How to hire a sales special agent

How to hire a sales special agent, step by step

Here's a step-by-step sales special agent hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a sales special agent job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new sales special agent
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   Before you start hiring a sales special agent, identify what type of worker you actually need. Certain positions might call for a full-time employee, while others can be done by a part-time worker or contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   Hiring the perfect sales special agent also involves considering the ideal background you'd like them to have. Depending on what industry or field they have experience in, they'll bring different skills to the job. It's also important to consider what levels of seniority and education the job requires and what kind of salary such a candidate would likely demand.

   This list shows salaries for various types of sales special agents.

   Type of Sales Special Agent	Description	Hourly rate
   Sales Special Agent	Securities, commodities, and financial services sales agents connect buyers and sellers in financial markets. They sell securities to individuals, advise companies in search of investors, and conduct trades.	$12-31
   Relationship Banker	A relationship banker is responsible for providing financial advice by applying financial disciplines in the banking industry. Relationship bankers process financial transactions on their clients' bank accounts, generate account statements, and reiterate bank policies to support clients' financial goals and objectives... Show more	$13-23
   Phone Banker	As the name entails, phone bankers work for banks, financial institutions, or even at call centers whose primary job is to assist banking customers' needs and inquiries via telephone. Their duties and responsibilities may include handling concerns about bank transactions, keeping customers informed of bank policies and procedures, and processing financial applications... Show more	$12-20

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Customer Service
   • CRM
   • Gross Profit
   • Customer Relations
   • Customer Satisfaction
   • Sales Territory
   • Sales Process
   • Trade Shows
   • Product Knowledge
   • Outbound Calls
   • RAN
   • Real Estate
   • Assist Clients
   • Invoice

   Check all skills

   Responsibilities:

   • Increase customer understanding of Comcast products and pricing models as well as competitive advantage over other service providers.
   • Collaborate with internal customers and DHL partners to track and resolve customer invoice disputes.
   • Sell hard line, soft line golf equipment and men's and women's apparel.
   • Utilize a CRM data base and keep scrupulous notes, closing ratios and follow up deadlines.
   • Focuse on Medicare supplement to individuals 65 and older, as well as long term care.
   • Perform inside sales, including telemarketing, prospecting, account penetration and product application, consulting and delivery of customer service.

3. Make a budget

   Including a salary range in your sales special agent job description is one of the best ways to attract top talent. A sales special agent can vary based on:

   • Location. For example, sales special agents' average salary in wisconsin is 58% less than in new york.
   • Seniority. Entry-level sales special agents 58% less than senior-level sales special agents.
   • Certifications. A sales special agent with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in a sales special agent's salary.

   Average sales special agent salary

   $42,853yearly

   $20.60 hourly rate

   ---

   Entry-level sales special agent salary

   $27,000 yearly salary

   Updated December 14, 2025

4. Writing a sales special agent job description

   A good sales special agent job description should include a few things:

   • Summary of the role
   • List of responsibilities
   • Required skills and experience

   Including a salary range and the first name of the hiring manager is also appreciated by candidates. Here's an example of a sales special agent job description:

   Sales special agent job description example

   Toshiba America Business Solutions, a leader in digital technology, is seeking an Order Support Specialist to support our Lousiville, KY office. . Our people bring innovative, real-world solutions for our client's print management needs; we help cut costs, secure documents and reduce the environmental footprint. We are a growing, dynamic organization that has a need for someone to contribute their professional best.
   
