Sales Professional - Outside Sales

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

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

• High School Diploma or equivalent.

• Ability to obtain and maintain insurance license as required by state/province.
• Current state/province issued driver's license with an acceptable driving record.

• Sales or customer experience preferred.
• Previous experience with Customer Relationship Management (CRM) sales systems preferred.

• Proficient computer skills including MS Office suite.
• Proficient computer skills with CRM and social networking apps preferred.
• Professional demeanor and communication skills.
• Bilingual, knowledge of another language preferred.
• Professional attire required when meeting with clients or representing the company.
• Available to work evenings and weekends.

• Work Environment: Work indoors during all seasons and weather conditions.
• Work Postures: Sitting continuously for many hours per day, up to 6 hours per day.
• Physical Demands: Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usage.
• Work Hours: Working beyond "standard" hours as the need arises.

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

Job Location: US-AZ - Glendale