Sales Professional - Inside Sales

Our associates celebrate lives. We celebrate our associates.

As a sales trainee, learn the industry, products, product finance / insurance options, services as well as use of Customer Relationship Management software and proprietary contracting software. Throughout the training program, successfully complete course work, pass exams, and demonstrate appropriate skills to begin fulfilling the following responsibilities.

Job Responsibilities

Develop trusting relationships with prospective and existing client families in order to generate sales leads.  Input prospective client contact information in Customer Relationship Management (CRM) system.

Take initiative to contact prospective clients and schedule sales appointments to meet prospective client’s schedule, including evenings and weekends.

Applying listening and empathy skills facilitates prospective client through the pre-planning process and selection of services and property that most appropriately meet their needs. Shows property and property features to prospective families for both pre and at-need sales. Explains insurance product features.  Completes sales and insurance contracts ensuring accuracy and completeness.

Utilize CRM software to continually source leads from campaigns, prospective clients, and prior client sales to develop sales pipeline.

Collaborate with Funeral Director and family on pre-need property or mausoleum sales.  Coordinates 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.

Minimum Qualifications

• Education
• High School Diploma or equivalent
• Licenses
• Ability to obtain and maintain 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 Customer Relationship Management (CRM) systems preferred
• Knowledge, Skills and Abilities
• 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