Sales Consultant job description.
A Sales Consultant advises prospective customers on products or services, matching offerings to customer needs to close sales. They build relationships, deliver product demonstrations, and guide buyers through the purchasing decision while meeting individual sales targets.
The Sales Consultant job description · $29
The full editable .docx — role summary, 8 worked responsibilities, qualifications, and skills, formatted for your letterhead. Delivered to your inbox within 24 hours — usually instantly.
Role: Sales Consultant Reports to: Sales Manager or Director of Sales
A Sales Consultant advises prospective customers on products or services, matching offerings to customer needs to close sales. They build relationships, deliver product demonstrations, and guide buyers through the purchasing decision while meeting individual sales targets.
- Consult with prospective customers to understand their needs
- Recommend products or services suited to customer requirements
- Deliver product demonstrations and presentations
What's inside the document.
One-paragraph plain-English explanation of the role's outcome and scope.
8 responsibilities phrased the way the work is actually done.
4 qualifications a candidate must have to perform on day 30.
3 qualifications that would make a candidate excellent in year two.
6 skill chips you can copy directly into your ATS.
Sales Manager or Director of Sales
A complete document set.
- Word document (.docx) — fully editable
- PDF — signature-ready
- Google Docs — one-click copy to your Drive
- 12 months of updates to this document
- Commercial-use licence for internal and client work
The work, not the title.
- Consult with prospective customers to understand their needs
- Recommend products or services suited to customer requirements
- Deliver product demonstrations and presentations
- Negotiate pricing and terms to close sales
- Build and maintain a pipeline of qualified prospects
- Follow up with leads through calls, email, and in-person meetings
- Meet or exceed individual sales targets and quotas
- Maintain accurate records of customer interactions in the CRM
Required — and what would make a candidate excellent.
- High school diploma or equivalent; bachelor's degree preferred
- 1-2+ years experience in a sales or consultative selling role
- Strong interpersonal and negotiation skills
- Proficiency with CRM and sales tracking tools
- Experience selling in the company's specific product category
- Track record of meeting or exceeding sales quotas
- Product certification relevant to the industry (e.g. automotive, real estate)
Eight steps from download to publish.
- 01Open the Sales Consultant job description in Word or your one-click Google Docs copy.
- 02Replace placeholders for company name, reporting line, and location with your specifics.
- 03Tighten the summary to one paragraph that names the team's outcome, not just the role.
- 04Edit the responsibilities to match the actual scope of the seat — aim for 6 to 8 items, not 12.
- 05Separate required qualifications from preferred. Required is what a candidate must have to do the work on day 30; preferred is what would make them excellent in year two.
- 06Add salary range guidance using BLS, Payscale, or your own band data — do not copy generic figures.
- 07Have the hiring manager and one peer read it. Cut anything that wouldn't survive a candidate question.
- 08Publish to your ATS, intranet, and external careers page.
The right document at the right moment.
Use this Sales Consultant job description any time you are opening or reopening a seat at this level. The mid band sets the calibration — copy the document, tighten it to your specific scope, and circulate to the hiring panel before the first interview.
The reporting line (Sales Manager or Director of Sales) and skills list are starting points. Override either if your org structure or stack differs from the norm — the template is a draft, not a contract.
Honest answers before you download.
- How is a sales consultant different from a sales representative?
- The roles overlap significantly; 'consultant' often implies a more advisory, needs-based selling approach, common in higher-consideration purchases like vehicles or financial products.
- Is this role commission-based?
- Many sales consultant roles include a commission or bonus component tied to sales performance, in addition to a base salary or hourly rate.
Other documents in this neighbourhood.
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A Sales Manager leads a team of sales representatives to meet revenue targets and grow market share.
This Sales Consultant job description is a professionally drafted starting point for your hiring process and is not legal advice. Hiring practice varies by jurisdiction (e.g. pay-transparency laws differ across US states and AU jurisdictions). Adapt this document for your specific location and have employment counsel review any clauses you add before publishing. Salary varies by region, employer type, and experience. Reference BLS or current industry surveys for ranges. Full disclaimer.