• Answer customer telephone calls regarding high-end kitchen supplies.
• Provide comprehensive customer service support, delivering outstanding service to premium brands.
• Use excellent time management skills to respond promptly to multiple customers via phone and email.
• Manage customer correspondence after purchase, addressing product and technical inquiries.
• Resolve product or service issues by clarifying customer needs, troubleshooting, and explaining the best solutions.
• Handle and process customer warranty claims efficiently.
• Identify customer needs to ensure complete satisfaction.
• Liaise with internal and external stakeholders while building strong rapport with service agents.
• Make informed decisions that balance the interests of both the company and the customer.
• Collect and record customer information, including contact details such as addresses and phone numbers.

Skills: Customer Service, Product Support, Time Management, Communication Skills, Problem Solving, Warranty Processing, Team Collaboration, Decision Making

• Identify and generate new sales opportunities through targeted outbound calling campaigns and personalized email outreach.
• Engage with prospective customers to understand their needs, challenges, and business goals.
• Use structured qualification techniques such as SPIN selling to assess each opportunity effectively.
• Book high-quality demo appointments based on confirmed interest and customer readiness.
• Develop and manage call campaigns to maintain consistent outreach and lead generation activity.
• Nurture relationships with potential clients through regular follow-ups and relevant communications.
• Build and maintain a healthy pipeline of prospects to ensure continuous business growth.
• Route qualified opportunities to Business Development Managers for further engagement and appointment confirmation.
• Ensure all prospect information, call notes, and interactions are accurately recorded in the CRM system.
• Follow up on potential leads and opportunities on behalf of the Business Development Managers to maintain momentum.
• Collaborate with the wider sales team to refine strategies, share insights, and improve overall conversion success.

Skills: Lead Generation, Customer Engagement, Opportunity Qualification, Appointment Setting, Campaign Management, Relationship Building, Pipeline Management, CRM Documentation

• Convert office inquiries into new home sale contracts effectively and consistently.
• Create home and land packages in accordance with company practices and procedures.
• Maintain up-to-date and relevant knowledge of all product offerings.
• Keep comprehensive and current knowledge of available land options.
• Demonstrate professionalism, strong communication skills, and exceptional customer service with all customers and stakeholders.
• Manage customer relationships effectively through to the completion of each home.
• Generate referral sales through existing customers and personal networks.
• Ensure home and land package designs comply with building design guidelines, covenants, and lot-specific requirements.
• Complete all sales-related paperwork, online processes, and reporting accurately.
• Keep the Lead Management System updated at all times.
• Respond promptly to queries from consultants and sales managers.
• Review and discuss potential system improvements to enhance efficiency.

Skills: Sales Conversion, Package Development, Product Knowledge, Land Research, Customer Service, Relationship Management, Referral Generation, System Administration

• Take responsibility for achieving individual sales targets that directly contribute to overall branch performance.
• Actively support the achievement of branch-wide goals by maintaining consistent sales activity and customer engagement.
• Audit and track all quotations to ensure that every opportunity is pursued and followed through to completion.
• Respond to incoming telephone calls promptly and efficiently to provide a professional and helpful customer experience.
• Generate sales in line with branch objectives by actively promoting and selling the company’s full product range.
• Utilize strong product knowledge to recommend appropriate solutions that meet customer needs.
• Negotiate effectively with suppliers to secure competitive pricing and favorable delivery terms.
• Monitor customer orders closely to ensure on-time and accurate delivery of all goods.
• Maintain a focus on achieving 100% customer satisfaction through proactive communication and service.
• Engage with customers both face-to-face and over the phone to build lasting relationships.
• Provide expert advice, product guidance, and practical solutions to support customer purchasing decisions.

