Demo

Outside Client Advisor

CFI Tire Service
San Antonio, TX Full Time
POSTED ON 12/13/2024 CLOSED ON 2/1/2025

What are the responsibilities and job description for the Outside Client Advisor position at CFI Tire Service?

JOB TITLE: Outside Client Advisor

DEPARTMENT: Implement Dealer

REPORTS TO: Sales Director

EFFECTIVE DATE: ASAP

SUMMARY: Increasing and maintaining our interactions with key contacts within implement dealers; via F2F, phone, web, email, and other social selling tools.

DUTIES AND RESPONSIBILITIES OUTSIDE SALES:

  • Performs proactive sales calls in your assigned territories.
  • Emphasizes salable customer benefits, quotes prices and credit terms, and prepares sales orders for orders obtained.
  • Builds and maintains customer relationships.
  • Makes proactive lead follow-up calls to potential and existing customers by telephone and e-mail to qualify leads and sell products and services.
  • Enters new customer data and other sales data for current and new customers into the computer database and/or CRM.
  • Overcomes technical and business objections of prospective customers.
  • Stay on top of industry trends to identify potential opportunities for company growth.
  • Coordinates and/or facilitates customer training and presentations.
  • Utilize all available resources to reach out to prospects and attempt to turn those prospects into customers.
  • Create efficient travel plans to utilize and maximize your time.
  • Complete expense and personal mileage reports and turn into management in a timely fashion.
  • Understands customer needs and requirements.
  • Researches accounts, identifies key players and generates interest.
  • Enters sales orders and maintains fulfillment dates of sales orders to insure timely deliveries to our customers.
  • Generates new business and ensures growth of existing accounts.
  • Gains and retains extensive product selection application knowledge as well as a detailed comprehension of customer's requirements.
  • Provides insights of changes happening in the marketplace to purchasing and marketing teams as needed.
  • Manages creation and presentation of quotations for opportunities as they are identified.
  • Solicits Implement dealers of all Ag Equipment Brands.
  • Conducts sales calls on the road 3 - 4 Days a week and at least 1-2 days a week in the office.
  • For each day on the road the sales agent conducts 4 or more F2F Stops and inputs each conversation into the CRM
  • Performs other related duties as assigned by management.

WHILE YOU ARE IN THE OFFICE:

  • Make 20 Outgoing Calls per day all of them logged into CRM.
  • Route all sales trips in Mapping software and submit to your manager for approval.
  • Make reservations for airline tickets, rental cars and hotels for all extended sales trips at least 1 month in advance.
  • Log into the phone system and take inbound customer service calls for any territory and help the customer to the best of your knowledge.

QUALIFICATIONS:

  • Six months to one-year related experience.
  • Strong technical solution and developmental skills.
  • Strong verbal and written communication skills.
  • Ability to communicate technical concepts and designs clearly.
  • Strong negotiation skills and the ability to establish mutually beneficial commitments and expectations with customers.
  • Ability to work with diverse personalities and agendas at various levels of seniority across different organizations to achieve goals.
  • Excellent interpersonal skills.
  • Strong team player, with a good work ethic and commitment to employment.
  • Experience building business relationships.
  • Versatility, flexibility, and a willingness to work within constantly changing priorities while maintaining enthusiasm.

COMPETENCIES:

  • Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of the team above personal interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
  • Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
  • Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention.
  • Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
  • Verbal Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
  • Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.
  • Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to extra work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
  • Cost Consciousness - Works within approved budget; Develops and implements cost saving measures; Contributes to profits and revenue; Conserves organizational resources.
  • Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
  • Leadership - Exhibits confidence in self and others; Inspires and motivates others to perform well; Effectively influences actions and opinions of others; Accepts feedback from others; Gives appropriate recognition to others.

PHYSICAL DEMANDS AND WORK ENVIORNMENT:

  • Occasionally required to stand.
  • Occasionally required to walk.
  • Occasionally required to sit.
  • Occasionally required to utilize hand and finger dexterity.
  • Occasionally required to climb, balance, bend, stoop, kneel or crawl.
  • Continually required to talk or hear.
  • Occasionally utilize visual acuity to operate equipment, read technical information, and use a keyboard.
  • Occasionally required to lift/push/carry items more than 50 pounds.
  • Occasional exposure to outside weather conditions.

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job Type: Full-time

Pay: From $100,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • On-the-job training
  • Paid time off
  • Vision insurance

Shift:

  • Day shift

Work Location: On the road

Salary : $1,000 - $100,000

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