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