothing important is missing

  6. TASK 06

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

    AI DOES

    Drafts contract summaries, FAQs, and follow-up emails for customers

    YOU DO

    Handle live questions, build rapport, and adapt to each customer's situation

  7. TASK 07

    Maintain customer records using automated systems.

    AI DOES

    Auto-logs interactions, suggests data entries, and flags missing fields in CRM systems

    YOU DO

    Judge which customer details are worth saving and keep the context accurate

  8. TASK 08

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

    AI DOES

    Scans news, competitor sites, and pricing data to build summary reports

    YOU DO

    Decide which insights actually matter for your deals and relationships

  9. TASK 09

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

    AI DOES

    Generates draft quotes, pulls standard pricing rules, and flags credit or contract options

    YOU DO

    Judge the customer's unique situation and approve final terms

  10. TASK 10

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

    AI DOES

    Summarizes industry news, flags market trends, and pulls key data from reports

    YOU DO

    Decide which insights actually apply to your customers and build trust at live meetings

  11. TASK 11

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

    AI DOES

    Drafts personalized outreach emails, suggests conversation starters, and summarizes customer history before calls

    YOU DO

    Listen to the customer, build real rapport, and judge when to push or back off

  12. TASK 12

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

    AI DOES

    Summarizes service features, matches them to customer profiles, and drafts talking points

    YOU DO

    Read the room and build real trust with each customer

  13. TASK 13

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

    AI DOES

    Drafts follow-up emails, summarizes client history, and flags common problems with suggested fixes

    YOU DO

    Build trust and read emotional cues that only come through real conversation

  14. TASK 14

    Negotiate prices or terms of sales or service agreements.

    AI DOES

    Drafts negotiation scripts, suggests pricing ranges, and summarizes contract terms

    YOU DO

    Read the room, build trust, and make real-time judgment calls during live conversations

START LEARNING AI

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There are 14 short lessons for this job, about 15 minutes each. Each one starts from a task above and teaches the part that stays with you.

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Data sources and attribution

This page includes information from the O*NET 30.3 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. rtwoai has modified all or some of this information. USDOL/ETA has not approved, endorsed, or tested these modifications. O*NET® is a trademark of USDOL/ETA.

Wage and employment figures are from the U.S. Bureau of Labor Statistics, Occupational Employment and Wage Statistics (2025). Job outlook is from the BLS Employment Projections program, 2024–34. BLS data are in the public domain. BLS has not reviewed or endorsed this page.

Can AI do the work of Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travels? — rtwoai