Marketing Representative - The Law Office of Lantis G. Roberts, PLLC

JOB SUMMARY

Our Marketing Representative helps to boost title company growth and sales. S/He conducts market research, develops business strategies, builds client relationships, and identifies new business opportunities. The representative makes calls to produce title and escrow business for our title company. S/He establishes relationships with individuals who can generate further business. This position also professionally promotes our products and services to existing and new agents.

JOB PURPOSE:

Marketing representatives are skilled in obtaining leads and closings.  They are also responsible for generating new revenue through the marketing and sales of the company’s services.   The ideal candidate will be able to work closely with company leadership and continuously develop and feed a sales pipeline, generate new opportunities, and close the deal with those new opportunities.

DUTIES & RESPONSIBILITIES

• Becomes familiar with the company's vision and mission, seeking to accomplish set goals and objectives.
• Conducts market research and identifies potential clients and business opportunities.
• Build long term relationships with clients through in person visits, phone calls and virtual meetings.
• Makes five (5) telemarketing phone calls per day to prospects
• Update territory and customer list monthly
• Makes a minimum of 10 in-person calls (remote where appropriate) and 25 contacts per week.
• Assists in maintaining sales pipeline files with opportunities, projected revenue, projected close dates, and statuses
• Establishes new/closed orders and income goals (i.e., daily, monthly, quarterly and annually)
• Attends appropriate real estate boards, building and mortgage banker meetings, and the like
• Joins and actively participates in organizations that will produce leads for new business
• Cultivates strong relationships with new clients while maintaining existing client relationships.
• Maintains client information in the CRM database.
• Works closely with staff across departments to implement growth strategies.
• Develops and implements sales strategies, client service and retention plans, and analyzes sales data to inform or update marketing strategies.
• Assists with drafting business plans, sales pitches, presentations, reference material, and other documents.
• Demonstrate ability to market and sell the company’s services.
• Manages multiple projects concurrently and meets deadlines.
• Participate in events such as trade shows and/or sales conferences
• Stay abreast on current trends and industry changes
• Strive to continuously meet or exceed performance goals and objectives
• Demonstrates strong interpersonal skills with the ability to engage effectively with various levels of management, staff, and clients.
• Performs other duties as assigned.
• Adheres to company policies and guidelines.
• Ability to travel based upon client or company needs

QUALIFICATIONS

EXPERIENCE

• 1 - 2 years relevant work experience in business development or similar field preferred.
• 1 – 2 years of experience in Title Insurance/Settlement services sales
• Proven sales track record

EDUCATION

• Prefer Bachelor’s Degree in business management, marketing, or related field.

CERTIFICATIONS, LICENSES, INSURANCE

• No certifications are required.
• A valid state driver’s license and clean driving record are required.
• Automobile insurance and a reliable vehicle are required.

KNOWLEDGE

• Must have an understanding of insurance and real property concepts, as well as general knowledge of Texas Department of Insurance regulations.

SKILLS

• Adaptable: adapts to new, different, or changing requirements
• Aggressive in acquiring new clients
• Critical thinking: uses logical thought processes to analyze and draw conclusions
• Customer focused: is pleasant, courteous, and professional when dealing with internal and external customers or clients
• Dependable and reliable: displays responsible behaviors at work
  • Initiative: demonstrates a willingness to work and seeks out new work challenges
• Integrity: treats others with honesty, fairness and respect
• Motivated to advance in his/her career
• Professional: maintains a professional demeanor at work
• Respectful: works effectively with those who have diverse backgrounds
• Team player: works effectively with others
• Technology: uses information technology and related applications to convey and retrieve information; demonstrates strong computer skills in Microsoft Office, email programs, and internet browsers
• Telephone skills, including a pleasant phone voice and etiquette
• Verbal communication: maintains open lines of communication with others

ESSENTIAL JOB FUNCTIONS (including physical requirements)  

• This position requires repetitive use of a keyboard, bending, sitting, squatting, and simple grasping.
• Some lifting (0-25 pounds) may be required.
• Travel required            

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