Outside Sales Advisor
Core
Pre-Arrangement Advisors generate sales by conducting in-person meetings and seminars with families to prearrange funeral services.
Role type
Outside Sales Advisor (Funeral Services)
Builds
Pre-arranged funeral service contracts for families
Domain
Funeral services / Life insurance
Deliverable
client delivery
Required skills
in-home and seminar sales, lead conversion, relationship management, product demonstration, Salesforce/CRM usage, compliance adherence
Preferred skills
B2C inside/remote sales experience, industry experience, tablet proficiency, Microsoft Office Suite
Technologies
Salesforce, CRM systems, Microsoft Office Suite, tablets
Responsibilities
Convert company-provided leads into sales, maintain customer networks, identify and suggest products based on needs, demonstrate product utility, ensure customer satisfaction, report sales and appointments, comply with industry regulations
Seniority
Entry-level to Mid-level, hands-on IC