Responsibilities Identify customer needs: Understand the needs of potential and existing customers Recommend products: Recommend products or services that meet the customer's needs Build relationships: Build and maintain relationships with customers Meet sales targets: Meet or exceed sales targets Stay updated: Stay up to date on industry trends, products, and regulatory requirements Provide customer service: Provide excellent customer service Generate leads: Generate leads from personal networks or other sources Follow up: Follow up on leads to secure appointments and convert them into sales Cross-sell: Cross-sell and up-sell additional products to existing customers