Ms. Mendoza solicits new clients in and around existing client and prospect’s locations. Ms Mendoza is required to secure appointments through this effort and networking in order to supplement appointments produced by the appointment setting department. A minimum combined level of 10-15 appointments per week is required for minimum standards of this position. Assist in the supervision and the coordination of the inside sales personnel. Assist in the recruiting, hiring, training and development of all inside sales personnel. Provide management with required weekly productivity reports, pending client reports and completed appointment reports. Network within the local business community to increase the firm’s exposure for future business. This may include chambers, associations, trade organizations, etc. Solicit prospective clients from existing clients. Secure appointments through canvassing, cold calling and networking. Visit clients and function as a liaison and communications link between this accounting/payroll firm and the client. Sell new services to existing clients as they become available. Consult with prospective clients on their accounting and payroll needs and design solution packages. Provide feedback to the rest of the organization on how to better satisfy client needs. Develop new accounts and maintain existing accounts. Communicate and work with the production staff to ensure complete and accurate set up, installation and delivery of services to new clients.
Certifications: Series 6, Life Insurance Agent
This tax season is an important one for many business owners because it’s the first that will be impacted by the Tax Cuts and Jobs Act (TCJA). How big of an impact is dependent on your unique situation. We’ve compiled this short list of provisions that may affect the business community:
According to Forbes.com, Super Bowl viewers traditionally load up on millions of pounds of less-than-healthy foods during the big game—including ribs, pulled pork, tortilla chips, nuts, popcorn and bacon—all washed down with beer (the Super Bowl beverage of choice). If you are trying to stick to your New Year’s resolution to eat better, consider a few healthy substitutes for the traditional Super Bowl eats:
The combination of running a business and your life and preparing for tax time can drive some people into a slight panic. But no need to get stressed if you are prepared. Now is the time to start organizing all documents required to file your tax return.