Skills: Sales Achievement, Customer Engagement, Quote Management, Product Promotion, Product Knowledge, Supplier Negotiation, Order Monitoring, Customer Satisfaction

• Respond promptly to phone inquiries, providing accurate technical advice and assisting customers with their questions and product needs.
• Prepare and process quotations efficiently, ensuring all pricing and details are correct before submission.
• Accurately process sales orders from entry through to confirmation, maintaining a high level of attention to detail.
• Support external sales staff by managing customer requirements and ensuring timely communication.
• Monitor and process back orders daily to maintain consistent stock flow and customer satisfaction.
• Handle credit note requests quickly and in accordance with company policies.
• Process return authorizations and ensure all documentation is completed accurately for tracking purposes.
• Oversee the control and monitoring of customer warranties and repair cases from initiation to resolution.
• Collaborate with warehouse personnel as part of training and operational support.
• Assist with basic warehouse duties to gain a better understanding of logistics and order fulfillment processes.
• Maintain organized filing systems and handle general administrative tasks to support daily operations.

Skills: Technical Support, Quotation Processing, Order Management, Sales Support, Inventory Control, Returns Handling, Warranty Management, Administrative Assistance

• Accurately process all customer orders using the Sage Evolution ERP system, ensuring data integrity and efficiency.
• Load approved jobs onto the production schedule and verify that all necessary details are included.
• Assist sales representatives by preparing and reviewing customer quotations promptly.
• Support project planning by creating basic drawings of extraction systems or kitchen equipment layouts.
• Collaborate with the production team to track the progress of active orders and ensure deadlines are met.
• Follow up regularly on orders in production to provide customers with accurate updates.
• Maintain clear communication with customers throughout the order process to ensure satisfaction.
• Address any changes or issues that may arise during production in coordination with relevant departments.
• Keep organized records of quotations, drawings, and customer correspondence for reference and accountability.

Skills: Order Processing, Production Scheduling, Quotation Support, Project Assistance, Progress Tracking, Customer Communication, Issue Resolution, Record Management

• Work proactively to achieve individual sales and margin targets in alignment with company goals.
• Contribute to the success of both internal and external sales initiatives by supporting team performance.
• Ensure that all customer requests are completed accurately, efficiently, and within agreed timeframes.
• Maintain precise and up-to-date records of customer interactions and transactions in the brand’s CRM system.
• Use the CRM system effectively to track opportunities, monitor progress, and support data-driven decisions.
• Communicate clearly and professionally with the customer base to build trust and long-term relationships.
• Provide timely updates and feedback to customers to ensure satisfaction and transparency.
• Collaborate with the Manager to help achieve team objectives, including participation in sales campaigns and promotional activities.
• Engage actively in continuous professional development to enhance skills and knowledge.
• Strive for excellence in all aspects of customer service, teamwork, and personal performance.

Skills: Sales Performance, Team Support, Customer Service, CRM Management, Data Tracking, Communication Skills, Relationship Building, Continuous Improvement

• Assist customers promptly and professionally with all inbound sales inquiries received via phone calls or walk-ins.
• Prepare accurate quotations and complete all necessary documentation for customer transactions.
• Provide the operations team with correct site addresses, contact details, and relevant paperwork to ensure smooth order fulfillment.
• Collaborate with the debtors’ department to follow up on outstanding customer payments and support collection efforts.
• Compile and update weekly sales reports to track performance and identify sales trends.
• Prepare detailed monthly sales reports to support management in evaluating branch performance.
• Assist with general administrative duties to maintain an organized and efficient office environment.
• Visit customers to strengthen relationships and address any service-related issues.
• Adhere to all Health and Safety protocols, ensuring compliance across sales and operational activities.
• Participate in stock counting and ordering to maintain optimal inventory levels.
• Receive and assist all incoming customers courteously, providing accurate information and service.
• Prepare manual delivery slips for outright purchase deliveries to ensure proper documentation.

