Descripción de la oferta
Our associates celebrate lives. We celebrate our associates.
Pre-Arrangement Advisors are responsible for generating sales through company-provided leads from multiple channels. Our primary focus is in-person meetings with families and preplanning seminars regarding prearranging. We also have the ability to sell remotely when necessary, and the Company will provide necessary telecommunication platforms to the Pre-Arrangement Advisors.
Job Responsibilities
Convert Company provided leads into sales.
Maintain a network of customers from Company provided leads.
Build and maintain a network of sources from which to identify new sales leads.
Communicate with customers and leads to identify and understand their product or service needs; identify and suggest products and services to meet those needs.
Demonstrate the functions and utility of products or services to customers based on their needs.
Ensure customer satisfaction through ongoing communication and relationship management; resolve any issues that may arise post-sale.
Use SalesForce or applicable CRM system daily.
Attend daily, weekly, monthly calls, training, call blocks, and floor time in the office or home.
Report daily, weekly, monthly sales and appointments to the Sales Manager.
Comply with industry compliance during the entire sales process.
Other responsibilities as assigned.
Minimum Requirements
Education
High school diploma or equivalent.
Certification / License
Appropriate Funeral Director License in Specific States Only.
First 30 days of employment complete PAA Curriculum Certification Dignity University.
Experience
2-5 years of Business to Consumer, Inside Homes / Remote Sales experience (preferred but not required).
1-2 years of industry experience (preferred but not required).
3-5 years in transferable experience.
Knowledge, Skills and Abilities
Exceptional level of professionalism.
Strong telephone, interpersonal and communication skills.
High level of compassion and integrity.
Strong one call/visit close ability.
Must be able to multi‑task, set priorities and manage appointments.
Experience with in-home and/or seminar-based sales preferred.
Proficient computer skills required, with experience working on a tablet preferred.
Independent, self‑reliant, and self‑motivated.
Excellent customer service skills.
Conveys information clearly and concisely in written and spoken communication.
Resolves problems and provides solutions to customers in a timely manner.
Time‑management and organizational skills.
Entry level Microsoft Office Suite (Word, Excel, Outlook).
Reliable transportation.
Own a cellphone.
Work Conditions
When considering the work hours associated with this job, the following factors may apply:
Work Environment
Work indoors and outdoors during all seasons and weather conditions.
Limited amount of local and/or multiple location traveling.
Travel to customers’ homes and local businesses.
Business casual attire required when in contact with customers.
Work Postures
Frequent, continuous periods of time standing.
Sitting continuously for many hours per day.
May be required to climb stairs to access buildings frequently.
Physical Demands
Physical effort requiring manual dexterity is required, including paperwork, calculators, computers, iPads, and phone usage.
Move, push and pull up to 25 lbs.
Driving to and from appointments.
Work Hours
This outside sales position may require varied work hours depending on customer needs.
Travel locally with the distance varying depending on the market.
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