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
Quite often we can get so wrapped up in checking projects off the company’s to-do list that we forget to recognize the labor that went into each accomplishment. Acknowledging milestones provides opportunity to show appreciation to the employees who helped you achieve them...
Are you expecting a tax refund? If so, don’t treat your tax refund as ‘bonus’ cash. Rather look at it as simply a return of taxes paid beyond your actual obligation. This will help you think about using this money purposefully. Here are some ideas to try:
The spring season is here! In addition to taxes, many of us want to take care of some overlooked cleaning tasks. Procrastination often creeps in when it comes to cleaning—especially our offices. It can feel overwhelming and somewhat unproductive to spend time decluttering and cleaning your workspace, but once complete, most people feel a sense of relief and calm. Use this handy checklist...