Roofing Sales Consultant

Key Responsibilities

• Generate, track, and follow up on leads consistently.
• Create and implement strategic outreach and follow-up plans to support sales efforts.
• Conduct phone outreach to both new and existing clients.
• Explain contracts and scopes of work, resolving any client concerns or questions.
• Absorb customers with the insurance claims process; minimum requirements of inspection and claims filed to be determined by General Manager.
• Meet with insurance adjusters at the customer's property to advocate for claim approvals.
• Conduct on-site roof inspections, take photographs, and upload findings to CRM.
• Review loss reports and assist customers in signing scopes or contracts.
• Participate in the build process and perform final quality walk-throughs.
• Maintain material delivery and check product quality as needed.
• Collect completion photos and submit all required documentation for invoicing and production.

Administrative & CRM Management

• Enter all customer and prospect information accurately into CRM (e.g., Acculynx).
• Complete and manage paperwork related to contracts, repairs, ITEL sample collection, and production.
• Follow up on outstanding leads, documentation, and collections as needed.
• Maintain clean, organized digital and physical workspaces.

Core Competencies & Expectations

• Professionalism: Dress and present yourself professionally at all times. Communicate clearly via phone, email, and in-person interactions. Ask thoughtful questions and be prepared with clear, concise answers.
• Autonomy & Initiative: Be proactive in identifying and solving problems independently. Take ownership of responsibilities and complete tasks without repeated follow-up.
• Efficiency & Time Management: Prioritize high-impact tasks and manage time effectively. Maintain punctuality and preparation for all appointments, meetings, and job-site visits. Complete work accurately and quickly without sacrificing quality.
• Team Contribution & Culture: Build collaborative relationships with colleagues and customers. Respect the perspectives and strengths of every team member. Maintain a clean and tidy workstation and convey professionalism through tone and body language.

Qualifications

• Prior experience in sales encouraged but not required.
• Strong ability to learn sales processes.
• Comfortable with roofing-related tasks, including roof inspections and minor repairs.
• Competency with Microsoft Office (Excel, Word, Outlook).
• Proficiency with CRM systems or willingness to learn quickly.
• Strong written and verbal communication skills.
• Valid driver's license and reliable transportation required.