Skills: Sales Support, Quotation Preparation, Order Coordination, Payment Follow-Up, Sales Reporting, Administrative Assistance, Customer Relations, Inventory Management

• Accurately process customer quotations and orders to ensure efficiency and attention to detail in all transactions.
• Make outbound cold calls to potential clients to schedule meetings for external sales representatives.
• Conduct courtesy calls to existing customers to strengthen relationships and identify new sales opportunities.
• Collaborate with colleagues across departments to improve service delivery and expand product knowledge.
• Maintain an organized and professional workspace to promote productivity and efficiency.
• Develop and manage a comprehensive customer database that includes up-to-date email contact information.
• Actively sell the company’s products, services, and solutions to meet and exceed sales objectives.
• Build and maintain a strong client base through consistent engagement and relationship management.
• Identify new business prospects and maintain a healthy pipeline of opportunities for future growth.
• Track and follow up on leads to convert them into long-term business relationships.
• Respond promptly to customer complaints, service inquiries, and requests for information.
• Provide effective solutions to ensure high levels of customer satisfaction and retention.

Skills: Quotation Management, Cold Calling, Customer Retention, Cross-Department Collaboration, Database Management, Sales Growth, Lead Conversion, Customer Satisfaction

• Handle all inbound sales inquiries promptly and professionally to ensure customer satisfaction and accurate order processing.
• Conduct regular weekly follow-ups with customers to maintain strong relationships and ensure ongoing engagement.
• Liaise with couriers to track shipments and confirm the location and status of stock in transit.
• Make proactive customer service calls to confirm client satisfaction and address any concerns.
• Prepare and send quotations to both existing and potential clients on time.
• Provide accurate information regarding stock availability, lead times, and the originating branch for dispatch.
• Generate precise invoices for customers and ensure all billing details are correctly captured.
• Enter all invoice information accurately into the Sage Pastel Evolution system for proper record-keeping.
• Advise customers on available stock options and suitable alternatives when products are out of stock.
• Keep clients informed of upcoming stock arrival dates to manage expectations effectively.
• Handle customer claims professionally, ensuring all issues are resolved quickly and fairly.
• Follow up with customers to confirm that complaints and claims have been addressed satisfactorily.
• Assist sales representatives with claim updates, stock availability, promotional offers, and other sales-related information.
• Inform clients about return policies and coordinate product returns, notifying representatives for collection.
• Support trade shows and assist other branches by processing orders and managing stock-related queries efficiently.

Skills: Sales Inquiry Handling, Customer Follow-Up, Shipment Coordination, Quotation Preparation, Invoicing Accuracy, Stock Management, Claims Resolution, Sales Support

• Financial services or wholesaling experience.
• Understanding of and passion for the sales process.
• Ability to build and maintain strong partnerships with financial advisors, providing consultative support and driving sales growth through consistent engagement.
• Experience in introducing new investment products by coordinating marketing materials, tracking performance, and assisting in advisor education efforts.
• Skilled in generating and interpreting data-driven reports to identify opportunities, measure effectiveness, and inform territory strategies.
• Knowledge of tracking advisor engagement through CRM data to move prospects efficiently from initial contact to closed business.
• Excellent verbal and written communication skills.
• Excellent organizational and follow-up skills and the ability to handle multiple responsibilities simultaneously.
• Demonstrated professional presence, poise, and strong presentation skills.
• High energy, motivated individual, committed to excellence.
• Good working knowledge of PC and MS software, and understanding of CRM systems.
• Currently holds Series 7 and 63 licenses.

Qualifications: BS in Economics with 4 years of Experience

• FINRA Series 7, 63, or 66 licenses and mutual fund/investment sales experience.
• Must be a self-starter with a passion for sales.
• Experience in organizing and maintaining a structured pipeline of leads, ensuring consistent follow-up and maximizing conversion rates.
• Experience partnering with external wholesalers and internal teams to craft tailored sales strategies targeting specific advisor segments.
• Can utilize CRM analytics and sales dashboards to evaluate activity performance and refine outreach approaches.
• Able to identify underperforming regions or segments and implement action plans to boost engagement and revenue generation.
• In-depth understanding of how investment products are marketed and sold across wirehouse, RIA, and independent broker-dealer networks.
• Familiar with measuring sales success through KPIs such as call-to-conversion ratio, AUM growth, and advisor engagement rate.
• Ability to assess competitors’ offerings and identify differentiating product advantages for client discussions.
• Strong computer skills, including MS Word, Excel, and PowerPoint.
• Excellent verbal and written communication skills.
• Driven by measurable results, maintaining focus on activity targets and revenue objectives.

