Latest release
Minor Group

621 Insurance Agents and Sales Representatives

OSCA - Occupation Standard Classification for Australia
Reference period
2024, Version 1.0

621 Insurance Agents and Sales Representatives

Represent companies in selling their goods and services.

ICT and Technical Sales Representatives are excluded from this minor group. ICT and Technical Sales Representatives are included in Unit Group 2216 Technical Sales Representatives.

OSCA skill level

The occupations in this minor group have a skill level corresponding to the qualifications and experience below.

  • Skill Level 3: AQF Certificate III including at least two years of on-the-job training, AQF Certificate IV, or at least three years of relevant experience
  • Skill Level 4: AQF Certificate II, AQF Certificate III, or at least one year of relevant experience
Unit Group

6211 Insurance Agents

Represent insurance companies in selling insurance to clients.

OSCA skill level

The occupations in this unit group have a skill level corresponding to the qualifications and experience below.

  • Skill Level 3: AQF Certificate III including at least two years of on-the-job training, AQF Certificate IV, or at least three years of relevant experience
Occupation

621131 Insurance Agent

Represents insurance companies in selling insurance to clients.

Registration or licensing is required.

Specialisation

  • Insurance Underwriter

Skill level: 3

Main tasks

  • Interviews clients to identify their insurance needs
  • Explains to clients details of insurance and conditions, risk coverage, premiums and benefits
  • Assists clients to determine the type and level of coverage required
  • Reviews client's circumstances to ensure that the level and coverage of insurance is still appropriate
  • Sets and monitors insurance claims to ensure that both client and insurer are satisfied with the outcome
  • Records information about clients and their policies
  • Keeps up to date with changes in the insurance industry and informs clients of new developments
Unit Group

6212 Sales Representatives

Represent companies to sell their goods to wholesale and retail establishments, and to sell business services to other companies.

ICT and Technical Sales Representatives are excluded from this unit group. ICT and Technical Sales Representatives are included in Unit Group 2216 Technical Sales Representatives.

OSCA skill level

The occupations in this unit group have a skill level corresponding to the qualifications and experience below.

  • Skill Level 4: AQF Certificate II, AQF Certificate III, or at least one year of relevant experience
Occupation

621231 Sales Representative (Building and Plumbing Supplies)

Represents their company in selling builders' timber, and building and plumbing hardware and supplies to wholesale and retail establishments.

Skill level: 4

Main tasks

  • Identifies potential customers and generates leads for builders' timber, building and plumbing hardware and supplies
  • Contacts wholesale and retail establishments to promote and sell builders' timber, building and plumbing supplies
  • Demonstrates and explains the features and benefits of products to customers, retailers and wholesalers
  • Provides advice and recommendations to customers on the appropriate builders' timber, building and plumbing supplies for their needs
  • Prepares and presents quotes and proposals to customers, retailers and wholesalers, negotiating terms and conditions of sale
  • Processes orders and ensures timely delivery of builders' timber, building and plumbing supplies to customers, retailers and wholesalers
  • Builds and maintains relationships with retailers and wholesalers, providing ongoing support and assistance
  • Prepares sales reports and forecasts for management
Occupation

621232 Sales Representative (Business Services)

Represents their company in selling financial, advertising, marketing, media and other business services.

Specialisations

  • Sales Representative (Advertising)
  • Sales Representative (Marketing)
  • Sales Representative (Media)
  • Sales Representative (Printing)

Skill level: 4

Main tasks

  • Identifies potential clients and generates leads for selling business services
  • Uses customer relationship management tools to manage all of their company's relationships and interactions with clients and potential clients
  • Presents and promotes financial, advertising, marketing, media and other business services to clients
  • Monitors and reports on sales activities and achievements
  • Negotiates and closes sales deals with clients
  • Builds and maintains relationships with clients regarding business services
  • Collaborates with internal teams to ensure client satisfaction and successful delivery of business services
  • Provides ongoing support and assistance to clients regarding business services
Occupation

621233 Sales Representative (Motor Vehicle Parts and Accessories)

Represents their company in selling motor vehicle parts and accessories to wholesale and retail establishments.

Skill level: 4

Main tasks

  • Identifies potential customers, and contacts wholesale and retail establishments
  • Presents and demonstrates motor vehicle parts and accessories to customers
  • Provides information and advice to customers on the features and benefits of different parts and accessories
  • Prepares and delivers sales presentations and proposals to potential customers
  • Negotiates and finalises sales agreements with customers
  • Attends trade shows and industry events to promote products and generate leads
  • Maintains accurate records of sales activities and customer interactions
Occupation

621234 Sales Representative (Personal and Household Goods)

Represents their company in selling consumer goods such as toys, sporting goods, books, stationery, hardware, floor coverings, electrical goods, furniture, textiles, clothing, footwear, toiletries, groceries, fruit and vegetables, and wine to wholesale and retail establishments.

Specialisations

  • Sales Representative (Electrical Goods)
  • Sales Representative (Fruit and Vegetables)
  • Sales Representative (Furniture)
  • Sales Representative (Wine)

Skill level: 4

Main tasks

  • Identifies potential customers and makes sales calls to establish new accounts
  • Uses customer relationship management tools to manage all of their company's relationships and interactions with customers and potential customers
  • Presents and demonstrates personal and household products to potential customers
  • Provides information and advice to customers on the features and benefits of different personal and household consumer goods
  • Negotiates sales contracts and terms with customers
  • Follows up with customers to ensure satisfaction and resolve any issues
  • Builds and maintains relationships with key customers
  • Monitors market trends and competitor activity
  • Prepares sales reports and forecasts for management
  • Attends trade shows and sales events to promote products
Occupation

621299 Sales Representatives nec

This occupation group covers Sales Representatives not elsewhere classified.

Skill level: 4

Occupations in this group include:

  • Gym Membership Consultant
  • New Home Sales Consultant
  • Sales Representative (Jewellery and Watches)