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
It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepared parents with established 529 plans in place, the time has come to tap into that money pool. Of course, when it comes to tax-advantaged savings, trust that the IRS is keeping close watch, so it’s important to avoid making any rookie mistakes. It’s also important to keep saving as you move forward.
Having a remote workforce can be challenging, especially if you are trying to build a positive, collaborative work environment. So, how do you create a sense of comradery when you have staff in remote locations? These tips can help:
If you are expecting a refund this year, you may be tempted to splurge on something not-so-practical. Before you do, take some time to think about ways to use your refund to bolster your financial health. We’ve put together a few ideas for you to consider: