​SAMPLE JOB DESCRIPTION

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POSITION SUMMARY:
Our sales representative makes calls to produce title and escrow business for our company. S/He establishes relationships with individuals who can generate further business. This position also professionally promotes our products and services to existing and new agents.

 

ESSENTIAL FUNCTIONS:

• Makes a minimum of 15 in-person calls and 25 contacts per day

• Makes five (5) telemarketing phone calls per day to prospects

• Updates territory and customer list quarterly

• Assists in maintaining sales pipeline files with opportunities, projected revenue, projected close dates, and statuses

• Establishes new/closed orders and income goals (i.e., daily, monthly, quarterly and annually)

• Returns all pages/texts/phone calls within ten (10) minutes of receipt

• Conducts one (1) planned seminar/presentation per week in each real estate office as time permits and broker approves

• Sources sales territory, orders, market share, and monthly income

• Attends appropriate real estate boards, building and mortgage banker meetings, and the like

• Joins and actively participates in organizations that will produce leads for new business

• Submits expense account according to schedule

• Attends all company meetings

• Meets company standards established by sales manager for open orders, closed orders, income, and market share 

• Performs other duties as assigned by supervisor

• Adheres to company policies and guidelines

 

EXPERIENCE:
   A proven sales track record is required.

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EDUCATION:
   A high school diploma is required.

 

CERTIFICATIONS, LICENSES, INSURANCE:

• A valid state driver’s license and a clean driving record are required.

• Automobile insurance and a reliable vehicle are required. 

• Our sales representative must carry personal automobile bodily injury liability for $100,000/$300,000; a $100,000 limit on property damage; and must name the company as an “additional insured” or an “interested party.”

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KNOWLEDGE:
        Must have an understanding of insurance and real property concepts, as well as general knowledge of            State Board of Insurance regulations. 

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SKILLS:

• Adaptable: adapts to new, different, or changing requirements

• Aggressive in acquiring new clients

• Critical thinking: uses logical thought processes to analyze and draw conclusions

• Customer focused: is pleasant, courteous, and professional when dealing with internal and external customers or clients

• Dependable and reliable: displays responsible behaviors at work

• Initiative: demonstrates a willingness to work and seeks out new work challenges

• Integrity: treats others with honesty, fairness and respect

• Mathematics: uses mathematics to solve problems

• Motivated to advance in his/her career

• Exhibits mental alertness and quick-thinking

• Personal appearance: neat, clean, and well-groomed

• Professional: maintains a professional demeanor at work

• Proficient in English 

• Reading: understands written sentences and paragraphs in work-related documents; applies what is learned from written material to work situations

• Respectful: works effectively with those who have diverse backgrounds

• Team player: works effectively with others

• Technology: uses information technology and related applications to convey and retrieve information; demonstrates strong computer skills in Microsoft Office, email programs, and internet browsers

• Telephone skills, including a pleasant phone voice and etiquette

• Verbal communication: maintains open lines of communication with others 

• Writing: uses standard English to clearly communicate thoughts, ideas, and information in written form

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ESSENTIAL JOB FUNCTIONS: (including physical requirements)    

• This position requires repetitive use of a keyboard, bending, sitting, squatting, and simple grasping.

• Some lifting (0-25 pounds) may be required.

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NOTE:  This job description is not intended to be an exhausted list of duties, responsibilities, or qualifications associated with the job