Outside Sales Advisor

About the role

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.

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.
• 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

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.