Module 2 ~ Lesson 4

Lesson 4: Team Member Job Descriptions & Agreements


Establish Clear Duties / Expectations for Each Position

Your Customized Operations & Procedures Manual is the key to creating clear & concise job descriptions

We have provided you several samples to get you started in the document downloads for this module:

  • Admin Assistant
  • Listing Manager/Showing Agent
  • Office Manager
  • Team Manager
  • Buyers Agent 

Admin Assistant(s)

Primary Roles

  • Marketing Manager
  • Listing Manager (List to Contract)
  • Transaction coordination (Contract to Close)
  • Administrative Support
    • Database (CRM) management
    • Oversee all other team systems
    • Team admin & operations tasks
    • Support of Team Leader, Team Manager, Agents

Leads Coordinator/Inside Sales Agent

  • Manage all incoming leads from all sources
  • Initial contact and pre-qualification
  • Distribution of leads to buyers agents
  • Tracking and reporting

Team Manager

To support Team Leader’s goals of increasing business and profitability; to recruit, select, train and manage productive buyers agents in support of Team; to assist in developing and maintaining various business systems to include past client and referral system; Internet Marketing.

Team Manager Expectations and Responsibilities include:

  • Recruiting, training, managing accountability of team associates.
  • Conducting a weekly team meeting with all team associates to include a suggested agenda; holding TA’s accountable to committed activities.
  • Managing all team leads and distributing leads to qualified team associates.
  • Utilizing an approved lead and escrow tracking system to manage the team’s activity and transactions.
  • Submitting any Team reports on Team production as necessary and directed.
    • Maintaining the required Team Building systems for the Team (SOI/past client follow-up System; Listing System; Farming System; Lead & Escrow Tracking System; Team Building Basics).
    • Supporting the team operations with the Admin and Team Leader

Buyers agents

  • Lead conversion
  • Follow-up
  • Showing homes
  • Writing Contracts
  • Inspections, Appraisal
  • Walk-through
  • Closing
  • Post-closing

Listing Specialist / Showing Agent

  • Showing homes to prospective home buyer clients
  • Lead gen – working Expireds or FSBOs
  • Completing listing paperwork with clients
  • Listing marketing tasks
  • Keep lead agent informed on all client communications and developments (copied on all emails & update notes in CRM)
  • Tasks when listing sold and in escrow
    • Inspections
    • Addenda
    • Walk-through

Traditional Team Associate


  • Lead conversion
  • Follow-up
  • Showing homes
  • Writing Contracts
  • Inspections, Appraisal
  • Walk-through
  • Closing
  • Post-closing


  • Lead conversion
  • Listing presentation, paperwork
  • Follow-up
  • Offer negotiation
  • Inspections, Appraisal
  • Walk-through
  • Seller Closing
  • Post-closing

Module 2 - Lesson 1

Choosing Your Team Model and Org Chart

Module 2 - Lesson 2

Team Member Compensation Plans

Module 2 - Lesson 3

Customize the WBNL Team Operations Manual

Module 2 - Lesson 4

Team Member Job Descriptions and Agreements

Module 2 - Lesson 5

Hiring & Onboarding System

Module 2 - Lesson 6

Team Reporting and Tracking

Module 2 - Lesson 7

Team Software Solutions

Module 2 - Lesson 8

Let’s Get to Work!

If you have not already done so, go to the Module 2 Overview page and download the Workbook, Slide Decks, and all related Documents for this module.

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