Business Development Representative

Business Development Representative

As a Business Development Representative, your job is to make Merit the first name in the room when an adjuster, property manager, plumber, or landlord needs a restoration partner. You will build a territory of relationships that generates consistent, compounding referral revenue. You will show up, follow up, and close. You will be the face of Merit in the your assigned market — and that means something here.

• 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

• 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

• 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

• 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, Case Co, and our sister brands 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

• A proven relationship-builder who opens doors and closes deals — not just an activity generator
• Self-directed and driven. You do not need someone to motivate you. You are already motivated
• Disciplined in CRM usage and follow‑through — you understand that the system protects your commission and your credibility
• A clear, confident communicator — one-on-one, in front of a group, on the phone, or in writing
• Resilient and resourceful. You find a way when others make excuses
• Someone who takes ownership of outcomes, not just activities
• Background in restoration, construction, insurance, real estate, or B2B sales strongly preferred
• Existing network with adjusters, property managers, or commercial real estate is a major advantage
• Valid driver's license and reliable transportation required

• Health insurance
• Dental insurance
• Vision insurance
• 401(k) match up to 4%
• Life insurance
• Unlimited PTO
• Company vehicle with fuel card