Home Investment Advisor
Position/Job Description
Department: Sales
Reports to: Sales Coach
Direct Reports: None
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OBJECTIVE:
Obtain a minimum of 1 sale every 2 weeks by utilizing the Westwind Sales Process, Rule of 40/One on one form, competition binder, hosting special events & working with construction to maintain a immaculate community & sales model/office.
Care: We will strive to demonstrate care for our dedicated employees by creating incentive opportunities for our workforce and investing in their personal, spiritual, and professional growth.
Respect: We value racial, ethnic, and cultural diversity and respect the right of all employees to maintain a personal belief or faith while in turn respecting and adhering to the basic principles and policies that guide our culture.
Integrity: We will seek to “optimize” rather than “maximize” profits by operating under biblical principles; taking into account customer loyalty, fair and just service and the ability to positively impact our community.
Servanthood: We strive to model a Godly Corporation by serving our customer’s needs as exemplified by the True Servant, Jesus Christ.
Stewardship: We commit to steward the resources entrusted to us without exploiting their sources, producing a fair return for our investors, and returning a tithe to God for their use.
Excellence: We seek to provide the benefits, value, and service our customers want by continually and creatively solving complex production and distribution problems with excellence.
KNOWLEDGE/SKILL REQUIREMENTS:
Sales staff must be proficient with a computer and in Microsoft Word, Excel, Outlook and PowerPoint. Good verbal and writing skills are required. Math and logic skills are a must. Spanish is a must.
JOB DUTIES, RESPONSIBILITIES & AUTHORITIES:
· Learn, Understand & practice Westwind Homes proven sales process with every prospective customer.
· Learn, Understand & Update weekly 1:1 forms for you sales coach.
· Sales staff must host a weekly community maintenance meeting with construction manager to ensure the cleanliness of any standing inventory and community amenities. Also discuss and scheduling walks with customers.
· The sales office must be opened at precisely the hour appointed for your respective communities. Office hours are 10 am to 7 pm Monday through Friday and 12 noon to 6 pm on Saturdays, and Closed Sundays.
· Quickly respond to online sales team eLeads with Meet & Greet process.
· Ensure your sales office is “manned” during business hours.
· Sales staff is responsible for securing their model office and any spec inventory at the end of every business day.
· Sales staff must maintain a daily record of all sales traffic in Customer Relationship Management Software.
· Sales staff must become familiar & maintain an up to date Follow Up Process in Westwind Homes CRM.
· Update your communities competitive market analysis, on a quarterly basis.
· Sales staff must adequately maintain supplies and necessary paperwork to function daily. Any request for office supplies should be submitted in writing to your Sales Coach.
· Sales staff is responsible for ordering and maintaining adequate supply of marketing materials. These materials are available from your marketing team. All requests must be in writing.
· An inventory of necessary signage should be kept and replacements should be ordered from the marketing team in writing.
· Sales staff is responsible for creating a directional route and managing all directional signage placements.
· Sales staff is responsible for completing walk throughs with the respective construction manager of each spec home on a timely basis. Once accepted the Sales staff is responsible for managing the utilities, lawn and spec home maintenance.
SCOPE:
Daily,
· Participate in Daily Sales Team Huddles.
· Participate in Daily Team Member Coaching Sessions (if needed).
· Prospect Follow Up.
· Greet, Discover, Qualify, Present, Close & Follow Through w/ each prospective customer.
· Customer appointment kept de-brief w/ Online Concierge.
· Prospect for new customers.
· Enter traffic into CRM.
· Inspect Inventory & models, lock & unlock as appropriate.
Weekly,
· Participate in Weekly Sales Meetings.
· Participate in Weekly 1 on 1 sessions w/ Sales Coach.
Annual
· Participate in Sales Coach Employee Performance Evaluation.
PHYSICAL REQUIREMENTS:
· Prolonged periods of sitting at a desk and working on a computer
· Must be able to occasionally lift-up to 15 pounds.
· Must be able to access all areas of the facility to determine company needs.
· Must be able to legally drive vehicles in the USA.
This document is intended as a guide to describe general content of requirements for the performance of this position and is subject to change at any given time.
