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Provides administrative and clerical sales support. Prepares marketing materials for sales appointments and community events. Monitors memorial products, verify installation, and notifies family.
JOB R ESPONSIBILITIES
Sales Contracts
- Discusses contract issue(s) and deliverable with Sales Associate. Tracks contract issue metrics. Identifies trends and discusses with Sales Management for underperformance with the Sales Associate.
- Runs reports to identify Pre-Need past due payments. Forwards report to Sales Management for cascade to Sales Associate.
- Reconciles pending property payments against contract and contract revisions; revenue is recognized when 75% paid.
Memorial Products
- Monitors in-progress manufacturing and confirms delivery. Updates the Sales Associate upon installation.
- Take initiative to resolve issues with the grounds superintendent surrounding installation. Post installation, notify the client of completion.
- Escalates customer dissatisfaction issues to Sales Associate or management.
Sales Support
- Place outgoing calls to confirm scheduled sales appointments. Update the system to notify the Sales Associate.
- Prepare marketing and pricing materials for scheduled appointments.
- Prepare marketing, pricing, and advertising materials for community events. Assist with event set-up, as needed during the event, and event break-down/clean-up. May order catering or supplies.
- Organize and maintain marketing materials, lot cards, burial books, maps, and similar.
Expectations
- Self-manages workload to deliver quality work on time. Works independently; as needed, requests work be peer reviewed for accuracy and improvement. Completes non-routine work applying experience and knowledge of procedures, regulations, and policies; escalates complex and unique issues for guidance. Consistently applies procedures, regulations, and policies, producing compliant and efficient results. Exhibits accountability for work and behaviors.
- Takes the initiative to discuss assignments, expectations, priorities, and deadlines as well as seek guidance and coaching from the manager. Notifies the manager when the workload is light and volunteers for additional work. Adjusts effectively to work within new work structures, processes, requirements, or cultures. Ensures compliance with local, state, and federal regulations.
- Maintains department's standard operating procedures (SOP) and job aids. Requests SOP & job aids peer review. Learns how to document SOPs, appropriate level of detail, and written communication.
- This is not intended to be an all-inclusive list of the essential functions or duties related to this job.
MINIMUM Requirements
Education
- High School Diploma or GED
Licenses
- Valid state driver's license with an acceptable driving record
Experience
- At least two (2) years' administrative work experience, preferably with electronic contracts.
Knowledge, Skills, and Abilities
- Bilingual proficiency is a plus
- Proficient computer skills
- Accurate mathematical skills
- Detail-oriented
- Ability to learn funeral/cemetery/care center industry acumen
- Cognitive ability, including reasoning, identifying problems, comprehending ideas, learn quickly, learn from experience, and appropriately applying learning to new situations.
- Process and results-oriented, motivated to keep projects moving ahead by identifying obstacles and exploring alternatives
- Must have a positive attitude, a drive to continually advance your understanding of the industry and business, and be highly self-motivated
- Ability to build professional and trusting business relations across the Territory
- Professional written and verbal communication skills
- Willingness to work in the death industry
Work CONDITIONS
Work Environment
- Work indoors during all seasons and weather conditions
- Comply with the Field dress code policy
Work Postures
- Frequent, continuous periods of time standing, up to 6 hours per day
- Sitting continuously for many hours per day, up to 6 hours per day
- Climbing stairs to access buildings and cemetery property frequently
Physical Demands
- Physical effort requiring manual dexterity is required, including paperwork, calculators, computers, and phone usage
- Lifting, pushing, pulling up to 10 pounds
Work Hours
- Working beyond "standard" hours as the need arises
Compensation: $22-$30.80 /hr.
Benefits: Part-time associates working an average of 20 hours a week may be eligible for a 401(k)
As part of your pre-employment background check, your criminal conviction history will be verified, given that this role requires the following material job duties: Working around and/or handling deceased individuals and working around families and colleagues. Convictions creating a direct, adverse, and negative relationship with the identified job duties may result in the withdrawal of a conditional job offer.
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Postal Code: 91321 Category (Portal Searching): Administration and Clerical Job Location: US-CA - Newhall