Pre-Arrangement Advisor
Our associates celebrate lives. We celebrate our associates. 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.
- 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 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 frequentlyPhysical 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 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. Postal Code : 80920 Category (Portal Searching) : Sales Job Location : US-CO - Colorado Springs Job Profile ID : N00118 Time Type : Full time Location Name : Neptune Society