Sales Professional - Outside Sales

Our associates celebrate lives. We celebrate our associates.

Consider the possibilities of joining a Great Place to Work!

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

Compassionate and results-driven sales representative to actively set appointments and engage prospective clients with purchasing pre-planned funeral services as well as pre-planned cemetery/mausoleum property to meet their personal and cultural needs. Take pride in service excellence and a technology rich company to support revenue quota achievement.

JOB RESPONSIBILITIES

Key Responsibilities:

• Proactively schedule After Care Visit appointments with families previously served through our mortuary for At-Need services.
• Communicate the importance and value of pre-planning by presenting Personal Planning Guides to families.
• Use Salesforce to manage client accounts, track activity, and maintain follow-up.

MINIMUM Requirements

Qualifications:

• Compassionate, results-driven, and adaptable, with strong communication skills.
• Tech-savvy and flexible; bilingual candidates are encouraged to apply.
• Willingness to travel to client homes or company locations. Weekend and evening availability may be required.
• Must have prior experience in At-Need funeral arrangements.
• Limited Life License will be required

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) sales 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

Work CONDITIONS

Work Environment

• Work indoors during all seasons and weather conditions
• Comply with Corporate dress code policy

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

#SCI

Compensation:

Salary: $18.00/hr ($40,000 - $100,000 annualized targeted first year earnings)

Benefits:

MedicalDentalVisionFlexible Spending Accounts (health care and dependent care)Health Savings Account with Company ContributionSick LeaveShort-Term DisabilityLong-Term DisabilityLife InsuranceVoluntary Accidental Death or Dismemberment InsuranceDependent Life InsuranceSCI 401(k) Retirement Savings Plan with Company matchEmployee Assistance Program

Postal Code: 92840

Category (Portal Searching): Sales

Job Location: US-CA - Garden Grove