New Accounts/Sales Job Description
Duties
- Take/field new prospective owner calls
- Follow call procedure - follow up calls, website info, etc.
- Schedule appointments to meet prospective owners to sign up
- Do sales presentation with prospective owner and sign up account
- Real Estate office presentations - get referrals, build relationships
- New tract visits - get referrals, build relationships
- Deliver referral checks to real estate agents
- Assist in marketing campaign
- Work up CRA's for prospective owners
- Work up CRA's for current owners-assist
- Prep/send new sales info to prospective owners
- Reports - weekly & monthly
- Agents appts face to face each month with PPT 2 a day average - 44 a month
- ( lead generation person to generate more Agent appts)
- Investor / Agent Groups - Meetings
- Board of Realtors once a month each office in all 3 cities
- Visit each Real Estate office once a month with information in each office
- Follow up NPO's Each day from 9-10 am -Must be called each day
- Take all new NPOS calls and return call within two hours
- One or more thank you notes a week
Reports
A. New Prospective Owner Report - Daily
B. Daily Activity Report - Daily
C. New Accounts Sales Report - Weekly
D. Lead Generation Ledger - weekly
E. Weekly Activity Report - weekly
F. Marketing Report- weekly
G. YTD - Monthly