Pre-Arrangement Advisor Gold (SD)
On-siteWest Des Moines, Iowa, United States
Job Summary
Convert company-provided leads into sales through in-person meetings with families and preplanning seminars, or remotely when necessary. Maintain a network of customers and sources to identify new sales leads, while communicating with clients to understand and meet their product or service needs. Demonstrate the utility of services based on client requirements and ensure satisfaction through ongoing relationship management and post-sale issue resolution. Daily use of SalesForce or applicable CRM system, attending scheduled calls, training, and call blocks. Report daily, weekly, and monthly sales and appointments to the Sales Manager while complying with industry compliance standards throughout the sales process.
Required Qualifications
- High school diploma or Equivalent
- Appropriate Funeral Director License in Specific States Only
- First 30 days of employment complete PAA Curriculum Certification
- Proficient computer skills
- Reliable transportation
- Own a Cellphone
- 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
- Entry level Microsoft Office Suite (Word, Excel, Outlook)
Desired Qualifications
- 2-5 years of Business to Consumer, Inside Homes/Remote Sales experience
- 1-2 years of industry experience
- 3-5 years in transferable experience
- Experience working on a tablet
- Time management and organizational skills
- 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
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