Account Executive

Job Purpose: Drive sales performance by effectively presenting and selling Buffini & Company’s Work by Referral systems and memberships to real estate professionals. The role focuses on consultative and relational selling through phone, email, and video to meet or exceed sales and productivity targets.

Duties: (Additional Duties May Be Added As Needed)

Key Responsibilities:

Sales & Revenue Generation:

Achieve or exceed a monthly quota of $10,000 MRR.

Convert new prospects into customers and upgrade existing members.

Work to achieve and maintain a goal of 4 meetings per day (Meetings defined as: a minimum of 30 minutes with a "member" or "prospect" to present an opportunity to purchase Buffini & Company products).

Sell all events to all levels of membership and new leads.

Prospecting & Database Management:

Conduct a minimum of 50 calls per day to assigned members and leads via phone, and video.

Proactively manage and prioritize a 1,500+ membership database, focusing on referrals, mentors, training students, current product utilizing members, and assigned marketing leads.

Follow a structured follow-up cadence to maximize conversions.

Manage and follow up on marketing and SDR-sourced opportunities using a structured, consistent approach.

Actively work to close any assigned sales cases in a timely manner.

Keep up to date and within standards for all applicable Sales Team Rules of Engagement.

Consultative Selling & Business Development:

Deliver business consultations to potential members, uncovering needs and positioning Buffini & Company solutions.

Mark all Business Consultations with applicable dispositions to track progress.

Maintain mentor relationships to include GROUP sales of 100 Days, CFSP, Ai, and other training programs.

Identify Brokers and Mentors within assigned database who can host team meetings to introduce Buffini & Company offerings to larger groups.

Send special offers for events, training, and promotions to Brokers and Mentors.

Operational Excellence & Performance Tracking:

Track and report sales performance metrics, call productivity, and lead sources.

Join Daily Standups hosted by your Team Leader and be ready to share applicable metrics and data

Maintain technical proficiency in Salesforce for keeping a clean database of notes, organization, and progress tracking.

Utilize Outreach and complete daily task assignments for sequencing progress and call organization.

Ensure a one-business-day response time for all internal and external emails and Teams messages.

Stay up to date on Buffini & Company products, industry trends, and best practices.

Revenue Streams & Additional Responsibilities:

Recurring Revenue: Responsible for generating sales from the following programs:

CFSP

Ai (starting in May)

CRM New Biz

Pro New Biz & Upgrades from CRM

Digital Pro (Coming in June)

1 to 1 New Biz and upgrades from CRM and Pro

Leadership New Biz (Generated by SDR outbound efforts, e.g., REMAX Brokers)

Qualifications

Key Outcomes & Success Metrics:

Achieve or exceed revenue targets of a $10,000 MRR monthly quota

Make a minimum of 50 calls per day with a focus on high-value opportunities.

Maintain a 25% close rate on Business Consultations.

Achieve and maintain 4 meetings per day with members or prospects.

Develop strategic partnerships that generate long-term revenue growth. outreach into untapped customer segments, increasing Buffini & Company’s market share.

Core Values

Live What We Teach – Build authentic relationships through strategic and consultative sales, embodying trust, service, and excellence.

Practice Servant Leadership – Prioritize client success, team mentorship, and company growth through proactive leadership.

Excellence Is Our Minimum Standard – Consistently exceed sales targets, drive innovation, and maintain a results-driven, customer-first approach.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education and/or Experience

College graduate or technical school

Minimum of 2 years prior inside sales, consultative sales, or telemarketing experience.

Or equivalent combination of education and experience.

Attending Events:

Part of the job responsibilities for this position may require the Servant Leader to attend and assist at Company events throughout the year. The position may require travel to locations within the United States or Canada, assisting and working under the direction of the Events Department at the events, working extended hours immediately prior to, during and after the days of an event and interacting with Company clients and event invitees. The Servant Leader is expected to represent the Company in a favorable light before, during and after each event.

Physical Demands

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Must regularly be required to sit and talk or hear while performing duties.

The associate frequently is required to use hands to finger, handle, or feel and reach with hands or arms.

The associate is occasionally required to stand and walk.

The associate must occasionally lift and/or move up to 10 pounds.

Work Environment

The work environment characteristics here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Key Outcomes & Success Metrics:

Achieve or exceed revenue targets of a $10,000 MRR monthly quota

Make a minimum of 50 calls per day with a focus on high-value opportunities.

Maintain a 25% close rate on Business Consultations.

Achieve and maintain 4 meetings per day with members or prospects.

Develop strategic partnerships that generate long-term revenue growth. outreach into untapped customer segments, increasing Buffini & Company’s market share.

Core Values

Live What We Teach – Build authentic relationships through strategic and consultative sales, embodying trust, service, and excellence.

Practice Servant Leadership – Prioritize client success, team mentorship, and company growth through proactive leadership.

Excellence Is Our Minimum Standard – Consistently exceed sales targets, drive innovation, and maintain a results-driven, customer-first approach.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.