Financial Services Customer Representative | Northwood Technical College

Skills & Competencies

Skills developed through this program

Auto-populatedfrom O*NET via SOC 41-4011.00

Skills

SpeakingPersuasionActive ListeningNegotiationSocial PerceptivenessService OrientationReading ComprehensionCoordination

Knowledge

Customer and Personal ServiceSales and MarketingEnglish LanguageAdministration and ManagementMathematics

Abilities

Oral ExpressionOral ComprehensionSpeech RecognitionSpeech ClarityWritten ComprehensionWritten ExpressionDeductive ReasoningNear VisionFluency of IdeasProblem Sensitivity

Tasks

Negotiate prices or terms of sales or service agreements.
Prepare and submit sales contracts for orders.
Visit establishments to evaluate needs or to promote product or service sales.

Technology

Customer relationship management CRM softwareData base user interface and query softwareData base management system softwareAccess softwareEnterprise application integration software

Tools

Laptop computersPersonal computersPersonal digital assistants PDATablet computers

Work Values

IndependenceAchievementWorking ConditionsRelationshipsRecognitionSupport

Career Pathways

Occupations this program prepares you for

Auto-populatedfrom O*NET + BLS

Occupations matched to this program, with median wage, top wage, growth, and openings
SOC	Occupation	Method	Wage	Growth	Openings
Match confidence: medium41-4011.00	Sales Representatives, Wholesale and Manufacturing, Technical and Scientific Products	title_inference	$100,070 median$194,890 top	+1.88%	570

Program Pathways

Credentials this program stacks toward

No program pathways.

What You'll Learn

Key competencies developed through this program

Auto-populatedfrom NSX Competency Framework

Mastery: developing (Level 2)(based on Diploma)

Price negotiations and sales terms — conduct independently with familiar accounts, balancing customer needs against established margin guidelines.
Sales contracts for routine and repeat orders — prepare, review, and submit with minimal oversight, ensuring accuracy of technical and commercial terms.
Customer needs assessments — perform during independent field visits to manufacturing or research facilities, recommending appropriate product solutions.
CRM database records — maintain consistently and accurately across an assigned account portfolio, using query tools to track pipeline status and follow-up activity.
Product capabilities and limitations — analyze relative to individual customer requirements and emphasize relevant features during sales presentations.
Credit terms, pricing tiers, and bid specifications — quote confidently to customers by interpreting company policy and competitive market data.
New customer acquisition — execute outreach campaigns targeting prospects in a defined territory, adapting messaging based on industry segment and application.
Technical objections and product questions — address during sales calls by drawing on deepening knowledge of scientific or manufacturing product lines.
Time and territory management — coordinate daily call schedules and account priorities to maximize coverage across an established customer base.
Sales performance data — monitor using analytical or data mining software to identify trends, flag at-risk accounts, and adjust short-term tactics.

Program Details

Detailed information about this program

No detailed information available.

Requirements

What you need to earn this credential

No requirements listed.

Financial Aid

Eligible funding programs

No funding information available.

Scholarships

No scholarships listed.