Pre-Arrangement Advisor
Our associates celebrate lives. We celebrate our associates.
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.
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 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 multitask, 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.Postal Code : 78250
Category (Portal Searching) : Sales
Job Location : US-TX - San Antonio
Location Name : Neptune Society