Sales Professional - Outside Sales

Overview

Our associates celebrate lives. We celebrate our associates.

The Re-Engagement Planning Advisor is responsible for learning the industry, products, product finance / insurance options (trust), services, as well as use of Customer Relationship Management (CRM) sales software and proprietary contracting software. Responsibilities include completing a training program which requires successfully complete course work, passing exams, and demonstrating the appropriate skills to begin fulfilling the following responsibilities.

Compassionate and results-driven sales representative to actively set appointments and engage prospective clients with purchasing pre-planned funeral services as well as pre-planned cemetery/mausoleum property to meet their personal and cultural needs. Take pride in service excellence and a technology rich company to support revenue quota achievement.

• Develop trusting relationships with prospective and existing client families in order to generate sales leads. Update prospective client contact information and detailed notes in CRM.
• Take initiative to contact prospective clients and schedule sales appointments to meet the prospective client’s schedule, including evenings and weekends.
• Appointments available at customers’ residence, Dignity Memorial locations, or virtually.
• Apply listening and empathy skills to guide the prospective client through the pre-planning process and the selection of services and property that most appropriately meet their needs. Explain insurance (trust) product features. Complete sales and insurance (trust) contracts with accuracy and completeness.
• Utilize CRM software to continually source leads from campaigns, prospective clients, and prior client sales to develop the sales pipeline.
• Coordinate sales efforts with team members and other departments as appropriate.
• Seek coaching from management to improve sales cycle, sales techniques, software proficiency, and product knowledge.

• Education
  :
  High School Diploma or equivalent.
• Licenses
  :
  Ability to obtain and maintain an insurance license as required by state/province; current state/province issued driver’s license with an acceptable driving record.
• Experience
  :
  Sales or customer experience preferred; previous experience with CRM sales systems preferred.
• Knowledge,
  
  Skills and Abilities
  
  :
  Proficient computer skills including MS Office suite; proficiency with CRM and social networking apps; professional demeanor and communication skills; bilingual abilities preferred; professional attire required when meeting with clients or representing the company; availability to work evenings and weekends.

• Work indoors during all seasons and weather conditions.
• Comply with corporate dress code policy.

• Sitting continuously for many hours per day, up to 6 hours per day.

• Physical effort requiring manual dexterity for paperwork, calculators, computers and phone usage.

• Working beyond standard hours as needed.

$50,000 to $100,000 targeted compensation (with higher earnings potential based on exceptional performance)