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Consider the possibilities of joining a Great Place to Work!
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.
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Maintain a network of customers from Company provided leads.
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Builds and maintains a network of sources from which to identify new sales leads.
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Communicates with customers and leads to identify and understand their product or service needs; identifies and suggests products and services to meet those needs.
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Demonstrates the functions and utility of products or services to customers based on their needs.
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Ensures customer satisfaction through ongoing communication and relationship management; resolves any issues that may arise post-sale.
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Daily use of SalesForce or applicable CRM system.
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Attend daily/ weekly/monthly calls, training, call blocks, floor time in the office or home.
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Report daily, weekly, monthly sales and appointments to Sales Manager
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Comply with industry compliance during the entire sales process
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Other responsibilities as assigned.
MINIMUM Requirements
Education
- High school diploma or Equivalent
Certification/License
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Appropriate Funeral Director License in Specific States Only
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First 30 days of employment complete PAA Curriculum Certification Dignity University
Experience
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2-5 years of Business to Consumer, Inside Homes/Remote Sales experience (preferred but not required)
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1-2 years of industry experience (preferred but not required)
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3-5 years in transferable experience
Knowledge, Skills and Abilities
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Exceptional level of professionalism
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Strong telephone, interpersonal and communications skills
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High level of compassion and integrity
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Strong “one call/visit close” ability
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Must be able to multi task, set priorities and manage appointments
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Experience with in-home and/or seminar based sales preferred
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Proficient computer skills required, with experience working on a tablet preferred
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Independent, self-reliant, and self-motivated
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Excellent Customer Service Skills.
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Conveys information clearly and concisely in written and spoken communication
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Resolves problems and provides solutions to customers in a timely manner
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Time management and organizational skills
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Entry level Microsoft Office Suite (Word, Excel, Outlook)
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Reliable transportation
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Own a Cellphone
Work CONDITIONS
When considering the work hours associated with this job, the following factors may apply:
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Work indoors and outdoors during all seasons and weather conditions
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Limited amount of local and/or multiple location traveling
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Traveling to customer’s homes and local Business
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Business casual attire is required when in contact with customers.
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Frequent, continuous periods of time standing
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Sitting continuously for many hours per day
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May required climbing stairs to access buildings frequently
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Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers, IPads, and phone usage
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Move, push and pull up to 25 lbs.
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Driving to and from appointments
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This outside sales position may require varied work hours depending on customer needs.
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Travel locally with the distance varying depending on the market.
Postal Code: 78757
Category (Portal Searching): Sales
Job Location: US-TX - Austin