Career Development

What Does a Business Representative Do?

Find out what a business representative does, how to get this job, and what it takes to succeed as a business representative.

Business representatives are the liaisons between companies and their customers. They work with a variety of clients, from small businesses to large corporations, helping them to identify and meet their needs while also ensuring that their company meets its own goals.

Business representatives may be tasked with handling any number of different projects or tasks. This could include anything from negotiating deals with suppliers or vendors to providing customer service for products or services already purchased by the client.

Business Representative Job Duties

A business representative typically has a wide range of responsibilities, which can include:

  • Providing customer service to clients by answering questions about insurance policies or claims issues
  • Educating clients about new products or services offered by the company or competitors
  • Advising clients on how to protect their assets by purchasing insurance policies
  • Preparing quotes and proposals based on client needs and requirements
  • Identifying opportunities for growth within existing accounts to increase revenue for the company
  • Selling insurance policies to individuals or businesses through phone calls, mailers, emails, or in person meetings
  • Negotiating with brokers, agents, and insurers on behalf of clients regarding claims, coverage, premiums, and other policy details
  • Communicating with insurance companies on behalf of clients who have claims against them
  • Selling insurance products to customers at retail locations such as grocery stores or malls

Business Representative Salary & Outlook

Business representatives’ salaries vary depending on their level of education, years of experience, and the type of business they represent. They may also earn additional compensation in the form of commissions and bonuses.

  • Median Annual Salary: $62,500 ($30.05/hour)
  • Top 10% Annual Salary: $135,000 ($64.9/hour)

The employment of business representatives is expected to grow slower than average over the next decade.

Employment growth will be limited by the increasing automation of some tasks previously performed by these workers. However, demand for business representatives will continue to come from industries that are less automated, such as healthcare and social assistance, and from small businesses.

Business Representative Job Requirements

A business representative typically needs to have the following qualifications:

Education: Business representatives are typically required to have a high school diploma or GED. Some positions may require a bachelor’s degree in marketing, business or another related field. Relevant coursework includes marketing, finance, economics, business law and business communication.

Training & Experience: Business representatives typically receive on-the-job training in the form of an orientation period with their new employer. During this period, they learn the company’s policies and procedures and become familiar with the products and services they will be selling.

Certifications & Licenses: The business representative role does not come with a certification requirement. However, earning a certification can validate the skills you have and let prospective employers know you are committed to your career.

Business Representative Skills

Business representatives need the following skills in order to be successful:

Communication skills: Communication skills are also important for business representatives. You may use these skills to communicate with clients, customers, suppliers and other business representatives. You may also use communication skills to convey information about your company’s products or services.

Leadership skills: Business representatives often have to lead teams of employees and managers. Leadership skills can include the ability to motivate and inspire others to work toward a common goal. You can also use leadership skills to delegate tasks and motivate employees to complete their work on time.

Negotiation skills: Negotiation skills are also important for business representatives. You may need to negotiate contracts, sales or other business agreements. You may also need to negotiate with suppliers or other business partners to get the best deal for your company.

Problem-solving skills: Business representatives often encounter challenges that require creative solutions. For example, if a client is unhappy with a product, a business representative may need to find a way to make the client happy again. This may involve offering a refund or finding a way to make the client feel better about the situation.

Decision-making skills: Business representatives often make quick decisions when they’re working with clients. You may need to make decisions about contracts, pricing, marketing strategies and other business-related topics. Having strong decision-making skills can help you make the best choices for your company.

Business Representative Work Environment

Business representatives work in a variety of settings, including offices, factories, and stores. They may be required to travel to different locations, both within the United States and internationally. Business representatives typically work a standard 40-hour week, although they may occasionally work overtime to meet deadlines or attend evening or weekend meetings. The work can be stressful, and business representatives must be able to handle pressure and work well under deadlines. They must also be able to deal with a variety of people, including customers, clients, and co-workers.

