Pre-Arrangement Advisor
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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 EquivalentCertification / License
Appropriate Funeral Director License in Specific States OnlyFirst 30 days of employment complete PAA Curriculum Certification Dignity UniversityExperience
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 experienceKnowledge, Skills and Abilities
Exceptional level of professionalismStrong telephone, interpersonal and communications skillsHigh level of compassion and integrityStrong "one call / visit close" abilityMust be able to multi task, set priorities and manage appointmentsExperience with in-home and / or seminar based sales preferredProficient computer skills required, with experience working on a tablet preferredIndependent, self-reliant, and self-motivatedExcellent Customer Service Skills.Conveys information clearly and concisely in written and spoken communicationResolves problems and provides solutions to customers in a timely mannerTime management and organizational skillsEntry level Microsoft Office Suite (Word, Excel, Outlook)Reliable transportationOwn a CellphoneWork Conditions
Work Environment
Work indoors and outdoors during all seasons and weather conditionsLimited amount of local and / or multiple location travelingTraveling to customer's homes and local BusinessBusiness casual attire is required when in contact with customers.Work Postures
Frequent, continuous periods of time standingSitting continuously for many hours per dayMay required climbing stairs to access buildings frequentlyPhysical Demands
Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers, IPads, and phone usageMove, push and pull up to 25 lbs.Driving to and from appointmentsWork Hours
This outside sales position may require varied work hours depending on customer needs.Travel locally with the distance varying depending on the market.