What are the responsibilities and job description for the Receptionist position at RJ Young?
General Overview
Welcome visitors by greeting them, in person or on the telephone; answering or referring inquiries.
Direct visitors and/or callers to appropriate team member
Maintain an upbeat and positive attitude and disposition, as the receptionist is the first person seen by guests and/or callers
Answer Inbound Sales calls, enter data, and assign to appropriate team member
Contribute to team effort by accomplishing ad hoc projects as needed
Major Goals and Responsibilities
- Work directly with customers via telephone and email to assess needs, brief them on products and/or services and persuade callers to meet with a sales representative to further the purchase process
- Customers may call in response to a promotion or advertisement they received through a mail or a phone call, but are unsure about the service of the product they want to buy. In this case, it is the sales representative’s duty to not only answer the queries of the customer, but also to ask questions to the customer in order to understand their need.
- During interactions (phone and email), the representative asks about the basic account information of the prospect (zip code), overview the client’s history in their CRM and determine the best sales specialist or representative to assist them.
- Follows up with customer via telephone or email following initial sales contact as necessary.
- Continued training and education on products and solutions to better service customer calls
- Maintains accurate daily record of sales calls and required follow-up activities
- Update Sherpa with lead/contact information as necessary
- Coordinates reports monthly, weekly, daily and upon request as pertains to various sales activities, status and results of appointments
- Provide Lead Payout information to employee, payroll and Marketing
- Assist sales representatives and managers in setting net new meetings with prospects via email communications regularly
- Provide emergency back-up support to customer care team
Skills/Requirements
- Sales experience
- Solution & Product knowledge
- Strong customer service skills and a passion to serve customers
- Experienced with Web Based Applications and Windows
- Good organizational skills and the ability to multi-task and prioritize in a high-volume, fast paced environment
- Ability to manage sensitive and critical client information
- Excellent verbal and written communication skills
- Problem solving and decision making skills
