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 and sales leads
Domain
Funeral services / Life insurance
Required skills
In-person sales, lead conversion, CRM management, customer relationship management, compliance adherence, tablet proficiency
Preferred skills
B2C inside/remote sales experience, industry experience, seminar-based sales, Microsoft Office Suite
Technologies
SalesForce, CRM systems, Tablets, Microsoft Office Suite
Responsibilities
Convert company-provided leads into sales, maintain customer networks, identify and suggest products/services, demonstrate product utility, ensure customer satisfaction, report sales data, comply with industry regulations
Seniority
Mid-level, independent sales representative