Outside Sales Advisor

About the Role

Pre-Arrangement Advisors generate sales through company-provided leads from multiple channels, focusing primarily on in-person meetings with families and preplanning seminars. Remote sales are also supported with company-provided telecommunication platforms.

Responsibilities

• Convert company-provided leads into sales.
• Maintain a network of customers from company-provided leads.
• Build and maintain a network of sources to identify new sales leads.
• Communicate with customers and leads to identify and understand their product or service needs; suggest products and services to meet those needs.
• Demonstrate the functions and utility of products or services based on customer needs.
• Ensure customer satisfaction through ongoing communication and relationship management; resolve post-sale issues.
• Use SalesForce or applicable CRM system daily.
• Attend daily, weekly, or monthly calls, training, call blocks, and floor time in the office or home.
• Report daily, weekly, and monthly sales and appointments to the Sales Manager.
• Comply with industry compliance during the entire sales process.
• Perform other responsibilities as assigned.

Requirements

• High school diploma or equivalent.
• Appropriate Funeral Director License in specific states (if required).
• Complete PAA Curriculum Certification within the first 30 days of employment.
• 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 of transferable experience.

Skills

• Exceptional professionalism.
• Strong telephone, interpersonal, and communication skills.
• High level of compassion and integrity.
• Strong “one call/visit close” ability.
• Ability to multitask, set priorities, and manage appointments.
• Experience with in-home and/or seminar-based sales preferred.
• Proficient computer skills; experience working on a tablet preferred.
• Independent, self-reliant, and self-motivated.
• Excellent customer service skills.
• Clear and concise written and spoken communication.
• Problem-solving and timely customer solutions.
• Strong time management and organizational skills.
• Entry-level proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Reliable transportation and a cellphone.

Work Conditions

• Work indoors and outdoors in all seasons and weather conditions.
• Limited local and/or multiple-location travel, including customer homes and local businesses.
• Business casual attire required when in contact with customers.
• Frequent, continuous periods of standing; sitting for extended hours.
• May require climbing stairs to access buildings frequently.
• Physical effort includes paperwork, calculators, computers, iPads, and phone usage.
• Move, push, and pull up to 25 lbs.
• Driving to and from appointments.
• Varied work hours depending on customer needs; local travel distance varies by market.

Job Location: US-NM - Albuquerque