Sales Professional - Inside Sales

About the role

As a sales trainee, you will learn the industry, products, product finance and insurance options, services, as well as the use of Customer Relationship Management software and proprietary contracting software. Throughout the training program, you will complete course work, pass exams, and demonstrate appropriate skills to begin fulfilling sales responsibilities.

Responsibilities

• Develop trusting relationships with prospective and existing client families to generate sales leads.
• Input prospective client contact information in the Customer Relationship Management (CRM) system.
• Take initiative to contact prospective clients and schedule sales appointments to meet their schedule, including evenings and weekends.
• Apply listening and empathy skills to guide prospective clients through the pre-planning process and selection of services and property that meet their needs.
• Show property and property features to prospective families for both pre-need and at-need sales.
• Explain insurance product features.
• Complete sales and insurance contracts, ensuring accuracy and completeness.
• Utilize CRM software to continually source leads from campaigns, prospective clients, and prior client sales to develop the sales pipeline.
• Collaborate with Funeral Directors and families on pre-need property or mausoleum sales.
• Coordinate sales efforts with team members and other departments as appropriate.
• Seek out manager’s coaching to improve sales cycle, sales techniques, software proficiency, and product knowledge.

Requirements

• High School Diploma or equivalent.
• Ability to obtain and maintain an insurance license as required by state/province.
• Current state/province-issued driver’s license with an acceptable driving record.
• Available to work evenings and weekends.
• Professional attire required when meeting with clients or representing the company.

Qualifications

• Sales or customer experience preferred.
• Previous experience with Customer Relationship Management (CRM) systems preferred.
• Proficient computer skills, including MS Office suite.
• Proficiency with CRM and social networking apps preferred.
• Professional demeanor and communication skills.
• Bilingual or knowledge of another language preferred.

Pay

$50,000 to $100,000 targeted compensation (with higher earnings potential based on exceptional performance).

Job Location: Katy, TX 77494