Business Development Representative

Business Development Representative

We specialize in mitigating and rebuilding residential and commercial properties damaged by fire, water, storms, and other disasters. We partner with leading insurance carriers and handle everything from emergency cleanup to complete rebuilds, with a focus on safety, integrity, and advocacy. As entrepreneurs, we take full ownership of the work we do and the families we serve.

At Merit, our purpose is simple and non-negotiable: we work together as a team so we can change lives. Teamwork is the foundation of everything we dobecause teamwork creates impact, and impact changes lives. We exist to help people, and the only way we do that at the highest level is by moving as one team, aligned in mission, values, and execution.

We exist for two families. The families we serve and the families inside this company. When we work together and serve our clients at the highest level, both families win.

Core duties and responsibilities include the following. Other duties may be assigned.

Build your own referral network

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 territorythe 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 Meritso the call comes before the competition gets a chance.

Represent Merit at networking events, trade associations, industry luncheons, and community functions.

Drive revenue through disciplined daily activity

Begin each week with a written route plan submitted to your Branch Managerminimum 5 client stops per day, Monday through Friday.

Execute daily outreachdoor 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 contactfirst 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 visitarrive prepared, arrive stocked.

Sell with credibility and close with conviction

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 cycleyou open it, you close it, you see it through.

Follow up every first-time visit with an email or text within 24 hoursand a second face-to-face visit within two weeks.

CRM discipline, reporting & pipeline accountability

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 Fridayinclude 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.

Show up for the brand

Represent Merit with professionalism and integrity at every touchpoint.

Provide field-level market intelligencecompetitor 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.