DATE: 7/18/19
NAME OF POSITION: Philanthroinvestor Consultant
PERSON’S SENIOR: Philanthroinvestor Director
PURPOSE (The reason why the position exists): To convince and educate people on the many advantages of investing with Equity & Help Inc and get them to invest and to ensure E&H always has increasing income that is more than we are spending.
VIEWPOINT (The viewpoint that an employee should have, to be successful at the job):
Equity & Help is a very good investment that actually helps people and improves communities. If educated about it, most people will want to invest with Equity & Help. The Investors of Equity & Help are the lifeblood of the company, they need to be taken care of and given attention, that way they will continue to feel confident with their investments which will make them invest more and refer their friends.
COMPUTER SKILLS REQUIRED: E&H Matrix Course Completion, Microsoft Office and general PC computer knowledge.
SKILLS REQUIRED: Philanthroinvesting Phenomena Completion, Good negotiating skills, ability to convince people, no fear in asking for money, patience, skills in communication, listening and being able to handle peoples concerns. The ability to keep track of large amounts of details in relation to several cycles at once.
RESPONSIBILITIES OF THE POSITION:
To sell our Equity & Help vacant homes and performing systems to potential and current investors
Keeping in contact with their assigned investors
Keep the company in operation by bringing gross income in
Being the point of contact between the company and each of your assigned investors
Communicating openly with the staff in relation to products and other matters
Working with your department, division and all other employees of the company as a team
Sending out investor reports every month to your assigned PIs
Ensuring that Dept 5, Dept 7, CFO, Dept 10, and Dept 11 and your senior know about all sales and purchases of investors
Initiate "Money to Escrow" and "PI Property Purchase RFs" and stay in control of it until the PI sign all contracts in tight coordination with Dep 7B
Get investors to sign all contracts and ABI’s
Handle the concerns of the current investors and educate them in how to read the report and how to file a claim.
Stay in tight communication with Dep 14 for the claims that has been handled for your PIs
Create proposals of properties for investors
Maintain your group of PIs, founders & Ambassadors with wide open communication lines and service them for what is needed and wanted on an immediate basis
Speak with potential Ambassadors and Founders to establish them and get them to bring you Investor meetings with them weekly to go over names of people they are working to close account opening forms.
Train the ambassadors and founders up to the point where they can walk someone through all the steps until they open the account with E&H.
Get the ambassador through the entire process of a PI experience so they know how to do it.
Maintain wide open communication with your field.
Answer and handle all of our potential and current investors questions
Push investors to close
Log all information and conversations in our CRM
Keep clear and detailed records
WEEKLY ACTIONS:
Hold Meetings with potential Investors and Ambassadors
Send at least one form of direct communication to each of your assigned Investors
Send at least one form of direct communication to least 5 of your ambassadors
Respond to all assigned leads
Sell houses to investors. - At least 2 a week
Verify all documents have been properly filed
Speak to at least 5 potential AOFs
Initiate Money to escrow RF fast
Initiate PIs Purchasing Contracts fast
DAILY ACTIONS AND QUANTITIES/EXPECTATIONS:
Handle any communications from investors - fast
Present our system to a new potential investor via video chat - at least 1 per day
Communicate with ambassadors – at least 2 per day
Review the homes available to sell – at least once per day
Send direct communication to AOF’s – at least 3 per day
STATISTICS:
GI - $70,000 Minimum
Number of Homes sold – 2 Minimum
Number of Presentations to Potential investors – 5 Minimum
Number of AOF’s – 1 Minimum
Number of Investors communicated to : 10 Minimum
ACTION STATS:
Valuable Final Product: Income through the sale of our homes to informed and qualified investors