Project Consultant “Salesperson”

General Description: Works with entire team on a daily basis to organize, plan, schedule, and
successfully complete the goal of the main task at hand – a project selling. Goes on in home
consultations, sells design and feasibility agreements, and ultimately proposes the final scope of
work to sign a work agreement. Often will serve as the “main contact during the sale” between
the Production, Designers, Estimators, Clients, and must understand the delicate balance that co-
exists. Works with Co-Construct, Google Drive, Pipedrive, etc.. Trained in the Sandler Sales
system. Is accountable for signing 3 to 5 design agreements per month.

Qualifications:
• 2 – 5 years experience in all phases of residential construction.
• Fully understand and interpret plans and specifications.
• Knowledge of all phases of construction.
• Willingness to learn, adapt, and work within a team culture.
• Willingness to lend a hand to help the overall goals of the company.
• Owner mentality.
• Eye for detail and quality. Focused on Customer Service and Quality First.

• Must be able to communicate above average, verbally and in writing, follow-up emails.
• Above average leadership qualities.
• Must have clean background and clean driver’s license.
• Must use smart phone and laptop.
• Sales training a plus.

Major Tasks Sales:

1. Initial in-home Consultation.
Job folder review prior to job for completeness, reviewing all information from lead
sheet and intake form/call.
Review PALO, prepare questions, and get in the zone for selling Sandler way.
Have presentation IPAD and pricing available for 3 rd party examples.
Represent the culture and feel of J&R Construction to the potential client.
Evaluate and decide if appointment warrants a presentation fully, if not gets a No
before leaving.
Work with Company software to ensure communication with team and potential
client.
Schedules follow ups with clients and ensure timeliness
Takes great notes and listen more than speaking 80/20.

2. Implementing Design (D/A) or Feasibility (F/A) Agreements
Meets with clients and designer to measure the project.
On consistent basis meets with Production, Clients, and Designers, etc…to update on or answer questions during the D/A or F/A phase.

3. Office to field communications
Works with Production to communicate anything needed for job success.
Conducts midpoint walk through with Production and client.
Conducts substantial completion walk through with Production and client and has client sign off on final completion list.

4. Communications with owner
Basic daily question and answer sessions
Project specific during sales phase and anytime asked or communicated with during the project, including throughout warranty period if needed.

Owner satisfaction

5. Constant development of policy procedures and do anything else needed to see job to completion.

6. Words to get more business by knocking on doors, attending networking events and anything else needed.

7. Constant improvement of self and Team

8. Helping entire team succeed as a whole.

Language:
● English (Required)
● Spanish (Preferred)
Work Location: In person