   Responsible for the review, audit, and administration of sales orders including the review of bids, sales contract conditions, and terms for accuracy to ensure sustained profitability. Support the Sales Team in the achievement of key performance indicators/metrics thru the implementation of tools, processes, policies, and initiatives that ensure the accuracy of sales order documentation
   Responsibilities:
   Ensure all necessary paperwork is included in sales orders. Review and audit sales contracts for accuracy, profitability, and compliance, which includes coordinating pricing requests to the sales team. Work with Sales Team to resolve problems with sales orders to ensure effective and efficient processing. May be required to research order components and available sales promos that could impact the order. Ensure all sales orders are accurate and complete per standard policies and procedures. Ensure records are updated accordingly in all designated systems. Act as the main point of contact for major accounts and special contracts as well as resolving lease-related issues. Collaborate and work closely with Contracts, Sales, and Corp Leasing to maintain profitable deals. Identify problematic areas and may make recommendations for correction. Work in conjunction with the sales team, contracts, and Corp Leasing to review lease rates and non-standard document analysis to ensure profitability targets are met. Collaborate with sales and service management to locate optimal lease rates and submit them for finalization. Obtain lease approvals for credit-challenged orders to increase revenue potential. Coordinate and conduct training of new Sales Reps and Managers in regard to proper paperwork completion and processes. Perform a variety of administrative activities in support of region/marketplace operations. Develop, maintain, and generate queries, reports, and correspondence as necessary. Participate in sales meetings as required. Respond to inquiries from staff, vendors, customers regarding areas of responsibility and initiate appropriate action relative to problem resolution. May provide guidance to less senior order processors. Perform other related duties and administrative support as assigned.
   Qualifications:
   High School Diploma or GED. Bachelor's degree in Accounting or Finance is preferred but not required. 5 plus years of demonstrated experience with lease transactions, contract support, billing, pricing, account maintenance, and customer service /sales support. Must be comfortable with Journal entries, reconciliation, or general accounting transactions. Knowledge of basic math skills with the ability to work in a fast-paced environment with changing priorities and proven experience meeting deadlines. Ability to follow processes/policies and understand the impact that actions have on other parts of the organization. Good organizational skills with the ability to communicate with clients and internal departments. Demonstrated experience with Microsoft suite (Excel, Word, and PowerPoint). Must have demonstrated experience with ERP or CRM systems. Ability to work overtime if required. Must have the ability to travel periodically.
   Toshiba America Business Solutions, Inc. offers a competitive salary and generous benefits package including the following:
   Group health coverage (medical, dental, & vision) Employee Assistance Programs Pre-tax spending accounts Pet Insurance 401(k) plan Company provided life insurance Employee discounts Generous paid holiday schedule and paid vacation & sick/personal business/volunteer days
   Toshiba America Business Solutions is an equal opportunity/affirmative action employer that evaluates qualified applicants without regard to age, ancestry, color, religious creed, disability, marital status, medical condition, genetic information, military or veteran status, national origin, race, sex, gender, gender identity, gender expression, and sexual orientation or any other protected factor. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.
   
   Individuals who need reasonable accommodation because of a disability for any part of the employment process should email to request accommodation.

   Copy this example

   

5. Post your job

   There are a few common ways to find sales special agents for your business:

   • Promoting internally or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to meet candidates with the right educational background.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to recruit passive job-seekers.

   Post your job online:

   • Post your sales special agent job on Zippia to find and recruit sales special agent candidates who meet your exact specifications.
   • Use field-specific websites such as salesjobs, salesheads, allretailjobs.com, sales trax.
   • Post a job on free websites.

6. Interview candidates

   Your first interview with sales special agent candidates should focus on their interest in the role and background experience. As the hiring process goes on, you can learn more about how they'd fit into the company culture in later rounds of interviews.

   You should also ask about candidates' unique skills and talents to see if they match the ideal candidate profile you developed earlier. Candidates good enough for the next step can complete the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new sales special agent

   Once you've decided on a perfect sales special agent candidate, it's time to write an offer letter. In addition to salary, it should include benefits and perks available to the employee. Qualified candidates may be considered for other positions, so make sure your offer is competitive. Candidates may wish to negotiate. Once you've settled on the details, formalize your agreement with a contract.

   It's equally important to follow up with applicants who don't get the job with an email letting them know that the position has been filled.

   To prepare for the new employee's start date, you can create an onboarding schedule and complete any necessary paperwork, such as employee action forms and onboarding documents like I-9 forms, benefits enrollment, and federal and state tax forms. Human Resources should also ensure that a new employee file is created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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