Install the dispenser equipment and help assist the customer in matching our dispenser to their plant (such as counts, added products, etc.). When the install is complete tech is responsible to clean up any mess that was created during the visit.
Plan Document Review/Explanation: Obtaining Plan Document files and research specific plan provisions of qualified and non-qualified retirement plans to determine how best to meet our plan sponsors needs.
Create proposals to customers outlining a preventive maintenance or repair scope of work along with the solution to the problem; make necessary sales presentations to customers and management as requested.
Support the efforts of the Sales & Marketing department, which may include but not be limited to designing and conducting testing, interpreting data, creating technical reports to be presented to customers, and making technical presentations at industry functions.