Business Representative Trends

Here are three trends influencing how business representatives work. Business representatives will need to stay up-to-date on these developments to keep their skills relevant and maintain a competitive advantage in the workplace.

The Growth of the Gig Economy

The gig economy is growing rapidly, as more and more people are turning to freelance work as a way to make ends meet. This trend is having a major impact on the business representative profession, as businesses are increasingly looking for representatives who have experience working in the gig economy.

Business representatives who are able to adapt to the gig economy will be in high demand, as they will be able to provide businesses with the skills and experience they need to succeed in this new economic landscape.

More Focus on Digital Marketing

As businesses continue to focus on digital marketing, business representatives will need to develop expertise in digital marketing strategies.

This means that business representatives will need to be familiar with all aspects of digital marketing, from search engine optimization to social media marketing. They will also need to be able to manage and track the success of these campaigns, which requires strong analytical skills.

Greater Use of Technology

Technology is playing an ever-increasing role in the workplace, and this is especially true for business representatives.

As technology becomes more prevalent, business representatives will need to learn how to use it effectively in order to stay competitive. This includes learning how to use software such as CRM systems, as well as developing skills in areas such as data analysis.

How to Become a Business Representative

A business career can be rewarding in many ways. It offers the opportunity to work with people, make a difference in the lives of customers and clients, and contribute to the success of a company.

It’s important to consider all aspects of a business career before you start down the path. What type of business do you want to work for? What role do you want to play within that business? What skills and qualifications do you need to succeed?

Once you have answered these questions, it’s time to put your plan into action. Start by networking with people who are already working in the industry you want to enter. Attend industry events and meetups, and ask for advice from professionals who have been there and done that.

When you find an opportunity that matches your goals and aspirations, go for it!

Related: How to Write a Business Representative Resume

Advancement Prospects

Business representatives can advance their career by taking on larger accounts and responsibilities. They may also move into management positions, where they will oversee other representatives. With experience, business representatives can also start their own firms.

Business Representative Job Description Example

As the first point of contact for [CompanyX], the Business Representative is a highly visible role that requires exceptional customer service skills, a professional demeanor, and the ability to multitask. The Business Representative will be responsible for greeting customers and visitors, answering incoming calls, and handling a variety of administrative tasks. He or she will also be responsible for directing customers and visitors to the appropriate staff member or department. The ideal candidate will have previous customer service experience, excellent communication skills, and a friendly and helpful attitude.

Duties & Responsibilities

  • Understand the client’s business and objectives, and develop a deep knowledge of their products, services, and industry
  • Develop and maintain strong relationships with key decision-makers and influencers at the client organization
  • Serve as the day-to-day point of contact for the client, managing expectations and communications proactively and effectively
  • Understand the client’s competitive landscape and keep abreast of industry trends that may impact the client’s business
  • Anticipate the client’s needs and identify opportunities to help them achieve their objectives
  • Proactively develop and present recommendations and solutions to the client that are based on an understanding of their business and objectives
  • Negotiate contracts and agreements with the client that are favorable to the company
  • Manage projects and initiatives on behalf of the client, ensuring that they are delivered on time, within scope, and within budget
  • Prepare reports and presentations for senior management on the status of the client relationship and any opportunities or risks that may impact it
  • Keep senior management apprised of any changes or developments in the client’s business or industry that may impact the company
  • Attend industry events and trade shows on behalf of the company and represent the company in a professional manner
  • Perform other duties as assigned

Required Skills and Qualifications

  • Bachelor’s degree in business, marketing, or related field
  • 3-5 years of professional experience in a business development or sales role
  • Proven track record of achieving quotas
  • Excellent communication, negotiation, and presentation skills
  • Strong organizational skills and attention to detail
  • Ability to work independently and with a team

Preferred Skills and Qualifications

  • Master’s degree in business administration (MBA) or related field
  • Experience in the software industry
  • Technical background or understanding of technical products and services
  • Familiarity with CRM software, such as Salesforce
  • Proficiency in Microsoft Office, especially PowerPoint and Excel

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