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Sales Consultant - FL - On Site

Distro

Ocala, Florida permanent

Posted: March 9, 2026

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Quick Summary

This is a job summary for a Sales Consultant position.

Job Description

Position Summary
• Ideal for experienced field sales or sales and marketing professionals who enjoy customer interaction.
• Suitable for less experienced sales or project managers with client management experience seeking to grow in field sales.
• Conduct 5–7 in-home appointments daily.
• Assess needs, take accurate measurements, demonstrate products, provide technical input, and close sales for exterior screens and awnings.
• Experience in selling screens & awnings, garage doors, flooring, or similar products is advantageous due to the consultative, relationship-driven nature of the role.
Essential Duties and Responsibilities
• Travel to scheduled customer home appointments across Greater Ocala and Central Florida.
• Conduct professional, consultative in-home presentations addressing needs for shade, privacy, bug control, and weather protection.
• Take precise measurements for screens and awnings on outdoor structures using detailed assessment comparable to garage doors or windows.
• Assess site conditions including structure, mounting surfaces, clearances, and electrical access to ensure product feasibility and installation suitability.
• Present product options including screens, fabrics, frame colors, motors, controls, and accessories with clear explanations of features and benefits.
• Prepare and present written proposals/quotes detailing scope, pricing, and timelines; secure signed agreements and deposits during or soon after appointments.
• Build and maintain strong homeowner and referral partner relationships, similar to territory and key account B2C sales.
• Document measurements, photos, and project details in CRM and estimating platforms for seamless transition to operations and installation.
• Follow up with leads, past customers, and referral sources to maximize close rates, upsells, and repeat business.
Qualifications
• Minimum 5 years successful outside sales or territory management in construction, building products, home improvement, industrial supply, or related fields (e.g., garage doors, pools, screening, inspection services).
• Field experience with site condition assessments, residential structures, and use of basic tools (tape measure, level, laser).
• Proven ability to build key accounts and nurture customer relationships.
• Strong consultative sales skills including active listening, need identification, presenting options, and confidently closing sales.
• High professionalism and ownership mindset; able to work independently, plan daily activities, and accept accountability for results.
• Valid driver’s license, reliable vehicle, and willingness to travel daily within Clermont to Gainesville region.
• Comfortable using smartphones/tablets and basic software such as email, calendar, CRM, and quoting tools.
Nice to have
• Experience selling or managing products related to building envelopes or outdoor living (garage doors, screens, awnings, enclosures, windows/doors).
• Exposure to motorized systems, low voltage, or smart home components (training provided).
Physical Demands
• Regular effective communication in person and via phone.
• Frequent use of hands and fingers for operating devices, tools, samples, or product materials.
• Occasional standing, walking, sitting, bending, reaching, and climbing during site visits and measurements.
• Requires close, distance, peripheral vision, depth perception, and ability to adjust focus for reviewing measurements and site conditions.
• Possible exposure to various weather conditions during outdoor assessments.
• Typical work environment noise levels are low to moderate.
Work Environment
• Primarily field-based work with daily travel to customer homes and job sites.
• Possible exposure to outdoor environments, uneven terrain, variable weather, and active construction or installation sites.
• Office or administrative tasks may be performed remotely or at company locations based on business needs.
• Must navigate and assess outdoor living spaces safely and professionally under varying physical conditions.
Note: This description outlines minimum qualifications and requirements; it is not a contract of employment. The company is an Equal Opportunity Employer, drug-free workplace, and adheres to ADA regulations as applicable.

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