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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: 75075
Category (Portal Searching): Sales
Job Location: US-TX – Plano
Job Profile ID: N00118
Time Type: Full time
Location Name: Neptune Society – Dallas
