Our associates celebrate lives. We celebrate our associates.
Pre-Arrangement Advisors are responsible for generating sales thru 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.
- Builds and maintains a network of sources from which to identify new sales leads.
- Communicates with customers and leads to identify and understand their product or service needs; identifies and suggests products and services to meet those needs.
- Demonstrates the functions and utility of products or services to customers based on their needs.
- Ensures customer satisfaction through ongoing communication and relationship management; resolves any issues that may arise post-sale.
- Daily use of SalesForce or applicable CRM system.
- Attend daily/ weekly/monthly calls, training, call blocks, floor time in the office or home.
- Report daily, weekly, monthly sales and appointments to 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 communications 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
- Traveling to customer’s homes and local Business
- Business casual attire is required when in contact with customers.
Work Postures
- Frequent, continuous periods of time standing
- Sitting continuously for many hours per day
- May required climbing stairs to access buildings frequently
Physical Demands
- Physical effort requiring manual dexterity is required, includes 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.
Postal Code: 75075
Category (Portal Searching): Sales
Job Location: US-TX - Plano