Outside Sales Advisor

Pre-Arrangement Advisor

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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.

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

Certification / License

Experience

Knowledge, Skills and Abilities

Work Conditions

Work Postures

Physical Demands

Work Hours