Outside Sales Advisor

Pre-Arrangement Advisor

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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.