Qualifications: BS in Finance with 5 years of Experience

• Prior call or sales experience with strong sales skills.
• Banking and/or financial services experience, holding FINRA licenses.
• Experience in structured outbound calling programs designed to promote new investment products and achieve defined revenue targets.
• Can manage sales pipelines using CRM tools to track activities, follow-ups, and conversion rates
• Understanding of portfolio diversification, fund objectives, and risk-return characteristics across asset classes.
• Ability to interpret performance data, generate activity reports, and identify opportunities for improvement in sales outcomes.
• Familiarity with FINRA, SEC, and internal firm policies regarding communication, recordkeeping, and ethical standards.
• Excellent communication skills, both verbal and written.
• Strong analytical skills.
• Ability to learn new skills in a short amount of time.
• Ability to prioritize responsibilities and multitask throughout the day.

Qualifications: BA in Business Administration with 3 years of Experience

• Sales experience in financial services.
• FINRA Series 7 and 63/65 or 66.
• A current understanding of capital markets, mutual funds, ETFs, other investment solutions, and the impact of economic factors.
• Experience in overseeing assigned regions, maintaining a structured sales pipeline, and tracking opportunities from lead generation to conversion.
• Can support marketing-driven initiatives to promote new product launches, increase brand awareness, and deepen client engagement.
• Experience with CRM metrics and sales data to identify performance trends, prioritize outreach, and refine client strategies.
• Understanding of KPIs such as sales growth rate, advisor engagement, and AUM increase to measure success.
• Strong work ethic, high integrity, and strong values.
• Motivated to achieve success and grow with the firm.
• Consultative, client-first approach, delivering solutions, not products, to meet needs and get results.
• Excellent listening skills with a natural inclination to focus on client needs, coupled with strong presentation and interpersonal skills.
• A growth mindset with a business-owner mentality, which is naturally drawn to opportunities, innovation, new value creation, and looks to continuously improve own capabilities.

Qualifications: BS in Statistics with 6 years of Experience

• Prior sales experience.
• FINRA SIE, Series 6, 63, and MN Life Insurance license.
• Can proactively identify potential clients through CRM data, referrals, and market research, ensuring efficient follow-up and conversion.
• Able to support financial advisors by providing timely product information, marketing materials, and sales support to strengthen partnerships.
• Able to compile and analyze sales reports to identify trends, monitor call productivity, and measure results against key metrics.
• Knowledge of measuring productivity through key indicators such as daily call volume, contact rate, and conversion efficiency.
• Comfortable with talking on the phone as the primary activity.
• Ability to attend evening business functions.
• Demonstrates persistence and enthusiasm in a high-activity sales environment with frequent outreach expectations.
• Can quickly adjust to shifting priorities, new technologies, or updated product offerings while maintaining strong results.

Qualifications: BS in Marketing with 2 years of Experience

• Progressive work experience, preferably in phone and/or sales-type roles.
• A commitment to attain the Securities Industry Essentials, Series 6, and 63.
• Experience developing tailored proposals that addressed advisor-specific needs, incorporating competitor insights to strengthen positioning.
• Ability to partner with marketing and product teams to refine messaging, produce impactful materials, and drive campaign alignment.
• Experience in producing and presenting sales performance dashboards highlighting conversion rates, regional growth, and advisor engagement metrics.
• Knowledge of best practices for managing lead qualification, nurturing, and closure efficiency.
• Passion for growing a territory with a positive mindset.
• Strong relationship building, communication, presentation, and negotiation skills.
• Superior business acumen, especially with retirement plan products and intermediary strategies.
• Versatility to use multiple tools and systems to efficiently research and prepare competitive proposals for advisors.
• Honed analytical and problem-solving skills, particularly in relation to providing guidance and managing a territory.

