Inside Sales Representative (Finance)

Inside Sales Representative

Hope Mills, NC, USA Req #1767

Thursday, May 8, 2025

PRIMARY FUNCTION :

The Inside Sales Representative will increase opportunity and support new and used equipment and attachment sales within the assigned territory. The role will provide front line support at the branch to help elevate walk-in sales /new accounts and will directly support outside sales by quoting new machines and attachments. The ISR will help maintain branch inventory for both machines and attachments and will be the main point of contact for the Machine Sales Coordinators.

ESSENTIAL DUTIES:

Inside Sales

• Ensure the retail store environment is arranged and maintained in a manner that promotes productivity, safety and convenience for personnel and customers.
• Maintain and prominently display product literature and reference materials pertaining to retail merchandise and to other parts, machines and services provided by dealership; provide up-to-date information on all stocked/available products.
• Work directly with sales and marketing to grow existing customer accounts, facilitate lead generation, establish sales relationships with prospects, and qualify leads generated through telemarketing and other indirect channels.
• Maintain an active call cycle with consideration for a diverse customer base.
• Maintain accurate customer account information within a corporate CRM system.
• Meet coverage requirements for branch walk in customers, offering advice, product knowledge, and quick quote generation.
• Promote dealer services including - construction equipment, rental, parts and service.
• Establish customer relationships as a single point of contact.
• Start, assist and close sales.
• Complete quotes for assigned outside salesmen in a timely manner, while monitoring and advising on fleet availability.
• Research used inventory and collaborate with the Used Sales Dept on ingress of inventory to facilitate customer needs.
• Understand our core aftermarket vendors and where to search for non-Cat products.

Customer Relations & Personal Development

• Actively represent the company through an assigned customer database including existing and new clients within the range of new equipment and associated attachments.
• Serve as the Product "Expert" by speaking proficiently about what we sell and advise on the best product for the customers' use.
• Collaborate with the service department to escalate and de-escalate tasks, maintain customer support, and overall bridge the gap between service and sales.
• Under all circumstances, apply the Customer Relations Principles and maintain favorable customer relations.
• Timely complete all necessary company documentation and any other general reports upon signing an order with a customer as required by the company.
• Attend necessary meetings and training to ensure ongoing personal, customer and revenue growth in the attainment of projected sales and personal objectives.
• Proficiently use the dealer inventory management system to accomplish tasks in a timely manner by understanding where/how to obtain information.
• Understand the pros/cons of the different finance options and help determine the best solution for the customer.

Team Collaboration

• Assist the yard men and customers with moving machines and attachments at the branch.
• Monitor outside machine sales with the intent of further fostering a smooth transaction with the customer.
• Sell/invoice and collect payment for walk-in attachment sells.
• Work with marketing and other ISR's in leading retail branch assessments.
• Oversee and/or perform housekeeping functions within the retail store environment to ensure all stock, fixtures, and the area is clean, neat and inviting to customers.

MINIMUM REQUIREMENTS :

Education :

Bachelor's degree in business or marketing, or equivalent work experience required.

Work Experience :

Minimum of 1 year industry-related experience required.

Minimum of 1 year retail sales or other sales experience required.

Physical :

Required to stand, walk and sit for long periods; Occasionally required to climb/balance, stoop, kneel or crouch. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.

Other :

Bi-lingual Spanish and English skills are preferred.

Proficiency in using MS Office, including Outlook, Word and Excel. Ability to learn the company's CRM system and other proprietary software; Excellent communication and customer relations skills; Must have a valid driver's license with an acceptable driving record.

This job description is not intended to be all-inclusive. Your supervisor may request and assign you similar duties. Any major modification of this job role requires Human Resources approval.

Gregory Poole Equipment Company is an Equal Opportunity/Affirmative Action employer and will consider all qualified applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

Other details

• Job Family Representative
• Job Function Commission
• Pay Type Salary
• Required Education High School

Apply Now

initStaticMap(true); PRIMARY FUNCTION: \n \nThe Inside Sales Representative will increase opportunity and support new and used equipment and attachment sales within the assigned territory. The role will provide front line support at the branch to help elevate walk-in sales /new accounts and will directly support outside sales by quoting new machines and attachments. The ISR will help maintain branch inventory for both machines and attachments and will be the main point of contact for the Machine Sales Coordinators. \n \nESSENTIAL DUTIES: \n \nInside Sales\n \n\nEnsure the retail store environment is arranged and maintained in a manner that promotes productivity, safety and convenience for personnel and customers.\nMaintain and prominently display product literature and reference materials pertaining to retail merchandise and to other parts, machines and services provided by dealership; provide up-to-date information on all stocked/available products.\nWork directly with sales and marketing to grow existing customer accounts, facilitate lead generation, establish sales relationships with prospects, and qualify leads generated through telemarketing and other indirect channels.\nMaintain an active call cycle with consideration for a diverse customer base.\nMaintain accurate customer account information within a corporate CRM system.\nMeet coverage requirements for branch walk in customers, offering advice, product knowledge, and quick quote generation.\nPromote dealer services including - construction equipment, rental, parts and service. \nEstablish customer relationships as a single point of contact.\nStart, assist and close sales.\nComplete quotes for assigned outside salesmen in a timely manner, while monitoring and advising on fleet availability.\nResearch used inventory and collaborate with the Used Sales Dept on ingress of inventory to facilitate customer needs.\nUnderstand our core aftermarket vendors and where to search for non-Cat products.\n\n \n Customer Relations & Personal Development\n \n\nActively represent the company through an assigned customer database including existing and new clients within the range of new equipment and associated attachments. \nServe as the Product "Expert" by speaking proficiently about what we sell and advise on the best product for the customers' use. \nCollaborate with the service department to escalate and de-escalate tasks, maintain customer support, and overall bridge the gap between service and sales. \nUnder all circumstances, apply the Customer Relations Principles and maintain favorable customer relations.\nTimely complete all necessary company documentation and any other general reports upon signing an order with a customer as required by the company.\nAttend necessary meetings and training to ensure ongoing personal, customer and revenue growth in the attainment of projected sales and personal objectives.\nProficiently use the dealer inventory management system to accomplish tasks in a timely manner by understanding where/how to obtain information.\nUnderstand the pros/cons of the different finance options and help determine the best solution for the customer. \n\n \n Team Collaboration\n \n\nAssist the yard men and customers with moving machines and attachments at the branch. \nMonitor outside machine sales with the intent of further fostering a smooth transaction with the customer. \nSell/invoice and collect payment for walk-in attachment sells.\nWork with marketing and other ISR's in leading retail branch assessments. \nOversee and/or perform housekeeping functions within the retail store environment to ensure all stock, fixtures, and the area is clean, neat and inviting to customers.\n\n \nMINIMUM REQUIREMENTS: \n \nEducation:\nBachelor's degree in business or marketing, or equivalent work experience required.\n \nWork Experience:\nMinimum of 1 year industry-related experience required.\nMinimum of 1 year retail sales or other sales experience required.\n \nPhysical:\nRequired to stand, walk and sit for long periods; Occasionally required to climb/balance, stoop, kneel or crouch. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus. \n \nOther:\nBi-lingual Spanish and English skills are preferred.\nProficiency in using MS Office, including Outlook, Word and Excel. Ability to learn the company's CRM system and other proprietary software; Excellent communication and customer relations skills; Must have a valid driver's license with an acceptable driving record.\n \nThis job description is not intended to be all-inclusive. Your supervisor may request and assign you similar duties. Any major modification of this job role requires Human Resources approval.