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Role Description
Pre-Arrangement Advisors are responsible for generating sales through company-provided leads from multiple channels. Our primary focus is in-person meetings with families and preplanning seminars regarding prearranging. We also have the ability to sell remotely when necessary, and the Company will provide necessary telecommunication platforms to the Pre-Arrangement Advisors.
- Convert Company provided leads into sales.
- Maintain a network of customers from Company provided leads.
- Build and maintain a network of sources from which to identify new sales leads.
- Communicate with customers and leads to identify and understand their product or service needs; identify and suggest products and services to meet those needs.
- Demonstrate the functions and utility of products or services to customers based on their needs.
- Ensure customer satisfaction through ongoing communication and relationship management; resolve any issues that may arise post-sale.
- Daily use of SalesForce or applicable CRM system.
- Attend daily/weekly/monthly calls, training, call blocks, floor time in the office or home.
- Report daily, weekly, monthly sales and appointments to Sales Manager.
- Comply with industry compliance during the entire sales process.
- Other responsibilities as assigned.
Qualifications
- High school diploma or Equivalent.
- Appropriate Funeral Director License in Specific States Only.
- First 30 days of employment complete PAA Curriculum Certification Dignity University.
- 2-5 years of Business to Consumer, Inside Homes/Remote Sales experience (preferred but not required).
- 1-2 years of industry experience (preferred but not required).
- 3-5 years in transferable experience.
Requirements
- 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 preferred.
- Proficient computer skills required, with experience working on a tablet preferred.
- Independent, self-reliant, and self-motivated.
- 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.
- Time management and organizational skills.
- Entry level Microsoft Office Suite (Word, Excel, Outlook).
- Reliable transportation.
- Own a Cellphone.
Work Conditions
- Work indoors and outdoors during all seasons and weather conditions.
- Limited amount of local and/or multiple location traveling.
- Traveling to customer’s homes and local Business.
- Business casual attire is required when in contact with customers.
- Frequent, continuous periods of time standing.
- Sitting continuously for many hours per day.
- May require climbing stairs to access buildings frequently.
- Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers, iPads, and phone usage.
- Move, push and pull up to 25 lbs.
- Driving to and from appointments.
- This outside sales position may require varied work hours depending on customer needs.
- Travel locally with the distance varying depending on the market.
Company Description
We are a company committed to supporting families at difficult times. Nowhere will you find a group of caregivers and teams more passionate about the work they do or more invested in the well-being of the families they serve. The Dignity Memorial name is a symbol of trust and a mark of excellence. As the largest provider of funeral, cemetery and cremation services in North America, we're dedicated to celebrating the life and legacy of every loved one with professionalism, compassion and attention to detail that is second to none.
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