Qualifications: BS in Supply Chain Management with 4 years of Experience

• Product knowledge in the fire suppression/detection business.
• Experience collaborating with engineers and operations teams to interpret client specifications and recommend compliant fire detection or suppression solutions.
• Able to prepare accurate quotes, tender submissions, and product proposals in line with industry standards and client requirements.
• Able to partner with logistics, installation, and service departments to ensure timely delivery, coordination, and customer satisfaction.
• Understanding of relevant fire safety codes (e.g., NFPA, BS, EN) and compliance requirements for system design and installation.
• Familiar with how detectors, control panels, alarms, and suppression systems interact in various commercial or industrial environments.
• Computer literate and able to use Outlook, Word, Excel, and internal systems.
• Excellent customer service skills to provide a customer-first experience.
• Excellent verbal and written communication skills.
• Be able to work as part of a team but also manage own workload.
• Be able to work towards targets and meet the KPI’s set.

Qualifications: BS in Industrial Engineering with 5 years of Experience

• Proven experience and success in business development and relationship management.
• Specific insurance industry experience with a detailed understanding and knowledge of insurance products.
• Highly organized, with experience in creating and/or maintaining a Business Development archive/library.
• Experience in managing a tender process.
• Experience in building and nurturing partnerships with brokers, intermediaries, and corporate clients to expand the firm’s market footprint.
• Skilled in conducting competitor and market analyses to uncover emerging client segments and develop targeted acquisition strategies.
• Familiar with how underwriting teams evaluate exposure and determine policy terms based on client risk profiles.
• Knowledge of direct, broker, and affinity partnership models for distributing insurance products across markets.
• Ability to interpret financial data, measure ROI of business development efforts, and adjust strategy accordingly.
• Demonstrated ability to deliver KPIs, including business portfolio growth.
• A positive "can-do" attitude and the ability to work under pressure.
• Excellent communication (verbal and written) and presentation skills.
• Proficient in Word, Excel, and PowerPoint.

Qualifications: BA in International Business with 6 years of Experience

• Previous sales experience, cross-selling, and up-selling to customers.
• Experience managing long-term customer relationships by providing proactive account support and ensuring high client satisfaction and loyalty.
• Expertise in tracking, measuring, and forecasting sales performance using CRM tools to maintain accurate visibility of opportunities and targets.
• Ability to execute product campaigns and seasonal promotions to drive sales growth and increase brand visibility.
• Ability to research new market opportunities, identify high-potential clients, and initiate contact through outbound efforts.
• Experience in monitoring activity metrics (calls, conversions, and revenue goals) and presenting progress reports to management.
• Knowledge of nurturing prospects through the sales funnel, from initial contact to post-sale engagement.
• Good communication skills, both written and spoken.
• Must be able to work on own initiative, be self-motivating, and be able to work as part of a team.
• Can maintain a positive attitude and steady performance despite rejections or challenging sales cycles, with superb attention to detail.

Qualifications: BA in Advertising with 4 years of Experience

• An active insurance license.
• Experience in insurance sales, preferably with knowledge and experience with Financial products or Account Management.
• Experience in handling incoming and outgoing calls, gathering and verifying required information, answering questions, and providing producers with product and marketing advice.
• Proven success supporting financial advisors and wholesalers through strategic communication, case management, and product recommendations to strengthen client relationships and retention.
• Understanding of policy illustrations, annuity structures, and suitability standards for client recommendations.
• Skilled in using CRM systems like Salesforce and Redtail to manage client pipelines, track performance, and maintain accurate records.
• Understanding of performance metrics, sales funnels, and how to use data insights for pipeline optimization.
• Strong interpersonal and consultative communication skills.
• Attention to detail in documentation, data entry, and compliance follow-through.
• Good time management and prioritization skills to handle multiple cases and inbound inquiries efficiently.
• Self-motivated, organized, and have a strong entrepreneurial spirit.

Qualifications: BS in Finance with 3 years of Experience