What does an inbound sale representative do?

An inbound sales representative is in charge of securing sales by responding to calls and correspondence from clients, ensuring efficiency and customer satisfaction. They may arrange appointments, answer inquiries, offer products and services, and discuss product specifications. There are also instances where they must perform follow-up calls on outbound transactions, process payments, or establish billing plans in adherence to the company's policies and regulations. Furthermore, an inbound sales representative must address issues and concerns from clients, resolving them promptly and efficiently.
Inbound sale representative responsibilities
Here are examples of responsibilities from real inbound sale representative resumes:
- Contact medicare eligible recipients to sell medicare advantage plans through in-home meetings, community seminars and direct telesales.
- Succeed at inbound sales role utilizing quick rapport building talent while upselling customers.
- Create excellent customer service skills and multitasking, by providing professional, reliable customer service in a fast-pace working environment.
- Perform adjustments to customers accounts in the CSG and Comtrac database.
- Influence and sell CDV and CHSI to new and existing customers.
- Meet customers needs and upselling by offering additional products and services base on discovery questions.
- Handle cash transactions and submit all final sale receipts into POS system by shift end.
- Utilize strong client relations and past knowledge to successfully upsell and cross-sell additional products and promote services.
- Help expand their sales with product information, placement, purchase deals, timely scheduling and POS materials.
- Go over billing with customers, troubleshoot technical issues, and help save customers from canceling their services: retention.
- Promote company's merchandise and upsell
- Assist management in the implementation of telemarketing program.
- Facilitate product sales and service promotions to current and potential residential customers.
- Navigate and used various databases and applications while exceeding department sales quotas and expectations.
- Discuss cable television equipment operation with customers over telephone to explain equipment usage and to troubleshoot equipment problems.
Inbound sale representative skills and personality traits
We calculated that 21% of Inbound Sale Representatives are proficient in Excellent Interpersonal, Customer Service, and Mutual Funds. They’re also known for soft skills such as Analytical skills, Leadership skills, and Communication skills.
We break down the percentage of Inbound Sale Representatives that have these skills listed on their resume here:
- Excellent Interpersonal, 21%
Communicated with irate customers using excellent interpersonal-communication skills.
- Customer Service, 10%
Ensured that every customer received outstanding service by maintaining solid product knowledge and providing first call resolution for customer service issues.
- Mutual Funds, 9%
Helped potential new clients design portfolio of mutual funds to meet long term investment needs.
- Excellent Organizational, 9%
Profile Articulate Goal-oriented Ability to learn quickly and apply information Diligent Self-motivated Resourceful Poised Excellent organizational skills Persuasive.
- Data Entry, 5%
Provided quality customer service, while maintaining daily sales quota and call/data entry accuracy levels.
- Customer Inquiries, 5%
Investigated and resolved customer inquiries concerning new service with DirecTV.
