Sales Associate

Paul Davis Restoration Agent Marketer

Benefits: 401(k), 401(k) matching, company car, company parties, competitive salary, dental insurance, health insurance, opportunity for advancement, paid time off, training & development, vision insurance

Why Us? At Paul Davis Restoration we're more than a company — we're a team, and we are a community. We believe in empowering our team members, exceeding client expectations, and delivering best-in-class service to our partners. Our success is built on a culture of innovation, collaboration, and a relentless drive to be the best in the business. If you're ready to lead a team, redefine industry standards, and achieve career-defining success, we want to hear from you.

• Retain and grow relationships with key accounts in the insurance agents and brokers vertical
• Recruit key partnered insurance agent and broker accounts
• Onboard and train key partnered relationships the Paul Davis way
• Be the face of Paul Davis at chambers and other associations while committing to being on committees
• Coordinate meetings, lunches, and presentations to educate and probe for win/win relationships
• Make face to face stops on an 8 week rotation with agents
• Supports and assists the relationship development team
• Schedules, invites and facilitates continuing education courses to insurance professionals
• Takes responsibility for communicating to key accounts regarding ongoing projects
• The agent marketer will be expected to take on additional responsibility over time based upon their desire, initiative & performance
• This agent marketer role is ever evolving, and functions may be added/removed over time

• High school diploma or equivalent
• Associates or bachelor's degree is desired especially in area of marketing or entrepreneur
• Experience in marketing and customer service
• Highly organized and versed in prioritization of tasks
• High level communicator
• High aptitude in Microsoft office suite
• Dependable transportation
• Smart phone
• Appropriate attire
• Fun and outgoing personality

• Results of sales over time
• Growth of accounts
• Commitment to team
• Skill development versus annual skill development goals
• Performance in alignment with the job description
• Behaviors aligned with the vision, mission, values, 10 serving basics and brand promise

• Retain lasting relationships with key accounts to capture new revenue through new and existing relationships with insurance agents and brokers
• Work directly with relationship development team to ensure a positive client experience
• Grow the agent and broker accounts based on sales from prior years
• Set proper expectations with insurance agents and brokers
• Recruit new key accounts that align with the Paul Davis way
• Build, create and execute on win/win business relationships
• Teach, train and onboard new and existing accounts
• Brand the Paul Davis name by being involved in agent associations and being committed to being on a board
• Review, update and manage RMS and Salesforce software
• Create and follow agent and brokers sales budget monthly and yearly

• Maintain a strong relationship field presence, while balancing the necessary desk work required for admin and follow up
• Participate in relationship development events
• Create and manage win/win business relationships
• Professionally handle and resolve all complaints in a timely fashion
• Work directly with the relationship development team to build long lasting relationships with accounts
• Provide feedback to relationship development team on observations from the field and the relationship
• Build relationship in the community by branding the Paul Davis name and brand
• Plan and schedule all continuing education courses for insurance agents and brokers
• Learn and work with priority management principles to create default schedules for your own time that properly allocate slush time
• Attend all Paul Davis events
• Attend bi-weekly relationship development team meetings
• Attend bi-weekly GS&R
• Share your office
  365 calendar with your supervisor on an ongoing basis
• Follow all other company policies and procedures as communicated in the all-team handbook (employee handbook)

• Part…