ESSENTIAL DUTIES & RESPONSIBILITIES
Core duties and responsibilities include the following. Other duties may be assigned.
Build Your Own Referral Network
● Visit new assignments/jobs, interface with the client, and sell the job.
● Target and develop relationships with insurance adjusters, independent adjusters, property managers, plumbers, HOAs, landlords, general contractors, and real estate professionals.
● Become the trusted, go-to contact in your territory — the name people think of before they even look up a number.
● Present a branded gift on all first-time visits to make a strong, memorable impression.
● Educate referral partners on exactly when and why to call Merit — so the call comes before the competition gets a chance.
● Represent Merit at networking events, trade associations, industry luncheons, and community functions.
Drive Revenue through Disciplined Daily Activity
● Begin each week with a written route plan submitted to your Branch Manager — minimum 5 client stops per day, Monday through Friday.
● Execute daily outreach — door knocks, cold calls, drop-ins, and face-to-face visits. Presence wins in this business.
● Conduct face-to-face site visits with new and existing clients Tuesday through Thursday every week.
● Schedule a second or third visit within two weeks of first contact — first impressions open doors, follow-through keeps them open.
● Ensure all new accounts receive at least three face-to-face visits within the first six weeks.
● All active accounts sending you business require a minimum face-to-face touch every 90 days to remain yours.
● Distribute marketing and promo materials on every visit — arrive prepared, arrive stocked.
Sell with Credibility and Close with Conviction
● Lead client-facing meetings, site walkthroughs, and presentations with confidence.
● Collaborate with operations and estimating teams on proposals and bid strategy.
● Own the full sales cycle — you open it, you close it, you see it through.
● Follow up every first-time visit with an email or text within 24 hours — and a second face-to-face visit within two weeks.
CRM Discipline, Reporting & Pipeline Accountability
● Log every call, meeting, proposal, referral, and touchpoint in Luxor CRM in real time. No log = no commission.
● Submit a written route plan to your Branch Manager every Monday before your first stop.
● Submit a written weekly recap to your Branch Manager every Friday — include wins, follow-ups needed, and obstacles faced.
● Include a photo or digital copy of your completed weekly checklist with every Friday recap.
● Review your CRM pipeline every Friday and prioritize the top prospects for the following week.
● Identify your top 10 prospects each month and map out specific introduction and follow-up plans.
● Meet with management monthly to review results, discuss objections, and adjust strategies.
● Represent Merit with professionalism and integrity at every touchpoint.
● Provide field-level market intelligence — competitor activity, client needs, and emerging opportunities.
● Partner with leadership on brand positioning and support local marketing campaigns.
● Stay current on restoration processes, insurance workflows, and claim procedures so you speak the language of your referral partners.