Job Details

Company Description

Founded in 1876 by A.M. Monteith and family-owned since its acquisition in 1951 by Frank J. Turner, Sr., Monteith Abstract & Title Company, Inc. has a long-standing tradition of excellence. Located in Central Texas, the company provides comprehensive abstracting, closing, and title insurance services to buyers, sellers, realtors, mortgage lenders, and builders. With over a century of industry experience, the company is dedicated to delivering high-quality services to its community and clients.

Role Description

The Business Development Representative helps boost the company's growth and sales. This position conducts market research, develops business strategies, builds client relationships, and identifies new business opportunities. Must be able to make calls to produce title and escrow business for our company. This position establishes relationships with individuals who can generate further business. This position also professionally promotes our services to existing and new agents.

Duties

• Becomes familiar with the company's vision and mission, seeking to accomplish set goals and objectives.
• Conducts market research and identifies potential clients and business opportunities.
• Cultivates strong relationships with new clients while maintaining existing client relationships.
• Maintains client information in the CRM database.
• Has a working knowledge of the title software for creating reports and researching client transactions.
• Works closely with staff across departments to implement growth strategies.
• Develops and implements sales strategies, client service and retention plans, and analyzes sales data to inform or update marketing strategies.
• Assists with drafting business plans, sales pitches, presentations, reference material, and other documents.
• Manages multiple projects concurrently and meets deadlines.
• Submits expense account according to schedule.
• Submits monthly commission reports to the manager according to a set schedule.
• Returns all texts/phone calls/emails in a timely manner as set by the manager.
• Maintain accurate CRM records and use the system to track leads and manage client interactions.
• Meets the minimum of in-person weekly contacts as set by the manager.
• Meets the minimum of weekly phone calls to prospects as set by the manager.
• Attends appropriate real estate boards, building and mortgage banker meetings, and other meetings within the industry to establish relationships and meet business development goals.
• Joins and actively participates in organizations that will produce leads for new business.
• Demonstrates strong interpersonal skills with the ability to engage effectively with various levels of management, staff, and clients.
• Adheres to company policies and guidelines.
• Undertake various job-related tasks as assigned, demonstrating flexibility and willingness to support the team's objectives.

Qualifications

EXPERIENCE

• One (1) to two (2) years' relevant work experience in business development or similar field preferred.
• Must understand title insurance and real property concepts, as well as general knowledge of the Texas Department of Insurance regulations

EDUCATION

• Bachelor's degree in business management, marketing, or related field preferred.
• High School diploma or GED is required.

LICENSES/CERTIFICATIONS:

• A valid state driver's license and clean driving record are required.
• Reliable transportation is required to meet with potential clients and attend events.
• The ability to obtain a Texas Notary Public license is preferred.

COMPETENCIES

• Job Knowledge/Technical Knowledge: Demonstrates a sound working knowledge of current role and the technical systems, applications and equipment used in performing this role, and understands the impact this role has on other business functions within the organization.
• Communication: The ability to write and speak effectively using appropriate conventions based on the situation; actively listens to others, asks questions to verify understanding, and uses tact and consideration when delivering feedback to others.
• Organization: Uses time efficiently by prioritizing and planning work activities.
• Integrity and Respect: Demonstrates the utmost level of integrity in all instances and shows respect towards others and towards company principles.
• Judgment: Demonstrates ability to make independent and sound decisions in all situations.
• Teamwork: Shares key information with others involved in a project or effort, works in harmony to accomplish objectives, responds with enthusiasm to directives, and shows support for departmental and organizational decisions.
• Quality: Sets high standards and measures of excellence to ensure quality assurance in every aspect of work performed.
• Accountability: Takes personal responsibility and ownership for adhering to all company policies and procedures while also completing work promptly and in accordance with performance expectations.
• Customer Service: The ability to demonstrate a series of activities designed to enhance the level of customer satisfaction.
• Manages Change: Demonstrates effectiveness and flexibility with changing environments, responsibilities, tasks, and people.
• Attention to Detail: Follows detailed procedures to ensure accuracy in the entry and reporting of data.
• Problem Solving: Identifies and resolves issues promptly by gathering and analyzing information skillfully.

Physical Demand

• Substantial movements (motion) of the wrist, hands, and/or fingers in a repetitive manner.
• Exerting up to 40 pounds of force occasionally to lift, carry, pull, or otherwise move objects.
• Manual dexterity sufficient to reach/handle items and work with the fingers.
• Close vision (clear vision at 20 inches or less); distance vision. (clear vision at 20 feet or more); color vision (ability to identify and distinguish colors)
• Ability to use reliable transportation as part of this position.

Work Environment

• Well-lighted, heated, and/or air-conditioned indoor office setting with adequate ventilation.
• Moderate noise. (examples: business office with computers and printers, light traffic)
• Occasionally, the employee will be outdoors in hot or cold weather for events.

Work Hours/Schedule

• Monday through Friday 8:00 am to 5:00 pm
• Work outside of stated business hours may be required due to business demands.
• Mandatory attendance at events may be required in the evening or on weekends.
• Answering calls, texts, and emails from clients outside of normal business hours may be required.

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person