Roofing Sales Representative Job Description Template

Roofing sales representatives serve as the key link between roofing companies and potential customers. They’re responsible for closing sales and ensuring high customer satisfaction while on the job. 

But hiring people with strong technical and communication skills requires the right job description.

To create one for a roofing sales representative, you should include required qualifications, preferred experience level, essential responsibilities, and other relevant details. 

Let’s get started! 

Roofing Sales Representative Job Description Template

A typical roofing sales representative job description should include the following:

• Key Responsibilities:

  • Identify and pursue new sales leads. 

  • Recommend products and services based on customer assessment and needs.

  • Conduct roofing inspections and provide accurate estimates.

  • Present roofing options and close sales with residential or commercial clients.

  • Maintain client relationships and follow up on post-sale service.

  • Monitor competition by gathering information from the market.

  • Provide and gather historical records on customer sales.

  • Resolve customer complaints and answer questions in a professional manner.

• Required Qualifications

  • Valid driver’s license.

  • High school diploma or equivalent.

  • Proven experience in the field. 

  • Familiarity with CRM software and other tools.

• Skills and Competencies

  • Strong communication and negotiation abilities.

  • Ability to understand and explain technical roofing information.

  • Self-motivated and goal-driven.

  • Conversant with the sales process.

  • Robust problem-solving skills.

• Physical Requirements

  • Must be able to lift 50 pounds or more

  • Clean and neat appearance

  • Ability to climb ladders and walk on rooftops

  • Comfortable working in various weather conditions

  • Extended periods of driving and standing might be required

In short, a roofing sales representative must connect customers with roofing solutions tailored to their needs. The rep should also act as the face of the company—from initial contact to final agreement—so they must look presentable, act professionally, and be helpful. 

An effective job description should outline all these expectations to attract top talent. You can copy the template above and adjust it to your liking.

In the next section, we’ll explain further what a roofing sales representative does. 

What Does a Roofing Sales Representative Do?

A roofing sales representative is responsible for generating new business by identifying potential customers and presenting them with tailored solutions. They meet with home or business owners, conduct inspections, explain service options, provide estimates, and close deals. 

The role involves a mix of salesmanship, technical knowledge, and customer service. The designated person must understand roofing and drive revenue while ensuring clients receive quality service that meets their needs, expectations, and budget. 

Representatives are often required to travel to job sites, build client relationships, and collaborate with other sales team members to ensure a smooth closure of the deal. 

Let’s talk about their responsibilities further. 

What Are the Responsibilities of a Roofing Sales Representative?

A roofing sales representative’s primary goal is to bridge the gap between roofing companies and customers by delivering expert guidance and driving sales. 

Below are some of the key responsibilities associated with this role: 

• Generate and manage leads: Sales representatives identify potential customers through referrals, marketing campaigns, door-to-door canvassing, or cold calling.

• Conduct roof inspections: To recommend the best service, they visit job sites to evaluate damage or replacement needs and document these findings for accurate estimates. 

• Present solutions: Representatives prepare detailed roofing proposals tailored to each customer’s needs and budget. 

• Close sales and manage relationships: They negotiate contracts and close deals, as well as maintain ongoing communication with clients to ensure everything goes smoothly. 

• Maintain records and data: A roofing sales representative updates customer records, tracks sales activity, and reports performance metrics to upper management. 

This ensures that roofing sales representatives not only drive business growth but also deliver a positive customer experience.

What Qualifications Are Required for Roofing Sales Representatives?

To succeed in this role, the ideal candidate should have a combination of education and experience.

Here’s what you should pay attention to: 

• Valid driver’s license: Sales representatives must travel from job to job, so they must possess a valid driver’s license. 

• High school diploma or equivalent: A degree in business or marketing is beneficial, but not mandatory. 

• Proven experience in the field: Previous experience in sales, construction, or roofing. Otherwise, be ready to invest in their training. 

• Familiarity with software: They might need to use tools to review customer data, so understanding digital tools is essential. For example, they might use roofing software like ServiceTitan, which helps leverage customer data and grow contracting businesses by generating more calls and booked jobs. 

Next up: a roofing sales representative’s must-have skills. 

What Skills Are Essential for a Roofing Sales Representative?

A sales representative must naturally have strong interpersonal abilities to interact with customers and persuade them to take the deal. Plus, they often face unpredictable questions, clients, and situations, so they must adapt to every scenario quickly. 

When hiring a roofing sales representative, pay attention to the following skills: 

• Communication skills: They must be able to clearly explain roofing options, estimates, and timelines, and answer any client questions. 

• Sales and negotiation skills: They must understand client needs, handle objections, and guide them toward the right decision. 

• Technical understanding: While they don’t necessarily need to be roofers, sales reps should understand roofing materials and be able to spot damage to provide accurate assessments and answers. 

• Problem-solving skills: They must address unexpected problems, concerns, or delays with quick thinking and calmness. 

• Time management skills: Roofing sales reps should manage leads, appointments, and job visits efficiently with a disciplined approach.

How a Field Service App Empowers Roofing Sales Representatives

A roofing sales representative has a lot on their plate, which makes it hard for them to handle everything. 

ServiceTitan’s Field Service App can be a powerful ally in streamlining their operations, building trust, and closing deals faster—all while they stay productive in the field. 

With this mobile app, sales managers can build estimates with just a few taps, making it easy to manage pricing and product updates. 

In addition, they can easily browse photos, manufacturer videos, and product information, which enables them to build accurate, tiered estimates for each client. It’s even easier to take control of your pricebook, as ServiceTitan keeps the pricebook updated. 

Sales reps can also capture payments via tablet camera as soon as customers decide to hire your company, helping them close sales directly in the field. 

Request a ServiceTitan demo to see how you can benefit from this fantastic tool.