"excellent interpersonal," "customer service," and "mutual funds" are among the most common skills that inbound sale representatives use at work. You can find even more inbound sale representative responsibilities below, including:
Analytical skills. One of the key soft skills for an inbound sale representative to have is analytical skills. You can see how this relates to what inbound sale representatives do because "sales managers must collect and interpret complex data to target the most promising geographic areas and demographic groups, and determine the most effective sales strategies." Additionally, an inbound sale representative resume shows how inbound sale representatives use analytical skills: "handled in-bound sales calls for multiple product lines -maintained and utilization computer database regarding customer information and product shipment"
Leadership skills. Many inbound sale representative duties rely on leadership skills. "sales managers must be able to evaluate how their sales staff performs and must develop strategies for meeting sales goals.," so an inbound sale representative will need this skill often in their role. This resume example is just one of many ways inbound sale representative responsibilities rely on leadership skills: "demonstrate consistent leadership initiative and quality customer service. "
Communication skills. Another skill that relates to the job responsibilities of inbound sale representatives is communication skills. This skill is critical to many everyday inbound sale representative duties, as "sales managers need to work with colleagues and customers, so they must be able to communicate clearly." This example from a resume shows how this skill is used: "utilized professional communication and sales techniques to provided quality customer service. "
Customer-service skills. For certain inbound sale representative responsibilities to be completed, the job requires competence in "customer-service skills." The day-to-day duties of an inbound sale representative rely on this skill, as "when helping to make a sale, sales managers must listen and respond to the customer’s needs." For example, this snippet was taken directly from a resume about how this skill applies to what inbound sale representatives do: "provide outstanding customer service while being responsible for meeting and exceeding sales requirements through effective presentation and sales techniques. "
The three companies that hire the most inbound sale representatives are:
- Bath & Body Works26 inbound sale representatives jobs
- Vyve Broadband24 inbound sale representatives jobs
- Time Warner Cable Enterprises LLC
10 inbound sale representatives jobs
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Inbound sale representative vs. Business development representative
A business development representative's role is to find new business and client opportunities through market research and networking. They are primarily responsible for participating in creating strategies to enhance client relations, improve sales, and reach out to potential clients through calls, correspondence, and meetings. Moreover, it is also their responsibility to perform follow-up calls, offer recommendations, and even build rapport to strengthen client base. As a representative, it is essential to coordinate with managers and supervisors and adhere to policies and regulations.
There are some key differences in the responsibilities of each position. For example, inbound sale representative responsibilities require skills like "money management," "mutual funds," "data entry," and "sales techniques." Meanwhile a typical business development representative has skills in areas such as "business development," "work ethic," "bdr," and "sales cycle." This difference in skills reveals the differences in what each career does.
Business development representatives tend to reach similar levels of education than inbound sale representatives. In fact, business development representatives are 2.6% more likely to graduate with a Master's Degree and 0.3% more likely to have a Doctoral Degree.Inbound sale representative vs. Associate customer service representative
An associate customer service representative is responsible for providing high customer service by assisting customers on their inquiries and concerns, as well as resolving and escalating high-level complaints to the supervisor or tenured customer service representative. Associate customer service representatives also process orders and payments from the customers, replacing defective items, and issuing refunds as needed. They must have excellent communication and organizational skills, especially on handling data processing procedures to the database for reference to customer concerns.
While some skills are similar in these professions, other skills aren't so similar. For example, resumes show us that inbound sale representative responsibilities requires skills like "money management," "excellent interpersonal," "mutual funds," and "excellent organizational." But an associate customer service representative might use other skills in their typical duties, such as, "patients," "inbound calls," "sales floor," and "customer care."
Associate customer service representatives earn similar levels of education than inbound sale representatives in general. They're 0.3% more likely to graduate with a Master's Degree and 0.3% less likely to earn a Doctoral Degree.Inbound sale representative vs. Customer account representative
A customer account representative's role is to serve as the primary contact between a company and its clients. They typically reach out to existing and potential customers through calls and correspondence, answer inquiries, address issues and concerns, close sales by offering products and services, process payments, and ensure satisfaction to boost sales and improve client base. Furthermore, as an account representative, it is essential to maintain records of all transactions while adhering to the company's policies and regulations.
The required skills of the two careers differ considerably. For example, inbound sale representatives are more likely to have skills like "money management," "excellent interpersonal," "customer service," and "mutual funds." But a customer account representative is more likely to have skills like "work ethic," "inbound calls," "account management," and "delinquent accounts."
Most customer account representatives achieve a similar degree level compared to inbound sale representatives. For example, they're 0.8% more likely to graduate with a Master's Degree, and 0.0% more likely to earn a Doctoral Degree.Inbound sale representative vs. Customer support representative
A customer support representative is responsible for answering calls and correspondence, providing customer assistance in various technical issues, concerns, or difficulties. There are also instances when they must make calls to follow-up on the issues, or even sell products and services. Most of the time, a customer support representative has a certain quota to reach and works under a manager's supervision. Furthermore, it is essential to keep accurate records and report to managers or supervisors should there be any problems.
Types of inbound sale representative
Updated January 8, 2025











