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
Black Friday and Cyber Monday need no introduction, but for small business owners it’s all about Small Business Saturday—an annual holiday shopping tradition that gets communities out in support of their local small businesses. Small Business Saturday falls on November 24 this year, so if you haven’t already…start getting the word out.
The Protecting Americans from Tax Hikes (PATH) Act of 2015 requires Forms 1099-MISC reporting non-employee compensation (NEC) in box 7 to be filed by January 31.
Small business owners in many communities offer downtown trick or treat events. Take advantage of this opportunity to build your business reputation. Involvement in local events goes a long way with both existing and prospective customers—indicating a vested interest in your community. Find creative ways to make your business stand out this trick-or-treat season. We hope the following suggestions will spark fun promotional ideas: