• Visit local businesses, shops, restaurants, and commercial areas to introduce TiKi Tax services.
• Distribute marketing flyers, brochures, business cards, and promotional materials to potential clients.
• Approach business owners, managers, and decision-makers professionally to explain our services.
• Collect business cards and relevant contact information, including business name, contact person, phone number, email address, and services of interest.
• Identify potential clients who may need bookkeeping, payroll, personal or corporate tax filing, GST/HST filing, or other accounting services.
• Record daily business visits, new leads, and follow-up activities in the company CRM system.
• Follow up with potential clients through phone calls, emails, or in-person visits.
• Schedule consultations and appointments between interested prospects and the TiKi Tax team.
• Build and maintain positive relationships with local business owners and community members.
• Meet weekly targets for business visits, flyer distribution, qualified leads, and follow-up activities.
• Provide regular updates on sales activities, customer feedback, and potential business opportunities.
• Represent TiKi Tax professionally and help increase brand awareness in the local community.

Skills & Qualifications

Required:

• Strong communication and interpersonal skills.
• Confident, friendly, and comfortable approaching new businesses and speaking with business owners.
• Good English communication skills.
• Self-motivated, organized, and able to work independently.
• Strong time management and follow-up skills.
• Basic computer skills and ability to record customer information accurately.
• Professional attitude and customer service mindset.
• Willingness to travel locally and visit businesses in person.
• Ability to build relationships and generate sales leads.