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Project Consultant
3 months ago
**Summary**: The Project Consultant turns leads into signed contracts.
**Essential Duties and Responsibilities**:
- Maintains and executes a schedule of planned visits to homeowners. Works with the Sales Schedulers to ensure the his/her calendar is current and openings are visible. Project Consultant will ensure that he attends each appointment on his schedule or works with his/her customer if there is a scheduling conflict (PC does not determine which leads he goes to, if on his calendar, he must attend the appointment). If there is a rain day, PC is sick, PC is responsible for rescheduling his appointments on his calendar, this is NOT the office’s responsibility. PC is responsible for checking his/her calendar regularly, including at the start of every day to ensure something has not been added that was not present the day before, this is on the PC to be on top of.
- Meets with homeowners to discuss needs. Contacts potential customers using information provided by the Sales Schedulers. Listens to the customer, personally inspects the area of the home in question and does a full exterior home assessment to look for other opportunities, and actively works with the customer to determine their exact needs. Meets with potential Customers nights, weekends, or holidays as required. The expectation is that Project Consultant gets on roof when applicable as long as safe to do so, drones are also permitted for obtaining roof top pictures (not provided by company).
- Presents solutions and overcomes objections to close deals. After determining the needs, creates and presents one or more solutions that answer the needs, fit the customer's budget, and meet the Company's revenue and margin goals. Answers all questions, overcomes objections, and clearly demonstrates and quantifies the advantages of engaging the Company's services. Closes the deal.
- Completes contracts. Completes the Proposal form with all specifications (all perimeter pictures, problem area photos and notes are required and present on every created proposal), prices, and payment terms. Ensures the customer understands that all work must be documented and that no verbal promises or expectations are allowed. Makes arrangements to either pick up the deposit check or have a payment sent to or called into the Billing Specialist at the Newport office.
- Organized follow-up system for follow-ups with customers, bids must be entered into Dataforma as required and sales statuses must be updated according to expectations from Manager.
- Generates leads. Contacts other neighbors, works personal network, or attends home shows to identify homeowners who may need products or services. Follows up as necessary. Approximately 20% of total leads are expected to be generated by Project Consultant through referrals, canvassing, networking, social media, etc.
- Participates in trade and home shows. Allocates time to generate leads at Company-sponsored home shows.
- Provides feedback to the Marketing and Production Departments. Provides feedback to other departments on potential revenue opportunities or improvements that could help the Company grow.
- Provides information necessary for commission calculation on a timely basis. Works with the Accounting Department to ensure all information needed for calculating commission payments for any given quarter are submitted within the first two weeks of the following quarter.
- Seeks to improve productivity and results on a daily basis.
- Follows all Company safety rules and operating procedures, practices and guidelines.
- Completes other tasks as assigned by Management
- This includes but is not limited to attending weekly sales meetings, monthly one on ones (Being fully prepared with Monthly Sales Review Template 100% filled out), required trainings & any other task given to complete by management.
**Requirements**:
- A degree from an accredited 4-year college or university with a major in business, marketing, or a related field, or a high school degree with significant sales and industry experience.
- 3-5 years of selling experience in the home building, remodeling, or renovation markets.
- Strong selling skills, including active listening, determining needs, the creation and presentation of solutions, overcoming objections, and closing the deal.
- A demonstrated ability to understand and work with contracts that provide for construction services or financing for construction services.
- A demonstrated understanding of home insurance and how home insurance claims are processed.
- Strong 4-function math skills: addition, subtraction, multiplication, and division.
- Demonstrated computer skills using a service-oriented CRM system, including mobile access.
- Excellent customer service skills, including the ability to keep calm and be clear with challenging Customers, staff, and vendors.
- The perseverance to keep pursuing solutions even when Customers, staff, or vendors are not cooperative.
- Strong oral and written communic
