About this role
Our associates celebrate lives. We celebrate our associates.
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 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 multi task, 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 When considering the work hours associated with this job, the following factors may apply:
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: 49508
Category (Portal Searching): Sales
Job Location: US-MI - Grand Rapids