Sales Consultant

Sales Consultant – Job Description

At Heartwood Tree, our Sales Consultants are the frontline of Heartwood’s customer experience. As such, Consultants play a pivotal role in shaping how our clients perceive our unique brand.

What you’ll need to succeed:

  • Excellent communication skills (both verbal and written) paired with good listening skills
    • Strong negotiation skills
  • Resourcefulness, attentiveness, detailed-orientation with an ability to learn new systems and processes in a high-paced environment
    • Utilize sales process tools, software, and other technologies to streamline the process for clients
  • Account management skills; familiarity with a sales funnel, quotas, reporting and tracking
  • Ability to type 40 words per minute; familiarity with mobile and desktop computing systems to include but not limited to Google Suite, messaging management (phone or email).  
  • Extensive knowledge of General Tree Work and Plant Health Care
  • ISA Certified Arborist, TRAQ (ability to become TRAQ qualified within 6 months)

What you’ll be doing (not limited to):

This role is primarily responsible for visiting with residential clients and prospects, evaluating their tree and plant health care needs and providing estimates in a timely and professional manner. Sales Consultants are trusted advisors for the property owner and often become an integral part of the environment you will service.


  • Diagnose and educate clients based on their tree and plant health care needs in accordance with industry standards (ANSI A300).
  • Provide well written estimates to include scope of work and directives for Operations and/or Clients.
  • Supervise work performed as needed, checking in with crews and ensuring client satisfaction.
  • Communicate any invoices changes with Finance or scope of work changes with Operations.
  • Problem solving with clients and internal staff according to company policy.
  • Touch base with clients post work performed on any outstanding issues and/or balances.
  • Correspond with clients with urgency, maintain and grow positive client relationships.
  • Achieve personal sales goals and quotas. 
  • Attend sales meetings and training sessions. 
  • Keep your own personal sales records and notes necessary to maintain an organized account of dealings with prospects, clients and others.
  • Work outdoors under varying and sometimes adverse weather conditions.

What you’ll enjoy:

  • Giving talks before garden clubs, community groups or other allied organizations to promote good will and sales.
  • Participating actively in other such professional, trade or civic organizations that benefit the industry, the company, the individual and the public.


  • 401K
  • Health Care benefits
  • Performance Bonuses when available 
  • Clothing Allowance
  • Professional Dues/Educational Opportunity
  • Laptop/iPad/Cellphone
  • Company Vehicle and Fuel

Salary Range

Salary range varies based on sales experience and/or quota.

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