Bookkeeping service sales agent vs home service consultant

Differences between bookkeeping service sales agent and home service consultant duties and responsibilities

Bookkeeping service sales agent example responsibilities.

• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Deliver a full PNC conversation with every client interaction to identify appropriate PNC solutions.

Home service consultant example responsibilities.

• Achieve high sales percentage with consultative, value-focuse customer service approach.
• Utilize CRM systems to effectively manage accounts; leverage competitor and market intelligence to drive offer posture and capture competitor accounts.
• Position apply for are window sales rep, however are assigned to HVAC sales dept.
• Conduct market research and cold calls to identify prospective area homeowners and schedule in-home presentations.
• Work closely with senior management to address future goals, objectives, and reporting.
• Understand and be able to walk customer through different TV, internet, and home security portals.
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