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Remodeling Consultant

The Remodeling Consultant is responsible for building relationships with homeowners, evaluating their needs after a thorough Roof or Siding inspection, meeting with insurance adjusters, and guiding homeowners through the entire insurance claim process. After assisting the homeowner through all steps of replacing their product(s), the Remodeling Consultant will deliver a consistent sales presentation while being empathic towards their needs, and providing an affordable solution. At the conclusion of the sales presentation, the Remodeling Consultant will be responsible for thoroughly executing the contract, color selection process, and securing payment. This position reports to the Owner.
Remodeling Consultant Contract Responsibilities:

  • Attend Weekly Sales Meetings:
    • Monday 11:00AM-12:00PM. If closed due to a holiday, this meeting will take place on Tuesday.
    • Friday 11:00AM-12:00PM. If closed due to a holiday, this meeting will take place on Thursday. Paychecks will be distributed at the conclusion of this meeting.
  • Required Availability:
    • Monday-Friday 9:00AM-9:00PM, and Saturdays 10:00AM-3:00PM
  • Appointment Schedule:
    • Morning Adjuster Inspections, Afternoon Scouting, and Evening Work Order Appointments. Must be available, willing, and able to accept scheduled and impromptu appointments, while successfully generating new appointments
  • Insurance Estimate Process:
    • Scout neighborhoods, houses, and homeowners, that have been affected by storm damage
    • Generate appointments, which is the primary lead source for Remodeling Consultants
    • Complete thorough roof and/or siding inspections and accurately document the damage
    • Assist homeowners with filing a claim with their insurance company
    • Meet with insurance adjusters, represent our company, and establish relationships
    • Educate homeowners on the information provided by insurance companies
    • Present affordable solutions that our products and services will provide
    • Execute the contract and color selection process and submit appointment results
    • Submit all paperwork and deposits to the office within 24-hours of the sale
    • Perform follow-up, customer service responsibilities, and unassigned duties
  • Required Performance Standard:
    • (See Appendix A)

Non-Essential Contract Functions:

  • Lead sales meeting, as needed
  • Assist or mentor new Remodeling Consultants
  • Recruiting

Contractor Requirements:

  • Individual contractors only, no crews required
  • High School Diploma or GED, Associated Degree or higher is desired
  • 1-2 years of Outside Sales, Construction and/or Residential Remodeling Experience is preferred
  • Superior verbal and written and communication skills with the ability to establish customer relationships quickly
  • Must possess the ability to effectively communicate and deal tactfully with all external and internal customers in a positive manner
  • Hard working, team player, and able to operate in a competitive environment
  • Coachable and a positive influence to others
  • Must own an iPad; computer proficiency and technical aptitude with the ability to utilize proprietary CRM (Customer Relationship Management) software
  • Accountable for the tools required to perform the duties of the position
  • Comfortable with operating inside/outside the office and customers’ homes, in all climate conditions
  • Able to carry uneven weight up to 50 pounds and climb a ladder up to 3 stories
  • Significant drive time for travel may be requires

Tool Requirements:

  • Week 1 of Training
    • iPad w/Internet or Hotspot (WiFi is required for the applications used on your iPad)
    • Basic Calculator
    • Backpack or Brief Case (provided by Tri State Exterior Design)
    • Sales Kits i.e. Roof, Gutter, etc. (provided by Tri State Exterior Design)
  • Week 2 of Training and Onward
    • Collapsible Ladder (minimum of 26’) – Insurance Division Only
    • Tool Bag – Insurance Division Only
    • Gloves (Breathable & Synthetic) – Insurance Division Only
    • Bungee Cords – Insurance Division Only
    • Proper Footwear – Insurance Division Only
    • Chalk – Insurance Division Only
    • Putty Knife – Insurance Division Only
    • Measuring Wheel and Measuring Tape
    • Clip Board w/Writing Utensils
    • Flashlight
    • Camera

Vehicle Requirements:

  • Valid Driver’s License
  • Reliable transportation
  • Vehicle must presentable and able to carry a 26’ ladder, white trucks, vans, SUV’s preferred – Insurance Division Only