Sales Professional - Inside Sales

Job Responsibilities

• Provide exemplary customer service to the Hispanic Community as the primary customer contact for cemetery property, products, and pre‑need funeral and cemetery arrangements.
• Generate revenue by selling customized special goods to walk‑in customers and warm leads.
• Operate with compassion and exhibit a deep understanding of the death industry.
• Connect with families through listening, honest communication, and genuine concern, developing an understanding of each family's unique needs, culture, and concerns.
• Present electronic presentations to customers, explaining services, products, and property options.
• Drive the company vehicle to show customers available cemetery plots or columbarium niches.
• Discuss options with customers, answer questions, and assist with selections.
• Enter selections into the electronic contract system.
• Obtain supporting documents to verify customer authorization.
• Review electronic contract selections with the customer and obtain signature.
• Obtain life insurance policy, payment, or discuss payment options.
• Follow up with families as arrangements progress, address issues or changes, and resolve concerns.
• Collaborate with funeral and cemetery teams to provide seamless, high‑quality service.
• Take initiative to resolve customer concerns and discuss options with team members or management.
• Follow up with customers in person, by phone, and/or email.
• Greet and escort immediate family members.
• Attend visitations, services, and receptions to answer guest questions or address issues.
• Softly obtain warm leads from attending families and guests expressing interest in pre‑need arrangements.
• Review warm leads for potential customers, allocating approximately 25% of the work week.
• Place outgoing calls to warm leads, establishing initial contact, listening to needs, and scheduling formal appointments.
• Provide prospective customers with industry marketing materials.
• Confirm appointments at least twenty‑four hours prior, rescheduling as needed.
• Prepare for appointments based on customers’ previously disclosed needs.
• Maintain leads in the  database.
• Monitor progress to achieve a 4:1 close rate.
• Utilize online training tools to gain knowledge, rehearse presentations, and improve performance.
• Apply knowledge and skills to the business environment.
• Work under guidance with peer review for accuracy, quality, and coaching.
• Complete routine work following established procedures and complying with regulations and policies; escalates non‑routine issues for assistance.
• Exhibit accountability for behaviors.
• Ensure compliance with local, state, and federal regulations.
• Discuss assignments, expectations, priorities, and deadlines, and seek guidance and coaching from the manager.
• Adjust effectively to new work structures, processes, requirements, or cultures.

• High School Diploma or GED; college coursework at the sophomore level preferred.
• In lieu of college courses, an additional two years of directly related work experience in business administration, sales, or marketing may be considered.
• Current state‑issued driver’s license with an acceptable driving record to operate company‑owned vehicles.
• Life insurance license as required by the state regulatory board.
• At least one year of customer service or direct sales work experience.

• Bilingual in Spanish and English.
• Computer skills and proficiency with
• Professional verbal communication skills.
• Willingness to work in the death industry.
• Positive attitude, self‑motivation, and a drive to continually advance understanding of the industry and business.
• Cognitive abilities including reasoning, planning, problem identification, comprehension, rapid learning, and application of knowledge to new situations.
• Process and results orientation; ability to keep projects moving ahead by identifying obstacles and managing them.
• Ability to comply with company policies on punctuality/attendance, workplace safety, and maintaining a favorable company image.
• Availability to work nights, weekends, and overtime.
• Ability to pass the company’s internal presentation certification within thirty days of employment.

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