Mid - Market Account Executive at AgentSync driving growth through new logo acquisition across diverse insurance markets. Responsible for researching, strategizing, and maintaining relationships with existing accounts.
About the role
- Sales Representative selling HVAC service agreements and developing client relationships. Responsible for achieving sales objectives and maintaining customer satisfaction in a fast-paced environment.
Responsibilities
- Sources and contacts potential clients weekly, documents and reports on findings accurately, thoroughly and timely.
- Updates proposal log regularly.
- Works with other team members to generate more work for Services, creates higher profit-margins and maintains margins for both maintenance and proposed work.
- Completes customer satisfaction sheets.
- Determines customer needs, estimates work, suggests upgrades, and develops/presents solutions based on the company's services offered.
- Monitors, reports and meets sales plan goals.
- Develops and maintains an active proposal backlog that will support achieving the designed sales plan.
- Develops long-term relationships to create brand loyalty.
- Thoroughly learns the company's service offerings to explain to client and persuade sales.
- Assists team in creating and carrying out a successful sales strategy.
Requirements
- Must have five (5) years' experience in HVAC, Mechanical or related sales, selling owner-direct projects and maintenance agreements.
- Must have working knowledge of Microsoft Word, Excel, and PowerPoint.
- Must be organized and self-motivated with the ability to source leads, make cold calls, follow up calls, and visit potential clients.
- Professional manner and appearance.
- Effective verbal and written communication skills.
- Detail-oriented and willing to tackle various ongoing projects in a fast-paced environment.
- Versed in the industry and the Company's competitors.
- Ability to multitask and perform duties outside of the scope of work when necessary.
Benefits
- Inclusion is at the heart of our culture.
- Professional development opportunities.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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