Sales Consultant - FL - On Site
Namely
Sales & Business Development
Clermont, FL, USA
Posted on Mar 12, 2026
Position Summary
This role is ideal for an experienced field salesperson, or sales and marketing professional, who still loves being in front of customers. It is also a good match for less experienced sales or project manager people, with client management experience, willing to develop their career in field sales. You will run 5-7 inhome appointments per day, assess needs, take precise measurements, demonstrate our products, provide technical input and close project sales for exterior screens and awnings. If you have sold screens & awnings, garage doors, flooring, or similar products, you will recognize the consultative, relationshipdriven nature of the work.
Essential Duties And Responsibilities
This role is ideal for an experienced field salesperson, or sales and marketing professional, who still loves being in front of customers. It is also a good match for less experienced sales or project manager people, with client management experience, willing to develop their career in field sales. You will run 5-7 inhome appointments per day, assess needs, take precise measurements, demonstrate our products, provide technical input and close project sales for exterior screens and awnings. If you have sold screens & awnings, garage doors, flooring, or similar products, you will recognize the consultative, relationshipdriven nature of the work.
Essential Duties And Responsibilities
- Travel to preset appointments at customers' homes across Greater Ocala and Central Florida.
- Conduct professional, consultative inhome presentations to understand homeowners' needs for shade, privacy, bug control, and weather protection.
- Take accurate measurements for screens and awnings on entryways, lanais, porches, pergolas, and other outdoor structures, using the same attention to detail you would apply to garage doors, flooring layouts, windows, or field inspections.
- Assess site conditions (structure, mounting surfaces, clearances, electrical access) to ensure product feasibility and proper installation.
- Present product options (screens, fabrics, frame colors, motors, controls, accessories), clearly explaining features and benefits.
- Prepare and present written proposals/quotes, explain scope, pricing, and timelines, and secure signed agreements and deposits during or shortly after the appointment.
- Build and maintain strong relationships with homeowners and key referral partners, similar to territory and keyaccount work in other B2C sales.
- Document measurements, photos, and project details in our CRM and estimating platforms for a clean handoff to operations and installation.
- Follow up with leads, past customers, and referral sources to maximize close rates, upsells, and repeat business.
- 5+ years of success in outside sales or territory management in construction, building products, home improvement, industrial supply, or related fields (e.g., garage doors, pools, screening, inspection services, Fastenaltype accounts).
- Handson comfort in the field: reading site conditions, working around residential structures, and using basic tools (tape measure, level, laser).
- Proven ability to build key accounts and solid customer relationships.
- Strong consultative sales skills: active listening, uncovering needs, presenting options, and confidently asking for the sale.
- High level of professionalism and ownership mindset - comfortable working independently, planning your day, and being accountable for results.
- Valid driver's license, reliable vehicle, and willingness to travel daily within the Clermont to Gainesville area.
- Comfortable using smartphones/tablets and basic software (email, calendar, CRM, quoting tools).
- Experience selling or managing products tied to the building envelope or outdoor living (garage doors, screens, awnings, enclosures, windows/doors, or similar).
- Exposure to motorized systems, lowvoltage, or smarthome components (not required; we will train).
- While performing the duties of this position, the employee is regularly required to communicate effectively, both in person and over the phone.
- The employee frequently uses hands and fingers to operate devices, tools, samples, or product materials.
- The employee is occasionally required to stand, walk, sit, bend, reach, and climb when conducting site visits or taking measurements at customers' homes.
- Specific vision required include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus, especially when reviewing measurements, product specs, or outdoor site conditions.
- As this role involves inhome sales and outdoor assessments, the employee may be exposed to various weather conditions.
- The noise level in typical work environments (homes, offices, outdoors) is usually low to moderate.
- Work is primarily conducted in the field, with daily travel throughout the assigned territory to customer homes and job sites.
- The role may require exposure to outdoor environments, including uneven terrain, variable weather, and active construction or installation areas.
- Office or administrative work may be performed remotely or at a company location, depending on business needs.
- Employees must be able to navigate, assess, and measure outdoor living spaces safely and professionally in a variety of physical conditions.