Project Consultant

4 weeks ago

Georgetown, United States Synerfac Full time

Summary: The Project Consultant turns leads into signed contracts.

Essential Duties and Responsibilities:

1. 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.

2. 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 actively works with the customer to determine their exact needs. Meets
with potential Customers nights, weekends, or holidays as required.

3. 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.

4. Completes contracts. Completes the Proposal form with all specifications, 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.

5. Assists in arranging financing. Works with the customer while onsite to apply for financing if not
paying by check or credit card. Ensures that the customer actually applies and is approved for
financing, not just that they qualified.

6. 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.

7. Participates in trade and home shows. Allocates time to generate leads at Company-sponsored
home shows.

8. 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.

9. 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.

10. Seeks to improve productivity and results on a daily basis.

11. Follows all Company safety rules and operating procedures, practices and guidelines.

12. Completes other tasks as assigned by Management.

Job Requirements

Requirements:

1. 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.

2. 3-5 years of selling experience in the home building, remodeling, or renovation markets.

3. Strong selling skills, including active listening, determining needs, the creation and presentation
of solutions, overcoming objections, and closing the deal.

4. A demonstrated ability to understand and work with contracts that provide for construction
services or financing for construction services.

5. A demonstrated understanding of home insurance and how home insurance claims are
processed.

6. Strong 4-function math skills: addition, subtraction, multiplication, and division.

7. Demonstrated computer skills using a service-oriented CRM system, including mobile access.

8. Excellent customer service skills, including the ability to keep calm and be clear with challenging
Customers, staff, and vendors.

9. The perseverance to keep pursuing solutions even when Customers, staff, or vendors are not
cooperative.

10. Strong oral and written communications skills when interacting with Customers, staff,
management, or vendors.

11. Strong abilities to multi-task, prioritize activities, and react quickly to changing information.

12. A valid driver's license with no DUIs and no restrictions on driving for company-related business.

13. A clean, reliable, and insured personal vehicle to ensure a prompt start to the working day.

14. Desirable personal traits including honesty, integrity, accuracy, high standards, fairness, and good
listening and time management skills.

15. Strong analytical and problem-solving skills with an emphasis on quantitative methods.

16. Solid working knowledge of federal, state, and local laws and regulations related to the selling,
providing, and invoicing of construction services.

17. No restrictions or requirements preventing the ability to work in the US for any US company.

Physical demands:

The ability to walk around an office, warehouse, or neighborhood, climb and descend stairs, work in a
seated position at a desk for hours at a time, stand at a trade/home show for hours at a time, drive to
and from offsite meetings, operate computers and phones, open file cabinets, bend/stand as necessary,
transport, set up, and use an extension ladder, safely climb on, navigate around, and descend from
residential and commercial roofs, and occasionally lift up to 50 pounds.

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